The Investment Thread

[Fear The Chorizo]

18 hours ago, wallus said:

Stonks go up?

I'm not entirely sure why inflation and gas prices have not effected the market more. This is why I just invest every week and not try to figure it out I guess.

It's because demand for those products remains high globally, and will continue to do so.  The fact the US is once again a large producer of oil & natural gas helps our broader economy weather these storms because O&G sectors reap the benefits of global price increases.  That doesn't mean refined products wind up being cheaper stateside, so that does hurt US consumers in the short term.  If gas prices get to a point where they themselves crater demand and the ongoing supply concerns with Hormuz aren't yet solved, then the market will be effected.  If the supply strain in Hormuz gets figured out before demand craters, expect to see a gradual dip in gas prices despite it being summer over the next few months - when markets then realize there's alot more stability in the global oil markets due to events with Venezuela and the middle east over the past year, $60-$70/barrel of oil will be baked into the global economy despite continued demand increases from predominantly Asian markets and we'll return to $2-$2.75/gallon gas in most states that don't tax the living hell out of it, or are on the verge of intentionally restricting access to it in the next few years.  CA seeing its refining capacity diminishing is going to really punish the west coast in the next few years at the pumps regardless of what the price of oil globally drops to.

Markets and people's pocketbooks are two totally different things.  Unless you're within a couple years from retirement and need to cash out your investments not far off their present value near all-time market highs, stay the course and keep on with the DCA approach.  There's gonna be some continued volatility until things stabilize with Iran (not necessarily regime/conflict, but steady flow of oil through the Strait), but I don't think we're going to see an actual "correction" - which at present would be a market dip back below 40K.

I posted two months ago when you were nervous about a huge downturn "soon" that March and part of April would likely be rough before the market would bounce back - there isn't yet oil supply stability in the Middle East and the markets did exactly that.

[TwinsBrewersWorldSeries]

I’m thinking of rebalancing a bit away from tech and harvesting some of the gains over the past 12-18 months.  Anyone else thinking of doing the same.

was tempted to shift some more into fixed income after the last peak, but I know trying to time the market never works 

[owbc]

On 5/30/2026 at 8:22 AM, TwinsBrewersWorldSeries said:

I’m thinking of rebalancing a bit away from tech and harvesting some of the gains over the past 12-18 months.  Anyone else thinking of doing the same.

was tempted to shift some more into fixed income after the last peak, but I know trying to time the market never works 

I agree with this strategy, I was chatting with my neighbor who is a financial advisor and he recommended rebalancing to non-tech large caps that have been hit by AI because of fears of disruption. 

Personally, I wouldn’t be surprised if the peak is sometime this summer. The SpaceX IPO combined with oil prices about to spike again. 

[GAME05]

People gonna get rekt on the SpaceX IPO which I hear is on the 12th. I guess there's not much early-investor money that has a lockup period at all. Plus I'm kinda expecting a lot of money will move into that and the rest of the market will have a pretty rough day.

[owbc]

1 hour ago, GAME05 said:

People gonna get rekt on the SpaceX IPO which I hear is on the 12th. I guess there's not much early-investor money that has a lockup period at all. Plus I'm kinda expecting a lot of money will move into that and the rest of the market will have a pretty rough day.

In some cases it's gonna be in your 401K after just 5 days. So it better get rekt fast. 

[nate82]

SpaceX will probably follow most IPO’s blowup the first few weeks to a month and then come tumbling down afterwards.  I’ll probably wait a year which I have to anyways.  I missed out on the ARM IPO and I couldn’t buy because of restrictions of possible insider trading.  

[TwinsBrewersWorldSeries]

Shifted about 20% of my portfolio into a fixed 3.6% guaranteed return account.

also shifted another 10% away from tech this morning.  Will see what happens this Summer.   I’m still 10-15 years out from accessing any funds, but this Summer just feels like something is coming

[LouisEly]

On 6/2/2026 at 8:15 AM, TwinsBrewersWorldSeries said:

also shifted another 10% away from tech this morning.  Will see what happens this Summer.

Or today...

[TwinsBrewersWorldSeries]

On 6/5/2026 at 2:27 PM, LouisEly said:

Or today...

Looks like another rough day for Tech / Nasdaq developing today....

[BrewerFan]

On 6/1/2026 at 1:14 PM, owbc said:

I agree with this strategy, I was chatting with my neighbor who is a financial advisor and he recommended rebalancing to non-tech large caps that have been hit by AI because of fears of disruption. 

