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Off-Topic Stock Market & Crypto Discussion

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Canefan4life said:
Beginning of January went on a run but I’m just slightly down for the year.. sold out of Tesla/costco last year planning to buy back in Tesla and added sats/onds/umac and more Amazon last week
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Tesla is interesting because I can absolutely see a scenario where SpaceX goes public and it pulls some of the retain interest from Tesla, because the reality is most people won't have a **** load of money floating around to use, it'll have to come from somewhere... I can see this ipo dropping TSLA by quite a bit, especially when you stack on the fact Tesla announced they're increasing R&D spend to like >$20B... almost 3x what they did in 2025...Plus Tesla does go through big waves of volatility anyways typically and it's been up for quite a while now...

Honestly the ONLY thing that I can see keeping Tesla stock steady is if Robotaxi truly expands significantly over the next couple months before the SpaceX IPO... I doubt that happens because significantly rushing that rollout can have dramatic consequences.
 
In the week ahead, the delayed January jobs report is set to be released on Wednesday. Economists expect 70,000 nonfarm payroll jobs were created last month while the unemployment rate held steady at 4.4%.

Friday will also bring investors key inflation data, with the Consumer Price Index (CPI) report from the Bureau of Labor Statistics (BLS) expected to show prices rose 0.3% over last month and 2.5% over the prior year.
 
8:30 AM
USD Retail Sales (MoM) (Dec)
0% -1.86 0.4% 0.6%
8:30 AM
USD Retail Sales (YoY) (Dec)
2.4% - - 3.3%
8:30 AM
USD Retail Sales Control Group (Dec)
-0.1% - - 0.2%
8:30 AM
USD Retail Sales ex Autos (MoM) (Dec)
0% -2.26 0.3% 0.4%
8:55 AM
USD Redbook Index (YoY)
6.5% - - 6.7%
Retail sales down..
 
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08:30

USD
CPI (MoM) (Jan)
0.2% 0.3%
0.3%
08:30

USD
CPI (YoY) (Jan)
2.4% 2.5%
2.7%
08:30

USD
Core CPI (MoM) (Jan)
0.3% 0.3%
0.2%
08:30

USD
Core CPI (YoY) (Jan)
2.5% 2.5%
2.6%
08:30

USD
Real Earnings (MoM) (Jan)
0.5%
-0.5%
08:30

USD
Core CPI Index (Jan)
332.79
331.81
08:30

USD
CPI Index, n.s.a. (Jan)
325.25 325.41
324.05
08:30

USD
CPI, n.s.a (MoM) (Jan)
0.37%
-0.02%
08:46
08:30

USD
CPI Index, s.a (Jan)
326.59
326.03


CPI YOY down
CPI MOM down
COre CPI Same
*Core cpi strips out food and energy which are more volatile
Prices down and stable for Jan.
 
SpaceX could be the number one AI company and potentially the number 1 company.

It's pretty simple:
1. They can launch more weight to space than anyone.
2. Starship will multiply this by 10x in 1-2 years.
3. Space allows for unlimited solar power and is extremely cold. This allows SpaceX to launch an AI micro data center with every Starship launch.
4. backbone and cellular - SpaceX could end up being the primary backbone for long-haul internet and cellular communications. This allows an AI data center to piggyback on the same infrastructure SpaceX has put in place.

The USA is about to run into a major power issue. We add 4% of additional power every year. AI is about to start consuming more than we add, making the infrastructure less stable for all. SpaceX moving lots of AI to space reduces the footprint and power use on Earth. No permits, easy upgrades, scale per launch...

SpaceX may be worth $160B no,w but it could very well be the number one company in the world within 3-5 years. Even if it isn't the AI datacenter user, it can rent these pieces of equipment to anyone.
 
90scane said:
SpaceX could be the number one AI company and potentially the number 1 company.

