Compounding Research

Independent financial research and structured equity analysis for global investors.
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[Compounding Research @WallStJungle]

All content published on this channel is for informational and opinion-sharing purposes only. It does NOT constitute financial advice. We assume no responsibility for decisions or actions taken by users based on our posts or comments.

[Compounding Research @WallStJungle]

AI future is MANGOS

[Compounding Research @WallStJungle]

The best investments I've analyzed share three traits:

A moat so wide competitors don't bother
Pricing power that compounds over time
A management team that thinks in decades, not quarters

Finding all three at a fair price is the entire job.

[Compounding Research @WallStJungle]

Most retail investors are sold a narrative.

The S-1. The 10-K. The earnings call transcript. The actual numbers.

That's where I spend my time.

Deep-dive analysis on SpaceX IPO, defense, AI infrastructure, and more — published weekly on Substack.

Link in bio. Free to read.

[Compounding Research @WallStJungle]

SpaceX was profitable in 2024.
Net income: $791M.
Then it merged xAI in Feb 2026.
Net loss in Q1 2026 alone: $4.3B.
Starlink is funding Musk's AI ambitions.
The question isn't if SpaceX is a great company. It's whether $1.75T is the right price.

[Compounding Research @WallStJungle]

If you had to put 100% of your net worth into one asset for 10 years starting today, what would it be?
Cash loses to inflation. Bonds pay real but limited returns. Equities are expensive. Gold doesn't compound.
There's no perfect answer. That's the point.

[Compounding Research @WallStJungle]

European defense spending hit a record €864B in 2025. +14% in a single year.
The fastest rearmament pace since 1953.
Germany alone: +24% YoY.
Most investors still treat defense as a "boring" sector.
The backlog at Rheinmetall disagrees: €63.8B.

[Compounding Research @WallStJungle]

Palantir just reported +84% YoY growth in US Government revenue.
Q1 2026: $687M in a single quarter. Adjusted operating margin: 60%. Rule of 40 score: 145%.
The debate about whether AI is real ends when governments sign multi-year contracts.

[Compounding Research @WallStJungle]

SpaceX IPO drops June 12.
Everyone's talking about rockets. Nobody's reading the S-1.
Starlink makes $4.4B . xAI burns $6.4B .
You're not buying a space company. You're buying a bet that xAI works.
Know what you're buying.
https://t.co/qEUKbGL47o

[Compounding Research @WallStJungle]

The US dollar's share of global central bank reserves has fallen to 56.3% — the lowest since 1994.
In 2000, it was above 70%.
This isn't a collapse. It's a slow, structural shift.
And slow shifts are the ones most investors miss entirely.

[Compounding Research @WallStJungle]

The S&P 500 trades at 23x forward earnings.
Historical average: 16–18x.
Either earnings need to grow 40%+ to justify current prices, or multiples need to compress.
One of these is more likely than the other.

[Compounding Research @WallStJungle]

@FT it will not be over until permanent peace

[Compounding Research @WallStJungle]

@business @shuli_ren @opinion emerging markets with unstable economy and government must be avoided, change my mind

[Compounding Research @WallStJungle]

It will be the largest IPO in history, but most people have no idea what they are actually about to buy. If you think investing in SpaceX ($SPCX) simply means buying a reusable rocket or satellite company, you are completely off track.
https://t.co/j0AeDuFkcn

[Compounding Research @WallStJungle]

AI isn’t just chips anymore, it’s an electricity crisis.
Data centers could consume 426 TWh by 2030.
Winners in 2026: nuclear renaissance, natural gas, and grid infrastructure plays.
The next AI trillionaires won’t build models.
They’ll power them.
Energy is the new semiconductor.

[Compounding Research @WallStJungle]

Trump just hit pause on strikes against Iran and Wall Street breathed a sigh of relief.
Dow +0.32%, but Nasdaq lagged.
Lesson for investors: Geopolitical fear sells the rumor, but de-escalation rarely buys the news.
Markets price in risk fast, reward resolution slowly.
Stay nimble. V
olatility is the real asset class in 2026.

[Compounding Research @WallStJungle]

@YahooFinance Narrative changes but whales keep buying

[Compounding Research @WallStJungle]

Markets showed classic relief-trade behavior today. Trump’s delay on Iran action removed immediate geopolitical risk premium, helping the Dow hold gains while growth/tech lagged. This wasn’t a strong bullish conviction move, more like “good news prevents selling, but doesn’t spark buying.”

[Compounding Research @WallStJungle]

@business They need to be more accurate and specific in order to make an effective prediction..

[Compounding Research @WallStJungle]

Inflation is the silent tax.
Debt is the silent killer.
FOMO is the silent thief.
Master all three, and you stop playing the game.
You start owning the board.

[Compounding Research @WallStJungle]

Geopolitical fragmentation is not a temporary risk: it is becoming the new normal.

Supply chains, critical raw materials, and technology are redefining the very concept of "country risk."

Investors who ignore this structural shift risk paying the ultimate price.