To The Moon

Never underestimate Elon. $spcx was probably one of biggest trap , but buying under 100 $, tt to step in around 80$ and holding for years that's certainly will be great 

$SPCX$  Is SpaceX worth buying at around US$111/share?  My view: Yes, if you believe in Starlink. Many investors are focused on Starship, AI, and future moon or Mars missions. But let’s ignore all of that for a moment and assume a conservative scenario where Starlink is the only meaningful business. Base case  Starlink remains SpaceX’s core revenue and profit engine, contributing the majority of the company’s operating earnings. It has grown rapidly to over 10 million subscribers and continues to expand globally. (Reuters⁠) Independent estimates place Starlink’s 2026 revenue in the US$18–20 billion range. (tradingkey.com⁠) Using a conservative technology infrastructure valuation: Revenue: US$20 billion R

$Rocket Lab USA, Inc.(RKLB)$’s new US Space Force award demonstrates that the company is developing a second launch franchise alongside its established orbital business. The contract is strategically meaningful, although the valuation still assumes substantial future execution. The Space Force awarded Rocket Lab a firm-fixed-price contract worth as much as $266 million for 12 suborbital launch vehicles, with an option for six additional vehicles. Launches are expected from Alaska’s Pacific Spaceport Complex, and $112 million was initially obligated. The award occurred on July 21 and was reported publicly on July 22. GovConWire’s contract report details the quantity, structure and funding. The missions will use HASTE, a suborbital derivative of Roc

Alphabet, Tesla and IBM reported earnings on the same night—and together they offered one of the clearest snapshots yet of where the AI spending cycle stands. Google showed that AI infrastructure can already drive explosive cloud growth. Tesla showed how quickly AI, robotaxi and robotics investment can consume cash before those businesses generate meaningful revenue. IBM showed another side of the cycle: corporate customers are prioritizing scarce servers, memory and storage, while some traditional IT projects are being delayed. The market is moving past a simple question—“Who is investing in AI?”—and focusing on something harder: Who can turn AI spending into revenue, margins and free cash flow? Google: AI demand is turning into cloud revenue Alphabet delivered the strongest operating gro

Key Takeaways Revenue rose 26% YoY to US$28.24B. Deliveries hit 480,126 units, up 25% YoY. Automotive gross margin ex-credits fell to 16.3%. Operating margin dropped to 1.4%. CapEx reached US$5.79B, causing negative FCF of US$1.09B. 2026 CapEx will exceed US$25B. FSD paid users reached 1.48M. Robotaxi passed 380,000 unsupervised miles with no notable incidents. SpaceX gains added about US$1B to Tesla’s net income. TSLA fell around 4% after hours as investors focused on margins and cash flow. Tesla reported strong Q2 2026 revenue and record deliveries, but profit quality was much weaker. Revenue reached US$28.24B, up 26% YoY and above market estimates. Adjusted EPS came in at US$0.33, below the expected US$0.49. The result was clear: Tesla sold more cars, but earned less from each dollar of

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Gold rallied nearly 2% on Tuesday (21 July), trading around $4,080 following two consecutive weeks of losses as investors bought into the dip. Gold held its gains as traders weighed higher energy prices against softer US economic data, with the key US$4,000 psychological level continuing to provide technical support. Tracking the move, $SPDR Gold ETF(GLD)$ rose 1.96%, lifting the $GLD US 5xLongSG280609(GLDW.SI)$ by close to 10%, with the $GLD US 5xShortSG280609(GOSW.SI)$ declining a similar magnitude Silver staged an even stronger rebound, jumping more than 4% in its largest advance in over five weeks. $iShares Silv

$AST SpaceMobile, Inc.(ASTS)$  stay away till end of lockup

$XIAOMI-W(01810)$  ..... 

🚀 SpaceX Hits 7 Straight Red Days - Opportunity or Value Trap? This is exactly the type of setup that separates investors from traders. A stock falling 47% from its highs and trading below its IPO price ($135) doesn’t automatically make it cheap. It simply means sentiment has completely flipped. 📉 Why is SpaceX falling? This isn’t just because Elon Musk made controversial comments. There are multiple headwinds happening simultaneously: 🔹 1. IPO euphoria has completely unwound SpaceX listed with an extremely small public float. Scarcity pushed the stock above $220 within days, creating a valuation that many believed priced in years of future success. Now that excitement has faded, investors are asking harder questions: * How quickly can profits materialize? * Can AI investments justify toda

