Off-Topic Stock Market & Crypto Discussion

[mr.h]

8:30

US
CPI (MoM) (Apr)
0.6% 0.6%
0.9%
08:30

US
CPI (YoY) (Apr)
3.8% 3.7%
3.3%
08:30

US
Core CPI (MoM) (Apr)
0.4% 0.3%
0.2%
08:30


Inflation up monthly and yearly
Core inflation up

 

[Cmuri]

Silver making a move.
Copper ATH

 

[mr.h]

Jobless claims tomorrow
NVDA at record high

 

[mr.h]

Initial jobless claims up..tech stocks don’t give af.
Nvidia at record highs. Trump could be considering selling China advanced chips
Jmo

 

[Tony4Canes]

 

[mr.h]

Yahoo finance:Nvidia tops $5.5 trillion valuation as stock surges​

 

[Calinative]

Just so ******* dumb:

 

[Calinative]

For SpaceX IPO:

 

[Bird4um]

Silver making a move.
Copper ATH

Cooper is now an AI play.

 

[mr.h]

NVDA reports Wednesday …bellwether stock.

 

[Bird4um]

Should be a no brainer. Metrics up.

 

[mr.h]

NVDA after close…this is always a market mover.

 

[mr.h]

NVDA beats
Upbeat outlook
Initially drops over 2% but up aftermarket
Now down slightly

 

[Calinative]

SPACEX IPO S1

Total:
- 2025 Revenue: $18.674 billion 2025 loss from operations: $(2.589) billion 2025 Adjusted EBITDA: $6.584 billion
- Q1 2026 Revenue: $4.694 billion Q1 2026 loss from operations: $(1.943) billion Q1 2026 Adjusted EBITDA: $1.127 billion
- Capex: 2025: Total: $20.737 billion ... Q1 2026 Total: $10.107 billion
- Cash: December 31, 2025: $24.747 billion March 31, 2026: $15.852 billion
- Total assets: December 31, 2025: $92.079 billion March 31, 2026: $102.094 billion
- Total liabilities: December 31, 2025: $50.754 billion March 31, 2026: $60.512 billion
- Total shareholders’ equity: December 31, 2025: $2.573 billion March 31, 2026: $34.533 billion

By segment:

Starlink:
- 2025 revenue: $11.387 billion 2025 operating income: $4.423 billion 2025 Segment Adjusted EBITDA: $7.168 billion Year-over-year growth: revenue up 49.8%, operating income up 120.4%, Segment Adjusted EBITDA up 86.2%
- Q1 2026 generated Revenue: $3.257 billion Operating income: $1.188 billion Segment Adjusted EBITDA: $2.087 billion
- Capex: 2025: Connectivity: $4.178 billion... Q1 2026: Connectivity: $1.332 billion

AI/xAI:
- 2025 revenue: $3.201 billion 2025 loss from operations: $(6.355) billion 2025 Segment Adjusted EBITDA: $(1.237) billion.
- Q1 2026 revenue: $818 million Q1 2026 loss from operations: $(2.469) billion Q1 2026 Segment Adjusted EBITDA: $(609) million
- Capex: 2025: AI: $12.727 billion ... Q1 2026 AI: $7.723 billion .... $930 million of R&D in Q1 2026 and $3.004 billion in 2025 for the next-generation Starship launch vehicle program.

Space:
- 2025 revenue: $4.086 billion 2025 loss from operations: $(657) million 2025 Segment Adjusted EBITDA: $653 million
- Q1 2026 revenue: $619 million Q1 2026 loss from operations: $(662) million Q1 2026 Segment Adjusted EBITDA: $(351) million
- Capex: 2025: Space: $3.832 billion. Q1 2026: $1.052 billion

Their new anthropic agreement is worth $1.25B Per month, so $15B/yr.
They have the agreement to close on the Cursor deal in 30 days for $60B

 

[Bird4um]

SPACEX IPO S1

Total:
- 2025 Revenue: $18.674 billion 2025 loss from operations: $(2.589) billion 2025 Adjusted EBITDA: $6.584 billion
- Q1 2026 Revenue: $4.694 billion Q1 2026 loss from operations: $(1.943) billion Q1 2026 Adjusted EBITDA: $1.127 billion
- Capex: 2025: Total: $20.737 billion ... Q1 2026 Total: $10.107 billion
- Cash: December 31, 2025: $24.747 billion March 31, 2026: $15.852 billion
- Total assets: December 31, 2025: $92.079 billion March 31, 2026: $102.094 billion
- Total liabilities: December 31, 2025: $50.754 billion March 31, 2026: $60.512 billion
- Total shareholders’ equity: December 31, 2025: $2.573 billion March 31, 2026: $34.533 billion

By segment:

Starlink:
- 2025 revenue: $11.387 billion 2025 operating income: $4.423 billion 2025 Segment Adjusted EBITDA: $7.168 billion Year-over-year growth: revenue up 49.8%, operating income up 120.4%, Segment Adjusted EBITDA up 86.2%
- Q1 2026 generated Revenue: $3.257 billion Operating income: $1.188 billion Segment Adjusted EBITDA: $2.087 billion
- Capex: 2025: Connectivity: $4.178 billion... Q1 2026: Connectivity: $1.332 billion

AI/xAI:
- 2025 revenue: $3.201 billion 2025 loss from operations: $(6.355) billion 2025 Segment Adjusted EBITDA: $(1.237) billion.
- Q1 2026 revenue: $818 million Q1 2026 loss from operations: $(2.469) billion Q1 2026 Segment Adjusted EBITDA: $(609) million
- Capex: 2025: AI: $12.727 billion ... Q1 2026 AI: $7.723 billion .... $930 million of R&D in Q1 2026 and $3.004 billion in 2025 for the next-generation Starship launch vehicle program.

Space:
- 2025 revenue: $4.086 billion 2025 loss from operations: $(657) million 2025 Segment Adjusted EBITDA: $653 million
- Q1 2026 revenue: $619 million Q1 2026 loss from operations: $(662) million Q1 2026 Segment Adjusted EBITDA: $(351) million
- Capex: 2025: Space: $3.832 billion. Q1 2026: $1.052 billion

Their new anthropic agreement is worth $1.25B Per month, so $15B/yr.
They have the agreement to close on the Cursor deal in 30 days for $60B



View attachment 362953

VCX can get in on this now.. But the price/NAV is nasty... You jumping in on this after it IPO's?

 

[mr.h]

I believe that SpaceX stole the show which is why NVDA’s beat was not noticed as much. Also Meta’s firing of 1000’s of employees scared some investors..
NVDA also announced a new $80 billion stock buyback program on top of an existing $39 billion program left over from a prior authorization.

 

[Tony4Canes]

 

[90scane]

VCX can get in on this now.. But the price/NAV is nasty... You jumping in on this after it IPO's?

I've read multiple times that the percentage of GDP going into datacenters is north of 3%. The last time countries spent north of 3%, the markets crashed. Electricity, Telephones, Highways, Trains, Internet are examples. In some cases, it happened multiple times.

I could see a major correction that would allow a buying opportunity way below current market values. If I were to bet on anyone, it would be SpaceX. If AI moves to space (likely), who can tax them?

 

[mr.h]

It always takes a bit to digest, but Nvidia moved the market.