To The Moon

I am staying patient for now. Index inclusion could provide meaningful support for the stock price, but lockup expirations could just as easily offset those inflows. With so many moving pieces, I think discipline matters more than speed. I do not need to buy the exact bottom to make money. I only need a reasonable entry point with an acceptable margin of safety. For now, I am keeping the company on my watchlist and monitoring developments closely.

Waiting for better entry price-I would wait for a deeper pullback before buying. Although the recent 24% correction has removed some of the initial IPO excitement, I am not convinced that the selling pressure is over yet. The coming months will likely be a battle between index inclusion inflows and lockup-related selling, and it remains unclear which force will dominate in the short term. The company’s large cash reserves and ambitious plans in AI and space infrastructure are impressive, but valuation still matters regardless of how exciting the story may be. I would rather miss the first part of a recovery than rush into a position while uncertainty remains high. My preferred approach is to monitor earnings, management guidance and the first wave of share unlocks before deciding whether t

Great company does not always mean great price. I am waiting for valuation to cool further before jumping in, even though I remain positive about the long-term outlook

🌟🌟🌟 Masayoshi Son has consolidated SoftBank into a singular aggressive USD 1 trillion bet on Artificial Superintelligence or ASI. Son outlined a unified strategy built on 4 core pillars: AI models, AI chips, Infrastructure and Physical Robotics. SoftBank holds a 13% equity stake in OpenAI.  Its AI chips investment is anchored in $ARM Holdings(ARM)$ . SoftBank plans to initiate an IPO for Roze in 2H 2026.  Roze is a consolidation of automation, energy & robotics. Exciting times are ahead for SoftBank. @Tiger_comments @Tiger_SG @TigerStars

🌟🌟🌟Masayoshi Son's remarks on SpaceX is grounded in reality.  He said that the heavily touted advantage of free solar power in space is a financial illusion. According to Son, electricity represents only 7% of AI data centre operating costs while the remaining 93% is dominated by expensive hardware like AI chips. For Son, the massive premiums required for rocket launches, mechanical maintenance in a vacuum and latency delays completely wipe out any nominal power savings. Son believes the AI war will be decided on Earth over the next few years, rendering decade long space based moonshots a costly distraction. @Tiger_comments @Tiger_SG

Honestly I don’t want to live on Mars so it’s a long shot dream. Not a fan of Musk.

SpaceX Crashes 16%>>> Get Out

PCT: Should You Invest In SPCX v1.0 : PCT = Pandas Coffee Talk. Whether to buy SpaceX (SPCX) stock depends entirely on your risk tolerance, as the company trades at a massive premium with mixed profitability. While its space and Starlink divisions show great promise, the stock is volatile and driven more by ambitious long-term projections than current earnings. Key Factors to Consider The Valuation Premium: At a market capitalization exceeding $2 trillion, SPCX is trading at over 100 times its 2025 revenue of $18.7 billion. While CEO Elon Musk aims for $1 trillion in revenue by 2030, you are paying for aggressive future growth.Heavy Cash Burn: Despite its massive IPO raise, the company has significant cash needs and has also taken on heavy debt (including a $25 billion debt sale). Its AI d

$Microsoft(MSFT)$   Look at the chart ? Is it cheap or low ?

$One and one Green(YDDL)$ recently announced that shareholders beneficially owning 5% or more of the Company's outstanding Class A ordinary shares have voluntarily agreed to extend restrictions on the sale of their shares for an additional six months, commencing on July 9, 2026 and ending on January 9, 2027. In aggregate, the participating shareholders represent approximately 67.7% of the Company's outstanding shares, or approximately 31 milllion Class A ordinary shares. The voluntary lock-up extension reflects the continued confidence of the Company's significant shareholders in One and One's long-term growth strategy, business outlook and commitment to creating long-term shareholder value. Under the voluntary arrangement, participating

