@TradexWhisperer It’s anticipated margin compression and that’s it. If you were to adjust margins to a more realistic level for memory, the PE would be closer to 40.
@HighyieldHarry SpaceX IPO around $1.8T
It’d be ~2.6% of SPY (~$20B forced buying) and ~4.4% of QQQ (~$22B forced buying).
Even if it went to zero, it wouldn’t be a big deal for most index investors.
@cryptomanran They should try to focus on age based records/disability records, not just overall records, the biotech companies would be where the bulk of their revenue comes from, even more than the viewers. It would be insane marketing for new biotech, even if it were just clips
@Jason Pure autonomy is going to win the rides market, the apps externalities don’t matter as much as you think. The Waymo network showed that they can get share in a market if they just undercut costs. They don’t need to buy an app to take over, it would be a waste of 250b or whatever.
@waitbutwhy Pressing red is killing people who press blue. There will be a non-zero amount of people who press blue. To save human lives you should press blue, despite the inherent risk to yourself. The true no loss outcome is over 50% blue, red there is near guaranteed loses.
@amitisinvesting Why are supply side commodity changes factors in inflation, seems like it’s measuring something other than inflation from the feds standpoint