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Off-Topic Stock Market & Crypto Discussion



This may still go down as lockups end through the next year… but if you can time when that low comes, next year imo this stock will rise significantly




Doubt at your own peril
 
Calinative said:
If I'm SpaceX I think what I'm doing is trying to buy Anterix/NextNav/OmniSpace/Viasat today.. or as many as you can first two would provide consolidated low band US coverage. Later two provide global coverage. Or they could/should just buy more Echostar spectrum. Then from there they could lease space on the towers to install their own 5G in urban areas to improve speeds.

Thing about T-Mobile is they are strongest big3. they're owned >50% by Deutsche Telekom out of Germany who have said they aren't selling, and if anything likely want to buy more. Also pretty sure they have the largest actual coverage in the US and would probably cost like >$300B? It's likely the best actual MNO to buy/merge with of course. If the plan was to buy a stake and get access that and just be an MVNO and be stronger partners, this would make a lot of short term sense.

verizon is probably 2nd best to acquire. And I'm pretty sure their spectrum ownership would fit in well, and it's a very pure MNO acquisition. At&t just has way too much debt. But I could see how At&t would make the most sense if that wasn't the case. They did spin off their media side recently I think, but their Fixed Broadband isjt useful imo. Though their contract as the emergency service provider actually imo first with Starlink nicely, but that also comes with strings attached and likely makes acquisition harder too...
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Elon pumps Nvidia for a quick short term gain, I still believe Nvidia is a LTH.
AMD drops..
 
mr.h said:
Elon pumps Nvidia for a quick short term gain, I still believe Nvidia is a LTH.
AMD drops..
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No actually he “pumps” Nvidia because he plans to install ~8GW of compute power next yr which takes an absolute ****load of capital, and by going exclusive with Nvidia when they were looking into using TPUs and AMD, they likely secured some financing deal with them so they wouldn’t have to pay minimum like $100B next yr….

Microsoft is going to be buying as much compute as possible.
 
Micron (MU) is likely a buy. 19 PE and chip shortages everywhere will likely drive profits much higher.

Sandisk (SNDK) is another I'd look at.
 
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