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 Crashes 16%! Another 50% Downside, Exit or Add?

SpaceX plunged 16.43% today, breaching $155 and shattering the post-IPO euphoria in a single session. Bears are piling on, calling the valuation "astronomical" and flagging 50% further downside even under optimistic assumptions. Space proxy Rocket Lab (RKLB) fell 6.48% in sympathy — the retail frenzy lasted less than two weeks. With the "best IPO ever" now giving back gains, will you buy this dip or cut your losses?

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Comments

AmandaViolet
06-22 19:22
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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Another 50% Downside, Exit or Add?","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":ed4e12205bf34b65a986ea968dd36ee0}&rnconfig={\"headerBarHidden\": true}","description":"SpaceX plunged 16.43% today, breaching $155 and shattering the post-IPO euphoria in a single session. Bears are piling on, calling the valuation \"astronomical\" and flagging 50% further downside even under optimistic assumptions. Space proxy Rocket Lab (RKLB) fell 6.48% in sympathy — the retail frenzy lasted less than two weeks. With the \"best IPO ever\" now giving back gains, will you buy this dip or cut your losses?","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":7,"commentSize":1,"repostSize":1,"favoriteSize":0,"link":"https://ttm.financial/post/577586113881296","repostId":0,"isVote":1,"tweetType":1,"viewCount":248,"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,"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"}