$SpaceX(SPCX)$🔄 SpaceX Is Trading More Like a Market Event Than a Mega-Cap Most mega-cap stocks trade only a small fraction of their available shares each day. SpaceX is operating on a different scale. On its IPO day, trading volume reached the equivalent of 82% of its free float, the shares available for public trading rather than held by insiders or other restricted investors. Activity has cooled since launch week, but not by much. Daily turnover has remained between 10% and 30% of free float, far above the roughly 0.3 – 1% typically seen across established mega-caps such as Apple, Microsoft, NVIDIA, and Amazon. Even the denominator has expanded. SpaceX’s greenshoe, an IPO mechanism that allows the banks managing the listing to sell

$SpaceX(SPCX)$SpaceX’s fastest-growing business is no longer space or connectivity. It’s AI. 🤖 AI revenue surged 247% year over year to $2.56B, while segment capital spending reached $15.83B, more than twice the company’s total revenue. The message is clear: SpaceX is investing heavily in what it expects to power its next phase of growth. 👇

$SpaceX(SPCX)$SpaceX is becoming much more than a space company. 🚀🧠 Revenue is projected to more than quadruple to $79.4 billion by 2027, with AI, X, and Grok expected to generate 55% of the total.

$蘋果(AAPL)$🍎 Apple Leads a Split Magnificent 7 The Magnificent 7 once traded like one giant bet on technology. In 2026, investors are drawing much sharper lines between them. This week’s earnings made that split harder to ignore. Alphabet Inc. delivered explosive cloud growth, but shares fell as its 2026 capital spending forecast climbed to $195 – 205 billion. Tesla beat revenue expectations, yet weaker profits and negative free cash flow put the cost of its AI, robotics and robotaxi ambitions back under scrutiny. Meanwhile, Apple leads the group without matching the scale of the industry’s AI infrastructure arms race. The market has not stopped believing in AI. It is becoming more selective about: - Who is funding it - Who is already moneti

$阿斯麥(ASML)$⚙️ ASML’s Chipmaking Moat Pays Off ASML converted €9.3B in quarterly sales into €2.9B in net profit. That is what happens when the world’s most advanced chipmakers depend on technology no rival currently supplies at scale. The quarter showed the moat widening: - Sales rose 21% YoY - Net profit climbed 27% - Gross margin reached 54% - 2026 revenue guidance increased to €43–45B AI demand is pushing chipmakers to expand capacity, while ASML is preparing to increase EUV and DUV output by roughly 30% in 2027. The stock reaction was less straightforward. Stock price jumped after the report, then surrendered part of the move before rebounding. By yesterday´s close, ASML’s U.S.-listed shares were around 1% above their July 14 close a

The memory chip supercycle, in two charts. Memory has long been treated as the commodity end of the semiconductor industry. The latest numbers suggest that's changing. 📈 Revenue: In the latest quarter, Samsung's memory division booked $80.5B in sales, SK hynix $SK海力士(SKHY)$ $52.8B and Micron $美光科技(MU)$ $41.5B. All three are well above any level since 2016. 💰 Margins: Micron's EBITDA margin went from –8.9% at its 2022–23 low to 86.1% in its latest quarter. That puts it ahead of Nvidia $英偉達(NVDA)$ at 67.6%, with SK hynix at 81.4%. In memory, higher prices go almost straight to the bottom line. That works in both directions, and right now it's working in the secto

$英偉達(NVDA)$NVIDIA generates $6 million in revenue per employee, more than 3x its closest rival, Broadcom. Memory makers operate on a different scale: SK hynix $SK海力士(SKHY)$ , Micron Technology $美光科技(MU)$ and Samsung Electronics employ nearly 10x NVIDIA’s workforce combined, but generate just $0.9M to $1.4M per employee. Is NVIDIA the most efficient company in the chip industry?

$SpaceX(SPCX)$SpaceX has erased more than the entire value of Tesla since its first week of trading. Since its debut, the company's market cap has collapsed from a $2.77T peak to $1.48T, a 46.4% drop erasing $1.28T, more than Tesla's entire $1.2T valuation. Are we going to see SpaceX trading in double digits soon?