Stocks

[Pimpin]

why should I not buy Spotify?

 

[Pimpin]

SpaceX valued at 140bn, FUCKING LAUGHABLE.

I work in the industry, I can bet my dick this piece of shit is not worth 140bn. There's just no fucking way this piece of shit is worth 140bn. 0 chance.

Launching satellites is no where near that profitable, LEO satellites (starlink) are not worth that much, not even fucking vaguely close.

Also if this rips, I can send you guys some leo satellite that would benefit from the delusion lol (if they are not broke yet).

 

[Adriano@10]

T

SpaceX valued at 140bn, FUCKING LAUGHABLE.

I work in the industry, I can bet my dick this piece of shit is not worth 140bn. There's just no fucking way this piece of shit is worth 140bn. 0 chance.

Launching satellites is no where near that profitable, LEO satellites (starlink) are not worth that much, not even fucking vaguely close.

Also if this rips, I can send you guys some leo satellite that would benefit from the delusion lol (if they are not broke yet).

To be fair probably mostly a bunch of VC idiots involved in this round i know a16z is....
But you re obviously right ridiculose valuation...

 

[brakbrak]

I've been really hesitant to get into the stock market lately because it seems like everything is so volatile and I'm not sure where to put my money.

You are better off putting money right now than last year, look into indexes if you have no experience with picking stocks

 

[Adriano@10]

I sincerly wanna thank the fucken Saverys family for blocking the Eurn and Fro merger and cutting my profits in that trade in haf over fucken night....
Why not take a couple of bios still have a huge stake in the biggest tanking co in the world and be fucken done with it? No they had to fuck over everybody invested in their co and all the poor merg arb traders. (not that i particularly care about the arb traders)
Yes i could and should have known ( i knew they did not want the merger) I did not think that they go to the lengths they ve gone to block the merger though...,
My bad i guess and a kind reminder to take profits...

 

[brehme1989]

Sounds like you got fucked Greek style.

 

[Adriano@10]

Sounds like you got fucked Greek style.

Indeed i was... Thank god i was not in that trade for the merger otherwise i d be furious....
Although i mixed up the names it was the saverys that blocked it and not the livanos so technically i got fucked by the belgians

 

[Adriano@10]

What is it groundhog day? Shitcos rallying (amc/gme) Companies that field for bankruptcy rallying. think we had this shit a year ago already....
Anyway i still think a pivot is not close even if inflation is coming down atm....
Markets gonna fuck around and find out...

 

[Adriano@10]

LOL I try to avoid investing in clown shows and jet i somehow always end up in atleast one of em.. So erun shareholders claim Fro has no right to cancel the merger and has to go through with it threatening legal action..... Fucken clown show all over....

Also teslas demand prob seems to be even bigger than i expected slashing prices on 3/Y in NA europe and china by 10-22% which basically was their profit margins. Of course the bulls are out there spinning this as positive but the narrative just gets harder and harder to maintain

 

[Pimpin]

Moderna says RSV vaccine 84% effective at preventing symptoms in older adults

Moderna Inc said on Tuesday that its experimental messenger RNA vaccine for respiratory syncytial virus (RSV) was 83.7% effective in a late-stage trial at preventing at least two symptoms, such as cough and fever, in adults aged 60 and older.

www.reuters.com

guys, watch out for this tech

 

[forzainter257]

 

[andrei]

Moderna says RSV vaccine 84% effective at preventing symptoms in older adults

Moderna Inc said on Tuesday that its experimental messenger RNA vaccine for respiratory syncytial virus (RSV) was 83.7% effective in a late-stage trial at preventing at least two symptoms, such as cough and fever, in adults aged 60 and older.

www.reuters.com

guys, watch out for this tech

They need to go in oncology, like Biontech tries.
Covid was one in lifetime, but for RSV, who is an ordinary cold, no one will give a fuck.

 

[Adriano@10]

why should I not buy Spotify?

What a call

 

[Javier'sSon]

I should start listening to him eh

 

[Pimpin]

What a call

I mean the whole market rallied for some reason, but yes i am happy with how it went so far.

Look, Spotify is quite well positioned. Despite what people may say, it's model is completely different from Netflix. It doesn't need its own content (like the fucking podcasts ), its a platform where alot of artists would actually PAY to be put in some playlist. Compare this to netflix who need to produce content at high interest rates. If only they cut back on spending.

I should start listening to him eh

I mean yeah man for sure

 

[brehme1989]

I should start listening to him eh

Unless it's about Brazilian stocks

 

[Adriano@10]

I mean the whole market rallied for some reason, but yes i am happy with how it went so far.

Look, Spotify is quite well positioned. Despite what people may say, it's model is completely different from Netflix. It doesn't need its own content (like the fucking podcasts ), its a platform where alot of artists would actually PAY to be put in some playlist. Compare this to netflix who need to produce content at high interest rates. If only they cut back on spending.

Fully agree about spotify been on my list for some time was just to expensive for too long and then i got greedy and did not expect a jan rally out of nowhere....
Again this is me being an idiot as i priced them at 120 at the ipo did not pull the trigger when they came close days after the IPO regretted it for like 2 years and more ore less forgot about it till you posted about em. Wihout looking my initial response to you would have been still to expensive then i saw them in the 70s and was like hmm he might have a point but did not pull the trigger as again i can be a greedy idiot when i think we re in a bear market.