Personally, I wouldn’t be surprised if the peak is sometime this summer. The SpaceX IPO combined with oil prices about to spike again. 

I nearly sold AMD at 360 because I thought it was expensive and AVGO at 400. I waited a couple weeks and sold AMD at 515 and AVGO at 470 going into the print.

 

I didn't think we'd see them dump like they have(mostly AVGO) I just didn't see the room for growth. 

I'm still all in on NVDA, TSM and buying AMZN (Mainly for my kids funds as I expect them to be the 10T market cap in the future if not first, then 2nd after NVDA and perhaps replacing NVDA). I don't see how they don't ultimately become the biggest winners. They win in every way when it comes to AI.

Biggest thing I did was buy the 30 year when it got up to ~5.2%. Got it from 5% to 5.15%. Hoping that in a couple years those rates will be down to 2.5-3% and I can still sell them for a nice return while also collecting a little cash in the meantime.

But NVDA going down on the earnings they had a few weeks ago... if this was an AI bubble, they'd be a lot more expensive coming off arguably the best quarter ANY company has EVER had(and if it wasn't, next Quarter almost certainly will be and it looks like that will continue to be the case successfully at least through F'28).

Hell, they're going to be a value stock in another quarter or two!  

[BrewerFan]

19 hours ago, TwinsBrewersWorldSeries said:

Looks like another rough day for Tech / Nasdaq developing today....

And we will find out in 6 minutes if the bloodbath continues or if we're going to be going green for the foreseeable future.

I am fully expecting the chart to look like the movie Carrie. 

But hey, maybe CPI will come in at 3.8. Or maybe it won't matter that much since it doesn't seem like the market and the actual economy are even tangentially related anymore!

 

Edit-Nope! 4.2% and Essentials came in at 2.9%. Another hot print... but I feel like this was close enough to estimates that the market was expecting this, so it shouldn't be... too bad. Premarket movement is fine. 

 

[owbc]

2 hours ago, BrewerFan said:

I nearly sold AMD at 360 because I thought it was expensive and AVGO at 400. I waited a couple weeks and sold AMD at 515 and AVGO at 470 going into the print.

 

I didn't think we'd see them dump like they have(mostly AVGO) I just didn't see the room for growth. 

I'm still all in on NVDA, TSM and buying AMZN (Mainly for my kids funds as I expect them to be the 10T market cap in the future if not first, then 2nd after NVDA and perhaps replacing NVDA). I don't see how they don't ultimately become the biggest winners. They win in every way when it comes to AI.

Biggest thing I did was buy the 30 year when it got up to ~5.2%. Got it from 5% to 5.15%. Hoping that in a couple years those rates will be down to 2.5-3% and I can still sell them for a nice return while also collecting a little cash in the meantime.

But NVDA going down on the earnings they had a few weeks ago... if this was an AI bubble, they'd be a lot more expensive coming off arguably the best quarter ANY company has EVER had(and if it wasn't, next Quarter almost certainly will be and it looks like that will continue to be the case successfully at least through F'28).

Hell, they're going to be a value stock in another quarter or two!  

I'm reading a book about the dot com bubble right now. The current situation isn't quite the same but human nature hasn't changed and it's basically FOMO propping up the market right now as it did then.

What scares me is back then there were also some awful IPOs like Priceline but the scale of them relative to the rest of the market was pretty small. This time we're talking like 2 or 3 IPOs and they've been bloated up much larger because there is more private equity available now. They are really only doing IPOs because the private investors have squeezed all the juice out so they are looking for another group of suckers in retail investors. 

[BrewerFan]

1 hour ago, owbc said:

I'm reading a book about the dot com bubble right now. The current situation isn't quite the same but human nature hasn't changed and it's basically FOMO propping up the market right now as it did then.

What scares me is back then there were also some awful IPOs like Priceline but the scale of them relative to the rest of the market was pretty small. This time we're talking like 2 or 3 IPOs and they've been bloated up much larger because there is more private equity available now. They are really only doing IPOs because the private investors have squeezed all the juice out so they are looking for another group of suckers in retail investors. 

I actually see it completely differently... comparing this to the dot com bubble completely misses how the economics work here. In the 90s they built empty lines and just prayed people would use them, but right now we are in a massive supply shortage driven by actual corporate demand.

