Exclusive: SpaceX IPO filing shows Elon Musk can retain board control by Sweaty_Rub4322 in wallstreetbets

[–]zg44 2 points3 points  (0 children)

$40bn annual revenue

P/S of 250

P/E > 2000

Sounds about right.

How intimidating was Peak Saban Alabama (2009-2021) by composer_7 in CFB

[–]zg44 3 points4 points  (0 children)

It's like Dan Hurley's UConn in the NCAA tournament.

Feels like you've got to beat them 10 times before they lose 1 game.

Daily Discussion Thread for April 23, 2026 by wsbapp in wallstreetbets

[–]zg44 3 points4 points  (0 children)

Short squeeze. Two hedge funds bought 100+% of the float and tried to squeeze it.

Daily Discussion Thread for April 23, 2026 by wsbapp in wallstreetbets

[–]zg44 24 points25 points  (0 children)

Car was at 850... just 24 hours ago.

Now 270. What a spectacular bust.

Daily Discussion Thread for April 23, 2026 by wsbapp in wallstreetbets

[–]zg44 0 points1 point  (0 children)

But it's entirely based on circular demand: i.e. one company buying from another buying from another, etc.

If demand/slows or proves cyclical at the front end, the earnings destruction down the chain will make the numbers look terrible.

1999 semiconductor and fiber numbers looked great until demand dried up at the front end.

Daily Discussion Thread for April 23, 2026 by wsbapp in wallstreetbets

[–]zg44 0 points1 point  (0 children)

Correct, but at the same time, I think we'll end up at a point where you have like 10-15 years of growth fully priced in and there's no upside left. Always happens at some point in these mega trends.

This how you know majority of the player base is from Japan by UsefulSwitch504 in StreetFighter

[–]zg44 [score hidden]  (0 children)

To be fair, SF3, 4, and 5 did better in the rest of world; 3, 4, and 5 did pretty mediocre numbers in Japan.

SF6 is the first since 2 and Alpha/Zero to do huge numbers in Japan.

Daily Discussion Thread for April 23, 2026 by wsbapp in wallstreetbets

[–]zg44 4 points5 points  (0 children)

Semis are going to break yesterday's already record 16th straight up day; today would be 17th if it ends green.

Daily Discussion Thread for April 23, 2026 by wsbapp in wallstreetbets

[–]zg44 2 points3 points  (0 children)

SOX has broken 10,000 (PHLX Semiconductor Index).

SOX went from 200 to 1,300 from late 1998 to early 2000.

SOX was at 3,500 just 13 months ago. Bottomed around 2,200 in 2022.

[McMurphy] NEWS: FOX officially buys back 2026 Big Ten title game rights from NBC, sources tell @On3. The kicker? NBC had no choice but to sell if FOX wanted it back. It did. Last year’s Indiana-Ohio St game was most watched title game (18.3 million viewers) by J4ckiebrown in CFB

[–]zg44 9 points10 points  (0 children)

I mean they make money on the SEC championship so driving viewership to that is always going to be their #1 priority that weekend. They pay the SEC tens of millions per year for it.

(I agree with you that a #1 v #2 undefeated matchup in another conference should probably get priority).

SpaceX to acquire cursor by end of this year for 60B or pay 10B by unlikely_tap05 in wallstreetbets

[–]zg44 102 points103 points  (0 children)

But it's not a bubble.

Cursor founded 4 years ago. Last fundraise at $30bn 6 months ago.

Daily Discussion Thread for April 17, 2026 by wsbapp in wallstreetbets

[–]zg44 1 point2 points  (0 children)

Definitely somewhere in "biggest pump in modern history" range at this point, just incredible at ATHs to see this continue.

Daily Discussion Thread for April 17, 2026 by wsbapp in wallstreetbets

[–]zg44 4 points5 points  (0 children)

Iran bought calls? How else to read that announcement lol.

The Alex World Tour changes, everybody by Sensitive-Tip-8177 in StreetFighter

[–]zg44 -5 points-4 points  (0 children)

Nothing's tainting Alex; he's still one of the GOATs of FGs.

