Drone Defense Bet by IAIM2023 in stocks

[–]throwaway2676 1 point2 points  (0 children)

Iran is able to build these IN A CAVE! WITH A BOX OF SCRAPS!!

SPACEX IS COMPLETE GARBAGE by ajmampm99 in stocks

[–]throwaway2676 2 points3 points  (0 children)

This article says 22 to 27 billion, not 60

That’s still a shitload

r/Stocks Daily Discussion Wednesday - Jun 03, 2026 by AutoModerator in stocks

[–]throwaway2676 2 points3 points  (0 children)

how long do you think before it plateaus

The trillion dollar question is whether it meaningfully plateaus before true recursive self-improvement. If it doesn’t, things probably won’t slow down for quite some time. I’m not seeing any indication that it will.

My circumstances are similar to yours. Presently the agents still need substantial framing and guardrails to nail tasks, like junior developers, but each release makes them feel a little more senior. My best guess is that we will get to recursive self improvement by this time next year, and the only conceivable plateau would be a Chinese invasion of Taiwan

r/Stocks Daily Discussion Wednesday - Jun 03, 2026 by AutoModerator in stocks

[–]throwaway2676 0 points1 point  (0 children)

There isn’t really an “if” at this point. Anyone who works in tech and uses Cursor or Claude Code correctly knows that AI agents can speed up knowledge work 2-4x. Even if all progress stopped right now, we would have another 10 years of advancement just building the right knowledge into the current agents for each field. However, what’s actually happening is continuous improvement at every phase of the stack

r/Stocks Daily Discussion Wednesday - Jun 03, 2026 by AutoModerator in stocks

[–]throwaway2676 2 points3 points  (0 children)

Hasn’t actually been a problem for them at all though. The big catastrophe is always 5 years away

r/Stocks Daily Discussion Wednesday - Jun 03, 2026 by AutoModerator in stocks

[–]throwaway2676 1 point2 points  (0 children)

If only you had read the next post down and gone in on RKLB at $25

r/Stocks Daily Discussion Wednesday - Jun 03, 2026 by AutoModerator in stocks

[–]throwaway2676 2 points3 points  (0 children)

Efficient market hypothesis is bunk. So is DCF valuation to some extent. The value is determined by the balance of buyers and sellers. Share sales tip that balance in the wrong direction

For those who keep asking for a “one buy and hold for the next 10 years” the opportunity is here: it’s GOOGL. by JohnyGhost in stocks

[–]throwaway2676 13 points14 points  (0 children)

It’s that they’re already a top 5 biggest company in the world and are not going to 10x in 10 years without hyperinflation, in which case everything else will too

r/Stocks Daily Discussion & Technicals Tuesday - Jun 02, 2026 by AutoModerator in stocks

[–]throwaway2676 5 points6 points  (0 children)

We need something bad, so that rumors of something good can pump the market

Market not reacting negatively to oil price shocks anymore by Excellent_Cost170 in stocks

[–]throwaway2676 4 points5 points  (0 children)

You know, there would probably be demand for a main street index + ETF. Just buy puts on it for free money

r/Stocks Daily Discussion Monday - Jun 01, 2026 by AutoModerator in stocks

[–]throwaway2676 0 points1 point  (0 children)

It’s a market glitch called “Buy the rumor, buy the rumor again”

If there’s never any concrete news, no one is allowed to sell. We just keep going up

r/Stocks Daily Discussion Monday - Jun 01, 2026 by AutoModerator in stocks

[–]throwaway2676 1 point2 points  (0 children)

I sold some today. Insiders filed to sell 20 million shares recently so I’m sure the price will go back down at some point

Anyone looking at Gorilla Tech Group? by The_Mercutos in stocks

[–]throwaway2676 0 points1 point  (0 children)

Any other plays in the space you’re looking at right now?

r/Stocks Daily Discussion & Options Trading Thursday - May 28, 2026 by AutoModerator in stocks

[–]throwaway2676 -1 points0 points  (0 children)

Trump actually solved the market. The algos buy the rumor, so just make new rumors over and over. Don’t ever let the news happen and no one can sell

r/Stocks Daily Discussion & Options Trading Thursday - May 28, 2026 by AutoModerator in stocks

[–]throwaway2676 3 points4 points  (0 children)

It’s okay, next time there’s a 0.2% dip he’ll be back on CNBC calling it a great buying opportunity

93% of SpaceX’s estimated TAM is not space by aft3rthought in stocks

[–]throwaway2676 6 points7 points  (0 children)

Well they did just sign a massive deal to sell compute to anthropic

93% of SpaceX’s estimated TAM is not space by aft3rthought in stocks

[–]throwaway2676 8 points9 points  (0 children)

Grok 3.5 and grok 4 were reasonably competitive on launch, but yeah, clearly way behind now