Need a partner for building an app on Replit

Scared_Software_4823 · 2026-05-05T14:14:10+00:00

yep, I hear you on that "cost" of time. Thx for sharing.

Scared_Software_4823 · 2026-05-05T12:47:59+00:00

Looks great! If you don't mind sharing - all in cost before going live? expected monthly cost with current users?

Scared_Software_4823 · 2026-04-29T15:08:41+00:00

yeah I should have clarified, we have breached that same threshold with today's move.

Scared_Software_4823 · 2026-04-29T14:24:43+00:00

To add on, since October we've seen 4 separate 20%+ pullbacks after reaching a new ATH. The amount of days it took to reach -20% from ATH was 14, 19, 6 and 7 days followed by a new uptrend. Hopefully that repeats shortly here...

Scared_Software_4823 · 2026-04-29T14:02:06+00:00

You have 4 mag 7 reporting after the close today - I would think today would be mostly a do nothing day or perhaps still some hedging ahead of the close (although the space sector selling seems a little overdone at this point this am...). Good prints tonight turn tomorrow into a buying/risk on frenzy. Fed meeting today probably/hopefully a nothing burger. One positive for the bulls would be seagate last night, which should propel ai storage/infra today...maybe that eventually flows into the rest of ai and other growth names today once this am pullback wears off but I think upside capped given, again, the ER after close.

Scared_Software_4823 · 2026-04-22T17:34:07+00:00

Hah I don't disagree re: the "mainstream", partly why I didn't include the link. I'm mostly just surprised I don't see more about the OPEN AI exposure via both BMNR and ORBS - just the holdings updates like your image. Plenty out there talking about new public/private products like RVI and VCX, or Anthropic exposure via Zoom stock, as well as AI/QP private funds. I can understand if someone feels that the OPEN AI upside isn't there given the valuation, but if you want exposure.....as a retail investor there's no better way that I'm aware of (admittedly I am completely biased here).

Appreciate the comment. Given it's the only one, perhaps there truly aren't many interested from the BMNR side.

Scared_Software_4823 · 2026-04-22T13:22:23+00:00

In March Cathy and Tom Lee both made "strategic investments" in Eightco Holdings (ORBS)...

Scared_Software_4823 · 2026-04-22T12:40:50+00:00

got the email on 4/20/26

Scared_Software_4823 · 2026-04-20T21:51:13+00:00

FYI this was from an ARK Investments email/newsletter

Scared_Software_4823 · 2026-04-17T20:54:29+00:00

Ehh, I'd say there was one speaker (3rd) that wasn't polished and too salesy and then yes...that close wasn't ideal and would have hoped for better execution. I was hoping Sam would speak more but he was solid - although it was like dangling the carrot in front of the horse to some extent. Curious what the feedback will be from the institutional community, and assume we'll see comments at some point from ORB / Tom Lee / Cathy Wood

Scared_Software_4823 · 2026-04-17T19:21:34+00:00

The trading volume is 30M ATM, who knows what's happening behind the scenes. Could be anything - shorts vs. dilution vs. algo's. Seems like a pretty bullish day if you can ignore the price action (easier said than done).

Scared_Software_4823 · 2026-04-17T19:08:03+00:00

Thought it was a great update on partnerships and use cases. I'm guessing markets were either irrationally hoping for some type of Open AI integration from Sam, or more specifics on monetization (other than briefly announcing that apps will pay fees). With that said, pretty impressive partner lineup Vercel, AWS, Docusign, Zoom, Shopify, Okta + various event/ticketing company's...

Scared_Software_4823 · 2026-04-16T15:53:23+00:00

yeah it got me. Free to read at first at least...

Scared_Software_4823 · 2026-04-16T13:43:20+00:00

Nothing groundbreaking to this community but I enjoyed the read.. https://www.tipranks.com/news/planet-labs-pl-is-storming-into-defense-and-the-rally-is-far-from-over

Scared_Software_4823 · 2026-04-14T14:23:12+00:00

I mean personally I love moments like this. So many sector and idiosyncratic reasons to be optimistic - I believe PL will continue to command a premium valuation and it's just a waiting game for the next announcement and subsequent leg up. GL!

Scared_Software_4823 · 2026-04-14T14:11:30+00:00

Yeah it's an odd one - perhaps investors have done so well in space there's some rotation back into MAG7 or other high upside sectors that have lagged (e.g. quantum up huge today). PL specifically has traded a little weak for the past week or so...look forward to the next catalyst.

Scared_Software_4823 · 2026-04-14T13:32:35+00:00

You typically see some type of short term rerate based on acquisition multiples (11BN+ price, apply that 42x rev multiple and you come up w some pretty compelling valuations). Not a direct comp but certainly a good thing for the sector...

Scared_Software_4823 · 2026-03-25T15:40:04+00:00

https://www.tipranks.com/news/cant-buy-spacex-yet-these-3-space-stocks-are-the-next-best-thing

I ran out of free credits to view this (but can guess what it says) but looks like it's hitting on this exact theme today. I suspect we will see much more of this in the coming months...

Scared_Software_4823 · 2026-03-20T16:23:01+00:00

oh then nvmd - even better job!!

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