u/SupersonicVette

Anyone think this is the beginning of a death spiral for MSTR?

AMD has been relatively flat for months but held up surprisingly well during the recent chip selloff and liquidation.

What do you think triggers the next rally, and when? AI demand, hyperscaler news, MI450/Helios, earnings, or something else?

I’ve been thinking about whether the AI boom will eventually force Bitcoin miners out of the best power sites as AI data centers take over.

Could miners then get heavily shorted, crushed, and bought up cheap for their power infrastructure?

After seeing what happened with LEO, I’m wondering if Wall Street sharks could pull something similar, maybe even pressure MSTR into selling BTC, pushing the price down and making mining even less profitable.
Just a theory. Curious what you guys think.

Sold a same-week call before February earnings, collected the premium, and held through the drop.

During May earnings I sold a further-dated call, rolled a few times on the run-up, then bought it back on the recent dip.

Curious what strikes/expirations others are using on AMD and why.

Holding 100 shares @ $240.

Curious what others are doing and why. In February I sold a same-week call right before earnings. The stock dropped, I collected a small premium, and bag-held for a few months. (I regretted it then, but it became one of my best investment decisions ever)

In May I sold a further-dated call for a larger premium. The stock went parabolic, so I rolled it several times before buying it back on the recent dip.

Position
100 shares @ $240

IBM CEO said this today in a preliminary earnings report and the stock had its worst daily loss in history. Does this mean the rotation is back into semi’s??

I didn’t watch it, but I know last time around they revealed who won the contracts.

Just wondering if NASA would have SpaceX deliver the landers to avoid a delay from blue origin

This blue origin rocket explosion has stalled our pre SpaceX IPO growth. When do space stocks again pump???

I own both Firefly Aerospace and Rocket Lab. Was kinda surprised to learn Firefly’s rockets actually carry more payload than Rocket Lab’s current rockets. Rocket Lab obviously has way more launches and experience so far, but it makes me wonder if Firefly can really compete long term with more established competitors like SpaceX, Blue Origin, and Rocket Lab

All my chip stocks were down but space stocks were up today. What gives??

What has China accomplished on the Moon so far, what are their long-term plans, and why is getting there first viewed as so important?

I heard the lunar space station idea got scaled back in favor of building a Moon base, and even Elon Musk seems more focused on the Moon now instead of Mars.

Why the shift back to the Moon, and what has China been doing over the last decade that’s making it feel like a new space race?

Will it be SLS or Starship?

Saw a post on here by poster neobobkrause that made me rethink how this whole SpaceX IPO is gonna act on the space market. Previously I assumed that all the media attention was gonna pump up the whole industry and also people would pour money into underdogs like RKLB or FLY. Now however I’m thinking it may be the opposite and people will trade in their space junk for space gold. Any takes??

Just looking for cool stuff to listen to before bed that talks about NASA, SpaceX, Blue origin missions satellites and other cool tech. Listened to a few that featured Jared Issacman that I thought were good