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Key Takeaways Q2 deliveries rose 34% QoQ to 480,126 vehicles. Deliveries exceeded production by 28,368 units, helping reduce inventory. Revenue may rise 23% QoQ, while gross margin may fall to 19.5%. Energy storage deployment jumped 53% QoQ to 13.5GWh. Q2 free cash flow may fall to negative US$3.25 billion. Capex may reach US$6.70 billion, equal to 24% of revenue. Robotaxi, FSD and Optimus still need clearer operating data. Terafab may support Tesla’s chip supply, but could add funding pressure. TSLA still trades at about 305 times 2026 GAAP earnings. $Tesla Motors(TSLA)$ will report its Q2 2026 results after market close on 22 July.$Direxion Daily TSLA Bull 2X Shares(TSLL)$

Every quarter, Space Capital tracks every dollar flowing into the space economy. The midyear numbers are in: Private investment totaled $31.6 billion across 129 space companies in the first half of 2026 — more than all of 2025, making this the strongest year on record for the space economy, with two quarters still to go. Since $SpaceX(SPCX)$ came online in 2009, the space economy has attracted $488 billion across more than 2,400 companies. If the SpaceX initial public offering (IPO) felt like a climax for the sector, the data suggests it was just the opening act. No event looms larger over these numbers than that IPO. The market finally has a public benchmark for the company that has done more than any other to shape the modern spa

$SpaceX(SPCX)$ remains one of the market's most closely watched stocks—and one of its most polarizing. The stock has fallen roughly 45% from its June high, traded lower in nine of the last ten sessions, and recently slipped below its IPO price for the first time. At the same time, short sellers have continued to build positions, with reported short interest now approaching one-third of the company's public float, representing roughly $25 billion in bearish bets. Two Very Different Views The recent selloff has split investors into two camps. The bearish argument is centered on valuation. Even after the sharp decline, critics argue the company still trades at a rich multiple relative to revenue, suggesting much of its long-term growth is already ref

The most important sentence published this week about SpaceX did not come from JPMorgan. It came from Morgan Stanley, which issued a Buy rating with a $300 price target and simultaneously disclosed that SpaceX faces a $672 billion funding gap with no projected free cash flow until 2035. Jim Chanos called that disclosure "truly glorious." He is correct. When your own bull case requires acknowledging a $672 billion capital hole and a decade without positive cash flow, the bull case needs more than a price target. It needs a compelling argument for why the market should fund that gap at current multiples. SPCX has fallen 35.6% from its all-time high of $225.64. It breached $150 this week, briefly traded below the $135 IPO price on July 15, and is currently trading around $123 to $139 dependin

$SpaceX(SPCX)$ update: (1) I marked $115-120 range as potential BOTTOM for the first "rocket-return from the sky" mission a few weeks ago. (2) now, it is only $12 away--for those who bought near $225 during the IPO week, they are 40% under water. (3) when it gets there, a good buy spot

Societe Generale has listed the SpaceX 3x Long DLC on SGX Stock Exchange on 17 July 2026. This new DLC offers investors 3x leveraged exposure to $SpaceX(SPCX)$ during Asian trading hours, offering the opportunity to react to market-moving developments before U.S. markets open. As the latest addition to the U.S. Stock DLC range, the SpaceX 3x Long DLC expands investors' access to leveraged and inverse exposure on leading U.S. stocks. ✨ Learn more about the SpaceX DLC and our full suite of U.S. DLCs on dlc.socgen.com SpaceX 3x Long DLC: $SpaceX 3xLongSG280707(WK4W.SI)$ This advertisement has not been reviewed by the Monetary Authority of Singapore. This advertisement is distributed by Société Générale,

Biggest gamble specially when people are fighting 

Just one month ago, $SpaceX(SPCX)$ looked unstoppable. Today, the stock has fallen below its IPO price for the first time. The decline isn't just about weaker momentum. It's about something much bigger: The market is beginning to reprice the story. From Euphoria to Price Discovery SpaceX entered the public market with enormous expectations. Investors weren't simply buying a launch company. They were buying a portfolio of future businesses: • AI infrastructure • Starlink • Autonomous systems • The space economy That combination pushed the stock sharply higher after its debut. But eventually every newly listed company reaches the same point: The narrative gives way to valuation. The Next Test Isn't Earnings—It's Supply The next few months could be m

Alphabet, Tesla and IBM reported earnings on the same night—and together they offered one of the clearest snapshots yet of where the AI spending cycle stands. Google showed that AI infrastructure can already drive explosive cloud growth. Tesla showed how quickly AI, robotaxi and robotics investment can consume cash before those businesses generate meaningful revenue. IBM showed another side of the cycle: corporate customers are prioritizing scarce servers, memory and storage, while some traditional IT projects are being delayed. The market is moving past a simple question—“Who is investing in AI?”—and focusing on something harder: Who can turn AI spending into revenue, margins and free cash flow? Google: AI demand is turning into cloud revenue Alphabet delivered the strongest operating gro