Look at the cloud backlogs alone, Microsoft is sitting on nearly 700 billion in backlog and Google is over ~470 billion... that is over a trillion dollars in signed contracts they physically cannot fulfill fast enough because they don't have the compute and they're not growing as much as AWS. Google's CEO literally said their cloud revenues would be significantly higher if they could just get the infrastructure to meet the demand.

This isn't a bunch of pre revenue hype plays, Nvidia is trading at a totally reasonable valuation for its earnings growth... and their older 2020 Ampere chips are renting out for more than they originally sold for because the market is so bottlenecked.

The ROI is already hitting the bottom line, AWS is what's driving Amazon, and Meta is going to save hundreds of billions in worker costs by not having people monitor content as things move to agentic AI. I think a lot of this is just bad for people. I don't know how to say that more plainly. It LOOKS to me and to a lot of other people like there's going to be a lot of jobs that will be lost, but we also don't know. We've said that about every major shift. The internet, the assembly line... history has shown us this over and over, technological innovation has triggered labor anxiety.

We're in the...what, Fourth Industrial Revolution in this Countries history, Internet, mass production/assembly line, and... I guess the steam engine(working backward) or the shift from an agrarian economy to heavy machinery that created a massive demand for Iron workers and mechanics and more that I don't know or can't think of(steal workers I guess). 

And LLMs and cloud are just the first wave, agentic AI and robotics are going to be absolutely massive... it's not FOMO propping up the market(or not JUST FOMO), it's a trillion dollar backlog of companies standing in line waiting for compute, it's trillions of dollars that have yet to be fulfilled.

 

 

The FOMOs The IPOs... of course the ones I assume you're talking about are OpenAI, Anthropic(maybe SpaceX which is ridiculous, will probably run up to ~200 before people start selling off and if I was smarter, I'd probably short it right after it comes out). 

I hope that retail isn't dumb enough to chase these particular IPOs. There were some that were pretty nice to get in and get out of... I was lucky with CRCL and CRWV(they have 100B in backlogs as well FWIW)...CBRS(or Cerebras whatever the ticker symbol is). I got out well before the top on each and didn't put in much, but these upcoming IPOs, yeah, I'm not touching them. They're insane.

 

So I agree there's some big questions about some of these upcoming IPOs and valuations, but you have 85% of the companies in the S&P who are beating earnings. The bottom line of these companies are strong and despite the terrible macro conditions, a War, inflation going back up, Tariffs(which were terrible, but also a  great opportunity... though I think there was a lot of shady things going on there).

 

I also think you have to look at the fundamentals of the companies and they remain just incredible. We're in June(a historically bad month) or a mid-term year(a historically bad year) we've gone from the expectation of MULTIPLE cuts to now a potential hike, and a WAR!!! 
 
But I still think as we start next quarters earnings reports which... the big ones are a bit out yet(though ORCL is tonight with a 12% implied move) I think you'll continue to see beats and raises and more validation. 


 

[owbc]

33 minutes ago, BrewerFan said:

I actually see it completely differently... comparing this to the dot com bubble completely misses how the economics work here. In the 90s they built empty lines and just prayed people would use them, but right now we are in a massive supply shortage driven by actual corporate demand.

Look at the cloud backlogs alone, Microsoft is sitting on nearly 700 billion in backlog and Google is over ~470 billion... that is over a trillion dollars in signed contracts they physically cannot fulfill fast enough because they don't have the compute and they're not growing as much as AWS. Google's CEO literally said their cloud revenues would be significantly higher if they could just get the infrastructure to meet the demand.

This isn't a bunch of pre revenue hype plays, Nvidia is trading at a totally reasonable valuation for its earnings growth... and their older 2020 Ampere chips are renting out for more than they originally sold for because the market is so bottlenecked.

The ROI is already hitting the bottom line, AWS is what's driving Amazon, and Meta is going to save hundreds of billions in worker costs by not having people monitor content as things move to agentic AI. I think a lot of this is just bad for people. I don't know how to say that more plainly. It LOOKS to me and to a lot of other people like there's going to be a lot of jobs that will be lost, but we also don't know. We've said that about every major shift. The internet, the assembly line... history has shown us this over and over, technological innovation has triggered labor anxiety.

We're in the...what, Fourth Industrial Revolution in this Countries history, Internet, mass production/assembly line, and... I guess the steam engine(working backward) or the shift from an agrarian economy to heavy machinery that created a massive demand for Iron workers and mechanics and more that I don't know or can't think of(steal workers I guess). 

