Definitely mag7 for now becaus

Definitely mag7 for now because SpaceX has not proven profit. The concept is promising but I prefer to look at the balance sheets and want to see profit first. In any case, history has demonstrated that prices fall after IPO and there is no rush into mangos until the next year before we re-evaluate them.

In the next phase of AI, I rather own both compute and infrastructure because we can’t do without the other. It is always good to diversify.

I think the long term winner could be SpaceX if it is successful with data centres in space. Infrastructure on earth is quickly saturating. SpaceX has been successful with its rockets and satellites so far but real success to support its vision is still a stretch goal for now. If it could pull off into a financially sustainable and truly feasible model it would be the biggest winner. The only major and critical unknown is ‘if’. Otherwise, anthropic is a possible winner with its current superior models.

SpaceX Surges 6.1% Through $116B Lockup Expiry — Is the Overhang Truly Gone?

SpaceX +6.14% Thursday, straight through the largest lockup expiry on record — 911.5 million insider shares, roughly $116 billion, turning sellable. It dipped at the open, then reversed. Attention swung back to the first earnings report: core profit beat, segment losses narrowed sharply, only AI capex ran slightly hot. Cathie Wood bought the dip, JPMorgan revised its target, Musk called Starlink undervalued. Peer SSPC still fell 12.16%. Biggest overhang cleared, sector not following — inflection, or just the end of the selling?

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Comments

AmandaViolet
06-22
AmandaViolet
Ngl balance sheet first makes sense. Space data centers are cool, but that “if” is doing a ton of work lol

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It dipped at the open, then reversed. Attention swung back to the first earnings report: core profit beat, segment losses narrowed sharply, only AI capex ran slightly hot. Cathie Wood bought the dip, JPMorgan revised its target, Musk called Starlink undervalued. Peer SSPC still fell 12.16%. Biggest overhang cleared, sector not following — inflection, or just the end of the selling?","image":"https://community-static.tradeup.com/news/b3e2f4792e06a23b881ae0c37c9b65a4"}],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body>Definitely mag7 for now because SpaceX has not proven profit. The concept is promising but I prefer to look at the balance sheets and want to see profit first. In any case, history has demonstrated that prices fall after IPO and there is no rush into mangos until the next year before we re-evaluate them. \n \n \n \nIn the next phase of AI, I rather own both compute and infrastructure because we can’t do without the other. It is always good to diversify. \n \n \n \nI think the long term winner could be SpaceX if it is successful with data centres in space. Infrastructure on earth is quickly saturating. SpaceX has been successful with its rockets and satellites so far but real success to support its vision is still a stretch goal for now. If it could pull off into a financially sustainable and truly feasible model it would be the biggest winner. The only major and critical unknown is ‘if’. Otherwise, anthropic is a possible winner with its current superior models.</body></html>","htmlText":"<html><head></head><body>Definitely mag7 for now because SpaceX has not proven profit. The concept is promising but I prefer to look at the balance sheets and want to see profit first. In any case, history has demonstrated that prices fall after IPO and there is no rush into mangos until the next year before we re-evaluate them. \n \n \n \nIn the next phase of AI, I rather own both compute and infrastructure because we can’t do without the other. It is always good to diversify. \n \n \n \nI think the long term winner could be SpaceX if it is successful with data centres in space. Infrastructure on earth is quickly saturating. SpaceX has been successful with its rockets and satellites so far but real success to support its vision is still a stretch goal for now. If it could pull off into a financially sustainable and truly feasible model it would be the biggest winner. The only major and critical unknown is ‘if’. Otherwise, anthropic is a possible winner with its current superior models.</body></html>","text":"Definitely mag7 for now because SpaceX has not proven profit. The concept is promising but I prefer to look at the balance sheets and want to see profit first. In any case, history has demonstrated that prices fall after IPO and there is no rush into mangos until the next year before we re-evaluate them. In the next phase of AI, I rather own both compute and infrastructure because we can’t do without the other. It is always good to diversify. I think the long term winner could be SpaceX if it is successful with data centres in space. Infrastructure on earth is quickly saturating. SpaceX has been successful with its rockets and satellites so far but real success to support its vision is still a stretch goal for now. If it could pull off into a financially sustainable and truly feasible model it would be the biggest winner. The only major and critical unknown is ‘if’. Otherwise, anthropic is a possible winner with its current superior models.","highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":1,"favoriteSize":0,"link":"https://ttm.financial/post/577586113881296","repostId":0,"isVote":1,"tweetType":1,"viewCount":1493,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":true,"length":787,"optionInvolvedFlag":false,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[{"id":577955569259328,"commentId":"577955569259328","gmtCreate":1782127357090,"gmtModify":1782209010899,"authorId":9000000000000715,"author":{"id":9000000000000715,"idStr":"9000000000000715","authorId":9000000000000715,"name":"AmandaViolet","avatar":"https://static.tigerbbs.com/3bd13bb5008c812d906b648f773f9ffe","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":577586113881296,"objectIdStr":"577586113881296","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"Ngl balance sheet first makes sense. Space data centers are cool, but that “if” is doing a ton of work lol","text":"Ngl balance sheet first makes sense. Space data centers are cool, but that “if” is doing a ton of work lol","html":"Ngl balance sheet first makes sense. Space data centers are cool, but that “if” is doing a ton of work lol","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/577586113881296"}