Key Takeaways Revenue rose 26% YoY to US$28.24B. Deliveries hit 480,126 units, up 25% YoY. Automotive gross margin ex-credits fell to 16.3%. Operating margin dropped to 1.4%. CapEx reached US$5.79B, causing negative FCF of US$1.09B. 2026 CapEx will exceed US$25B. FSD paid users reached 1.48M. Robotaxi passed 380,000 unsupervised miles with no notable incidents. SpaceX gains added about US$1B to Tesla’s net income. TSLA fell around 4% after hours as investors focused on margins and cash flow. Tesla reported strong Q2 2026 revenue and record deliveries, but profit quality was much weaker. Revenue reached US$28.24B, up 26% YoY and above market estimates. Adjusted EPS came in at US$0.33, below the expected US$0.49. The result was clear: Tesla sold more cars, but earned less from each dollar of

$Rocket Lab USA, Inc.(RKLB)$’s new US Space Force award demonstrates that the company is developing a second launch franchise alongside its established orbital business. The contract is strategically meaningful, although the valuation still assumes substantial future execution. The Space Force awarded Rocket Lab a firm-fixed-price contract worth as much as $266 million for 12 suborbital launch vehicles, with an option for six additional vehicles. Launches are expected from Alaska’s Pacific Spaceport Complex, and $112 million was initially obligated. The award occurred on July 21 and was reported publicly on July 22. GovConWire’s contract report details the quantity, structure and funding. The missions will use HASTE, a suborbital derivative of Roc

$SPCX$  Is SpaceX worth buying at around US$111/share?  My view: Yes, if you believe in Starlink. Many investors are focused on Starship, AI, and future moon or Mars missions. But let’s ignore all of that for a moment and assume a conservative scenario where Starlink is the only meaningful business. Base case  Starlink remains SpaceX’s core revenue and profit engine, contributing the majority of the company’s operating earnings. It has grown rapidly to over 10 million subscribers and continues to expand globally. (Reuters⁠) Independent estimates place Starlink’s 2026 revenue in the US$18–20 billion range. (tradingkey.com⁠) Using a conservative technology infrastructure valuation: Revenue: US$20 billion R

🚀 SpaceX Hits 7 Straight Red Days - Opportunity or Value Trap? This is exactly the type of setup that separates investors from traders. A stock falling 47% from its highs and trading below its IPO price ($135) doesn’t automatically make it cheap. It simply means sentiment has completely flipped. 📉 Why is SpaceX falling? This isn’t just because Elon Musk made controversial comments. There are multiple headwinds happening simultaneously: 🔹 1. IPO euphoria has completely unwound SpaceX listed with an extremely small public float. Scarcity pushed the stock above $220 within days, creating a valuation that many believed priced in years of future success. Now that excitement has faded, investors are asking harder questions: * How quickly can profits materialize? * Can AI investments justify toda

Gold rallied nearly 2% on Tuesday (21 July), trading around $4,080 following two consecutive weeks of losses as investors bought into the dip. Gold held its gains as traders weighed higher energy prices against softer US economic data, with the key US$4,000 psychological level continuing to provide technical support. Tracking the move, $SPDR Gold ETF(GLD)$ rose 1.96%, lifting the $GLD US 5xLongSG280609(GLDW.SI)$ by close to 10%, with the $GLD US 5xShortSG280609(GOSW.SI)$ declining a similar magnitude Silver staged an even stronger rebound, jumping more than 4% in its largest advance in over five weeks. $iShares Silv

Never underestimate Elon. $spcx was probably one of biggest trap , but buying under 100 $, tt to step in around 80$ and holding for years that's certainly will be great 

Find out more here:Tiger BOSS Debit Card Epic Rewards Refer More Earn More!

hhhhyhh ijj liijjuhhhh 886

$AST SpaceMobile, Inc.(ASTS)$  stay away till end of lockup

$XIAOMI-W(01810)$  ..... 

Find out more here:Tiger BOSS Debit Card Epic Rewards Refer More Earn More!

