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Short him, 8th of August after earnings the real selling will start. This stock is a scam and stay away from believing any of Musk's promises that always never materialize at all (there's a website with thousands of broken promises by him and the NY Post analyzed over 600 promises by him, search for the article).
SpaceX Surges over 7%. Elon Musk Has a Dire Warning for SpaceX Stock Short Sellers
It is the biggest Ponzi scheme, so many people were unknowingly buying this scam stock via their 401k
SpaceX Market Cap Collapses; Meta Surpasses On Realized AI Monetization
It certainly was shared with a purpose and not accidentally. I wonder how Anthropic feels about this official "leak"
Anthropic Reportedly Testing AMD GPUs as AI Giants Systematically Reduce Reliance on Single Compute Provider
I might want to add that the destruction of civilian infrastructure (eg bridges in Iran as well as desalination facilities in Kuwait) are war crimes committed by both (!) parties. I know Iran does quid pro quo and the argument can be made that they didn't start this but still, both sides committing war crimes!
Iran: Talks With U.S. Can Move Forward Based on Tehran’s National Interests
When Warren Buffet gives a lesson in investment, people better start listening. I totally agree with him that the market is based on the wrong analysis and decision making.
Warren Buffett Cautions on Market Speculation While Berkshire Builds Major Stake in Alphabet
Haha, how many times more does he want to declare total victory over Iran? If you think it's like that then have the balls to start a ground invasion. Iran has enough drones, missiles etc left whereas US for sure has started to deplete their capacity again and is running out of money for a stupid and illegal war they shouldn't have started.
Trump Says US Striking Iran to Avenge Killed US Service Members
They will eat into cable and mobile internet companies business as their second biggest growth (biggest one is their new ad business).
Netflix is Spending Big Money on Sports. is the Company Making the Right Bets?
Small margin business on their overcapacity as they can't make revenue on their enormous Capex burned. All the while their NVIDIA assets are depreciating fast (some say in 2-3 years). The only one winning from this AI cycle is NVIDIA!
SpaceX in Talks to Provide Computing Power to Pentagon
The bubble is slowly bursting. SpaceX and Meta have overcapacity and not getting revenue in return for it. Who wants to use their crappy models anyways? Everyone wants to use Claude on the other hand, not even OpenAI so much hence their delayed IPO
Meta Platforms in Advanced Talks for Landmark Compute Lease with Anthropic, Deal Potentially Valued Up to $10 Billion
Are we at peak AI bubble already? The talks of reducing capex are already happening, Zuckerberg saying that the revenue increase hasn't materialized. OpenAI postponing their IPO. NVIDIA seems to have peaked as well. SpaceX is a complete joke and despite all tricks (early index listing etc), it's below IPO price already with only 5% of stock in float. Doesn't look good, old enough to remember that this looks even worse than the Internet bubble of 2001.
SK Hynix Sinks 10% in Seoul After NASDAQ Debut Amid Profit-taking, Easing Earnings Optimism
Here we go again. As long as Trump and Bibi are in command there won't be any peace in the Middle East. All he knows is bullying, lying and threatening. He was never successful with this "Art of the deal" in his business life, nor is he successful as US President. Can't wait for mid-terms
Oil Jumps 4% as US Conducts Additional Strikes on Iran Amid Disagreement over Strait of Hormuz Access
No, expansion is slow because FSD isn't ready to drive autonomously without safety drivers or remote driving. Something that Waymo does for many years already.
Tesla Stock Jumps After It Rolls Out Robo-Taxis In Miami
This shit stock is going to bring the whole AI bubble to burst. Everyone can become a Billionaire by telling fantasy stories whilst raising hundreds of Billions Whilst burning Billions with no end in sight. This really has to stop and we need to come back to proper evaluations of companies and their P/E ratios. Momentum traders are losing a lot of money after risky bets on Shitcoin ahem Bitcoin and AI stocks.
SpaceX Falls 3% In Regular Trading, Selloff Continues Amid Bond Offering Concerns And Valuation Pressure
SpaceX needs money badly. The merger was the first step to solve it as so far xAI is very disappointing (performance wise, Grok isn’t a good model like Opus or ChatGPT1). Burns cash like hell with no end in sight. The S-1 makes it clear that the biggest future revenue will come from AI, the microhard and Terafab project. It also states that both are ideas which are currently in a legally non-binding state, so they might not even happening. Intel can quit anytime, it’s not something I’d bet my money on. Lastly, the whole data centers in space is still something that most likely won’t work. They would need a huge surface area away from the sun to dissipate the heat generated by the AI chips. Not going to work IMO. I strongly advise anyone interested to do a lot of research into the feasibi
Circle jerk - I hope this shit isn't blowing up. While there's a lot of money to be made from OpenAI's IPO (and SpaceX, as Musk fanboys will still buy this POS company with made up future opportunities like Terafab and Microhard, that aren't even legally binding to happen, nor have they started. They are just Musk's ideas that he coincidentally announced 1 respective 2 months before SpaceX S-1. What a surprise, the Ponzi scheme goes on). But the other investments of Nvidia are way more risky and they need a lot of luck to even IPO, let alone get a decent ROI.
Nvidia Poured $18.6 Billion into Venture-Capital Investments in Just Three Months. Where Does the Cash Trail Lead?
And pigs can fly ...
Trump Says US May Need to Hit Iran Again and Tehran Is Begging to Make a Deal
Than why all the huge drop before? Nothing much has changed, Joe Retail just doesn't have a clue and some big shot dropped all their $NOW shares to kick the rally downwards off several times, hedged nicely so that only Joe Retail made losses.
Stock Track | ServiceNow Soars 6% Intraday on AI Partnership Announcements and Analyst Upgrade
Ponzi scheme part 2. So far, his big rocket hasn't gone anywhere, hasn't even reached orbit a single time and sometimes even blows up on the landing pad. Business is losing billions and is only having Starlink as a profitable product. They are far behind any timeline and the NASA isn't happy. Bezos space company is a serious competitor for the Moon lander. The whole concept with refueling in space isn't really feasible.
Spacex Shareholders Approve 5-for-1 Split of Common Stock - Bloomberg News
UBS is almost 50% under their target price. While I certainly don't agree with the sell off from Accenture, they, especially the highest paid female CEO need to really get their act together in terms of managing WS analysts and institutional investors . Quite frankly, Julie Sweet has to go IMO. The team she put together is crap, just a bunch of bla bla talkers that can't get their shit together. Total revamp is needed, their new AI driven strategy is the result of a circle jerk of the Strategy guys. Company is making good money and grows 7-8% still, deserves a turnaround.
UBS Backs Accenture: OpenAI's AI Deployment Move Not a Threat, Stock Dip Seen as Opportunity
That's not 100% correct. Alphabet made a lot of money this quarter from their sales investments in Anthropic and SpaceX (which Is all paper value until IPO). Otherwise they are as bad as Meta, didn't spend a single dollar on buyback.
Big Tech Is Spending an Unprecedented Amount on AI. Only Alphabet Has Made the Case It's Paying Off
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