It will be back as the market momentum 

Stay firm on what you believe

Why SpaceX's drop some much? $SpaceX(SPCX)$   If you ask why SpaceX drop 16% ; the main reasons appear to be: IPO hype faded – After its huge 2026 IPO, the stock surged rapidly and reached very high valuations. Many investors then took profits, causing a sharp pullback.  Concerns about debt and spending – Investors became worried after SpaceX announced plans to issue bonds and take on more debt, partly related to large AI investments and financing needs.  Valuation concerns – Some analysts and investors believe the stock price ran far ahead of the company's current earnings and cash flow, making it vulnerable to a correction.  Broader tech selloff – Many technology and AI-related stocks declined at the same time because of conc

#SpaceX Crashes 16%: Is This Just a Pullback… or the Beginning of a 50% Reality Check? The “best IPO ever” narrative just took a major hit. SpaceX plunged 16.43% in a single session, breaking below $155 and wiping out a huge chunk of its post-IPO momentum. The selling didn’t stop there—space proxy Rocket Lab (RKLB) also fell 6.48% as investors rushed to de-risk the entire sector. This wasn’t just a bad day. It may be the market finally asking a difficult question: How much is too much to pay for a great company? 1️⃣ The Valuation Was Built on Perfection The bull case was easy: 🚀 Dominant launch business. 🚀 Explosive Starlink growth. 🚀 Potential monopoly-like economics in space infrastructure. 🚀 Massive long-term optionality from Starship. The problem? Investors weren’t just paying for toda

No hurry to buy. Watch market sentiment.

Valuation is way too high. Buy only below IPO price!

Review: What Would Happen If SpaceX Stock Crashed? Introduction SpaceX, formally known as SpaceX, is one of the most influential private companies in the world. Founded in 2002 by Elon Musk, the company has transformed the aerospace industry through reusable rockets, satellite internet services, and ambitious plans for interplanetary travel. Unlike publicly traded companies, SpaceX remains privately held, meaning its shares are primarily owned by founders, employees, venture capital firms, and institutional investors. Nevertheless, discussions about a potential "SpaceX stock crash" have become increasingly common as the company's valuation continues to rise. Although SpaceX stock is not traded on public exchanges, a hypothetical crash in its valuation would have significant implications fo

wait for good price 

What's your call today buy or sell?

Abit on the high side

Waiting for better entry price-I would wait for a deeper pullback before buying. Although the recent 24% correction has removed some of the initial IPO excitement, I am not convinced that the selling pressure is over yet. The coming months will likely be a battle between index inclusion inflows and lockup-related selling, and it remains unclear which force will dominate in the short term. The company’s large cash reserves and ambitious plans in AI and space infrastructure are impressive, but valuation still matters regardless of how exciting the story may be. I would rather miss the first part of a recovery than rush into a position while uncertainty remains high. My preferred approach is to monitor earnings, management guidance and the first wave of share unlocks before deciding whether t

I am staying patient for now. Index inclusion could provide meaningful support for the stock price, but lockup expirations could just as easily offset those inflows. With so many moving pieces, I think discipline matters more than speed. I do not need to buy the exact bottom to make money. I only need a reasonable entry point with an acceptable margin of safety. For now, I am keeping the company on my watchlist and monitoring developments closely.

🌟🌟🌟Masayoshi Son's remarks on SpaceX is grounded in reality.  He said that the heavily touted advantage of free solar power in space is a financial illusion. According to Son, electricity represents only 7% of AI data centre operating costs while the remaining 93% is dominated by expensive hardware like AI chips. For Son, the massive premiums required for rocket launches, mechanical maintenance in a vacuum and latency delays completely wipe out any nominal power savings. Son believes the AI war will be decided on Earth over the next few years, rendering decade long space based moonshots a costly distraction. @Tiger_comments @Tiger_SG

