2025 / 2026 Investment Thread

[Blankpage]

A decade ago SpaceX claimed they be flying passengers around the world by now in 1/2 hr rocket flights. I guess that's not happening this year, maybe next year.

Did anyone ever buy into the Mars colony BS? That's his investors but are there enough of them for a $1.7T valuation. Probably not.

 

[N4teTheGreat]

I had a friend who's all in on the Muskegon who was like wouldn't you wanna go to mara.for the adventure? I explained how that wasn't my kind of adventure, I die on my terms, not for someone's profits

 

[mercurial]

I had a friend who's all in on the Muskegon who was like wouldn't you wanna go to mara.for the adventure? I explained how that wasn't my kind of adventure, I die on my terms, not for someone's profits

Your friend doesn't seem to understand that he would be signing up for a one way trip to a hellscape where he will get to breath recycled farts for the rest of his life and survive on soylent.


On the plus side, if he's really into video games he would have the rest of his life to play them.

 

[N4teTheGreat]

Oh he figured I'd wanna do it, not him

 

[augustiron]

I was really hoping Elmo would have been the first passenger for SpaceX to take into space.

That would have been putting his balls on the table.

 

[Mike95060]

I was really hoping Elmo would have been the first passenger for SpaceX to take into space.

That would have been putting his balls on the table.

Nothing would make me happier than Musk being captain of the first Starship lunar mission. Strap in Elon!!

 

[Mike95060]

Hanks thoughts on tech investing and google selling stock, specifically for AI.

 

[Caddywumpus]

I was really hoping Elmo would have been the first passenger for SpaceX to take into space.

That would have been putting his balls on the table.

His PP dont work hes not going to risk those. Unlike Lex luthor... i mean Bezos who threw his whole thing out for everyone to see.

Elons companies work on the greater fool theory at this point. Elon keeps making rediculous promises and not delivering. WayMo beat him at the robotaxi game. The Chinese are eating his lunch on batteries and EVs. Cybertruck is a turd. Basically he only gets bailouts from the government and quite frankly Jenson because he buys so much NVDA hardware. Jenson hypes his customers hes not stupid.

Need I remind anyone when he "announced" Optimus, it was a dude dancing in a suit. His companies keep their valuation because he controls huge swathes of shares limiting the pool. Hes an expert financial manipulator.

 

[Blankpage]

Your friend doesn't seem to understand that he would be signing up for a one way trip to a hellscape where he will get to breath recycled farts for the rest of his life and survive on soylent.


On the plus side, if he's really into video games he would have the rest of his life to play them.

I’ve always been of the opinion that they’ll never send anyone to Mars. You’d have to be unstable to sign up and they don’t send tards into space.
The mission requires people who are unsuitable for the mission.

 

[mercurial]

I’ve always been of the opinion that they’ll never send anyone to Mars. You’d have to be unstable to sign up and they don’t send tards into space.
The mission requires people who are unsuitable for the mission.

haha that's like the psychopath at the mental hospital paradox, I don't remember how I came across that one but some social psychologist did a study of it.

Psychopath A: "I swear I'm not a psychopath."
Doc: "That's definitely what a psychopath would say. release denied."

Psychopath B: "I'm definitely a psychopath."
Doc: "no one except a psychopath would say that about themselves, better keep you here."

 

[Caddywumpus]

People are entitled to lead the life they want. If you want to strap yourself to a rocket and try to die on another planet im not going to stop you. That lifes not for me though.

I have zero issue with humanity infecting the universe beyond our pale blue dot.

 

[Blankpage]

People are entitled to lead the life they want. If you want to strap yourself to a rocket and try to die on another planet im not going to stop you. That lifes not for me though.

I have zero issue with humanity infecting the universe beyond our pale blue dot.

You’re not stopping them cause its not your money. People can do almost anything they want as long as it’s legal but no one is going to invest time and resources into sending a psycho to Mars

 

[Reli]

This was the first year in 10 we did not withdraw money from our IRA accounts, though did do a Roth rollover.

For 10 years ending in 2025 we withdrew about 9 percent/year, not to cover daily costs per se, but for taxes on Roth rollovers and major remodels at two of our properties which totaled almost $300k.

We are now a bit over 80 percent Roth at age 69 w/ SS kicking in for both of use late this year.

The interesting thing though is, due of course to pretty darned good market conditions those 10 year though we are hardly aggressive investors, is that the total IRA+Roth balance is 14 percent higher than it was in 2016 when we started that trend of annual withdrawals. As we were retired in 2008 we could not add at all to the IRA balances, it all had to come from internal growth.

Just food for thought for those noodling effects on IRA of steady withdrawals.

Obviously history does not predict the future but I'm a bit surprised that it came out that way what with all the hand wringing in the financial press over the 4 percent withdrawal rule of thumb and whatnot.

The 4% withdrawal rule is BS, it's based on a very pessimistic market return outlook, along with a very presumptuous assumption that you want to leave the entire principle intact to pass down to your kids (who frankly don't deserve all of that, IMO)

 

[900ss]

The 4% withdrawal rule is BS, it's based on a very pessimistic market return outlook, along with a very presumptuous assumption that you care about leaving the principle intact to pass down to your kids (who frankly don't deserve it IMO)

Funny, when we met with a Fidelity "advisor" in April to see how they will do vs how I have done - we next meet in October, when I will most likely fire her - after the Monte Carlo simulation presentation, she told us that we need to consider certain tax strategies so that our son isn't faced with a huge tax burden. I told her that when he is faced with that, I am dead, and frankly my dear, I won't give a damn!

 

[Reli]

19% rise on its first day, to become the 6th most valuable company in the world. Meanwhile it's bleeding cash ($13B loss since 2023), and generates weakass revenue

 

[Sharxfan]

19% rise on its first day, to become the 6th most valuable company in the world. Meanwhile it's bleeding cash ($13B loss since 2023), and generates weakass revenue

the cash bleed is due to a hardware rich test plan. They are burning through money doing something no one has done before but when they get it right the cash bleed will go away and they will have cornered the market on reusable heavy lift spacecraft that will dominate the market until some copycat comes along and does it but it did take Blue Origin 15 years to copy the Falcon 9 and they still aren't flying more than twice a year and won't fly again until they can rebuild the pad that blew up with their 3rd rocket so.........

 

[Reli]

ok

 

[FXCLM5]

Funny, when we met with a Fidelity "advisor" in April to see how they will do vs how I have done - we next meet in October, when I will most likely fire her - after the Monte Carlo simulation presentation, she told us that we need to consider certain tax strategies so that our son isn't faced with a huge tax burden. I told her that when he is faced with that, I am dead, and frankly my dear, I won't give a damn!

Weird I am enrolled in fidelity premium wealth financial management advising and they do not push anything

Literally only talks about investment vessels but he never suggests anything, making him give me pros and cons on this and that and he gives it to me, he's in texas and usually needs to research all the Cali stuff, but I'm pleasantly happy with this service

 

[FXCLM5]

19% rise on its first day, to become the 6th most valuable company in the world. Meanwhile it's bleeding cash ($13B loss since 2023), and generates weakass revenue

So you don't think you can make $$$ off Elon, I think your missing out

 

[mercurial]

but when they get it right the cash bleed will go away and they will have cornered the market on reusable heavy lift spacecraft that will dominate the market...

Well, what's the market? Aside from sending satellites into space, which is an OK business worth maybe tens to low hundreds of B at best, where does the 2T market cap come from?

Even if they can bring down the price 100X, it's still super expensive to send things into space, and space is generally empty (as in, what's the economic value you are accessing?)