InvestToRetire
InvestToRetire
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avatarInvestToRetire
08-05 13:16
I am expecting SPACEX to fall below 100 as the CapEx needed is a lot and don't think there is a clear idea on how much more money is needed. SpaceX also raised bonds yo get more money immediately after a expensive IPO launch. So until capex number seems to go down quarter over quarter and seems steady until then I think the stock will be choppy and I think will go below 100. 
SpaceX Stock Falls 6% in Extended Trading as Its Capex Balloon to $18.4 Billion from $2.83 Billion a Year Earlier
avatarInvestToRetire
08-04 17:19
Grab is doing well. It has started pilot for autonomous driving in Punggol. Driverless cabs soon across Singapore?
Singapore's Grab Lifts 2026 Revenue Forecast on Solid Delivery, Ride-Hailing Demand, Shares Rise 3% After-Hours
avatarInvestToRetire
08-04 13:29
Looks like Microsoft is going to spend on a need basis for it's business on AI unlike companies like Meta who spend then say we are going to lease out excess capacity. Microsoft is pragmatic. It's not saying it's not going to spend but see what it needs and go gradually.
Microsoft Slowed Its AI Spending — and That Was the Bull Case
Fantastic.
Wells Fargo Adjusts Price Target on Microsoft to $650 From $625, Maintains Overweight Rating
MSFT is one of those company that has come around every time. 👍
Street View: Microsoft Reaps AI Rewards Without the Usual Price Tag
I think SPCX will fall below 100 in coming months. SPCE will rise as i think they are near starting their space tourism again in the new Delta class spaceships.
SpaceX Falls 4%, Hitting New Post-IPO Low as Lock-Up Expiry Fears and Valuation Divergence Persist
$Virgin Galactic(SPCE)$  SpaceX and Virgin Galactic are different and now Virgin Galactic is now moving on its own. SpaceX fad seems to be over and seems to be going down. 
I think it will go below IPO price this week. 
SpaceX Just Launched Its First Bond Sale. The Stock Market Doesn't Like It
SpaceX and Virgin Galactic two different businesses. Virgin Galactic looks closer to restart it's tourism business late this year early next year. SpaceX has lots of businesses under it the biggest and the most loss making is the xAI.
Virgin Galactic Holdings Inc. Stock Outperforms Competitors On Strong Trading Day
It was over priced to start with. Then it went up as expected so now people who made money are cashing at least profits that they made. At least I think it could fall a bit more. It will surely drop when the next financial reports come out because they are a loss making company at least for now.
Communications Services Fall Sharply as SpaceX IPO Fades -- Communications Services Roundup
When driverless cars become a reality Grab and companies like it would do even better. Trials happening. That is just ride hailing and deliveries. Grab has other businesses like insurance, loans, banking, etc which not many other super apps have. Favourite among ride hailing super apps because of all these other businesses as they help in everyday life. 
Assessing Grab Holdings (GRAB) Valuation After Superbank Consolidation In Indonesia
$NEOS Nasdaq 100 High Income ETF(QQQI)$ Technologies especially Software AI , physical AI (ex: robotics bots) and Space are the future. There is no going back, invest and make money. Generational wealth to make I would say.
Era of AI has begun. Microsoft in enterprise and consumer with AI everywhere.
Microsoft Teases New Era of AI-Driven Devices at Annual Developer Conference
With SpaceX coming into Nasdaq 100, QQQI and JEPQ ETFs would get a boost. For folks who are non-US residents there is a JEPQ YS dollar version on the London Stock Exchange that is Ireland domiciled (more tax efficient). 
QQQ ETF Gains 0.4%
CPU and GPU in sync.
24H | Nvidia Jumps Nearly 3% as It Launches RTX Spark Superchip for PCs, Targets Intel Dominance
QQQI should go up after SpaceX comes into Nasdaq 100 index. Waiting. 
QQQ ETF Rises 1.8%
Article mentions some insiders sold shares feee thousand. But each of those majority shareholders have millions in shares. Maybe somebody wanted to go buy a car or something with the shares sold. 🙂 Average target price over 6  dollars with so much upside from current price about 3.60
DBS Sticks to Its Buy Rating for Grab (GRAB)
6.12 as price so there is a lot of upside from current price of 3.58
DBS Sticks to Its Buy Rating for Grab (GRAB)
Great news finally.
Virgin Galactic targets positive cash flow in fiscal 2027, says TD Cowen
$General Mills(GIS)$ good retail stock good price. 52 week low. Not sure why the stocks overall are going down but good opportunity.

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