🌟🌟Is $SpaceX(SPCX)$ a mistak

🌟🌟Is $SpaceX(SPCX)$ a mistaken opportunity or a bounding bubble squeeze? Why it is a mistaken opportunity and time to get on the bus: Starlink brought in USD 4 .29 billion. It accounted for over half of total revenues and remains the only segment generating an operating profit.

Furthermore, SpaceX's emerging AI segment saw revenue jump a massive 247%, fueled by major compute deals with tech giants.

Why the bubble is squeezing: While analysts expected a heavy Capex, nobody anticipated a USD 18.4 billion spending spree in a single quarter.

Worse still, the expiry of the post IPO insider lock up on Thursday means a massive wave of shares could flood the market, making this dip look like the first step down a very long staircase.

SpaceX is only a Buy if you view it as a decades long wealth fund for the future of humanity, rather than a quarterly tech stock. In the meantime, fasten your seatbelts & expect a bumpy ride to Mars.

@Tiger_comments @Tiger_SG @TigerStars @TBlive

The boss asked me to issue coins

Hello everyone! Today is the eve of the "US Stock Earnings Week War", and it is also the first day of this tiger! To be honest, the boss stuffed a pocket of tiger coins as soon as he entered the office, and gave a death order: "If you can't finish it in a month, don't think about getting off work!" In order to get off work early and eat hot pot, I will hold fresh topics here every day and wait for everyone. As long as you dare to talk, I dare to send it! Look directly at today's hot discussion 👇 🔥 The Nasdaq 100 fell 1.1%. Should the Fed FOMC + Big Four be safe from earnings week?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

fuzzyx
08-06 19:43
fuzzyx
Who says lockup expiry automatically means real selling? If volume stays tame, that overhang trade can unwind fast
AlvinBell
08-06 19:43
AlvinBell
I bought more and I do not care about one ugly quarter lol. Starlink carrying profit is enough for me.

