To The Moon

$微軟(MSFT)$Microsoft and Amazon Led AI Spenders in July July suggests investors are not turning against AI spending. Microsoft gained 20.9% and Amazon 12.4%, despite both deploying enormous amounts of capital. The difference is that their capex intensity remains relatively modest compared with some peers: roughly 5% of market value for Microsoft and 9% for Amazon. Move higher up the chart and the picture changes. Meta, with capex equivalent to around 13% of its market value, fell 9.2%. Oracle sits near 24% and lost 8.5%. Alphabet Inc. provides another contrast: one of the largest absolute spenders, but only around 6% relative to its valuation, finished July roughly flat.

$SpaceX(SPCX)$SpaceX Shrugs Off Its First Lockup Expiry SpaceX has bounced sharply despite one of the biggest supply tests since its IPO. Around 911.5M insider-held shares became eligible for sale on August 6, more than doubling the potential public float. But the wave of selling some investors feared has yet to materialise. Instead, $SPCX jumped nearly 16% on Friday and another 4.2% on Monday, closing at $138.74, back above the psychologically important $135 IPO price for the first time in nearly a month. The first unlock is now behind SpaceX, but not the supply story. Another tranche of restricted shares is due to become eligible later this month, giving investors another test of demand.

$谷歌(GOOG)$Alphabet Has Swapped Buybacks for an AI Spending Surge Alphabet’s capital allocation has changed dramatically in less than two years. Quarterly stock repurchases remained around $14–15B through early 2025, while capital expenditure was still below $17B. By Q2 2026, buybacks had fallen to zero for a second consecutive quarter, while CapEx climbed to nearly $45B. The shift shows how aggressively Alphabet Inc. is prioritising the infrastructure required to compete in AI: - More servers and advanced chips - Larger data centre capacity - Expanded networking and supporting infrastructure - Greater capacity for Google Cloud and AI products This does not necessarily mean buybacks have disappeared permanently. But for now, cash that might

$SpaceX(SPCX)$SpaceX’s first earnings report since its IPO delivered a blockbuster quarter 🚀 Revenue surged 92% year over year to $7.8B in Q2 2026, driven by growth across AI, connectivity, and space. Which segment will power the next leg of growth? 👇

$SpaceX(SPCX)$SpaceX has surged 14.9% over the past five days, climbing past supply concerns following its first major lockup expiry. 🚀

$SpaceX(SPCX)$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.

$SpaceX(SPCX)$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. 👇

$Meta Platforms, Inc.(META)$Meta just posted its biggest quarter ever.Revenue hit $60.8B, up 28%, but the celebration stops there. Operating income slipped 8%, net income fell 14%, and free cash flow collapsed 91% to just $0.8B, as an aggressive AI build-out swallowed the gains. When does the spending start to pay off? $英偉達(NVDA)$ $蘋果(AAPL)$

$SpaceX(SPCX)$SpaceX faces a major market reality check. SPCX stock trades down roughly 15% from its $135 IPO price and 50% from its $225 June peak. What's the next move: rebound or new lows? $特斯拉(TSLA)$

$特斯拉(TSLA)$Tesla’s Smallest Segments Are Growing the Fastest Tesla still makes most of its money from cars, but its latest quarter showed where the momentum is shifting. Automotive Revenue reached $20.5B, remaining around the peaks first reached in 2022. Energy Generation and Storage climbed to $3.1B, while Services and Other hit a record $4.6B, up 50% year over year. The drivers are becoming clearer: - More used vehicle sales, repairs, parts and paid Supercharging - 13.5 GWh of storage deployments, Tesla’s second-highest quarter - Growing installed fleet that generates revenue beyond initial vehicle sale On the July earnings call, Elon Musk described energy as crucial to the AI data-centre buildout and said Megapack 3 production would begi