And LLMs and cloud are just the first wave, agentic AI and robotics are going to be absolutely massive... it's not FOMO propping up the market(or not JUST FOMO), it's a trillion dollar backlog of companies standing in line waiting for compute, it's trillions of dollars that have yet to be fulfilled.

 

 

The FOMOs The IPOs... of course the ones I assume you're talking about are OpenAI, Anthropic(maybe SpaceX which is ridiculous, will probably run up to ~200 before people start selling off and if I was smarter, I'd probably short it right after it comes out). 

I hope that retail isn't dumb enough to chase these particular IPOs. There were some that were pretty nice to get in and get out of... I was lucky with CRCL and CRWV(they have 100B in backlogs as well FWIW)...CBRS(or Cerebras whatever the ticker symbol is). I got out well before the top on each and didn't put in much, but these upcoming IPOs, yeah, I'm not touching them. They're insane.

 

So I agree there's some big questions about some of these upcoming IPOs and valuations, but you have 85% of the companies in the S&P who are beating earnings. The bottom line of these companies are strong and despite the terrible macro conditions, a War, inflation going back up, Tariffs(which were terrible, but also a  great opportunity... though I think there was a lot of shady things going on there).

 

I also think you have to look at the fundamentals of the companies and they remain just incredible. We're in June(a historically bad month) or a mid-term year(a historically bad year) we've gone from the expectation of MULTIPLE cuts to now a potential hike, and a WAR!!! 
 
But I still think as we start next quarters earnings reports which... the big ones are a bit out yet(though ORCL is tonight with a 12% implied move) I think you'll continue to see beats and raises and more validation. 


 

I think this is really great perspective. 

So if the backlog truly is just a wait for compute to be built...how exactly is that backlog going to be cleared? Where is the electricity going to come from to power these data centers? What is going to be done about the massive backlash against their construction in the first place? Do we think that using natural gas to power these data centers is scalable? 

In the meantime, anyone who makes heavy use of the AI models (myself included -- like 75% of my job is interacting with an LLM now) knows that the current state of the technology is enough to replace cheap, junior employees or other low paid employees that do repetitive tasks. They can't understand complex problems and they never will because the context window required to do complex work (and corresponding energy requirements) are not feasible, at least not until we figure out quantum computing or build them in space next to some device that harnesses the energy of the sun. 

And since it's mostly cheap employees being replaced, if the technology gets any more expensive than it currently is, companies will just go back to hiring more headcount since there are tons of laid off people out there who will gladly take a low paying job to get back in the workforce. 

So all that says to me that like the dot com bubble, we're due for a massive correction to account for the realistic scale and timeline of the adaptation of this new technology. And all of the circular financing done to fund the capex buildout means that this could get really painful if the ROI is not there by X date. Yes, the ROI might come eventually, but if the promises are delayed to the 2030s when we have the compute, that will still be a big problem for the market. 

So, similar to the dot com bubble, the technology will be transformational in many ways, but this massive gold rush is going to collapse hard. 

[BrewerFan]

1 hour ago, owbc said:

So if the backlog truly is just a wait for compute to be built...how exactly is that backlog going to be cleared? Where is the electricity going to come from to power these data centers? What is going to be done about the massive backlash against their construction in the first place? Do we think that using natural gas to power these data centers is scalable? 

I think it's ultimately SMR's, but that's... a whole cadre of regulatory issues, but those are currently going through the NRC, EPA... and I think you'll start to see them going up, and they can use spent fuel from larger nuclear reactors. I have OKLO in an account for my kids. I think it has the chance to be a massive, game changing innovation and I believe they have one operational that... should help expedite other reactors. As opposed to running on Natural Gas, this is pretty environmentally friendly. 

But that solution is hardly going to solve the issue in the very near term which is actually pretty bullish for NVDA and AMD IMO. Rubin is far more energy efficient than Hopper was(10-15X more efficient) and AMD's GPUs, MI450 series were actually more efficient which forced NVDA to re-design RUBIN and keep it slightly more efficient(someone who is more tech savvy on here would be able to explain this better, but but because Energy is such a massive bottleneck, it's cost efficient to upgrade the GPUs. That's why everyone was projecting this year the AI CapEx would cool down and now you have companies saying they're going to spend over 800B from what was projected to be 440.

And that's just the 5 hyperscalers(AMZN, GOOGL, META, MSFT, ORCL) and that number is expected to exceed 1.1T next year... while using ~13% of the Electricity in the Country. 

