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Off-Topic Stock Market & Crypto Discussion

Tony4Canes said:
Reading a lot varying opinions on this IPO

Buy or wait?

Also reading that amount set aside for Retail is a Red Flag
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Eh. Musk has always been heavy with retail though. The Retain that buys into SpaceX isn't likely to sell as much imo. More long term holders.

I will say in the past like 3 weeks the ipo price for a lot better, after SoaceX announced $26B/revenue from AI data centers they'll be leasing to Google and Anthropic. And potentially more to be added. If AI isn't just a money put for them, and they can get Starship operating reusable ... They will absolutely dominate. Starlink V3 (and DTC) is going to be a major leap from what already have which is a significant leap from what was there previously. And while everyone thinks AI data centers in space dont work, all SpaceX needs is the $/kg to Leo/SSO to be reduced enough, then it becomes obvious. Cooling is a solved problem. Is all about the sheer mass.... Which makes it all about $/kg to orbit...
 
Tony4Canes said:
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On the main boards there is a vocal pro-Nike contingent. The stonk is way down from 2021 highs.

Does anyone hold a position, or have strong opinions on Nike stonk?
 
Brains said:
On the main boards there is a vocal pro-Nike contingent. The stonk is way down from 2021 highs.

Does anyone hold a position, or have strong opinions on Nike stonk?
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I’m down 31% since June 2025. Went up quite a bit after but then dropped like a rock over like 2 months…. Should probably take the losses and put it somewhere better, but I’m still holding…. But it’s a very small position so whatever
 
Galaxy digital up 21% today. Passed 30. That was a Covid stock from this board. Anyone still in? Reason it spiked?
 
Calinative said:
Eh. Musk has always been heavy with retail though. The Retain that buys into SpaceX isn't likely to sell as much imo. More long term holders.

I will say in the past like 3 weeks the ipo price for a lot better, after SoaceX announced $26B/revenue from AI data centers they'll be leasing to Google and Anthropic. And potentially more to be added. If AI isn't just a money put for them, and they can get Starship operating reusable ... They will absolutely dominate. Starlink V3 (and DTC) is going to be a major leap from what already have which is a significant leap from what was there previously. And while everyone thinks AI data centers in space dont work, all SpaceX needs is the $/kg to Leo/SSO to be reduced enough, then it becomes obvious. Cooling is a solved problem. Is all about the sheer mass.... Which makes it all about $/kg to orbit...
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This is happening
 
Bird4um said:
I'm with you.. will wait til lock up is done. Expect merge with TESLA
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I think a merger with Tesla the sooner it happens it’s better for SpaceX shareholder than Tesla shareholders isn’t it? So it’d be better to be in SpaceX when/if that goes down.

Lockup is done for most 180 days, but not Musk and others for 366days. (Aligns with S&P500 entry. And if there is any chance Tesla and SpaceX merge I wouldn’t expect musk to sell anything unless for Tax/Donation purposes. Wants to maximize his control
 
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