Stocks or other investment ideas now

[Rampante21]

What about SpaceX… investing?

 

[Sakura]

What about SpaceX… investing?

Not for me. That is no longer a civilian company with it heavily involved and used for military. Like Boeing or Mitsubishi. They are profitable but then there is karma. My opinion, of course.

 

[Sakura]

There is a Japanese semiconductor company called Rapidus, established in 2022. It has support from the major companies like denso, kioxia, mufg bank, nec, ntt, softbank, sony, and toyota. It is currently considering IPO, so may be a company to watch out for.

Nvidia has mentioned that they are looking to partner with Rapidus this month. So they will soon get a very high-quality Japanese chip besides their locally produced Taiwan chip.

I think I will put some of my money there if they go IPO.

 

[Sakura]

They should appear on the Japan Exchange Group website (https://www.jpx.co.jp/english/) under the company code 285A. The IPO period is from December 2024 to June 2025, meaning they could list on the stock exchange at any point within this timeframe. Currently, they said they are working on valuation for the IPO.

I predict their NAND flash memory will be heavily used for both civil and military drones. Future conflicts will increasingly rely on drones.

English:

Chipmaker Kioxia files for IPO; sources say it’s targeting December | The Asahi Shimbun: Breaking News, Japan News and Analysis

Bloomberg - Are you a robot?

https://www.reuters.com/technology/bain-backed-chipmaker-kioxia-scraps-october-ipo-plan-sources-say-2024-09-24/

https://www.reuters.com/technology/japans-kioxia-sees-flash-memory-demand-almost-tripling-by-2028-2024-11-05/

Japanese (but you can use google translator):

キオクシアホールディングス（285A）のIPO上場情報

メモリおよび関連製品の製造、販売、研究開発、その他サービス「キオクシアホールディングス（285A）」のIPO上場情報を詳しく紹介しています。ネット証券では、SMBC日興証券、SBI証券、楽天証券、松井証券、マネックス証券、auカブコム証券、大和コネクト証券、DMM株からIPO当選を狙っていきます。

www.ipokiso.com

Dec 18th is the set date for IPO!

 

[Rampante21]

Dec 18th is the set date for IPO!

Confirmed?

 

[Sakura]

Confirmed?

Yes! The initial price will come out on Dec 9th.

I think there will be around 50 million stocks available for the IPO. Toshiba will offer around 65% of that and another (Bain capital) will offer the rest.

I’m thinking to buy some, to test the waters.

 

[Rampante21]

Just read this earlier today... What's your thoughts on KULR?

CONTRACT SPACE X KULR Technology Group has established a confirmed partnership with SpaceX, focusing on advanced battery technology for space applications. Size: The initial contract is a six-figure agreement, with expectations for it to evolve into a multi-million-dollar contract as the partnership progresses. Details: The contract involves the development, testing, and early production of specialized batteries designed for space missions, leveraging KULR's expertise in thermal management and battery safety.
U.S. Army Contract Size: Expanded to $2.4 million Details: KULR is engaged in battery technology development for the U.S. Army, with an initial engagement expected to be completed by Q3 2024.
NASA Contract Size: Initial contract worth $400,000, totaling $2 million for various projects. Details: This contract involves the development of an automated battery cell screening system.
KULR Technology Group is partnering with leading nuclear fusion companies to advance technologies in the nuclear energy sector. Specifically, they are working on:
Custom Cathodes: These are designed for use in small modular reactors (SMRs) and laser-based nuclear fusion systems, enhancing the efficiency of fusion reactions. Strategic Alignment: This partnership demonstrates KULR's commitment to collaborating with industry leaders in the emerging small modular reactor and nuclear power area.
Lockheed Martin Contract Size: Six-figure contract (exact amount not specified). Details: KULR is developing heat sink solutions for Lockheed Martin.
Nara Space Contract Size: Up to $1.5 million Details: This contract involves supplying battery systems for CubeSat applications.
Missile Program Contract Size: Not specified, but significant. Details: KULR is developing a Phase-Change Material heat sink for a major missile program.
Partnerships Amprius Technologies Focus: Development of next-generation battery technology for the advanced air mobility market. Details: This partnership aims to enhance battery safety and performance.
Forge Nano Estimated Revenue Opportunity: Between $3.5 million to $5 million. Details: This strategic partnership focuses on combining KULR's design solutions with Forge Nano's technology.
(TESLA??) KULR announced a contract with one of the world's leading automakers for testing and analysis of high-energy battery cells intended for next-generation electric vehicles (EVs).
This deal is projected to generate annual revenue of $8 million to $10 million, starting in 2025.
The contracts emphasize KULR's expertise in battery safety, which is increasingly critical as the automotive industry shifts towards electric vehicles.
The company is also recognizing design services as a high-margin, recurring revenue stream within the automotive sector.
Not financial advice, just sharing fun and facts about companies. Keep it on your watchlist.

https://www.reddit.com/r/pennystocks/comments/1gxdius/kulr_never_bet_against_elon_musk_bet_with_him_if

 

[Rampante21]

And this site seems to connect investors and stock owners on unlisted companies... quite interesting too

https://notice.co/dashboard

 

[Sakura]

Just read this earlier today... What's your thoughts on KULR?

