fin_chatter

Finance & Investing Insights, Practical examples - not investment advice

[fin_chatter @Fin_Chatter]

@MentoviaX 🧐

[fin_chatter @Fin_Chatter]

Starlink $SPCX impressive growth

[Shay Boloor @StockSavvyShay]

$SPCX Starlink just surpassed $T Fiber in subscribers after tripling its customer base in just seven quarters.

Whats even more impressive is that Starlink is adding ~1.6M subscribers per quarter versus ~400K for AT&T Fiber showing how much faster satellite networks can scale compared to laying fiber street by street.

[fin_chatter @Fin_Chatter]

@AlternateJones All in $TSLA holders disagree - both $SPCX need to stop arguing whos better, focus on "synergies"😂

[fin_chatter @Fin_Chatter]

@StockSavvyShay can Muse stickiness drive real returns? $META

[fin_chatter @Fin_Chatter]

Organized retail shareholder advocacy to push merger already in the works forward

$TSLA $SPCX 🚀

[AleXandra Merz @TeslaBoomerMama]

🚨✍️

Calling on the Tesla Board & Special Committee to pursue a merger with SpaceX.

The shareholder letter is live. Read it and sign if you agree. Share it with friends & family.

Thank you to @Amy787 for drafting this so well.

https://t.co/tWQEP3WUtM

We want the combined company focused on building, not bureaucracy.

[fin_chatter @Fin_Chatter]

@skumWgmi Sad reality

[fin_chatter @Fin_Chatter]

Google $GOOGL well below Buffett's last purchase price and down -20% from ATHs giving up most of this year's gains

Is market positioning ahead of another potential capex update in earnings next week? 🤔

[fin_chatter @Fin_Chatter]

$GOOGL Capex run continues YoY 100% growth
#AGI AI chase - Bullish for chips!

[fin_chatter @Fin_Chatter]

US healthcare premiums
Actual billing inflation is even more INSANE 🧐

$UNH $CVS $CI $HUM $ELV $CNC

[Charlie Bilello @charliebilello]

Average US family health insurance premium...
1999: $6k
2002: $8k
2005: $11k
2008: $13k
2011: $15k
2014: $17k
2017: $19k
2020: $21k
2023: $24k
2026: $28k

That's a 387% increase since 1999 (6.0% per year).

(Note: US CPI inflation has increased 2.6%/year)

[fin_chatter @Fin_Chatter]

@cmsinvests FCF negative with the AI money focus in markets pulling $BE after stellar earnings beat

[fin_chatter @Fin_Chatter]

Bloom Energy $BE strong beat & raise
Stock -4% AH on top of ~9% drop regular market - brutal

Negative cash flows spooking this 🤔

[fin_chatter @Fin_Chatter]

$WDC clean beat and raised growth/guidance
Stock barely up AH - state of the market $MU $SNDK $SKHY

Gross margin well above the high end of prior guidance and Q2 outlook raised substantially.
Dividend raised 17% to $0.175/share.

[fin_chatter @Fin_Chatter]

@unusual_whales 😲no wonder US healthcare is so expensive!

[fin_chatter @Fin_Chatter]

$MRNA 20% down but still
way above >80% to average analyst target

[Evan @StockMKTNewz]

Moderna $MRNA stock is currently down by 24% so far today 🔴

[fin_chatter @Fin_Chatter]

$TSLA staying green today
while rest of AI Capex trade in red $META

[zerohedge @zerohedge]

META CREDIT RISK SPIKES ON HIGHER SPENDING PLANS

TESLA CREDIT RISK SPIKES ON LOWER SPENDING PLANS

[fin_chatter @Fin_Chatter]

$TSLA modest/inline beat
shares +1% AH, as always conference call might drive more action

Margins + FCF beat offset profit decline & energy miss; SpaceX $SPCX committee talk also in background for BIG acquisition price

[fin_chatter @Fin_Chatter]

$META solid earnings, not blockbuster
shares +4% AH

~$10B charge related to teen mental health treatment AG case

Capex raise narrower than prior

[fin_chatter @Fin_Chatter]

$SPCX Rocket company to GPU Landlord 😂

[zerohedge @zerohedge]

AI, now called Super Intelligence, has overtaken Starlink to become SpaceX's biggest business by revenue.
SpaceX ->SIX

[fin_chatter @Fin_Chatter]

$SPCX earnings post close

[Elon Musk @elonmusk]

Video call

[fin_chatter @Fin_Chatter]

@elonmusk $SPCX will it be 🚀or💣😉

[Michael J. Kramer @MichaelMOTTCM]

Credit Default Swaps for Oracle, Broadcom, and Nvidia continue to widen out, with Oracle at a 23% default probability, Nvidia at about 8%, and Broadcom at 12%. Which is pretty amazing, given these are among the largest companies in the world.