My thoughts on SpaceX's impending IPO
This is the moment investors have been waiting for.
SpaceX is going public in two days. It will be history’s largest IPO in terms of capital raised and valuation.…
ONDS: Next Levels To Watch
I wish I could explain why $ONDS ripped from 8.65 to 12.12 in reaction to Earnings (5/14), and then relinquished nearly all of it, but I will take a pass on that, and, instead, point out that the retracement of the post-Earnings…
China Yuchai International Ltd $CYD
How real is it?
The truck and bus engine company China Yuchai (CYD) has seen its share price more than triple in a year. Although the share price has shot up, CYD trades at around 7.5x EV/Ebitda, not high for a company…
@jcaptialresearch My CD's are in the Bank of China…
The Buffett Indicator at 230%: Is it a Bubble or a New Nominal Era?
If you follow market valuations, you are likely looking at the most famous metric in finance: The Buffett Indicator. Currently, this ratio has reached a staggering 230.2%, placing the…
Carpenter Technology (CRS): Accelerating Demand, Institutional Inflows Produce Huge Gains
Five outlier institutional inflow signals so far in 2026 send shares of specialty metals company Carpenter Technology, Inc. $CRS up 54%.
From the Spanish-American…
Sell. Sell. Sell. Get your asssssss out of here.
SpaceX IPO – All Systems Go, Ready for Blast Off?
Space Exploration Technologies Corp (aka SpaceX) is expected to go public on June 12, offering a reported 555.6 million shares on the NASDAQ at a price of $135 per share. The IPO will give SpaceX (SPCX)…
NVIDIA CEO Destroys the "SaaS is Dead" Narrative: Why the Brain (AI) Still Needs the Chassis (body)
The dramatic sell-off in enterprise software valuations—sparked by the sudden rise of sophisticated autonomous agents and developer tools like Claude Cowork…
SpaceX IPO Part I: What You Need to Know for the Upcoming Listing
It is the moment millions of market participants have been eagerly anticipating. For years, people have wanted to put their savings into the aerospace venture led by Tesla $TSLA CEO Elon…
$PLUG: I am bearish on Plug Power.
Management continues to destroy shareholder value through reckless capital allocation. For years this company has burned hundreds of millions per quarter while promising a hydrogen economy that remains elusive. Recent…
@hedgeideas Lol
Iridium Communications (NASDAQ: IRDM) is one of the legacy satellite communications companies in the market that is currently in the process of transforming its operations — and the Q1'26 update raises a critical question: can a focused niche strategy…
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AlgorithmicFIRE (https://algorithmicfire.com). Quantitative researcher specializing in trend-following models, tactical sector rotation, and SWR reti
Founder at Blank Capital - 15+ years uncovering exceptional small-cap investments through disciplined analysis, clarity of focus, and contrarian conviction.
@chriswood Is putting our junk into space a money…