How to tell Samster that SpaceX IP really really worth > USD2trillion?

[k1976]

They turn it into an index counter so that index-funds are obliged to buy it.

Can rotate from Nvidia to Space X liao?

How to do system audit on Space AI datacenter? Auditors and System Administrators need to fly to lower orbits?

 

[Worm]

Can rotate from Nvidia to Space X liao

feels like dotcom bubble days now

 

[k1976]

feels like dotcom bubble days now

No bubble lah
It is only in Huat Kah Liao to make Beekok Greater again

 

[syed putra]

feels like dotcom bubble days now

Those two companies made hundred of billions in profit. They deserve premium valuation
Samsung profit for first quarter is usd37 bil. Awesome. I think so hynix usd24bil.

 

[k1976]

'Most companies are essentially failing': Experts warn of a disturbing disparity between 'old' and 'new' era stocks​

Becky Robertson
Sun, 31 May 2026 at 6:00 PM SGT
5 min read
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AI has exploded into the predominant engine behind America’s GDP growth (1) and the stock market’s (2) celebrated rally in 2026, but while some investment pundits continue to endorse chip makers (3) and hyperscalers, others are warning of the collapse they believe will inevitably follow such speculative conditions.

JPMorgan Chase CEO Jamie Dimon, “Mad Money” host Jim Cramer, “The Big Short” inspiration Michael Burry and others have been comparing the high spirits of recent months to those felt just before the dot-com bubble burst and plunged the world into a paralyzing (albeit short-lived) recession at the turn of the millennium.

 

[k1976]

We can add to this list of admonishers the seasoned investment strategist Jim Paulsen, who has recently called attention to an unsettling trend he’s noticed in the S&P 500.

“Extreme” bifurcation between new and old era stocks​

Paulsen, who spent decades as chief investment strategist for the Leuthold Group, now, like Burry, (4) dispenses financial counsel largely via a Substack (5) and associated newsletter that thousands look to for economic guidance. His last few posts center on an “extreme” bifurcation of the market that doesn’t bode well for AI enthusiasts.


As Paulsen explains, what keeps such historic stock market highs grounded is the “old era” stocks such as banking, manufacturing and the like, which tend to trend in the same direction as the shiny new tech stocks responsible for the rise.

But, what we’re seeing now is the opposite: AI shares “racing ahead almost in isolation,” which he suggests is an almost guaranteed hallmark of trouble.

 

[k1976]

For the last 30 years, the correlation of daily price movements between new era and old era stocks during the last year has proved to be a good risk indicator for new era investors,” Paulsen wrote (6) earlier this month.

“The most recent rally in new era stocks since March 30 has been explosive, causing a breakout of optimism among investors that AI excitement is leading the stock market on another significant leg higher. However, this latest rally has been associated with an alarming drop in the trailing 12-month new/old era stock price correlation, suggesting the contemporary rally may not be sustainable.”

As Paulsen shows, the last few times this pattern has shown itself, there was a subsequent downturn of the stocks that had been serving as the primary drivers of the runaway market success — a “notable pause,” if not some “meaningful underperformance.”

 

[k1976]

Bifurcation isn’t new — but it’s reached a drastic level​

Though this bifurcation started back in 2022 — when the contemporary bull market germinated — the imbalance has been getting remarkably more pronounced over time. Even if the reasoning behind why some in one category are besting some in the other is sound, Paulsen questions “how sustainable a bull market is where most companies are essentially failing.”

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In mid-May, 5% of the components of the S&P sank to 52-week lows while the overall index was at a record high — only the fourth time in recorded history (7) that such a phenomenon has taken place. And over the last two months, new era AI stocks have performed, on average, nearly seven times better than the rest of the index (up 36.2% vs. 5.3% (8)).

Even more worrying is that some of the forerunners are pulling ahead of even Apple (NASDAQ:AAPL), Amazon (NASDAQ:AMZN), Alphabet (NASDAQ:GOOG) and the rest of the almighty Magnificent 7 despite never having actually turned a profit. (Others, meanwhile, have notoriously overinflated valuations and earnings.)

 

[syed putra]

US gomen, department of war, CIA will support AI as it's required to gather intelligence from everyone on the planet.
A complete coverage of your profile and predict your future intentions. Nothing to do with work assistance bit it helps to use this to reduce anxiety among the citizens.

 

[k1976]

Anthropic Pulls Ahead of OpenAI in High-Stakes Race for IPO Riches​

By Anthony Hughes and David Morris (News)
June 2, 2026 at 5:55 AM GMT+8
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Takeaways by Bloomberg AI​

Anthropic PBC pulled ahead of OpenAI with its confidential IPO filing Monday, as the free-spending artificial intelligence startups battle for a fundraising edge that’s set to determine who will win the ultimate battle for computing power.

The oneupmanship in the firms’ private funding rounds, and now their progress toward going public, isn’t just about bragging rights. The risk for both firms is that the first to tap the US market’s unparalleled depth and liquidity will gain an immediate advantage in securing access to the chips, data centers and talent needed to build their AI models.

​

 

[k1976]

US gomen, department of war, CIA will support AI as it's required to gather intelligence from everyone on the planet.
A complete coverage of your profile and predict your future intentions. Nothing to do with work assistance bit it helps to use this to reduce anxiety among the citizens.

It will be a new AI Divide soon - Have vs Have Not
An IQ test as well

 

[Worm]

the former being offered by palantir in the enterprise market segment.

palantir just got hacked

 

[eatshitndie]

palantir just got hacked

pltr most likely has details of daliances of pappy leaders who have itchy cocks and cunts.