So... it's a huge issue, but it's also why NVDA is projecting 1T in revenue JUST on Blackwell and Rubin through the end of next year+200B on their CPUs, their licensing, I don't know if their gaming is even relevant any longer and they've guided for margins to remain the same OR grow.

 

 

1 hour ago, owbc said:

In the meantime, anyone who makes heavy use of the AI models (myself included -- like 75% of my job is interacting with an LLM now) knows that the current state of the technology is enough to replace cheap, junior employees or other low paid employees that do repetitive tasks. They can't understand complex problems and they never will because the context window required to do complex work (and corresponding energy requirements) are not feasible, at least not until we figure out quantum computing or build them in space next to some device that harnesses the energy of the sun. 

True for today, but isn’t that the exact limitation 'agentic AI' is trying to solve? With companies like Broadcom making custom chips and Nvidia integrating Groq, the focus has shifted to giving models a few seconds of 'thinking time' to self-correct complex logic, rather than just building a giant, power-hungry brain.

 

 

1 hour ago, owbc said:

And since it's mostly cheap employees being replaced, if the technology gets any more expensive than it currently is, companies will just go back to hiring more headcount since there are tons of laid off people out there who will gladly take a low paying job to get back in the workforce. 

Probably better for humanity, but... which companies? I can't see the trillion dollar companies giving it up after they've spent ALL the money they have to just go back. I don't see this becoming widely adopted by banks and... well, the other sectors I've listed, but if you have AMZN, META, GOOGL, MSFT, ORCL, OpenAI, Anthropic, SoftBank all working on this... it feels like a game of Poker where you've already bet an AWFUL lot to fold when you are working toward the solution(or a... flush, whatever).

These CEO's have effectively said as much. 

Zuckerberg He openly admitted that the industry might end up "misspending a couple hundred billion dollars," but argued that folding or building too slowly is a much higher risk. If you drop out of the pot and a rival hits "superintelligence," you are permanently out of the game.

Sundar Pichai (Google): "For us, the risk of underinvestment is far greater than the risk of overinvestment."

These companies have hundreds of billions of revenue and I think they're going to keep pushing. 

I think they envision Robots(I'm thinking of AMZN) running their fulfillment centers. 

 

1 hour ago, owbc said:

 

So all that says to me that like the dot com bubble, we're due for a massive correction to account for the realistic scale and timeline of the adaptation of this new technology. And all of the circular financing done to fund the capex buildout means that this could get really painful if the ROI is not there by X date. Yes, the ROI might come eventually, but if the promises are delayed to the 2030s when we have the compute, that will still be a big problem for the market. 

 

The idea that the AI boom is reliant on a "circular financing" loop completely falls apart when you look at the actual scale of real, incoming corporate cash. Strategic investments in infrastructure partners like CoreWeave aren’t speculative fluff; they are backed by a massive, supply-constrained $100 billion revenue backlog anchored by the biggest buyers on earth. The return on investment isn't some vague 2030 promise, it is hitting corporate balance sheets right now. Despite pouring hundreds of billions into infrastructure, the 2-to-4 trillion-dollar hyperscalers are growing top-line revenue at historic rates while expanding their operating margins.

 

Amazon is growing total revenue at 16% year-over-year DESPITE $200 billion in CapEx. That growth is being heavily driven by AWS,  28% year-over-year to just under $40 billion in quarterly revenue. Most importantly, their operating margins inside AWS are expanding, proving the cash generation is getting more efficient even as they build out capacity.

Microsoft posted 18% total revenue growth and  29% cloud growth year-over-year. Here again, their overall operating margins climbed to 46.7%, up from around 44% three years ago.

Alphabet -22% year-over-year total revenue increase to $110 billion, with Google Cloud coming in over 20B. Their overall operating margins have steadily expanded from 31.9% two years ago to 36.1% last quarter.

Meta Revenue 33% to $56 billion. Even with half their budget going toward infrastructure, their operating margins are STILL ~41% which is up nearly 4 percentage points over the last two years(though down from the same quarter last year... but still, up 4%).

And again, you have 1.1T in backlogs for Alphabet and MSFT


 

1 hour ago, owbc said:

So, similar to the dot com bubble, the technology will be transformational in many ways, but this massive gold rush is going to collapse hard. 

I guess I'll just have to agree to disagree. 

I think we're going to have bumps in the road, but again, the fundamental difference between this buildout and the Dot Com buildout is... revenue. 

