- Joined
- Nov 5, 2011
- Messages
- 41,215
So, how does this work? Sell or hold
Non political
Btw SpaceX buying Cursor for $60B (structured as having an out for $10B so as not to disrupt the IPO) is pretty massive.
This is the space that AI is having the most financial success, and SpaceX buying Cursor to help with their coding models is excellent. Especially since Cursor will now use XAI as their generalized model default. Good deal all around, and pretty cheap deal for spaceX all considered as they likely IPO for $1T.
Oh also SpaceX Tesla Merger seems like it could be a bit more than a smoke....
You jumping in intel? Just watched a program. Guess Elon is joining with them for terafab
Sure but cursor didn’t have the training compute. Now they do. It’s a two way street. They’ve done what they done for while being majorly compute limited. SpaceX now has a LOT of comput available. They’ll be able to rapidly improvevery interesting
I loved Cursor but it has some bugs that drove me to Claude Code.
2 major announcements per month now coming because of AI. No idea what they will be but we have about 1.5 years of this.Sure but cursor didn’t have the training compute. Now they do. It’s a two way street. They’ve done what they done for while being majorly compute limited. SpaceX now has a LOT of comput available. They’ll be able to rapidly improve
Do you know why the Chemical stocks have been getting killed last couple of years? IIrC a few of them popped a bit a couple of months ago.I made a risky buy yesterday. LYB has a high dividend yield but I don't know what their future is.
LYB rough looking chart to me. Has been consolidating 42-44 since November though. Loses that prolly going back to around the COVID low ~34. Bunch of 10b+ market cap names have bounced around there (Disney for one) that have been sold off post '22 bear mkt.