MojoStellar
08-22 21:19
Grateful for the Gains, Looking Ahead

A little reflection on Tesla, SpaceX, and the opportunities that come with staying patient and disciplined in the markets.

Tesla continues to be one of the most fascinating names in the market, with investors watching closely as the company pushes further into autonomy, robotics, Cybercab and the long-awaited Roadster. At the same time, SpaceX represents another major piece of the broader innovation story surrounding Elon Musk, from space technology and satellite connectivity to the possibilities that could reshape entire industries.

For me, the biggest takeaway is not simply the price movement, but the importance of having the patience to let a trade develop and the discipline to take profits when the opportunity presents itself.

  @CaptainTiger @Tiger_comments @Daily_Discussion @TigerStars @MillionaireTiger @koolgal @Emotional Investor @Terra_Incognita @vodkalime @DCamel @bigfatdog123dog @GoodLife99

SpaceX Surges 9.7% — Is AI Becoming Its Top Business Segment by September Realistic?
SpaceX +9.65%, extending the post-lockup rally. The trigger: Musk forecasting AI becomes its largest segment by September, far sooner than assumed — moving the valuation story from launch and Starlink to compute. The debut print: revenue +92% YoY, a beat; AI losses narrowing faster than expected; AI capex running hot, first flagged as a problem, now read as front-loaded spend. Cathie Wood added on the pullback; JPMorgan reset its target. Value SpaceX on Starlink and launch cash flow, or on AI compute optionality?
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