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Stock Market 2026

bad zuki said:
What's the boards thoughts on Space ex IPO?
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I think it's going to be insane. As in yeah I believe in the company's long term vision, but there's going to be so much money being enthusiastically thrown around right at the beginning, who knows how chaotic it's going to be.

In the longer term, them being a datacenter provider for AI looks like it might become more significant than the Starlink system itself. And space based data centers aren't getting near the pushback of terrestrial ones, so they'll probably be king of that hill for a long time if things keep moving the way they are.

For example, with the latest data just released, we find out that Anthropic AI is renting datacenter capacity from SpaceXAI at $1.25 BILLION....per MONTH . The numbers are pretty insane, and we're still just scraping the surface

 
AgitatedPancake said:
I think it's going to be insane. As in yeah I believe in the company's long term vision, but there's going to be so much money being enthusiastically thrown around right at the beginning, who knows how chaotic it's going to be.

In the longer term, them being a datacenter provider for AI looks like it might become more significant than the Starlink system itself. And space based data centers aren't getting near the pushback of terrestrial ones, so they'll probably be king of that hill for a long time if things keep moving the way they are.

For example, with the latest data just released, we find out that Anthropic AI is renting datacenter capacity from SpaceXAI at $1.25 BILLION....per MONTH . The numbers are pretty insane, and we're still just scraping the surface

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Rocket Lab and AST space mobile have really ridden the space craze to almost absurd levels.
And they dont have near the name recognition as space . Nor the cult of personality of Elon.

Its gonna be downright stupid.
 
MuntCuffin said:
Rocket Lab and AST space mobile have really ridden the space craze to almost absurd levels.
And they dont have near the name recognition as space . Nor the cult of personality of Elon.

Its gonna be downright stupid.
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Rocket Lab has positioned themselves really really well (as the price of their stock going 20x over the last few years shows). They're basically the only other company that has focused on owning the full stack - from building their own rockets, building their own solar, building their on satellites, now building their bigger reusable rocket and planning the capability to do their own in-house Starlink style satellites for themselves or customers. Nobody else comes close right now.

ASTS has ridden the wave, but they only own one step of the process, so they'll be piggybacking off the launch providers, so they've got a steeper challenge.

Companies like Vast are pivoting from only space stations to flat packed satellites too, trying to ride the same wave. But they'll be relying on the few rocket providers as well. Gotta vertically integrate and own every step of the process.

So yeah, wild times in this corner of the industry. And a lot of the money seems emotionally driven, so unpredictable

 
Pocahontas said:
Nvidia beat earnings, announced buybacks and is down today, makes sense.
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Absolute insanity. PE is down in the 20s and the PEG ratio (which I put a lot of stock into) is .73. That is crazy low. Anything under 1.0 is a buy. I am so tempted to add to my position but it's already a very high % of my portfolio it just doesn't make sense. If it gets down to $220 I'm pulling the trigger.

Edit: I bought more. Expect further drop.....
 
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What does the SpaceX IPO mean for Tesla stock? I dont have a lot, but still wonder.... does it go up or down? Me thinks down?
 
GarScramb said:
Absolute insanity. PE is down in the 20s and the PEG ratio (which I put a lot of stock into) is .73. That is crazy low. Anything under 1.0 is a buy. I am so tempted to add to my position but it's already a very high % of my portfolio it just doesn't make sense. If it gets down to $220 I'm pulling the trigger.

Edit: I bought more. Expect further drop.....
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I’ve been buying in as selling out of other positions over the last 6 months, should be able to grab another few with the dividend now that it got bumped.

2JZ said:
What does the SpaceX IPO mean for Tesla stock? I dont have a lot, but still wonder.... does it go up or down? Me thinks down?
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Short term down as Elon and long term holders jump to space x, long term I think it will go up as they are the premier electric vehicle company.
 
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Welp, bought too early, rode out the 60% drop, checked this morning and up about 100% on my options for airlines. Closed positions this morning to give up on all future gains.