It's pretty simple:
1. They can launch more weight to space than anyone.
2. Starship will multiply this by 10x in 1-2 years.
3. Space allows for unlimited solar power and is extremely cold. This allows SpaceX to launch an AI micro data center with every Starship launch.
4. backbone and cellular - SpaceX could end up being the primary backbone for long-haul internet and cellular communications. This allows an AI data center to piggyback on the same infrastructure SpaceX has put in place.

The USA is about to run into a major power issue. We add 4% of additional power every year. AI is about to start consuming more than we add, making the infrastructure less stable for all. SpaceX moving lots of AI to space reduces the footprint and power use on Earth. No permits, easy upgrades, scale per launch...

SpaceX may be worth $160B no,w but it could very well be the number one company in the world within 3-5 years. Even if it isn't the AI datacenter user, it can rent these pieces of equipment to anyone.
Click to expand...
It is very risky though. In the short-term it's mainly a bet against regulation imo...
There are obviously benefits, and ultimately it all comes down to like 3-4 things - $/Kg to orbit, solar efficiency, Radiator operating temps, chip design with higher thermal and radiation limits... Those 4 things can make orbital datacenters competitive.
But the true REASON to do this at all in the short term (like next 2-4 years) is A) regulation+time hurdles. Xai has direct knowledge of the time it takes to set up the biggest datacenter in the world from scratch. The land, permiting, and most importantly energy production and storage permitting... **** even the water usage is getting politically attacked. Short term there are supply shortfalls on the physical turbines for energy production so that'll increase costs. But I think the regulatory issues - particularly when AI starts actually taking away jobs - is going to be the biggest benefit to Space datacenters. Because even with the like what 5-8x more effficient solar and not needing batteries, it's obviously still easier to build and maintain something on earth...

but the other reason to do it is B) It gives Starship an item to launch an absolute ****load. Falcon 9 maxed out with Starlink. It was a flywheel though. You can use starlink to make falcon launches cheaper and make the overall operation more efficient, cheaper, safer and more reliable. But Falcon is reaching its likely peak output. The next step is Starship which has a reusable upper stage and is a super-heavy class rocket. This should be able to launch 10-100x more than Falcon yearly just over the next like 5 years if successfull... but for that to happen and for it to be cost effective it needs something to launch, and something where there is an actual ROI possible. Starlink alone will provide some of that, but even that will have its limits. So SpaceX wants the next flywheel, and that's why they're going to bet it all on space datacenters...
 
08:30

USD
Personal Income (MoM) (Dec)
0.3% 0.3%
0.4%
08:30

USD
Real Personal Consumption (MoM) (Dec)
0.1%
0.2%
08:30

USD
Real Consumer Spending (Q4)
2.4%
3.5%
08:30

USD
GDP Sales (Q4)
1.2%
4.5%
09:42
08:30

USD
PCE Prices (Q4)
2.9% 2.8%
2.8%
Personal income as expected but down.. December
Real personal consumption down…December
Real personal spending down 4th quarter
GDP Sales 4th quarter down
PCE prices 4th quarter up
 
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This week's calendar​

Headlining the economic data calendar in the week ahead will be Friday's Producer Price Index, offering investors a read on upstream input costs as inflation remains stubbornly above the Federal Reserve's target rate of 2%.

The data comes after the latest Personal Consumption Index numbers showed that headline prices and "core" PCE, which excluded food and energy — the Fed's preferred inflation measure — both rose by 0.4% in December over the previous month, steeper increases than those seen in November.

Investors will also get a reading on sentiment from the Conference Board on Tuesday, plus more jobs data from the weekly initial jobless claims and continuing claims releases on Wednesday as the market attempts to sort out the state of the labor market.

Nvidia Wednesday
 
Apple's stock has shown resilience, rising 5.9% despite criticism over its AI strategy. The company's expansion in Houston for Mac mini production and AI servers underscores its commitment to U.S. manufacturing and growth potential, with projected revenues of.
The stock has hit highs and retreated a number of times, but is doing better than the other mag 7 stocks. The one good thing Trumps tariffs have done is bring these companies to invest in America.
 
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