Key Takeaways Q2 deliveries rose 34% QoQ to 480,126 vehicles. Deliveries exceeded production by 28,368 units, helping reduce inventory. Revenue may rise 23% QoQ, while gross margin may fall to 19.5%. Energy storage deployment jumped 53% QoQ to 13.5GWh. Q2 free cash flow may fall to negative US$3.25 billion. Capex may reach US$6.70 billion, equal to 24% of revenue. Robotaxi, FSD and Optimus still need clearer operating data. Terafab may support Tesla’s chip supply, but could add funding pressure. TSLA still trades at about 305 times 2026 GAAP earnings. $Tesla Motors(TSLA)$ will report its Q2 2026 results after market close on 22 July.$Direxion Daily TSLA Bull 2X Shares(TSLL)$

Every quarter, Space Capital tracks every dollar flowing into the space economy. The midyear numbers are in: Private investment totaled $31.6 billion across 129 space companies in the first half of 2026 — more than all of 2025, making this the strongest year on record for the space economy, with two quarters still to go. Since $SpaceX(SPCX)$ came online in 2009, the space economy has attracted $488 billion across more than 2,400 companies. If the SpaceX initial public offering (IPO) felt like a climax for the sector, the data suggests it was just the opening act. No event looms larger over these numbers than that IPO. The market finally has a public benchmark for the company that has done more than any other to shape the modern spa

The most important sentence published this week about SpaceX did not come from JPMorgan. It came from Morgan Stanley, which issued a Buy rating with a $300 price target and simultaneously disclosed that SpaceX faces a $672 billion funding gap with no projected free cash flow until 2035. Jim Chanos called that disclosure "truly glorious." He is correct. When your own bull case requires acknowledging a $672 billion capital hole and a decade without positive cash flow, the bull case needs more than a price target. It needs a compelling argument for why the market should fund that gap at current multiples. SPCX has fallen 35.6% from its all-time high of $225.64. It breached $150 this week, briefly traded below the $135 IPO price on July 15, and is currently trading around $123 to $139 dependin

$SpaceX(SPCX)$ remains one of the market's most closely watched stocks—and one of its most polarizing. The stock has fallen roughly 45% from its June high, traded lower in nine of the last ten sessions, and recently slipped below its IPO price for the first time. At the same time, short sellers have continued to build positions, with reported short interest now approaching one-third of the company's public float, representing roughly $25 billion in bearish bets. Two Very Different Views The recent selloff has split investors into two camps. The bearish argument is centered on valuation. Even after the sharp decline, critics argue the company still trades at a rich multiple relative to revenue, suggesting much of its long-term growth is already ref

$SpaceX(SPCX)$ has had a volatile first month as a publicly traded company. Its share price rose to as much as $225, but as of writing, it has sunk back near its $135 IPO price, currently trading just $1 above it. Opinions on SpaceX's prospects are divided. The bulls will argue that, given its large addressable market and leadership in core markets, including space travel and satellite-based internet services, the stock could produce outstanding returns over the long run. The bears will point out that SpaceX remains unprofitable, and its financial results and outlook hardly justify a $1.8 trillion valuation. Time will tell who is right, but recent news from the company was a bit of a win for the bulls. Let's look into these recent

SpaceX ( $SpaceX(SPCX)$ ) took another hit, sliding 4.51% and breaking below the key $150 psychological level amid broader tech weakness tied to geopolitical tensions. The stock is now caught in a classic high-growth valuation tug-of-war: bulls led by JPMorgan see strategic rationale in a potential Musk-led merger with Tesla, while bears like Jim Chanos call the valuation pure bubble excess. With ambitious $220 year-end targets floating around, this dip raises the question — is it a buying opportunity in the space/AI infrastructure leader, or a warning sign for overextended valuations? 📉 $JPMorgan Chase(JPM)$ The Bull-Bear Clash in Focus Bull Case: Merger Synergies & Space Dominance Unlock $220 🐂 JPMor

Just one month ago, $SpaceX(SPCX)$ looked unstoppable. Today, the stock has fallen below its IPO price for the first time. The decline isn't just about weaker momentum. It's about something much bigger: The market is beginning to reprice the story. From Euphoria to Price Discovery SpaceX entered the public market with enormous expectations. Investors weren't simply buying a launch company. They were buying a portfolio of future businesses: • AI infrastructure • Starlink • Autonomous systems • The space economy That combination pushed the stock sharply higher after its debut. But eventually every newly listed company reaches the same point: The narrative gives way to valuation. The Next Test Isn't Earnings—It's Supply The next few months could be m

SpaceX Liquidity Timeline | Passive Index Inflows & Multi-Stage Lock-Up Expiry Analysis Elon Musk's $Space Exploration Technologies Corp(SPCX)$   is set to be officially added to the Nasdaq-100 Index before the U.S. market opens on July 7. Taking less than a month from its Nasdaq debut on June 12 to its inclusion in this core tech index, SpaceX has set a record as the fastest addition since the Nasdaq-100 was established. This rapid inclusion was made possible by the index rule adjustments implemented by Nasdaq on May 1 of this year. Under the new rules, mega-cap new listings with a market cap ranking in the top 40 of the index can apply for inclusion just 15 trading days after their debut, replacing the previous requirement of a min