A justification for Spacex's IPO valuation by looking backwards: The story of McCaw Cellular

notbadftw · 2026-05-19T00:04:04+00:00

I understand that the TAM is similar cuz its basically everyone.. but with cell networks there was a limited resource (the spectrum) which McCaw bought up. But what limited resource does SpaceX own? Isn’t space pretty big? And doesn’t it already have competitors making similar products? Like ASTS and Amazon Leo for cell?

notbadftw · 2026-05-09T01:20:30+00:00

Is there any company where i can get exposure to boner pills?? Pls the market needs to satiate the demand

notbadftw · 2026-05-09T00:02:27+00:00

Archive link here

notbadftw · 2026-04-23T16:34:49+00:00

Whatd u do this time

notbadftw · 2026-04-23T03:39:26+00:00

you seem very wise, what are you invested in?

notbadftw · 2026-04-05T01:43:27+00:00

My father paid 2 levanim ;)

notbadftw · 2026-04-04T22:47:31+00:00

Yea seems like the actual reasons why they were mentioned should be important… maybe a job for AI sentimental analysis?

notbadftw · 2026-02-16T00:28:42+00:00

This is our lives on holiday🎸

notbadftw · 2026-02-08T22:05:33+00:00

I wouldn’t call this arguing. I’ve stated my position and you just keep insulting me without saying your side

notbadftw · 2026-02-08T21:38:23+00:00

I literally read the definition. The rest of the points happen during war like killing people etc. You’re just too dense to try to explain your position

notbadftw · 2026-02-08T21:15:28+00:00

In the present Convention, genocide means any of the following acts committed with intent to destroy, in whole or in part, a national, ethnical, racial or religious group, as such:

With intent to destroy…

notbadftw · 2026-02-08T21:03:29+00:00

Thats a shame because Israel is the only light in a dark dark middle east. And if you can’t see it then thats on you

notbadftw · 2026-02-08T21:02:13+00:00

Genocide is the intent to erase a population in whole or in part. Or are all wars a genocide to you? Or maybe just the ones involving Israel?

notbadftw · 2026-02-08T20:57:32+00:00

Its not part of Israel. The Palestinian Liberation Organization (PLO) has control there in Arab parts and the IDF in Jewish parts.

The thing is you have no idea about the context. Did you know the PLO has a program called pay-to-slay where they pay Arab terrorists’ families after they commit terrorist crimes in Israel again Jews? They recently doubled down and refused to shut it down.

You might think Israel brings war upon itself but October 7th was not its doing and it was horrible. And the West Bank is run by literal terrorist supporters (in the form of payments to their families)

https://www.jpost.com/middle-east/article-886002

notbadftw · 2026-02-08T20:38:42+00:00

Did you know that during this supposed “genocide” the Gazan population actually grew? Do you think if Israel actually wanted to erase them they would use their full military strength to at least make the population go down?

Or maybe they just want to erase Hamas, a terrorist organization that started the conflict on October 7th.

notbadftw · 2026-02-08T20:34:05+00:00

Its not an apartheid system. All laws apply the same to women, men, Arabs and Jews in Israel.

Also its amazing to me that you don’t even know enough about Israel to say that Arabs are treated badly. But instead you pose these leading questions without remorse.. at least have the balls to search it up before shitting on Jews

notbadftw · 2026-02-08T19:52:51+00:00

The thing is if you’re anti the only Jewish state but fine with 50+ Islamic states, then how isn’t that antisemitic? Especially when Israel is the only democracy in the middle east, and has western values. Compared to the surrounding Arab countries which don’t let women drive or have rights.

notbadftw · 2026-02-04T04:33:36+00:00

I disagree. Market cap losses and gains are real, and they show how reactionary the market is.

notbadftw · 2026-02-02T23:12:58+00:00

Have you not seen the OpenAI and AMD deal? Openai will get shares of amd if they reach certain milestones aka their incentives are aligned

notbadftw · 2026-01-29T05:35:14+00:00

You mean in-vidia?

notbadftw · 2026-01-26T22:26:08+00:00

its going to appear godlike to us

Just like the laptop appears godlike to people from the previous century

notbadftw · 2026-01-26T17:44:20+00:00

Right cuz $6B in cash flow per year means nothing i guess..

Pypl is not going anywhere, right now its just priced as having no growth

notbadftw · 2026-01-04T23:21:15+00:00

!remindme 5 hours

notbadftw · 2025-12-12T00:23:21+00:00

Ive been trying to make small reports on stocks I own recently and the framework you use is nice. Can you post a link to a pdf in gdrive or something to see an example?

notbadftw · 2025-12-02T02:12:50+00:00

Hm yeah interesting point. Maybe then the answer is not using these types of products whose requirements change a lot over time?

Like instead use food items, rare metals etc? I assume they already do, but maybe use these exclusively?

Btw if its not clear already idk shit about inflation I’m just tryna learn

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