921–930 of 1001 posts
Earlier quoted context omitted.
With the Nasdaq rule changes, almost certainly.
Those rule changes aren't happening.
NASDAQ 100: Changes happened: a) Allow inclusion in 15 days post-IPO rather than 3 months. b) Allow inclusion of companies with very small float. c) allow valuation (index proportion) to be 3x float rather than enterprise value.
S&P: no changes.
This is a masterful piece of financial engineering by Google and SpaceX. Google purchased 10% of SpaceX over a decade ago. After dilution they probably own around 5%. SpaceX is valued at a whopping 94x revenue. This deal increases SpaceX's revenue by $11 billion per year. If SpaceX maintains this revenue multiplier, then this single deal boosts SpaceX's valuation by 94 x 11 billion = $1 trillion dollars. Google owns…
> Google spends 10 billion and makes 50 billion, $40 billion profit. And gets a datacenter.
https://www.cnbc.com/2026/06/01/alphabet-to-raise-80-billion...
Earlier quoted context omitted.
They also need Starship at minimum, which is now a 10+ year old project still exploding regularly. Starship is at minimum a 2030 project at this point. And even producing the volume of chips needed for the type of growth space data centers would need to have to justify this would be another decade if construction started now on those fabs.
A minimum of 2030? That seems excessively pessimistic.
By the end of the year if it's not landing intact yet, now you're 2027.
I'd say 2030 is optimistic (the 2028 moon landing with Artemis straight up isn't going to happen IMO).
Since the S-1 filing, xAI has taken over and is likely the largest share of revenue. I would estimate that ~95%+ of xAI revenue, and 100% of its profit, is from renting their datacenters. This is a datacenter REIT bolted onto a social media company bolted onto launch business bolted onto a niche ISP. The expected price to sales is ~100x. The best datacenter REITs trade at ~10x and pay a dividend, which SpaceX does no…
Circular financing at its finest. And Self-dealing between the hyperscalers, openai, and anthropic. google invests in anthropic and spacex - and shows appreciated values as earnings. Then it turns around and rents tpus to anthropic to show it as revenues. The main buyers and sellers for all of this are the hyperscalers, openai and anthropic. It is a game of musical chairs while the party is still on.
Earlier quoted context omitted.
> ...burning ten thousand tons of toxic e-waste annually... Expressing water usage in gallons makes it seem really large, too. NASA says[0]: Scientists estimate that about 48.5 tons (44 tonnes or 44,000 kilograms) of meteoritic material falls on Earth each day. If we assume that they're all the heavier v2 units, the total mass of the orbital portion of Starlink is ten point four tons. [1] If we assumed that they last…
a) Meteorites don't have any of toxic chemicals used to build a server with lithium-ion batteries and solar panels b) we could use the same argument to defend dumping spent nuclear fuel to oceans (like we used to do) c) I agree with the CO2 issue, grok/spacex/xAI and others should be banned from building gas powered datacenters.
Right. The toxic chemicals found in solar panels known as silicon, aluminum, copper, and trace amounts of lead. These chemicals are only found in fuming Earthbound laboratories, and are nowhere else in the universe.
Earlier quoted context omitted.
I'm technically not really in pure index funds, I just wanted to avoid trying to complicate my thoughts. Nearly all of my investments are in VFORX or Schwab's equivalent, and have been for a long time. So they are really composed of total market funds, bonds, etc, and Vanguard changes the ratio a bit as 2036 approaches. So while not really an index fund, from my perspective as a lay investor I treat it like that and…
I looked at the fund (VFORX) here: https://investor.vanguard.com/investment-products/mutual-fun... It looks excellent for your needs, and have an incredibly low expensive ratio of 8bps(!). Currently, it is 75% stocks, and 25% bonds. Don't worry about a bubble in the stock market. EDIT (after reading many, many more negative comments below): The problem with discussing your investments online, there are a million nega…
I really appreciate when someone chooses to be that guy.
Earlier quoted context omitted.
2024 total deliveries: 1,789,226 2025 total deliveries: 1,636,129 8% decline YOY, Tesla shut down production of Model S & X. Eventually, they will become a pure speculation as a service stock, with zero production. But its cheaper to produce than bitcoin, no energy needs to be expended, runs on pure Musk energy!
They shut down production of S & X to make more capability for cars that they want to focus on and which sell way more, AND Cybercab. Tesla grows in large steps. Next big step is Robotaxis, which is well on its way. After that, robots, for which they have the best real-world AI platform for. You could say Tesla is a speculation stock as well when they had released the Roadster. Tesla shorters always lose.
Isn't that true more often than not no matter what company you try to short? It's a tough game to play.
Earlier quoted context omitted.
Datacenter REITs do not directly own all those scarce wired up and powered Nvidia chips.
If they did, they'd be less valuable. Unlike real estate, those chips will be obsolete in a few years.
Earlier quoted context omitted.
That’s been something I’ve started doing. The nice part of the bond chunk of my investment portfolio is the current income aspect of it, with monthly dividends that give an annualized return of a touch under 4% on top of the capital growth.
4% on top of the capital growth? Please ELI5.
Another good option for something that can give good current income is REIT stocks. The management fees on the funds that specialize in these tend to be high for my tastes (I like passively managed funds with management fees that could be rounding errors) so when I’ve had money in REITs, I’ve typically looked at the top stocks in the REIT funds and just bought those directly with dividend reinvestment. Note that because of the nature of REIT dividends and taxes, it’s better to use tax-advantaged accounts to buy these than to put money in a regular retail account towards them.²
⸻
1. Back during the first dotcom goldrush when tech stocks were especially volatile (1999–2001 in particular), people who bought dotcom mutual funds in taxable accounts often ended up with a big distribution from the fund and a drop in share price greater than that distribution so that they would end up not only losing money on their investment but they also had a tax bill for their troubles since distributions will count as realized capital gains.
2. Important to note that I’m not a financial advisor and my advice is probably garbage.
Earlier quoted context omitted.
Heres the way I understand it as a child could understand. You are google. I am your friend who wants to sell lemonade. You have invested in my stand and own a piece. You propose a deal, You'll buy $11 of lemonade from me every week. Does my stand look like it sells way more lemonade, than it would in reality? And since you own a piece, your own piece has appreciated. You ran the numbers and that spending of yours he…
Your time is better spent reading up and understanding the definition of fraud, rather than typing up hypothetical stories of what you imagine fraud is. Fraud is: * an intentional misrepresentation of fact, whether by words or conduct, by false or misleading allegations, or by concealment of what should have been disclosed; * made by one person to another; * with knowledge of its falsity; * for the purpose of inducin…
I said this: >fraud is any intentional misrepresentation
Did you not read my post? It looks to very inline with what you stated fraud is in your many definitions. Clearly I read the definition, I was aiming to simplify to make dialog possible.
My definition still aligns with yours.
And I still see it as fraud, and so would others. Seems you don't. and thats ok.
To say I should read fraud as though I couldn't look up the definitions, and then copy/paste one that literally contains what I said is disingenuous and straw Manish & ad hominem (and hostile) don't you think? Maybe thats why you call something borderline unethical as though it's a feat of engineering. As though we can now reward & celebrate unethical acts.