CONTRACT SPACE X KULR Technology Group has established a confirmed partnership with SpaceX, focusing on advanced battery technology for space applications.

Their stock value seemed to have reached the all low, so maybe a good gamble if there are no alternatives. It has lost about 70% of its value in the last couple of years. Their techs are mainly for space and not for wide consumers, which means they are hard to value as one cannot directly experience their tech. SpaceX has satellites and communications available to consumers. This company doesn't seem to have one.

 

[Rampante21]

Just read this:

What Buffett Bought Next​

Shares of Japan’s top trading houses jumped over 4% after Warren Buffett’s Berkshire Hathaway increased its stakes in them. Buffett’s firm now holds up to 9.8% in Mitsubishi, Mitsui, Itochu, Marubeni, and Sumitomo, reinforcing his long-term confidence in Japan’s diversified trading giants.​

 

[Sakura]

Just read this:

What Buffett Bought Next​

Shares of Japan’s top trading houses jumped over 4% after Warren Buffett’s Berkshire Hathaway increased its stakes in them. Buffett’s firm now holds up to 9.8% in Mitsubishi, Mitsui, Itochu, Marubeni, and Sumitomo, reinforcing his long-term confidence in Japan’s diversified trading giants.​

Yes, it's smart investing in Japan now because the US economy is tanking with the tariffs wars. The Chinese are also investing heavily here. The next bubble will happen here and I'm pretty sure of it.

If you look at recent Japanese cars (besides Nissan of course), the cars are raising in quality over an already high reliability. High resale too. People would buy them still with whatever tariffs.

 

[rcasa20]

Yes, it's smart investing in Japan now because the US economy is tanking with the tariffs wars. The Chinese are also investing heavily here. The next bubble will happen here and I'm pretty sure of it.

If you look at recent Japanese cars (besides Nissan of course), the cars are raising in quality over an already high reliability. High resale too. People would buy them still with whatever tariffs.

You should see our restaurants and stores. Waiting lines for tables and parking lots are full. I don’t know what a tanking economy looks like but I don’t think I’ve seen it yet.

 

[Sakura]

You should see our restaurants and stores. Waiting lines for tables and parking lots are full. I don’t know what a tanking economy looks like but I don’t think I’ve seen it yet.

Maybe things are different in other states.

That tariff is hitting the semiconductor and electronics industries hardest, with manufacturers already raising prices. Restaurants are usually the last to feel the effects since many items, like wine, can be sourced locally.

I have some experience in the restaurant business as family runs several Japanese restaurants in the States. People are still lining up but spending less, relying more on happy hour deals. It feels like the early days of the Lehman shock, though not as severe. Despite this, people seem to keep dining out, relying more on credit cards or loans when money gets tight.

The Fed has cut its growth forecast by about 0.5% while inflation rose 0.2%, with interest rates unchanged. It is similar to what happened in China before their economy tanked. Just my observation, of course.

 

[Rampante21]

I think all insights are valuable at the moment. We all see different things and views from our different countries around the globe

 

[Sakura]

I think all insights are valuable at the moment. We all see different things and views from our different countries around the globe

How’s the economy in Sweden at the moment and projection?

I’ve read news yesterday that Trump is forcing to lower the FDR in the coming months. That usually means paper money will loose more value again due to rising inflation. Gold will skyrocket again and again. Maybe I should sell everything, go naked, and eat moss to buy more gold.

 

[Rjpalaypay]

Off topic a bit, i realize...

I had some really nice stock market gains in my trading acct in 2025...that led to me "blowing" some cash and upgrading my fun car to the Huracan and the daily to a M3/M4. With the market dipping hard in 2026 due to this war situation and bouncing right back, does it make you want to just get out there and blow some $$$ too? I would imagine that the health of the stock market directly impacts the values of our beloved Lambo vehicles. Just rambling a bit cuz I'm bored LOL...any thoughts on any of this?

 

[Luzifer]

I don't know anything about stocks, all I know it's like gambling. I would hate myself for losing a large amount of money. Plus if you make money the government takes over 50% of the profits if I'm not mistaking.

I'm already upset,the money in my bank account I have to give over half of the interests to them at the end of the year. Just another servant with a ball and chain.