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Should the Fed FOMC + Big Four be safe from earnings week? ","image":"https://community-static.tradeup.com/news/e052723fe2e3eb2bf5ba2a6e88325e8c"}],"images":[{"img":"https://community-static.tradeup.com/news/54824a029d83baaa391a8d065a3efbae"}],"coverImages":[{"img":"https://community-static.tradeup.com/news/54824a029d83baaa391a8d065a3efbae"}],"title":"","html":"<html><head></head><body>🌟🌟Is <a href=\"https://ttm.financial/S/SPCX\"> $SpaceX(SPCX)$ </a>a mistaken opportunity or a bounding bubble squeeze?&nbsp;&nbsp; Why it is a mistaken opportunity and time to get on the bus:&nbsp; Starlink brought in USD 4 .29 billion.&nbsp; It accounted for over half of total revenues and remains the only segment generating an operating profit.\n\nFurthermore, SpaceX's emerging AI segment saw revenue jump a massive 247%, fueled by major compute deals with tech giants.\nWhy the bubble is squeezing: While analysts expected a heavy Capex, nobody anticipated a USD 18.4 billion spending spree in a single quarter.\nWorse still, the expiry of the post IPO insider lock up on Thursday means a massive wave of shares could flood the market, making this dip look like the first step down a very long staircase.\nSpaceX is only a Buy if you view it as a decades long wealth fund for the future of humanity, rather than a quarterly tech stock.&nbsp; In the meantime, fasten your seatbelts &amp; expect a bumpy ride to Mars.\n<a href=\"https://ttm.financial/U/3501196737273098\"> @Tiger_comments </a><a href=\"https://ttm.financial/U/4106547232749330\"> @Tiger_SG </a><a href=\"https://ttm.financial/U/9000000000000149\"> @TigerStars </a><a href=\"https://ttm.financial/U/4111216680846592\"> @TBlive</a> <t-t type=\"img\" src=\"https://community-static.tradeup.com/news/54824a029d83baaa391a8d065a3efbae\"></t-t></body></html>","htmlText":"<html><head></head><body>🌟🌟Is <a href=\"https://ttm.financial/S/SPCX\"> $SpaceX(SPCX)$ </a>a mistaken opportunity or a bounding bubble squeeze?&nbsp;&nbsp; Why it is a mistaken opportunity and time to get on the bus:&nbsp; Starlink brought in USD 4 .29 billion.&nbsp; It accounted for over half of total revenues and remains the only segment generating an operating profit.\n\nFurthermore, SpaceX's emerging AI segment saw revenue jump a massive 247%, fueled by major compute deals with tech giants.\nWhy the bubble is squeezing: While analysts expected a heavy Capex, nobody anticipated a USD 18.4 billion spending spree in a single quarter.\nWorse still, the expiry of the post IPO insider lock up on Thursday means a massive wave of shares could flood the market, making this dip look like the first step down a very long staircase.\nSpaceX is only a Buy if you view it as a decades long wealth fund for the future of humanity, rather than a quarterly tech stock.&nbsp; In the meantime, fasten your seatbelts &amp; expect a bumpy ride to Mars.\n<a href=\"https://ttm.financial/U/3501196737273098\"> @Tiger_comments </a><a href=\"https://ttm.financial/U/4106547232749330\"> @Tiger_SG </a><a href=\"https://ttm.financial/U/9000000000000149\"> @TigerStars </a><a href=\"https://ttm.financial/U/4111216680846592\"> @TBlive</a> <t-t type=\"img\" src=\"https://community-static.tradeup.com/news/54824a029d83baaa391a8d065a3efbae\"></t-t></body></html>","text":"🌟🌟Is $SpaceX(SPCX)$ a mistaken opportunity or a bounding bubble squeeze? Why it is a mistaken opportunity and time to get on the bus: Starlink brought in USD 4 .29 billion. It accounted for over half of total revenues and remains the only segment generating an operating profit. Furthermore, SpaceX's emerging AI segment saw revenue jump a massive 247%, fueled by major compute deals with tech giants. Why the bubble is squeezing: While analysts expected a heavy Capex, nobody anticipated a USD 18.4 billion spending spree in a single quarter. Worse still, the expiry of the post IPO insider lock up on Thursday means a massive wave of shares could flood the market, making this dip look like the first step down a very long staircase. SpaceX is only a Buy if you view it as a decades long wealth fund for the future of humanity, rather than a quarterly tech stock. In the meantime, fasten your seatbelts & expect a bumpy ride to Mars. @Tiger_comments @Tiger_SG @TigerStars @TBlive","highlighted":1,"essential":1,"paper":1,"likeSize":92,"commentSize":2,"repostSize":27,"favoriteSize":0,"link":"https://ttm.financial/post/593530147254952","repostId":0,"isVote":1,"tweetType":1,"viewCount":1006,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["SPCX"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":true,"length":816,"optionInvolvedFlag":false,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[{"id":593858715149440,"commentId":"593858715149440","gmtCreate":1786016583819,"gmtModify":1786087098274,"authorId":9000000000000407,"author":{"id":9000000000000407,"idStr":"9000000000000407","authorId":9000000000000407,"name":"fuzzyx","avatar":"https://static.tigerbbs.com/df6a0fed4b2624034014be633476534a","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":593530147254952,"objectIdStr":"593530147254952","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"Who says lockup expiry automatically means real selling? If volume stays tame, that overhang trade can unwind fast","text":"Who says lockup expiry automatically means real selling? If volume stays tame, that overhang trade can unwind fast","html":"Who says lockup expiry automatically means real selling? If volume stays tame, that overhang trade can unwind fast","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":593858403684424,"commentId":"593858403684424","gmtCreate":1786016583689,"gmtModify":1786087097570,"authorId":9000000000000716,"author":{"id":9000000000000716,"idStr":"9000000000000716","authorId":9000000000000716,"name":"AlvinBell","avatar":"https://static.tigerbbs.com/4ec8b377ac9ad32d941432c2e87c3f1b","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":593530147254952,"objectIdStr":"593530147254952","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"I bought more and I do not care about one ugly quarter lol. Starlink carrying profit is enough for me.","text":"I bought more and I do not care about one ugly quarter lol. Starlink carrying profit is enough for me.","html":"I bought more and I do not care about one ugly quarter lol. Starlink carrying profit is enough for me.","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/593530147254952"}