MANGOS will probably dominate the scene in the future. At the moment I would rather own Compute rather than Infrastructure. But once the environmental problems are tackled, like recycling water used for cooling or having centres in space, infrastructure will become more important. Among these companies, I'd choose Google as the long-term winner since it has strong fundamentals.
@BillionaireN @Subramanyan @MKTrader @Reynor @Spiders @逆天邪神云澈 @Justin bala @gnustiy @TigerPM @Tiger Trade Feed @pretiming @Shernice軒嬣 2000 @啵啵盖奶 @Jia92 @ahhock @surewin @astrophore @koolgal @Barcode SpaceX Slides for Third Day to $185 — Time to Exit?
SpaceX (SPCX) fell another 3.56% today, retreating to $185 as IPO euphoria rapidly fades. Analyst sentiment has shifted cautious, with calls to 'sell based on historical IPO patterns' and advice for long-term holders to 'take profits into strength.' The first sell rating has emboldened bears, while questions over AI disrupting its core business add pressure. From a post-IPO surge to three straight losses — do you sell the next bounce, or wait for a deeper pullback to buy in?
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