OT: Stock and Investment Thread

T2Kplus20

Heisman
May 1, 2007
31,783
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I really like Greenhaus when he's on the Closing Bell.

Though he is a talker, and I don't love 2 guests when one is a big talker and takes over the episode leaving the other one just sitting there.

Greenhaus is wary about this war lasting awhile which eventually has a bigger negative impact on the markets.
Yeah, Greenhaus doesn’t need to be matched with anyone. He’s right. The longing this drags on the bigger impact on markets. However, I still believe it’s only temporary. At least for US markets. Maybe international is hit a bit more. Japan might rally hard when the all clear comes.
 

Rutgers Chris

All-American
Nov 29, 2005
5,052
5,910
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Cliff notes?
“What he discovered on the ground: the AIS data everyone is trading on is missing roughly half of what's actually transiting the strait on any given day. Ships are going dark, spoofing destinations, broadcasting "CHINESE CREW OWNER" through transponder fields to avoid getting hit. Iran's ghost fleet is running 29+ laden tankers inside the Gulf with transponders off, moving an estimated $3B in crude to Malaysia since the war started.

The entire market is pricing a "closed" strait off satellite imagery and transponder data that has a 50% blind spot. Every oil model, every supply forecast, every macro call built on AIS throughput numbers is working from a dataset that systematically overstates the disruption.”
 
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RU-05

Redshirt
Mar 2, 2026
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UNH is popping in extended. Don’t know why. Edit: medicare increased

Ive owned it for awhile. Well in the red.
 
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Jtung230

Heisman
Jun 30, 2005
19,180
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Friedberg is more devoted science nerd than Elon apologist. Since I doubt you actually listened, here is his specific case. Given SpaceX’s valuation, I think ASTS and RKLB are the ones to look at in this context.


com’on man. This is not a movie. How many trips and resources will it take to get all that equipment to the moon for mining? How many reentry windows are available per day to handle all the continuous mining?
 

Rutgers Chris

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Nov 29, 2005
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com’on man. This is not a movie. How many trips and resources will it take to get all that equipment to the moon for mining? How many reentry windows are available per day to handle all the continuous mining?
Driverless cars, tunnels under cities, humans controlling things with their brains were all movie concepts not long ago.

To answer your questions: a few hundred flights is the current estimate, that number is shrinking as the years go by. Re-entry windows aren't the same as earth/rocket launches though they have their own challenges/limitations at the moment. The last sentence sums up your thinking, but also shows why as an investment SpaceX and the others make sense.


"- With modern heavy-lift vehicles like Starship (projected 100+ tons payload to lunar surface per flight, reusable), the mass driver hardware could require roughly **3–5 dedicated flights** (or fewer with optimized packing/assembly on-site). Older estimates using Ares V-class rockets (~75 tons) needed ~24 launches spread over ~3 years.
- Full mining + processing + power + support infrastructure: Far more. One analysis estimated an additional ~3,300 tons for mining equipment, ore refinery, power, and habitats—pushing total surface mass to ~6,600 tons. That equates to **~44–66 Starship-class flights** (assuming ~100–150 tons delivered per landing).

**Total trips/resources summary (realistic range for a viable starter industrial setup):**
- **Dozens to low hundreds of Earth-to-Moon launches** over several years (e.g., 50–100+ flights). This assumes Starship-scale reusability; current rockets would require far more.
- **Resources delivered:** Thousands of tons of hardware (solar arrays ~37,000 m² for ~8.7 MW driver power in one design; batteries; modular track sections; autonomous miners; refiners). Power is solar (abundant at lunar poles with near-constant sunlight), but initial delivery and assembly are Earth-sourced. Upfront costs are enormous (tens to hundreds of billions), but once running, ongoing "shipping" back to Earth is near-zero energy (electricity from solar for acceleration).

Reentry Windows per Day for Continuous Mining/Export
Friedberg’s description assumes mass drivers launch packages that precisely hit a chosen Earth spot, reenter the atmosphere, and parachute down—like a space FedEx. This is conceptually possible but faces major engineering hurdles not present in most lunar mass driver studies (which target orbit/L2 for catchers, not direct atmospheric reentry).

No fixed "reentry windows" like Earth rocket launches (which are constrained by rotation and site geography).** Here's why and what limits apply:
- **Trajectories and timing:** From the Moon (tidally locked, Earth direction is nearly fixed in the sky), you can launch toward Earth anytime the driver is powered. Transit time to Earth is ~2–5 days depending on exact velocity/vector (e.g., one design reaches LEO vicinity in ~2.1 days). Launches can be frequent (designs show every 10–11 seconds or minutes for small payloads; scaled up to tons every 10–15 minutes in some optimistic clips). Multiple payloads are in flight simultaneously.

This is all pre-operational engineering (1970s O’Neill concepts updated with modern power/rockets). Real deployment would iterate with demos (e.g., small payloads first). Friedberg’s vision is inspiring but glosses over the massive upfront Earth launches and reentry precision challenges. For context, even optimistic Starship-era estimates put full lunar industrialization decades away."
 

T2Kplus20

Heisman
May 1, 2007
31,783
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And then a rip post closing on news an Iran deal is near.
Time to plow back in the metals? :)
Obviously, energy will take a hit once all of this officially ends, but it was rallying hard prior to Iran. So, probably good to hold the winners.
 

RU05

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Jun 25, 2015
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Time to plow back in the metals? :)
Obviously, energy will take a hit once all of this officially ends, but it was rallying hard prior to Iran. So, probably good to hold the winners.
JNUG was up 15% in extended.

WTI down to $95 at 7:30 pm

Edit: $92. Falling like a rock.
 
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RU05

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Jun 25, 2015
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Yeah, Greenhaus doesn’t need to be matched with anyone. He’s right. The longing this drags on the bigger impact on markets. However, I still believe it’s only temporary. At least for US markets. Maybe international is hit a bit more. Japan might rally hard when the all clear comes.
KORU (3x Korea ETF) up 20% in extended.
 
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T2Kplus20

Heisman
May 1, 2007
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JNUG was up 15% in extended.

WTI down to $95 at 7:30 pm

Edit: $92. Falling like a rock.
Do you know how much Baron made on his new oil shorts! :)

Let's see how the dust settles. I still have a decent amount of metals (gold and base) in my trading account, but not too much in the grand scheme of things. Maybe I will jump back into GLD leaps? Gold might rally back to the highs rather quickly.
 
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RU05

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Jun 25, 2015
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Nasdaq futures up 3.5%.

I bought some stuff last night. Going to wait till around 9:45 AM, see if there is an early morning pull back, and I'll buy some more.
 
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RU05

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Jun 25, 2015
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Did well getting out of LYB and DOW. Both getting hammered on the drop in oil. For some reason they are correlated like that.
 
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RU05

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Jun 25, 2015
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Watching BSX. Kari Firestone from the halftime bought some recently.

Still in a gnarly down trend. But 30x PE with strong growth expected.

Waiting for signs of a legit turnaround. Only up 1.4% today.
 

T2Kplus20

Heisman
May 1, 2007
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Bought NOW recently. Its down today. I might bail on it.
I want to buy NOW so much, but I can't. Great company, awful stock. To be down today is one big red flag. It's going lower.

EDIT: Holy crap, just looked. NOW and CRM were down 3% each.