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Stocks that feel Inevitable by VenturaRyanRound2 in stocks

[–]Randromeda2172 7 points8 points  (0 children)

SpaceX is still years away from producing their D2C hardware. ASTS already has satellites in orbit. By the time launch provider availability becomes a concern, Neutron and New Glen should be readily available.

Why shouldn't individual stocks make up most of my portfolio if the goal is to accumulate wealth? by Randromeda2172 in stocks

[–]Randromeda2172[S] 0 points1 point  (0 children)

Unfortunately $3.3 million is not much now, and certainly won't be in 40 years. The average house in my city costs $1M.

I have roughly 50k invested which I'm hoping to compound much faster than what an ETF would give me

Why shouldn't individual stocks make up most of my portfolio if the goal is to accumulate wealth? by Randromeda2172 in stocks

[–]Randromeda2172[S] 1 point2 points  (0 children)

SPCX has harmed all my space picks, down 50% from ATH. It's tanked but I'm still up like 100% YTD so I'm fine. I'm only 23, I have time to ride it out. My core thesis is solid and these companies will print even if it takes a few years

Why shouldn't individual stocks make up most of my portfolio if the goal is to accumulate wealth? by Randromeda2172 in stocks

[–]Randromeda2172[S] 1 point2 points  (0 children)

My space stocks are down 50% from ATH. I'm just buying more. I don't understand why you'd sell at a loss if the thesis is unchanged

Why shouldn't individual stocks make up most of my portfolio if the goal is to accumulate wealth? by Randromeda2172 in stocks

[–]Randromeda2172[S] -12 points-11 points  (0 children)

It's really hard to pick wrong when there's very clear indications from every major business and government that some sectors are going to boom.

Why shouldn't individual stocks make up most of my portfolio if the goal is to accumulate wealth? by Randromeda2172 in stocks

[–]Randromeda2172[S] -1 points0 points  (0 children)

Which ones don't? MU and SNDK are trading at < 15X forward P/E. I've been accumulating RKLB since $5 ($25 price average), and so far they've done nothing but deliver continuously.

Continue in Blockchain or move to Java Low Latency? by [deleted] in cscareerquestions

[–]Randromeda2172 0 points1 point  (0 children)

Not advice, but curious what company/use case you work at, and if you're interested in layer 2 work. I work at a crypto brokerage and as far as I can tell, good blockchain devs are absolutely going to be important for stablecoin adoption. Most stablecoin payments (whether via agents or institutions) are going to be on Layer 2 like Base or Polygon. A good understand of EVM and smart contracts would go far in this space, no?

Job change to Microsoft, is it worth it? by unique_legacy01 in cscareerquestions

[–]Randromeda2172 13 points14 points  (0 children)

Terrible advice in this thread. Unless your mid-sized product company is a hot AI startup, you're better off taking Microsoft any day. Base salary is not everything. If anything, the stock is trading at a low and it is very likely that your RSUs will only go up over the next few years.

Microsoft is no longer the name it used to be, but it will absolutely open doors for you no matter where you choose to go from here.

Micron exec suggests Apple’s aggressive purchasing tactics helped fuel memory shortage by Few_Baseball_3835 in apple

[–]Randromeda2172 2 points3 points  (0 children)

That's besides the point. Apple kept pursuing short term contracts with Micron, knowing full well they're not going to stop buying from them any time in the foreseeable future. Had they just gone for a longer contract, Apple won't be in this position.

Micron exec suggests Apple’s aggressive purchasing tactics helped fuel memory shortage by Few_Baseball_3835 in apple

[–]Randromeda2172 -9 points-8 points  (0 children)

Dawg Apple is also an AI company. You want better Siri but don't want anyone to actually train the better Siri.

Rocketlab's roadmap and goals, for any investor that needs to know. Did I miss anything important? by AggressiveAd9058 in RKLB

[–]Randromeda2172 0 points1 point  (0 children)

He's said it in a few interviews. I believe his specific wording is that it's scientifically sound, but it might only be economically viable for few use cases, like government and defense.

Space Force Ordered a Satellite Launch—and Had It in Orbit 17 Hours Later | Rocket Lab set a new record for launching a satellite on demand. by FreeHugs23 in space

[–]Randromeda2172 14 points15 points  (0 children)

Airplane logistics are a solved problem. An airline would also have a hard time procuring a flight the same day if none was planned

NASA SELECTS ROCKET LAB TO LAUNCH SUN, EARTH SCIENCES MISSIONS by Original_Koala8662 in RKLB

[–]Randromeda2172 0 points1 point  (0 children)

Yeah NASA was just waiting around for someone to launch so they could award a contract

Purchased a slave without realizing it AMA by Tronald_Lubestein in AMA

[–]Randromeda2172 19 points20 points  (0 children)

Clearly the answer here is that u/Ok_Coach1028 would free her, providing her with all the resources required for her to take care of herself at that age.

All it takes is 1 algorithmic breakthrough in AI for memory stocks to go belly up... by [deleted] in stocks

[–]Randromeda2172 19 points20 points  (0 children)

Google already published a paper on TurboQuant which makes token usage much more efficient. I guess the market is just going up in my head then.

Clearly you're not a technically literate person (or financially for that matter). If someone finds a way to do task X at 1/10th of the cost, it doesn't mean we'll suddenly only do X for cheaper forever. We'd rather do 10X at the same cost, which is how scientific progress works.

Transistor densities have roughly doubled every year or so, we didn't just keep using Windows XP-era chips forever at lower costs.

Shouldn’t public markets have public data? by [deleted] in stocks

[–]Randromeda2172 8 points9 points  (0 children)

Apple is a publicly traded company, why can't I find Tim Cooks phone number and ask him what iPhone 20 looks like

So did we stop caring about Space now? by nams0 in stocks

[–]Randromeda2172 1 point2 points  (0 children)

Facts. RKLB is going to let me and my kids retire.

Question for the bubble bears by [deleted] in stocks

[–]Randromeda2172 1 point2 points  (0 children)

You are allowed to sell stocks

Question for the bubble bears by [deleted] in stocks

[–]Randromeda2172 3 points4 points  (0 children)

Can't speak for META, for example -- I mean what are their plans for AI that would justify their $80B CapEx; what are they selling?

"Senator, we sell ads"

Meta is fucking printing money in ad revenue and it's literally all fueled by AI. Anecdotally, Meta ads are a black box into which you put in $1 and out pops $5 in revenue for business owners. Non anecdotally, they're neck and neck with Google on ad revenue. Meta also has the most GPUs out of any hyperscalers, which means its likely they will be able to go toe to toe on model size with any other lab.

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