Inferda
1.3K posts



With these IPOs like spacex what’s seen is a combination of hubris and stupidity which go hand in hand. Greed is fatal for all. Neither retail profited and insiders now looking to add pressure to selling. Now imagine if IPO was priced fairly at $40-$50 range. There will be mad rush to scramble and buy shares, space is such a nascent and important industry. Wish more people will use their god given brain!!



US Navy HELICOPTER SQUADRON COMMANDER DECLARED DEAD Vanished after EMERGENCY LANDING in the Arabian Sea on July 1st FOUR-DAY SEARCH ends without finding the father of two



Leafs 1st overall pick Gavin McKenna has pulled up to the stream

Okay, NYR instant reactions. - Goodbye Borgen! Happy to ship him off for those picks. - Don't love giving up a 2030 1st! for Petterson (I might be dead by then though) at least it's top 10 protected? - I like the Trocheck return, I am very curious to see what Sullivan can do with Druzi this year and he will be our second pairing RHD with Petterson. Beaudoin is a very interesting add as well who I think may play 3C for them this year? - Looks like Schendier is staying after all this, probably gets a bridge deal soon I'd imagine - Love the Bjorkstrand signing. Nothing bad to say about it. - Drury really has retooled huh? So much to digest.



$META BREAKING: Meta is now building a cloud business to sell excess AI compute, as per Bloomberg. If this is true…then it is exactly what the market has been waiting for. - Justifies the heavy capex spend - Diversifies a line of business outside of advertising - If META can sell compute…they can probably begin selling more B2B agentic services to those same clients using their compute - Compute constraint narrative-driven stocks have RALLIED all year…adding that narrative to $META could be a potential game changer to sentiment around the stock. This is personally a pivot I have been waiting for all year as a shareholder and as annoying as it has been to buy this name (this rip might end up being sold off) this was one of the CORE reasons to continue DCA-ing. Hoping this is true but if Zucks gets into the neocloud game…it could be very exciting. LFG.



"How far do hyperscalers need to fall for market to start trading capex cuts?" - Michael Hartnett













