社群情緒與 KOL 觀點彙整

SPCX and NFLX. Tale of Two Outlooks..All-in with Space sector?

Time to be in Space!! Wonder how are LEAPS doing? SpaceX blew past expectations with $14.58 billion in revenue (vs. $12.72B expected) and $0.35 EPS (vs. $0.14 expected), driven by massive AI data center rentals and Starlink expansions. AI infrastructure demand and rapid Starlink scaling shows a hyper-growth trajectory....despite any potential cap-ex…

Boeing wins approval for Max 10 jet in boost for turnaround efforts ft.trib.al/3N3fkkQ

SGOV yield change due to Fed action on 9/16

The Fed raised rates 25 basis points (0.25 percentage points) on 9/16. SGOV has gone up 10 basis points in one month; between 9/16 (3.64%) and 10/16 (3.74%). It's SEC Yield is still sitting at 3.74% on 10/20. Is there any further increase expected – due to the Fed action in September? Or has SGOV capped out at 3.74%?

SpaceX’s data centre deals boost revenue by 161% ft.trib.al/rLHO1q2

Breaking news: Netflix's shares fell as much as 5% after the streaming group gave a downbeat outlook for the rest of the year as it…

Breaking news: Netflix's shares fell as much as 5% after the streaming group gave a downbeat outlook for the rest of the year as it struggles to draw in new subscribers and pins its hopes on a former Disney executive to reignite its creative products. ft.trib.al/pLLg5fW

Who are the Black Bloc? ft.trib.al/mfJAM5E

In Brazil, the gig economy has become an informal safeguard, as the country's strong economic figures mask heavy discontent.…

In Brazil, the gig economy has become an informal safeguard, as the country's strong economic figures mask heavy discontent. ft.trib.al/5U2pzN9

Voters in the province were asked if they would support a referendum on whether to leave Canada. With 80% of the ballots counted, more…

Voters in the province were asked if they would support a referendum on whether to leave Canada. With 80% of the ballots counted, more than 75% voted against holding a poll while 25% voted in favour. ft.trib.al/W4eIT72

The US president said he expects to spend more than $400mn on advertising and voter outreach by midterm election day on November 3.…

The US president said he expects to spend more than $400mn on advertising and voter outreach by midterm election day on November 3. ft.trib.al/EXemkjU

Trump pledges to spend $400mn on Republican Party campaigns ft.trib.al/5frZV16

My research on Masterworks (a fractional art investing platform), what it reveals, and my resulting opinion

Link to pdf upload of substack post (there are some missing graphs and formatting quirks): TLDR; "Masterworks is an art investment platform that sells fractional shares in individual artworks through Regulation A offerings. It buys a piece of art, registers the offering with the SEC, and sells shares in $20 increments to retail investors on its platform…

Audit regulator takes control of inquiry into Man City accounts ft.trib.al/GgdyFP4

Donald Trump’s Iran war has some unlikely winners. Oil and gas production has surged in countries in the Americas, from Canada to…

Donald Trump’s Iran war has some unlikely winners. Oil and gas production has surged in countries in the Americas, from Canada to Argentina, as buyers rush to replace supply lost because of disruption in the Strait of Hormuz. ft.trib.al/OiGeWcB

Police rearrest two men over RAF Fairford incident ft.trib.al/E4fmqUc

Britain’s budget should build on its economic resilience ft.trib.al/tqoX4Ul | opinion

How Has Your Life Changed Since You Started Investing?

Hey everyone, I’m really curious about how your life has changed since you started investing If you’re a conservative investor, has investing made you feel more confident about your future and more optimistic about what lies ahead? And if you’re someone who invests in high-risk individual stocks, how does your life change with your gains or losses? Do you…

France is adrift ft.trib.al/pe3L70i | opinion

Sullivan & Cromwell to double London office space as US firms shake up UK legal market ft.trib.al/BV8F3Ci

Older Americans brace for higher healthcare costs ft.trib.al/TYNztVE

Best Money Market ETF or Similar for Roth IRA

I lump sum my annual Roth IRA contributions, but like to DCA the investment purchases. What's the highest yielding no-risk etf for keeping the cash in the Roth IRA until it's invested in my core holdings? Please no advice on lump sum vs DCA, that is not the purpose of my post. I prefer ETFs over mutual funds because I want to sell and buy immediately…

OKLO’s Market Value Beyond Cash Has Fallen 91% in the Last Year

At a $5B market cap and roughly $3B in reported cash and marketable securities, you're looking at around $2B for the rest of the business. Back in October 2025, when the stock hit $171.56, the market cap was around $25.3B, with less than $1B in cash. Subtract the cash and you get roughly $24.4B. So the market value beyond cash has gone from $24.4B to about…

Witkoff to meet Zelenskyy before travelling to Moscow ft.trib.al/4cmJ20K

Has the AI industry already built years of AI inference capacity ahead of demand?

I came across an estimate that the accelerator fleet sold outside China had reached roughly 25.6 million H100-equivalents by mid-2026. The same analysis estimated that current inference demand uses only around 16-26% of that capacity, potentially even less now that China is offering inference services on its own chips. These are modeled estimates, not…

Limiting my 401k contribution to employer matched level only

Good Morning all, I have a little under 2 yrs until I retire at 59.5 and my question is in regards to 401k contributions. My company matches 50% of the first 8% that I contribute. I currently contribute 17% but I'm thinking about dropping that to 8% and then using the 9% increase in my paycheck to build up my CASH reserve. I keep my CASH reserve in SGOV…