🌟🌟🌟 Masayoshi Son has consolidated SoftBank into a singular aggressive USD 1 trillion bet on Artificial Superintelligence or ASI. Son outlined a unified strategy built on 4 core pillars: AI models, AI chips, Infrastructure and Physical Robotics. SoftBank holds a 13% equity stake in OpenAI.  Its AI chips investment is anchored in $ARM Holdings(ARM)$ . SoftBank plans to initiate an IPO for Roze in 2H 2026.  Roze is a consolidation of automation, energy & robotics. Exciting times are ahead for SoftBank. @Tiger_comments @Tiger_SG @TigerStars

Great company does not always mean great price. I am waiting for valuation to cool further before jumping in, even though I remain positive about the long-term outlook

PCT: Should You Invest In SPCX v1.0 : PCT = Pandas Coffee Talk. Whether to buy SpaceX (SPCX) stock depends entirely on your risk tolerance, as the company trades at a massive premium with mixed profitability. While its space and Starlink divisions show great promise, the stock is volatile and driven more by ambitious long-term projections than current earnings. Key Factors to Consider The Valuation Premium: At a market capitalization exceeding $2 trillion, SPCX is trading at over 100 times its 2025 revenue of $18.7 billion. While CEO Elon Musk aims for $1 trillion in revenue by 2030, you are paying for aggressive future growth.Heavy Cash Burn: Despite its massive IPO raise, the company has significant cash needs and has also taken on heavy debt (including a $25 billion debt sale). Its AI d

A leading fresh food supply chain company with operations across nine provinces and a network of hundreds of thousands of retail stores has entered into a partnership with YXT.com Group Holding Limited ( $YXT.COM GROUP HOLDING LIMITED(YXT)$ ). Through YXT SaleSmart, the company will upgrade its sales execution system with AI-powered capabilities, helping shift sales management from individual experience-driven practices to a more structured, repeatable and continuously improving organizational capability. As generative AI moves deeper into enterprise operations, sales is becoming one of the most practical entry points for AI adoption. Sales teams sit closest to customers and revenue, generating large volumes of customer interactions, market feedbac

Review: What Would Happen If SpaceX Stock Crashed? Introduction SpaceX, formally known as SpaceX, is one of the most influential private companies in the world. Founded in 2002 by Elon Musk, the company has transformed the aerospace industry through reusable rockets, satellite internet services, and ambitious plans for interplanetary travel. Unlike publicly traded companies, SpaceX remains privately held, meaning its shares are primarily owned by founders, employees, venture capital firms, and institutional investors. Nevertheless, discussions about a potential "SpaceX stock crash" have become increasingly common as the company's valuation continues to rise. Although SpaceX stock is not traded on public exchanges, a hypothetical crash in its valuation would have significant implications fo

$One and one Green(YDDL)$ recently announced that shareholders beneficially owning 5% or more of the Company's outstanding Class A ordinary shares have voluntarily agreed to extend restrictions on the sale of their shares for an additional six months, commencing on July 9, 2026 and ending on January 9, 2027. In aggregate, the participating shareholders represent approximately 67.7% of the Company's outstanding shares, or approximately 31 milllion Class A ordinary shares. The voluntary lock-up extension reflects the continued confidence of the Company's significant shareholders in One and One's long-term growth strategy, business outlook and commitment to creating long-term shareholder value. Under the voluntary arrangement, participating

#SpaceX Crashes 16%: Is This Just a Pullback… or the Beginning of a 50% Reality Check? The “best IPO ever” narrative just took a major hit. SpaceX plunged 16.43% in a single session, breaking below $155 and wiping out a huge chunk of its post-IPO momentum. The selling didn’t stop there—space proxy Rocket Lab (RKLB) also fell 6.48% as investors rushed to de-risk the entire sector. This wasn’t just a bad day. It may be the market finally asking a difficult question: How much is too much to pay for a great company? 1️⃣ The Valuation Was Built on Perfection The bull case was easy: 🚀 Dominant launch business. 🚀 Explosive Starlink growth. 🚀 Potential monopoly-like economics in space infrastructure. 🚀 Massive long-term optionality from Starship. The problem? Investors weren’t just paying for toda

Honestly I don’t want to live on Mars so it’s a long shot dream. Not a fan of Musk.

