Replying to @CHINNY168:Hi thanks for reading my post. Happy to know you liked it. Appreciate it. //@CHINNY168:Great article, would you like to share it?
On Friday, AAPL fell by - 7.35% post quarterly earnings. (see attached) Looks like market didn't like it's weaker than expected Q4 revenue forecast. Shouldn't analysts look at the current economic situation in the US and globally, in part thanks to the Middle East unrest cause by Trump government that's driving inflation (rising prices) into every country's economy. And still expect another set of stellar earnings results? Where's the commonsense?
When I first shared this post, SPCX was at $113 per share. As of Friday evening, it's has edged closer to the $100 mark predicted by Ms. (see attached) Will Investors decide if $100 will be a good entry point or should investors be looking towards the Middle East for indications? What do u think?
@JC888:MS : SPCX is $15 from Zero AI value ! True ?
On Thursday when all 3 major composite indexes recovered across the board, SPCX continued it's consolidation. It ended the day - 0.3% lower at $112.20 per share. Looks like investors are really betting against the company. Maybe there is "real" value left in the stock? Or there can be a better entry point at the horizon, with the US Iran tensions rising again? Tough call....
@JC888:MS : SPCX is $15 from Zero AI value ! True ?
Tech Selloff Deepens On Tue, 28 Jul 2026, selloff in US technology stocks gathered pace. It took the sector’s market value loss to about $1.6 trillion in just over 5 trading sessions. It comes at a time when investors continued to question (a) heavy AI spending, (b) disappointing earnings and (c) rising capex commitments by the industry's largest companies. This latest wave of selling pushed the Nasdaq-100 into correction territory during the session, marking a decline of more than -10% from its most recent record high. The tech index, which tracks the 100 largest non-financial companies listed on the Nasdaq exchange, finished the day -1.0% lower. As pointed out in my previous post (click here ! to savour),
Replying to @CHINNY168:Hi, thanks for reading my post. Thanks for helping to repost so that more people will get to read about it. Thanks. //@CHINNY168:Great article, would you like to share it?
Replying to @CHINNY168:Hi, thanks for reading my post. Glad you liked it. Thanks for helping to repost so that more people will get to read about it. Thanks.//@CHINNY168:Great article, would you like to share it?
Replying to @AgathaHume:Hi, thanks for reading my post and sharing your views. Agree that SPCX's Starlink still has value but with ongoing Middle East tension that does not seem to go away, I will observe for a while first..//@AgathaHume:I bought the washout, not the headline. Starlink plus launch alone makes 100 look too low to me, AI is a free call option. Too early to write it off?
@JC888:MS : SPCX is $15 from Zero AI value ! True ?
Believe that US market is set to rise on Thursday trading (see attached) when US has begun to strike Iran again ? I don't know. META is set to fall as (a) Q2 EPS missed forecast, (b) cash flow fell -91% due to capex cash burn and (c) $2.4 billion legal charges & $1.18 billion in severance expenses. AMZN is slated to recover. Don't believe it too.
. $SpaceX(SPCX)$ stock story since its June 2026 IPO has been dramatic. On Fri, 12 Jun 2026, SPCX shares debuted at $160.95, then briefly soared past $200, hitting an all-time-high of $225.64 on 16 Jun 2026, and then (without warning) collapsed to nearly $115 by late July 2026, erasing over a trillion dollars in market value, in the process. (see below) As of 27 Jul 2026 endday On Mon, 27 Jul 2026, it continues to slide, pushing closer to the $100 mark that $Morgan Stanley(MS)$ warned. (see above) It showed that market is willing to push closer to the threshold where that “worthless AI” framing becomes more than just a provocative headline. Morgan Stanley Says. MS, MD & Global Auto & Shared Mobility
On Wednesday when the 3 composite indexes all fell, META was part of the reason dragging the tech index down. Investors are still rotating out of AI related stocks.
US market fell sharply on Wed, 29 Jul 2026, driven by 3 key factors: (1) US Fed holding interest rates steady with a divided vote as predicted , (2) surging oil prices from renewed Middle East conflict, and (3) continued sell-off in AI and semiconductor stocks. (see attached)
Meta is expected to make gains when trading commences and Amazon is expected to dip further. (see attached) But will this remain the same till 4pm when trading ends for Wednesday and when FOMC meeting concludes this 2nd day. Will there be an interest hike ? I really don't think so, Warsh will stay "loyal" to him.
US pre-market has just taken a turn for the worse as US (again) decided to gang up with Saudi Arabia and commenced cross fire with Iran again. Not that Iran is right in this case. To me, it has escalated to who will control the Straits of Hormuz eventually, as I had mentioned in my past post. Whatever it is, brace for a bloodshed again this Wednesday.
Hi @Wallstreet Tiger - thank you for selecting my post in your discussion. I think all 3 of us have a commonality and that is like it or not, AI is here to stay. Thanks.
@WallStreet_Tiger:🎁What the Tigers Say | 📈 𝗜𝘀 𝗧𝗵𝗲 𝗔𝗜 𝗥𝗼𝘁𝗮𝘁𝗶𝗼𝗻 𝗢𝘃𝗲𝗿?
On Tue, 28 Jul 2026, Nasdaq continued to consolidate as investors "selectively" rotate out of AI and Storage related stocks. 3 of 7 Mag 7 succumb to the Nasdaq pressure and was dragged down. They were META, AMZN and TSLA. Funnily enough it's the 2 shortlisted companies with "most" cash-flow-per-share estimates for 2027. (see attached) 4 of 7 Mag 7 bucked the trend and rose. GOOG (+1.89%) & MSFT (+1.09%) were the top 2 gainers (by percentage).