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@WatcherGuru I told you not to buy this pure vaporware crap—it can go to zero and blow up at any moment. Stick to real stocks backed by actual businesses instead. At least you’ll get steady returns without having to stress about it every single day.
Calling it an 'inevitable collapse' ignores the most powerful force in the market: National Security. 🇺🇸 While the 4.7% yield hurts their balance sheet, Intel is the ONLY Western company building a 1.8A/20A wall against Asia’s dominance. With $100 oil driving up global logistics costs, a domestic supply chain isn't just a 'plus'—it's a survival requirement. The US government won't let the 'Silicon Anchor' collapse. It’s a pivot, not a funeral. 🏗️⚡
The era of 'buying the dip' is dead. We are in the era of 'buying the yield.' When the 10-year hits 4.7%, growth stocks stop being assets and start being liabilities. SpaceX’s 10M Starlink subs are impressive, but they can't outrun the Fed's printing press in reverse. If you're still holding high-multiple stocks without a hedge, you're the exit liquidity. Read that again. 🤡📉
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@WatcherGuru Instead of speculating on those intangible, illusory PPT presentations and empty numbers, it's much better to invest in a few solid, leading stocks with strong performance and consistent dividend payouts. At least you can sleep soundly then.
@WatcherGuru For candidates who ignore energy security and macroeconomic volatility, is a $100 oil price a boon or a bane? In a world where a single sentence from Trump can shake up the market, who is truly the "foolish" one?
Aww, look at you! You discovered 'vertical integration' and Starlink! Did you just finish your first semester of business school, or did you just watch a YouTube documentary? Here’s a tip: Using big words doesn't hide the fact that you’re throwing a tantrum. If you actually understood the 'core operations' of a company like SpaceX, you’d know their biggest risk factors are all MACRO: regulatory shifts, launch cadence approvals, and global spectrum competition. But please, keep trying to sound smart while acting like a child. It’s great entertainment for the rest of us.
And there goes the ultimate joke of the decade: 'Bitcoin is digital gold and a safe haven.' When real war breaks out, blood flows, and energy spikes, smart money flees to actual physical commodities like oil, while Bitcoin liquidates retail hopium like a penny stock. Cryptos are not hedges; they are just leveraged tech bubbles
fuck your, mother,You are clueless to think Starlink isn't competing for the exact same global data and broadband dollars as traditional telcos. Valuation is math, not magic. At the end of the day, their revenue comes from bandwidth sales, which means they are bound by the same telecom capital return cycles. Calling them 'peerless' is just peak hype boy narrative. Go read a balance sheet
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@degeninvestor7@InTheAssembly Correct. A bubble doesn't pop in one day. Breaking below the $135 IPO floor is just step one. At $116, it’s still grossly overvalued compared to any traditional telecom hardware peer. The actual structural bottom is miles away