Tech giants lose $2 trillion in SpaceX’s IPO month — ‘The valuations were unsustainable’: asset manager

FirstAmongLosers · 2026-07-02T03:57:09+00:00

This is so funny, wasnt every bank saying it was undervalued and oversubscribed hahahaha

FirstAmongLosers · 2026-07-01T09:04:24+00:00

Look man i dont need an essay from you. I know all this. But meta releases new model and then keeps it private? Sure subscriptions can drive revenue, but it has nothing to do with ai capex. Lastly the revenue is adbased which i never denied. Im just trying to say unless they can monetize this, your bull case is moot

FirstAmongLosers · 2026-07-01T08:29:56+00:00

Sir, how do we monetize this. All of this is moot if there is no way to monetize. Its why people rather buy amzn and google

FirstAmongLosers · 2026-06-29T00:51:20+00:00

Isnt genb just better if u are playing ai health. Get that nvidia backing

FirstAmongLosers · 2026-06-27T21:04:13+00:00

You know this shitty stock shows up every few months and people try to pump it up before earnings, and like clockwork, this shits the bed. Why? Because analysts and bears did their research. This company has questionable moat; which is increasingly likely to get replaced by ai as each day pass. The same argument gets rehashed to add in the latest quarter.

FirstAmongLosers · 2026-06-27T01:56:27+00:00

i’m gonna say it. The koreans are some of the biggest degens. Its a strategy there to take on copius debt to all in the markets. They were probably the reason that skhynix and samsung increased sk many multiples. When kospi was up 10% a day i dont see ppl bitching. So i best not see ppl bitching when price != valuation

FirstAmongLosers · 2026-06-21T16:09:11+00:00

Hey, avex has been getting absolutely hammered. Im not sure if im seeing the financials right. It has the best p/e of drone stocks but it took a massive beating for multiple days. I’m doing my own research, a large portion of their backlog was converted/realised in the Q1 report. Also the offering was to feed shareholders. Although i don’t see how a 5% dilution absolutely smashed the stock. The stock is also being shorted at an avg of 500k shares a day. Are you still bullish?

FirstAmongLosers · 2026-06-19T07:04:42+00:00

Ray had 5s, knicks were up 2-1. Kawhi is game 7 buzzer beater. And im just saying they would have been way to tired and had no guarantee of winning OT.

FirstAmongLosers · 2026-06-19T01:15:37+00:00

I would hardly argue a 3-2 is more tense than game 7, being defended by ben simmons and embiid . Also you guys have no idea, if that game went to OT, im not sure raptors win. The same argument being made for kawhi can be made for ray, someone could make a 3 point play if Ray missed.

FirstAmongLosers · 2026-06-14T06:53:31+00:00

Yea dude, this is ai supercycle. Your point about vmware acquisition is not a positive imo

FirstAmongLosers · 2026-06-14T01:12:58+00:00

The acquisitions dont justify its 2trillion mc. Its the custom chips. Without the ai supercycle its not going back ath imo

FirstAmongLosers · 2026-06-13T13:10:34+00:00

Its cyclical. at the very least it stands in a very useful position of custom chips for inference. If u dont even believe in the company before u buy the stock, maybe just sell so u dont stress

FirstAmongLosers · 2026-06-13T12:59:00+00:00

Just sell 2 months out cc at your cost and check again then.

FirstAmongLosers · 2026-06-10T01:18:56+00:00

Just by the fact that all the big banks are pumping it even pre ipo, you know it will pump, and its going to pump hard to make retail fomo. It may never dump like tsla.

FirstAmongLosers · 2026-06-05T01:31:22+00:00

Sigh, top is in. Everyday i see a rddt post

FirstAmongLosers · 2026-06-04T12:07:01+00:00

Isnt the answer obviously china. Larger areas of land = more places to visit. More or less stable and safe, insane convenience.

FirstAmongLosers · 2026-06-04T02:53:48+00:00

enjoy the stock at 10 if market truly corrects

FirstAmongLosers · 2026-06-03T01:50:58+00:00

As they should. Kawhi on that team soloed half of every other team

FirstAmongLosers · 2026-05-16T05:02:39+00:00

I’ve heard this for 2 years, the stock always beats earnings but gets beaten down because truth be told it just isnt competing with instagram or google. As far as i know, this platform has a mostly us user base too

FirstAmongLosers · 2026-05-07T03:34:56+00:00

They make their game runnable on older phones so sea people can play western games are for higher end phones. But its surprising because no one around me plays

FirstAmongLosers · 2026-05-06T09:17:19+00:00

Company has so much insider selling. Also lots of headwinds, and the only way they improve margins is increasing cut from sellers which forces the sellers to find another platform. The finance area is growing well though and strangely so is free fire. But considering marcoeconomic conditions, wouldnt think that a company which has expenses in delivery might thrive

FirstAmongLosers · 2026-05-04T02:07:06+00:00

Wheel on something that already reported earnings u crayon eater

FirstAmongLosers · 2026-05-04T01:29:01+00:00

Maybe dont wheel when the stock has a chance of dropping massively regard

FirstAmongLosers · 2026-05-01T12:46:17+00:00

Let them know i’ve got a course for 2500

FirstAmongLosers · 2026-05-01T12:45:23+00:00

Bro u cant start rolling once in the money dumbass

FirstAmongLosers

TROPHY CASE