Scottish Mortgage Invest... Share Discussion Threads

[hazl] 14/12/2023 10:41

OT

Brucie did you ever feel TERN was held back by 'unknown forces'?
It is been around for years.

[hazl] 14/12/2023 10:39

Sorry posted on an old thread earlier, accidently.

[brucie5] 14/12/2023 10:10

Hazl, O/T, but have a look at TERN; their 22% holding in WYLD Networks has a collaborative agreement with SpaceX, which many speculate could lead to a more *substantial* relationship. WYLD is also available to buy on the NAS.
High risk obviously; but something of a warrant, perhaps on the fortunes of SpaceX.
hxxps://wyldnetworks.com/

[brucie5] 14/12/2023 09:55

Yes indeed. Pleased with this. The greater bowl seems to open at 8.00.

[hazl] 14/12/2023 09:52

Brilliant as expected.

[hazl] 14/12/2023 09:51

Brilliant start as expected.

[septblues] 14/12/2023 09:05

US soft landing likely
interest rates may have peaked with Fed signaling a path downwards during 2024

[quepassa] 14/12/2023 08:49

ASML on fire.

Up 20% since October.

The ASML-Samsung "chip alliance" announced yesterday is not to be underestimated.

[quepassa] 14/12/2023 08:40

c. 9.35 am

BG IT's

ScoMo + 3%
EWI + 3%
USA + 0.6%

[quepassa] 14/12/2023 08:17

Fantastic news from the Fed last night.

ScoMo has already responded this morning with a hefty 2.6% rise.


More to come - and D2N now likely to compress significantly in my view

[septblues] 14/12/2023 08:09

Space is 18% of UK economy alone - everything from SatNav to delivery to TV to agriculture to mobile to police, ambulance to broadband to climate etc

likewise US etc

UK GDP is $3trn

Global GDP is just under $100 trn

[quepassa] 13/12/2023 11:06

Wow.

Privately owned SpaceX now valued close to $180 billion in new tender offer at $97 per share.

According to trusted Bloomberg today.


A significant uplift in SpaceX valuation which should in due course be reflected in ScoMo and even more in EWI ( Edinburgh Worldwide ).

all imo. dyor.
qp

[brucie5] 12/12/2023 11:27

Yes indeed.

[hazl] 12/12/2023 08:06

Lovely bowl seems to be forming.

[hazl] 08/12/2023 10:51

Good vibes for us here in my opinion.

[hazl] 08/12/2023 09:08

It often seems to do this,, drops first thing and recovers, or goes positive, soon after.

IMO

[hazl] 07/12/2023 16:47

Nvidia amazing how it's held up.

[hazl] 07/12/2023 13:15

Nasdaq up premarket ought to be better this afternoon

[hazl] 06/12/2023 21:29

No wonder we have been rising!


Nvidia shares in focus as they agree to follow US rules on exports.
Source Investopedia.

' 1. Nvidia Shares Rise After Saying It Will Make Chips That Comply With US Export Restrictions

Nvidia (NVDA) shares rose 0.8% in pre-market trading after Nvidia CEO Jensen Huang said that the chip maker would develop new products that meet U.S. export restrictions to China. The comments come days after Commerce Secretary Gina Raimondo warned U.S. companies against selling AI-enabling chips to China.1'


Edited at 21.35

To be fair they have dropped since but if you look at their seven year chart they have remained high.
Amazing performance.

[hazl] 06/12/2023 09:30

Well done SMT keep it up!

[hazl] 04/12/2023 16:43

Peetle he has developed an ability to make the launch cheaper on his rockets so I heard.
Love him or loathe him he's a very clever fella'.

imo

[peetle] 04/12/2023 11:59

Musk did recently tweet that Spacex was cashflow neutral, though I wouldn't hold my breath.

[hazl] 04/12/2023 11:58

Looks like the premarket not so good for The Dow and The Nasdaq so things have softened.

[hazl] 04/12/2023 10:52

Will Space X list it's Starlink soon?


There's a thought.

[hazl] 04/12/2023 10:48

Scottish Mortgage top 10 holdings

ASML
NVIDIA
Amazon
MercadoLibre
Moderna
Tesla
Space Exploration Technologies
PDD Holdings
Northvolt
ByteDance