In other news the feds "pivot" if you wanna call it that kind of caught me on the wrong foot... Thought they d keep on going with the 0.5 raises at least one more time then again i knew 0.25 was in play. Anyways had shitty positioning yesterday and go a bit fucekd on my options. That being said i think it s kind of funny how people who have ben advocating/ predicting a pivot are now claiming victory when it was not an actual pivot just a slower pace of raises.

Anyways FB with "decent" numbers up 18% in ah not so sure i m too big a fan of their 40 bio buyback program. WHat to me is surprising and why i m still bullish on em is that their Dau s are still growing....
Also rev beat and rev forecasts for q1 23 are better than expected we might see light at the end of the tunnel.

Meanwhile CVNA has rallied 150% in like 1 week on no news with the equity being a 0 ... Looking at bonds it looks like debt holders dont think they ll be made whole so i m not sure why people are pilling into the Equity of that garbage. I guess the market gods just want to pull me into that trade again.


EDIT: Totally forgot to mention the adani situation, which i find very intriguing I dont have a horse in this race but it s a very interesting case. First of after going through the hindenburg research i called my indian buddy who also works in finance and he was like yeah it s a nothing burger every indian investor knew this or at the very least suspected this. But this thing has blown up to the point where the integrity of the indian financial markets are at stake, Adani has not brought forward a good excuse and basically invoked some kind of nationalism as a defense, meanwhile everybody with half a brain who read the report knows Adani is guilty. Question is will the pressure on the modi government be big enough so that they have to crack down on Adani?

 

[Pimpin]

Fully agree about spotify been on my list for some time was just to expensive for too long and then i got greedy and did not expect a jan rally out of nowhere....
Again this is me being an idiot as i priced them at 120 at the ipo did not pull the trigger when they came close days after the IPO regretted it for like 2 years and more ore less forgot about it till you posted about em. Wihout looking my initial response to you would have been still to expensive then i saw them in the 70s and was like hmm he might have a point but did not pull the trigger as again i can be a greedy idiot when i think we re in a bear market.

In other news the feds "pivot" if you wanna call it that kind of caught me on the wrong foot... Thought they d keep on going with the 0.5 raises at least one more time then again i knew 0.25 was in play. Anyways had shitty positioning yesterday and go a bit fucekd on my options. That being said i think it s kind of funny how people who have ben advocating/ predicting a pivot are now claiming victory when it was not an actual pivot just a slower pace of raises.

Anyways FB with "decent" numbers up 18% in ah not so sure i m too big a fan of their 40 bio buyback program. WHat to me is surprising and why i m still bullish on em is that their Dau s are still growing....
Also rev beat and rev forecasts for q1 23 are better than expected we might see light at the end of the tunnel.

Meanwhile CVNA has rallied 150% in like 1 week on no news with the equity being a 0 ... Looking at bonds it looks like debt holders dont think they ll be made whole so i m not sure why people are pilling into the Equity of that garbage. I guess the market gods just want to pull me into that trade again.


EDIT: Totally forgot to mention the adani situation, which i find very intriguing I dont have a horse in this race but it s a very interesting case. First of after going through the hindenburg research i called my indian buddy who also works in finance and he was like yeah it s a nothing burger every indian investor knew this or at the very least suspected this. But this thing has blown up to the point where the integrity of the indian financial markets are at stake, Adani has not brought forward a good excuse and basically invoked some kind of nationalism as a defense, meanwhile everybody with half a brain who read the report knows Adani is guilty. Question is will the pressure on the modi government be big enough so that they have to crack down on Adani?

I mean what pivot do they expect, the economy is on fire, thank God. We are headed into much higher economic growth than anticipated. Dunno tf will happen.

On spotify again, I am much prouder for calling on Oil's comeback, eventhough shell has doubled only. I am also proud of getting bond etf's which turned out to be very profitable at much lower risk.

Now stoneco and pags need to make it worthwhile. My average STNE is 16 usd rn. Lets go.

 

[Pimpin]

I mean if the economy is going higher up, why wouldn't I buy RSG and UNP for example?

Why is DJI going down?

 

[Adriano@10]

I mean what pivot do they expect, the economy is on fire, thank God. We are headed into much higher economic growth than anticipated. Dunno tf will happen.

On spotify again, I am much prouder for calling on Oil's comeback, eventhough shell has doubled only. I am also proud of getting bond etf's which turned out to be very profitable at much lower risk.

Now stoneco and pags need to make it worthwhile. My average STNE is 16 usd rn. Lets go.

My point on the pivot is that raising lower than expected is not what people think of when talking about a fed pivot......Nitpicking i know but i fell like a lot of people who expected the fed to halt the raises or to even lower the rate are now taking a victory round... because the fed did not raise 0.5 but 0.25 which again if you said earlier they are gonna pivot still makes you wrong.

I mean if the economy is going higher up, why wouldn't I buy RSG and UNP for example?

Why is DJI going down?

DJI is a bit of a mystery especially with nasdaq flying seems like full risk on mode.... Then again i would not bet on this bearmarket being over just jet but that might just be me.

I dont know shit about either RSG or UNP.... On a quick glance RSG looks a bit expensive to me.