These companies are investing because OpenAI is generating roughly $2 billion a month in actual, cash-in-hand revenue, a $24 billion annual run rate. For a company THAT young and that just just released its main consumer product a few years ago, that is the fastest revenue growth in tech history. Even their closest competitor, the younger(and better IMO) Anthropic, is hitting a massive $30 billion run rate. 

Do I think they're worth their valuations? No. I sure won't be buying those anymore than I'll be buying SpaceX, but my concern had been OpenAI defaulting and now I don't think that'll happen, and even if it does, the companies that have invested in it, they're big enough to absorb that.

By the end of this year, the private sandbox era is officially over. Their books, audited revenues, and real-world corporate margins are about to face full public scrutiny on Wall Street for OpenAI and Anthropic(I like Anthropic and NOT OpenAI so much). If the revenue wasn't real, they wouldn't be racing to open up their financial statements to the SEC right now. Bumps in the road are guaranteed, but comparing a sector generating tens of billions in software sales to a 1999 tech company that didn't even have a product is just a... flawed comparison in my opinion.




If I ever learned to be succinct, I'd just say, "I disagree because Michael Burry agrees and after the "the Big Short," he's been so comically wrong every time, that in and of itself gives me absolute conviction." 

 

But last word- None of what I'm saying is arguing that I DON'T think a recession or a crash is possible... but I am saying, I don't believe it'd be because of the AI revolution.

Honestly, I think the AI revolution brings on the real harm and pain in about 10-15 years when we're looking at massive unemployment, multiple trillionaires, the concentration of wealth that'd make the great depression blush and the massive impact(or influence) those companies who are people(but not really people) will have.

[BrewerFan]

ORCL today is a going to be a... interesting little data point for this discussion. 553B in backlogs as of last quarter. 

The market wants to know if their Capex is turning into revenue, how much of that backlog is being realized. 

I JUST bought a few shares. Just because of the 12.5% implied volatility.

One of us will look more or less right tonight(though, it'll take years for either to be actually proven right... at least in my case, @owbccould be proven right in the near term). 

[nate82]

Agentic AI is really really really far away.  I have had to deal with it at my current job and the current agentic AI creates more hallucinations than a crackhead.  If you’re not good with prompting then your agent is going to give you insane answers.

A vast majority of people are dumber than a rock and won’t be able to prompt correctly.  It is nearly impossible to code for this.  Also most enterprises keep their agents as far away from the internet as possible.  No one wants their agents to turn into racist Hitlers that answer questions or help customers with whatever issue they are having.

Also users tend to be as dumb as a rock with putting in good prompts for an AI agent.  If you put in stupid prompts you get stupid responses.  Majority of users can’t even use Google search correctly or effectively.  AI may take some very low skill customer service jobs but LLM’s have been taking those for years now.  Ironically it is going to be India that will be hit the hardest from these advancements.  Majority of customer service jobs are filled by people in India.  I say ironically because the majority of the engineers working on AI are from India.

[TwinsBrewersWorldSeries]

https://finance.yahoo.com/economy/policy/articles/us-producer-prices-rose-6-124151813.html

Would it be fair to say that the rapid build up in producer prices reflects inflation that hasn't yet hit consumers? If that is true, I think inflation is going to get hotter over the summer.

[homer]

I think we're in a bubble. When will it burst? Who knows. The markets went up something like 300% after Greenspan's "irrational exuberance" line. Could be a month, could be three years. 

[nate82]

All the tech stocks I am in on right now have recovered and then some.  

[owbc]

Decent IPO for SPCX although the powers that be weren't going to let it be any other way. 

Next question is how long until the Tesla - SpaceX merger?

[nate82]

SPCX to the moon!!!!

 

Maybe one day I will be able to buy that stock.  Stupid insider trading rules!!!!!

[TwinsBrewersWorldSeries]

On 6/11/2026 at 2:48 PM, nate82 said:

All the tech stocks I am in on right now have recovered and then some.  

I see the market is way up again today following the "peace deal".  I'm skeptical that the peace deal holds... but if it does and the price of oil comes down, that could have a pretty positive impact on inflation by 2027 I'd assume.

That said, I feel like we've had this "peace deal" announced about 25 times already, so I'm skeptical this is actually going to hold

[LouisEly]

Yeah, I'm not making any investment decisions until the ink is dry from both signatures.

[owbc]

The market is looking for any reason it can to go up right now. SPCX is pumping to the moon, gonna be $420.69 by August.