Worked out, can't go broke taking profits and everything is just paper loss or gain unless you sell
 
bad zuki said:
What's the boards thoughts on Space ex IPO?
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IPO's are risky, and individual investors don't usually get the same pricing as institutional, or 8 figure account holders and lot's of those early investors take their profit and the stock price goes down hurting those late purchasers. This video is interesting.

 
Roc Doc said:
IPO's are risky, and individual investors don't usually get the same pricing as institutional, or 8 figure account holders and lot's of those early investors take their profit and the stock price goes down hurting those late purchasers. This video is interesting.

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I thought SpaceX was going live on consumer platforms as well....

I laughed at the Facebook IPO... swore people would lose it all. Now, I look at IPO's differently, especially for "non-standard" technologies.
 
Alright, asked GROK for stock tips :laughing: SMCI, bought a near money call for $38 expiring in July. $440, let's see how it does. Currently at 37.xx
 
Provience said:
Alright, asked GROK for stock tips :laughing: SMCI, bought a near money call for $38 expiring in July. $440, let's see how it does. Currently at 37.xx
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So Grok harvests from X, and FinTwit (no idea what the X moniker should be FinX?) has been hot to trot for SMCI since earnings, but definitely since it retested the gap. Rest of that sector been red hot, SMCI been lagging. Think Grok could be onto a winner.

I don't like the options premium though, but everything is expensive on an up day. Was perfect morning, with the gap up to resell a ton of calls in the IRA's. Nice cash income stream every month.
 
XtremeJ said:
So Grok harvests from X, and FinTwit (no idea what the X moniker should be FinX?) has been hot to trot for SMCI since earnings, but definitely since it retested the gap. Rest of that sector been red hot, SMCI been lagging. Think Grok could be onto a winner.

I don't like the options premium though, but everything is expensive on an up day. Was perfect morning, with the gap up to resell a ton of calls in the IRA's. Nice cash income stream every month.
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Yeah I wasn't surprised it was shilling for tech and AI stuff. I avoid those things, figured it's house money so might as well.

5% up today really did send premiums up, I'm curious though, as after looking at the charts it does seem to have plenty of room to go up and the AI buzz is back around again. The chart seems to track the news cycle, maybe it will work or maybe it won't

Cash burns a hole in my pocket, so either way this is a better use for $400 than letting it sit there :laughing:
 
rockota said:
I thought SpaceX was going live on consumer platforms as well....

I laughed at the Facebook IPO... swore people would lose it all. Now, I look at IPO's differently, especially for "non-standard" technologies.
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I didn't buy FB because they hadn't yet monitized the platform yet, and of course I didn't know when they were going to do that, so I stayed away. SpaceX is an up and functioning business.
 
2JZ said:
What does the SpaceX IPO mean for Tesla stock? I dont have a lot, but still wonder.... does it go up or down? Me thinks down?
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I'm probably going to sell Tesla and dump it into SpaceX, then see where it goes. If SpaceX goes stupid, I'll either put it back into Tesla or shift it over and add to my AMD shares.
 
SMCI option started the day off up 20%, then red 5% now green 5%, so that's a promising trend. Need to ignore it for a couple weeks and see what happens but it seems to be trying to go the right way

Other AI recommends were SOFi, which was too flat for me to venture with, might try one just because

and MRVL which was too expensive for me, down 4% base stock today but probably has a better upside

And a couple other related that didn't seem worth watching

#diversity
 
animator said:
I'm probably going to sell Tesla and dump it into SpaceX, then see where it goes. If SpaceX goes stupid, I'll either put it back into Tesla or shift it over and add to my AMD shares.
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I've been sitting on a little bit of Tesla for a long while (it just sits because I'm not ready to try to play the market lol), I weighed doing similar as I'm more enthusiastic about SpaceX in general, but I've decided the initial IPO is going to be a bit too wild for my blood. So I'll sit back and watch it unfold, then see how much I regret it if I want to buy in later. I still think Tesla has a bright future so I'm not too scared, but SpaceX is definitely tempting
 
AgitatedPancake said:
I've been sitting on a little bit of Tesla for a long while (it just sits because I'm not ready to try to play the market lol), I weighed doing similar as I'm more enthusiastic about SpaceX in general, but I've decided the initial IPO is going to be a bit too wild for my blood. So I'll sit back and watch it unfold, then see how much I regret it if I want to buy in later. I still think Tesla has a bright future so I'm not too scared, but SpaceX is definitely tempting
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Give them a year to see where it settles.

