AI bubble

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ruthlessimon
Posts: 2240
Joined: Wed Mar 23, 2016 3:54 pm

Hold til the death!

I’m fine giving back about 30% from the peak as the "momentum tax".

basically where it was a week ago....

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weemac
Posts: 1513
Joined: Mon Sep 16, 2013 8:16 pm

ruthlessimon wrote:
Thu Jan 29, 2026 10:29 pm
Hold til the death!

I’m fine giving back about 30% from the peak as the "momentum tax".

basically where it was a week ago....

Image
Is that Warren's entry in Gamble Aware's new slogan competition?
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ruthlessimon
Posts: 2240
Joined: Wed Mar 23, 2016 3:54 pm

weemac wrote:
Thu Jan 29, 2026 11:58 pm
Is that Warren's entry in Gamble Aware's new slogan competition?
:lol:

When the trend stops, stop
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Euler
Posts: 27260
Joined: Wed Nov 10, 2010 1:39 pm

I thought they would re-rate, but these are beyond all the valuations I put on them.
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ruthlessimon
Posts: 2240
Joined: Wed Mar 23, 2016 3:54 pm

Seagate, new ath.

The cyclical vs structural memory battle rages on
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ruthlessimon
Posts: 2240
Joined: Wed Mar 23, 2016 3:54 pm

Mosley with a screamer

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BFDon
Posts: 120
Joined: Fri Feb 09, 2018 5:56 pm

We just keep going up....maybe after the Space X IPO things will cool
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megarain
Posts: 2192
Joined: Thu May 16, 2013 1:26 pm
Contact:

I think retail investors will have more sense than to immediately invest in Spacex.

It’s received $87B in initial capital over the years.

Hard to get your head around it’s worth 20x that, especially when XAi was valued at $250b but Musk says it needs to be re-worked and all 11 initial founders have left.

Swerve - Imho.
JuiceyJones
Posts: 222
Joined: Wed Sep 02, 2020 3:00 pm

megarain wrote:
Wed May 27, 2026 2:49 pm
I think retail investors will have more sense than to immediately invest in Spacex.

It’s received $87B in initial capital over the years.

Hard to get your head around it’s worth 20x that, especially when XAi was valued at $250b but Musk says it needs to be re-worked and all 11 initial founders have left.

Swerve - Imho.
Have you read the registration statement?

https://www.sec.gov/Archives/edgar/data ... nologi.htm

What an absolute bunch of batshit crazy nonsense.

Starlink is the only part of the company that makes money. Musk's owns 40% of the company and his issued class B shares will give him 10x voting rights which he can then pass on to his kids. His own engineers (at spaceX) won't even use his AI, which is also part of the company, because its 2nd rate shit.

I think the world has gone mad - all of this bullshit is going to drag my 401k down with it.
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ShaunWhite
Posts: 10741
Joined: Sat Sep 03, 2016 3:42 am

JuiceyJones wrote:
Mon Jun 01, 2026 5:55 pm

Starlink is the only part of the company that makes money.
Profits for now, but the EU are developing a sovereign alternative to it.
And when the EU asked for bids to launch Galileo (the EU version of GPS) Musk came in 5x cheaper than using the EU space program.... And they said narr we'll do it ourselves. Outside the US Musk is toxic.
JuiceyJones
Posts: 222
Joined: Wed Sep 02, 2020 3:00 pm

ShaunWhite wrote:
Mon Jun 01, 2026 8:07 pm
JuiceyJones wrote:
Mon Jun 01, 2026 5:55 pm

Starlink is the only part of the company that makes money.
Profits for now, but the EU are developing a sovereign alternative to it.
And when the EU asked for bids to launch Galileo (the EU version of GPS) Musk came in 5x cheaper than using the EU space program.... And they said narr we'll do it ourselves. Outside the US Musk is toxic.
In fairness the word c**t springs to mind whenever i hear his name.
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ForFolksSake
Posts: 1143
Joined: Sat May 11, 2024 2:51 pm

JuiceyJones wrote:
Mon Jun 01, 2026 8:26 pm
ShaunWhite wrote:
Mon Jun 01, 2026 8:07 pm
JuiceyJones wrote:
Mon Jun 01, 2026 5:55 pm

Starlink is the only part of the company that makes money.
Profits for now, but the EU are developing a sovereign alternative to it.
And when the EU asked for bids to launch Galileo (the EU version of GPS) Musk came in 5x cheaper than using the EU space program.... And they said narr we'll do it ourselves. Outside the US Musk is toxic.
In fairness the word c**t springs to mind whenever i hear his name.
... Who Do You Love ... Juicy

https://www.youtube.com/watch?v=5sul-LtgY00 😍
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