Investing General Discussion

Haus

I am Big Balls!
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Google getting beaten up because of the raised CapEx spend. Everyone blowing their wads at AI R&D. Someday, investors are going to start asking ROI questions.
Not only asking that, the ROI fundamentals in AI are getting challenged because , to the surprise of absolutely nobody who knows technology, thanks to Chinese Distillation it would seem Moore's law is showing up for AI Token costs....
 
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Haus

I am Big Balls!
<Gold Donor>
21,111
87,216
SPCX having quite the intraday bounce today.

Low of $107, now testing $117.5
They had what could only be described as an absolutely fantastic success on their last test flight (#13) last week. So I can see that eventually trickling into the stock. If you haven't you might find the video interesting (it's on youtube). At the end they literally landed the Starship so softly on the surface of the Indian ocean that instead of breaking apart or exploding, it just rolled over onto it's side and floated. And the heat shielding looked like it help up fantastically.

I hope on one of the next ones they'll go balls deep and try landing the booster and starship. That would be the next huge step forward IMHO. Secondary to that show the ability to navigate and deliver easier to existing objects in space (they've already proven out deploying from the ship). Those things are what will be the next immediate steps towards moon landing.