Look at how many boats there are here.
The next time you think your business idea has been done too many times, just remember the amount of boats there are here and how probably only 1% of the people owning them created something novel and original.
HOW MUCH MONEY WOULD YOU HAVE IF YOU INVESTED $10,000 IN TESLA AND SPACEX WHEN THEY FIRST STARTED?
$TSLA: A $10,000 investment at IPO (2010) would be worth roughly $2.6–3 million today.
SpaceX: A $10,000 investment in SpaceX at its earliest funding round (December 2002 Series A) at a hypothetical $2.3 trillion IPO valuation would be worth roughly $850 million to $1 billion+ today (post-IPO), assuming you held through dilution and the IPO.
Together this would be worth $1.3 billion from a small $20,000 investment at the start.
@GrindeOptions Eye watering valuation on the numbers. Im picking this is going to crash hard with retail believers wearing the brunt of the valuation draw down. 2T is just simply overvalued on the numbers imo, and im an avid musk/space x fan that has tracked this company weekly for 10 years
@2147mill Thats a discussion on relative opportunity sizing.
If your dcf and forecasts are in and you undersrand valuation median and trading ranges around median you can definitely trim winners and rotate into shorter term oversold opportunities without exiting a position entirely.
Unpopular opinion:
Selling a stock because it's up 60% is just as destructive as panic selling at a loss.
Your best performers deserve your patience most.
The discomfort of holding a big winner is your portfolio working exactly as it should.
Discuss?
4 years ago, $NVDA was at $20 when everyone said its too high now, we missed it.
It's up 1000% now at $200+and probably another 100% from here.
This is exact same for:
• $MU
• $INTC
• $AMD
• $SNDK
• $LITE
• $BE
• $ASTS
• $IONQ
So don't sell early, you're going to be a millionaire.
$NOW stock has been at the same price for 5 years now while revenues have gone 3x
2021: $NOW at $101 - Revenue: $5.9 Billion
2026: $NOW at $101 - Revenue: $15.7 Billion
Tripled revenue
Same stock price
Are you buying $NOW right now?
@GrindeOptions It’s always funny the Wall Street expectations are always so much higher than the “expected revenue”
Clearly Wall Street priced in a bigger beat at earnings
@100xWill5@growthrapidly If you math it out, it should lead to less volatikity overalle but bigger overall peaks and troughs around earnings in growth stocks. These things rotate capital in and out of earnings on high growth stocks, progressively earlier and earlier
@growthrapidly Got to be some sort of manipulation, options pressure, market forces due to war/oil or $ rotation into something else for the day. Has to go up shortly, has to. Defies logic to be red after numbers they put up. ⬆️
$NVDA Hard to believe NVDA is red after delivering an excellent Q1: $81.6B rev., and EPS of $1.87. $80B buyback and dividend raised. Yet, the stock is sill red. Has Nvidia become a victim of its own success? What am I missing?🤔
@100xWill5@growthrapidly AI front runni g algos are core consideration in any analytics framework now. You have to conaider precedent and the network effect it has on ML/AI
@osarood@Mr_Derivatives It empowers AI agents. Agents still need a framework to operate (like a job manual). Palantir’s ontology is their framework to operate compliantly, deleting any chance of hallucinations. It’s why they’re compliant enough to work with healthcare records, auditors, and the DOD
Whats your stock entry system? CY2026 loaded up on $NOW $NVDA $PLTR $META $ORCL $MSFT.
Currently Oracle and Service Now driving net P&L growth. $PLTR will bode well rest of year... agree or disagree?
@alojoh You cant tell me the company thats 96% of global space launch capacity and building full reusable heavy lift rocket doesnt have a durable moat. Its not the cost to recreate, but the time and market position. Sure another company could spend 25b to develop one but its the years
Nvidia generated $119 billion in free cash flow over the last 12 months. We estimate Nvidia will generate $210 billion in free cash flow over the next 12 months, and remember, over the last 2.5 years since we started publicly sharing our Nvidia forecasts, we have been the most accurate Nvidia forecasters out there.
So what exactly is Nvidia supposed to do with all that cash?
M&A, you might say. But with that cash, Nvidia could buy 10 Groqs. And taking key technology providers off the market, for example Lumentum, would simply open all kinds of cans of worms with competition regulators. In other words, there is not even enough realistic M&A Nvidia could do to absorb all that cash.
So Nvidia does the sensible thing. It increases the dividend a bit and, just like every other large tech company has done for years, returns the rest through share buybacks.
On top of that, Nvidia plays it smart. Instead of getting dragged into lengthy anti competition lawsuits over M&A deals, Nvidia invests in key suppliers, takes board seats, and quietly cements its access to critical technology.
Don't follow stupid accounts folks. Peace
@FrugalisteFutee@otigart Saas isnt dead if it delivers data structure and context. Its as simple as that. Generic horizontal saas, yes. Vertical industry specific data models and structures with distribution are fine. Structured context aware saas is literally infrastructure for AI. Its as simple as that
@2147mill Asx: A4N for materials play (semiconductors). Heavy government backing, project completing and production ramp in constrained market in 12 months time so still risk'd (discounted)
Biotech: Kura
Ok everyone so I am thinking of making a pie of single stocks companies. No ETF’s.
Shill me a stock you’re incredibly bullish on over the next few years and hasn’t already taken off.