If it continues to explode, it will still be going in a year, if it drops a bunch, it will pick back up eventually

Edit: bad advise from an amateur with no desires to be a millionaire:flipoff2:
 
Provience said:
Give them a year to see where it settles.

If it continues to explode, it will still be going in a year, if it drops a bunch, it will pick back up eventually

Edit: bad advise from an amateur with no desires to be a millionaire:flipoff2:
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In the long term I think SpaceX will go sky high. But I also think there's a chance that it spikes initially, then has a slump below the original IPO price just due to people throwing money around emotionally. Wouldn't mind picking some up at that point, but I have no basis for that feeling.

SpaceX is also a weird one because Elon is retaining majority voting rights, and by design will be hemorrhaging money toward Mars for a very long time until there's actually a legitimate business case for it. So it's not all by the numbers, though it seems like that's just going to be a small asterisk compared to what they're going to be capable of providing in the orbital datacenter (and continuing Starlink) expansion.
 
AgitatedPancake said:
In the long term I think SpaceX will go sky high. But I also think there's a chance that it spikes initially, then has a slump below the original IPO price just due to people throwing money around emotionally. Wouldn't mind picking some up at that point, but I have no basis for that feeling.

SpaceX is also a weird one because Elon is retaining majority voting rights, and by design will be hemorrhaging money toward Mars for a very long time until there's actually a legitimate business case for it. So it's not all by the numbers, though it seems like that's just going to be a small asterisk compared to what they're going to be capable of providing in the orbital datacenter (and continuing Starlink) expansion.
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Tesla is wildly over valued, but here we are

Hell, it was overvalued at 10% of its current price :laughing: it's all made up anyways
 
Provience said:
Tesla is wildly over valued, but here we are

Hell, it was overvalued at 10% of its current price :laughing: it's all made up anyways
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That's a good example on its own lol. Tesla can fluctuate 50% over a month or two on vibes alone. For people who play the game I'm sure there's all sorts of money to be made, but that's not me though. I take notes on big moves and pretend to sell or buy at what seems like a slump or a spike, and I'm not confident my win rate would be over 50% so it's not worth it :lmao:
 
animator said:
I'm probably going to sell Tesla and dump it into SpaceX, then see where it goes. If SpaceX goes stupid, I'll either put it back into Tesla or shift it over and add to my AMD shares.
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When the Fed didn't renew the $7500 tax credit, it whacked Tesla sales. There is a big Honeywell complex in N PHX, and they are leasing a portion of it to one of the local Tesla dealerships, and it must have over 200 cars sitting on it. Tesla is going the wrong direction as far as financial success is concerned. Schwab gives it an F rating, if you trust that kind of stuff.
 
AgitatedPancake said:
In the long term I think SpaceX will go sky high. But I also think there's a chance that it spikes initially, then has a slump below the original IPO price just due to people throwing money around emotionally. Wouldn't mind picking some up at that point, but I have no basis for that feeling.

SpaceX is also a weird one because Elon is retaining majority voting rights, and by design will be hemorrhaging money toward Mars for a very long time until there's actually a legitimate business case for it. So it's not all by the numbers, though it seems like that's just going to be a small asterisk compared to what they're going to be capable of providing in the orbital datacenter (and continuing Starlink) expansion.
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The funny thing is that profits and stock price are no longer linked... I used to mention this to clients every time they talked about going to Nutanix... hadn't made a profit in years, but their stock would have large jumps at every "we lost less this quarter than last" earnings call...
 
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