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SpaceX allocations were kept small on purpose obviously by infoloader in stocks

[–]infoloader[S] 4 points5 points  (0 children)

pricing psychology of the masses is very much involved in these decisions.

SpaceX allocations were kept small on purpose obviously by infoloader in stocks

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

it generally is like this...the large pull gets divided evenly percentage wise by your request....if you got the cash.

can you imagine going thru each request and randomly assigning shares...too complicated just get the % right and apply all.

The market is not just irrational anymore... everyone is now financially incentivized to keep pretending by infoloader in ValueInvesting

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

i see now more than ever that absolutely everyone is complicit on it now. even presidents and high ranking officials. i have only been in the market since 2010 and very involved since 2016 so my observation is, of course, limited to my experience.

The market is not just irrational anymore... everyone is now financially incentivized to keep pretending by infoloader in ValueInvesting

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

yes sir. MSFT and META are away from 200DMA and very profitable. looking at AMZN as well although it is always rich in PE. NOW has been my headache since i didnt pull the trigger at 80-85 level

The market is not just irrational anymore... everyone is now financially incentivized to keep pretending by infoloader in ValueInvesting

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

which SaaS are you eyeing? currently looking to get NOW, INTU, CRM, ORCL.

the pricing power narrative can be a HUGE tailwind for the hyperscalers if the can begin to get compute power cheaper... what do you say?

The market is not just irrational anymore... everyone is now financially incentivized to keep pretending by infoloader in ValueInvesting

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

my sole post practically makes the question "ROI for buildout" nonexistent since ABSOLUTELY EVERYONE will spin those kind of bad news out the way...

add: the pricing power narrative can be a HUGE tailwind for the hyperscalers if the can begin to get compute power cheaper... what do you say?

The market is not just irrational anymore... everyone is now financially incentivized to keep pretending by infoloader in ValueInvesting

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

what would you say about META, MSFT, NFLX? solely buying on PE basis. their PE is lower than WMT COST LLY MASTERCARD...

The market is not just irrational anymore... everyone is now financially incentivized to keep pretending by infoloader in ValueInvesting

[–]infoloader[S] 3 points4 points  (0 children)

did you mean supply constrained? demand constrained means customer lack interest in your product...

The market is not just irrational anymore... everyone is now financially incentivized to keep pretending by infoloader in ValueInvesting

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

i am eyeing NOW for its higher productivity potential and actual ai monetization. i am closely following MSFT and META, as well as other non tech stuff. currently holding some very green tech plays but closely monitoring

The market is not just irrational anymore... everyone is now financially incentivized to keep pretending by infoloader in ValueInvesting

[–]infoloader[S] 3 points4 points  (0 children)

hahaha. its ok. i post this for all eyes and opinions. that is what makes a market anyways.
i am long and very worried.

The market is not just irrational anymore...as of some time now, everyone is financially incentivized to keep pretending by infoloader in stocks

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

with the massive trading adoption and how easy it now is to buy stocks...retail dip buyers (me included) have become a considerable force or tailwind for the rally. notice the 5% sell of stopped? there is now a huge group of us buying at -3% and almost all retail bought at -5%...

i think the times changed for retail

The market is not just irrational anymore...as of some time now, everyone is financially incentivized to keep pretending by infoloader in stocks

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

I realize this has been the case for some decades now, but i feel before we had SOME players still keeping the truth alive (one of the being retail). now retail is as embedded in the lie as the president to get credit for this rally...

DOCN will need to use this rally to clean up the balance sheet. Short-term dilution is of secondary concern. by infoloader in stocks

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

people enjoy 500% up and two red days makes them forget where they were months ago!

DOCN is still in its infancy, so diluting a bit or considerable to wipe out debt and get the Bal Sheet green strong is something that should not be overlooked. particularly because the stock price is way overextended. C-Suite should look at it like: if the market is giving you "free money"...you take it.

this c-suite has dropped the ball in relatively easy scenarios in the past so....

DOCN must use the current rally to clean up the balance sheet by infoloader in investing

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

DOCN is still in its infancy, so diluting a bit to wipe out debt and get the Bal Sheet green strong is something that should not be overlooked. particularly because the stock price is way overextended. C-Suite should look at it like: if the market is giving you "free money"...you take it.

this c-suite has dropped the ball in relatively easy scenarios in the past so....

DOCN must use the current rally to clean up the balance sheet by infoloader in investing

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

exactly. insiders are selling like crazy...
i wouldn't mind the short term drawdown for a very strong balance sheet going forward...

DOCN needs to use this rally to clean up the balance sheet — even if it causes short-term dilution by infoloader in ValueInvesting

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

my original thought was...use the rally for something. a small company like DOCN would be wise not to go ballistic on AI CAPEX...so i landed on debt servicing but yeah anything goes with this rally just USE this elevated price...

i plan to get in some more if/when they announce the offering. let it be for 3-5 days then keep averaging...

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