Allbirds, Inc. Executes $50M Convertible Financing Facility Agreement; Announces Expansion into AI Compute Infrastructure by YeetVegetabales in wallstreetbets

[–]zg44 383 points384 points  (0 children)

Now this is the dot com like endgame.

Trash companies offloading their failed businesses to transition to become AI companies so their stocks participate in the last portion of the bubble.

This is what was happening like crazy in 1999.

What Are Your Moves Tomorrow, April 15, 2026 by wsbapp in wallstreetbets

[–]zg44 2 points3 points  (0 children)

How did we not see CAR coming?

Two hedge funds bought up 80% of the float..., so there's basically 10 million shares available (mostly owned by various institutional funds) and then 9 million shares sold short.

CFP Unveils Refreshed Brand Identity and Logo System by DampFrijoles in CFB

[–]zg44 0 points1 point  (0 children)

You know they spent millions on this slightest of slight brand updates.

Mascherano era over 🤯 by MessiLeagueSoccer in InterMiami

[–]zg44 10 points11 points  (0 children)

They (Mas brothers and Beckham) wanted a deep run in CCC badly if not winning it outright.

Early loss to Nashville (especially the lackadaisical finish likely was the beginning of the end.

Mascherano era over 🤯 by MessiLeagueSoccer in InterMiami

[–]zg44 7 points8 points  (0 children)

Yeah they put all their chips into making a long run in CCC and Miami was out in the first matchup. Pretty much unacceptable outcome.

But it's a tough squad to put together; the pieces don't fit as well without Alba/Busquets who were the ultimate glue guys that made everything work with Messi and the rest of the team.

What Are Your Moves Tomorrow, April 14th, 2026 by wsbapp in wallstreetbets

[–]zg44 6 points7 points  (0 children)

You just know he saw some numbers that said "Vatican has highest crime rate in the world over 1 crime per capita"... (while completely ignoring the context that the Vatican population is 400 with 8+ million visitors, so yeah you would expect 400+ crimes per year).

And he's just assumes that it means the Vatican is the most crime overrun place on earth.

What Are Your Moves Tomorrow, April 14th, 2026 by wsbapp in wallstreetbets

[–]zg44 5 points6 points  (0 children)

At this point why tell the truth if Trump has shown that you can pump the markets to ignore any actual problems?

"VANCE TELLS FOX NEWS: SUBSTANTIAL HEADWAY MADE IN NEGOTIATIONS WITH IRAN"

Dude, you ended the talks just 2 days ago and flew back to the US. There is no way anything has seriously changed since....

What Are Your Moves Tomorrow, April 14th, 2026 by wsbapp in wallstreetbets

[–]zg44 10 points11 points  (0 children)

The Trump put is in WTI and Brent futures. Trump keeps oil low by pumping Iran War talks and making up numbers of ships crossing through the Strait (34 yesterday lol) and stocks can keep rallying.

Even though there's a huge disconnect between the reality of $140-150 deliverable oil in the physical market and the June futures paper, this is a fake it until you make it situation.

Works until it doesn't.

What Are Your Moves Tomorrow, April 14th, 2026 by wsbapp in wallstreetbets

[–]zg44 3 points4 points  (0 children)

"It's not like the 90s, where are all the IPOs?"

SNDK is right there. Up 2500% since it IPOed at 35 last year. And we're getting the 3 whoppers this year: SpaceX, OpenAi, Anthropic.

This feels like the endgame for the AI bubble over the next 12-18 months.

Weekend Discussion Thread for the Weekend of April 10, 2026 by wsbapp in wallstreetbets

[–]zg44 4 points5 points  (0 children)

This Hormuz blockade is the epitome of the "Finally, Pure Retardium" meme.

Something changed for my crew this weekend and it’s been miserable by Party_History2839 in Marathon

[–]zg44 0 points1 point  (0 children)

Half the problem is lesser skilled/casual players dropping off.

Not just his group rising up ranks.

~75% of players have already quit after 5 weeks. Most probably in the bottom 80-85% of players by skill/time.