I lean toward MANGOS over Magn-To The Moon - Tiger Brokers Online Investing Community - To The Moon

I lean toward MANGOS over Magnificent 7 because it better reflects the AI stack: models, compute, cloud, distribution, and infrastructure.

If forced to choose between compute and infrastructure, I'd pick compute for this decade. AI demand is exploding faster than chip supply, and every major model still needs massive compute.

If I could own only one for 10+ years:

🥇 NVIDIA - best combination of dominance, profitability, and execution. It is the "picks and shovels" provider to the entire AI industry.

🥈 SpaceX - highest upside. If Starlink and Starship achieve their ambitions, today's valuation could look cheap.

🥉 Meta Platforms - underrated due to unmatched user distribution and AI monetisation potential.

My ranking:

1. NVIDIA (highest conviction)

2. SpaceX (highest ceiling)

3. Meta

4. Google

5. OpenAI

6. Anthropic

For risk-adjusted returns, NVIDIA. For maximum upside, SpaceX.

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?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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For maximum upside, SpaceX.</p></body></html>","htmlText":"<html><head></head><body>I lean toward MANGOS over Magnificent 7 because it better reflects the AI stack: models, compute, cloud, distribution, and infrastructure.\n<p></p>\n<p>If forced to choose between compute and infrastructure, I'd pick compute for this decade. AI demand is exploding faster than chip supply, and every major model still needs massive compute.</p>\n<p>If I could own only one for 10+ years:</p>\n<p>🥇 NVIDIA - best combination of dominance, profitability, and execution. It is the \"picks and shovels\" provider to the entire AI industry.</p>\n<p>🥈 SpaceX - highest upside. If Starlink and Starship achieve their ambitions, today's valuation could look cheap.</p>\n<p>🥉 Meta Platforms - underrated due to unmatched user distribution and AI monetisation potential.</p>\n<p>My ranking:</p>\n<p>1. NVIDIA (highest conviction)<br></p>\n<p>2. SpaceX (highest ceiling)<br></p>\n<p>3. Meta<br></p>\n<p>4. 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