For SPCX to ever be profitable it will need to.amake Elon's fever dream of orbital data centres come true. Unfortunately for buyers, it's magical thinking just like the Mars colony we were promised would be operational 6 years ago. The economics make no sense. Earth is full of land, water and energy. Even a small satellite is costly; mass exponentially increases the cost to orbit. A space travel company should understand this, but Musk has been ripping his special bag of rocket fuel too frequently to check whether his fantasies make sense. A satellite cannot cool itself without massive radiators. It cannot power itself without massive solar arrays which are inherently intermittent. It cannot transmit data without added delay and transmission costs. It precludes economic maintenance or

SpaceX Crashes 16%>>> Get Out

$Microsoft(MSFT)$   Look at the chart ? Is it cheap or low ?

Why SpaceX's drop some much? $SpaceX(SPCX)$   If you ask why SpaceX drop 16% ; the main reasons appear to be: IPO hype faded – After its huge 2026 IPO, the stock surged rapidly and reached very high valuations. Many investors then took profits, causing a sharp pullback.  Concerns about debt and spending – Investors became worried after SpaceX announced plans to issue bonds and take on more debt, partly related to large AI investments and financing needs.  Valuation concerns – Some analysts and investors believe the stock price ran far ahead of the company's current earnings and cash flow, making it vulnerable to a correction.  Broader tech selloff – Many technology and AI-related stocks declined at the same time because of conc

SpaceX’s IPO hype is cooling fast. After opening at $150 per share on June 12, the stock surged in its first two trading days and briefly became one of the most valuable companies in the world. But the rally didn’t last. $SpaceX(SPCX)$ Shares fell 5% and 3.6% on Wednesday and Thursday last week, then dropped another 16% on Monday. That brings SpaceX’s total decline to nearly 24% over the past three full trading days. So what’s going on? — is this the start of a bigger selloff, or a chance to buy the dip? On one side, SpaceX is expected to be added to major indexes including FTSE Russell, MSCI, Nasdaq-100, and CRSP over the coming months. Estimates suggest passive funds could bring in roughly $21 billion to $33 billion of buying demand. On the othe

What ETFs to Consider If You Want Exposure to SpaceX? 🌟🌟🌟For a brief intoxicating moment, $SpaceX(SPCX)$ IPO looked like it would rewrite the physics of Wall Street.  Driven by retail frenzy, SpaceX rocketed from its USD 135 IPO price to an astronomical peak of USD 229.40, briefly flirting with a USD 3 Trillion valuation and threatening to overtake Microsoft.  It was an euphoric celebration of Earth's multiplanetary future. But gravity always wins.  As of June 22 2026, the honeymoon has abruptly ended.  SpaceX was spooked by a USD 60 billion stock dilution acquisition of AI company Cursor and looming lock up expirations.  It fell another 3.56% last week, retreating to close at USD 185.  For many retail investors

It was almost a given that SPCX was going to turn out like this. Starting with it foundations, where I jovially called it 3 children in a trenchcoat calling themselves a businessman. Yes, I get it, Starlink is absolutely a game changer and the reusable rocket part of the business is revolutionary, but any serious investors would stay away like the plague, looking at the burdensome numbers that xai and twitter contributes. The hype for SPCX was so significant that if you made an effort to look, there are analysis from all angles. Just looking at the revenue (mind you, NOT the final computed profit), would tell you that the near 2 trillion valuation floated was demented. Then you look at the losses brought by xai twitter, etc., and no sane person will want to hitch their wagon on this r

It will be back as the market momentum 

Stay firm on what you believe