SpaceX Surges 9.7% — Is AI Becoming Its Top Business Segment by September Realistic?

SpaceX +9.65%, extending the post-lockup rally. The trigger: Musk forecasting AI becomes its largest segment by September, far sooner than assumed — moving the valuation story from launch and Starlink to compute. The debut print: revenue +92% YoY, a beat; AI losses narrowing faster than expected; AI capex running hot, first flagged as a problem, now read as front-loaded spend. Cathie Wood added on the pullback; JPMorgan reset its target. Value SpaceX on Starlink and launch cash flow, or on AI compute optionality?

avatarShyon
14:10
I think the market is moving early rather than simply getting it wrong. The $NVIDIA(NVDA)$ story has shifted from “how strong is AI demand?” to “where is the money funding that demand?” That uncertainty naturally hits leveraged optical names like $COHERENT(COHR)$ and $Lumentum(LITE)$ first. I don't think AI demand is broken yet. I’m watching actual orders, cash flow and funding much more closely, especially for companies like $
12
avatarTigerClub
08-17

【Live Recap】🚨Ross Cut AI in June — Here’s Where He Sees the Next Opportunity

Speaker: Ross Dong @Ross_Macro_Trading (Founder of Gongxing Academy and Partner at Morning Cloud Asset Management)Live Date: August 12, 2026 Ross Dong remains bullish on AI as a long-term technology cycle—but that did not stop his fund from cutting semiconductor and AI exposure in June. In this livestream, Ross explained the warning signals behind that decision, why he still sees selective upside in U.S. equities, and where he is gradually putting cash back to work—from hyperscalers and financials to power, energy and other less-crowded parts of the AI value chain. Want a deeper dive? We broke this session into 4 full recap articles: Live Recap 1: Why
32
【Live Recap】🚨Ross Cut AI in June — Here’s Where He Sees the Next Opportunity
avatarTiger_comments
08-17

From RMB 7,000 to RMB 10 Million: Niu Lai Goes Viral as Anthropic Prices in 2028

The viral Chinese animated film Niu Lai and Anthropic’s potential mega-IPO may appear completely unrelated, but both reveal the same market behavior: once people believe future attention, revenue and scale will keep expanding, prices can move far ahead of current quality or profits. Hype can create a valuation, but only cash flow can defend it. The Weekend’s Biggest Surprise Was a Movie Called Niu Lai Anyone who spent time on Chinese social media over the weekend probably saw clips or memes about Niu Lai (《牛来》). The animated film opened on August 5 with almost no promotion and only two core creators. After nine days in theaters, it had earned just RMB 7,169, while nationwide daily screenings had fallen to only 21. Then its rough 3D modeling, stiff animation and unusual dialogue started cir
12
From RMB 7,000 to RMB 10 Million: Niu Lai Goes Viral as Anthropic Prices in 2028
avatarMaverick AI
08-14

Now it's time for Defense? US Missile Stocks Are Running Low: The Next Defense Trade Is Restocking

Defense stocks have already rallied on higher budgets, Europe rearmament, drones and missile defense.$RTX Corp(RTX)$$Lockheed Martin(LMT)$$Northrop Grumman(NOC)$$Boeing(BA)$ The next theme may be simpler: the US needs to rebuild missile inventories. Recent conflicts have turned a long-known production gap into an urgent supply problem. Citrini Research notes that US missile and interceptor use over a five-month period exceeded any full year since the Gulf War. Air defense is the clearest case. CSIS estimates the Iran conflict consumed about 65% of pre-war US Patr
2Reply
Now it's time for Defense? US Missile Stocks Are Running Low: The Next Defense Trade Is Restocking
avatarSPOT_ON
08-14
BUY UNDERVALUED ADOBE CHEAP
RepostReply
avatarJC888
08-06

SPCX falls further after Earnings out !

Now that $SpaceX(SPCX)$ Q2 2026 earnings are out, let’s take a look and see whether the post I had shared yesterday holds true. Click here ! for yesterday’s post. In its first earnings report since going public on 12 Jun 2026, SPCX revenue nearly doubled, fueled by its booming Starlink satellite communications and AI businesses, but executives flagged the spending spree underpinning its lofty ambitions ‌is far from over. The company led by Elon Musk said: It expected a $100 billion revenue run-rate by December 2026, Promised a less than one-year payback on new capital deployments for AI compute, and Forecast it would launch at least 1,000 next-generation V3 Starlink satellite
15416
SPCX falls further after Earnings out !
avatarTigerOptions
08-11

Why Rocket Lab’s Record Backlog Cannot Remove Neutron’s Timing Risk

$Rocket Lab USA, Inc.(RKLB)$ produced record revenue and backlog in the second quarter, demonstrating that it has become much more than a small-rocket operator. Nevertheless, the market remains focused on Neutron, the reusable medium-lift rocket intended to move Rocket Lab into larger commercial and national-security missions. Rocket Lab reported after the August 10 close for the quarter ended June 30. Revenue increased 62% year over year to $234.1 million, driven mainly by product revenue nearly doubling to $181.3 million. Backlog rose 137% to $2.36 billion, and the company guided for third-quarter revenue of $250–$265 million. Rocket Lab’s official second-quarter release provides the results, contract awards and forecast. The bullish thesis is v
2Reply
Why Rocket Lab’s Record Backlog Cannot Remove Neutron’s Timing Risk
avatarJC888
08-04

SPCX : Set to fall further after $100 ?

On the 2nd last day of July 2026, I have shared a post by $Morgan Stanley(MS)$ Adam Jonas warning that $SpaceX(SPCX)$ might fall to $100 per share. click here ! to read the post. When the post was out on 30 Jul 2026 , SPCX’s then share price was $113.50 /share. By the time Fri, 31 Jul 2026 was here, SPCX closed off the month, at $108.37; losing -4.52% from the post’s earlier stock price of $113.50. It wasn’t too long ago that the space technology company founded by the world's richest person, Musk, set the record for the largest IPO in history. For a moment, it be
26421
SPCX : Set to fall further after $100 ?
avatarMaverick AI
08-13

CoreWeave Q2: Faster Builds, Better Margins, More Debt

$CoreWeave, Inc.(CRWV)$ shares rose after its Q2 2026 results. Revenue grew 112%, but the key gain was faster power and GPU roll-out. Adjusted operating margin also rose from its Q1 low.$Tradr 2X Long CRWV Daily ETF(CWVX)$$Leverage Shares 2X Long CRWV Daily ETF(CRWG)$$Leverage Shares 2X Long CRWV Daily ETF(CRWG)$ Demand remains strong and near-term supply is sold out. Yet debt, interest and future depreciation keep rising. 1. Sales grew fast, with more gains due in H2 Q2 revenue was $2.58 billion, up 112% year on year and 24% from Q1. The result was close to
RepostReply
CoreWeave Q2: Faster Builds, Better Margins, More Debt
avatarMarktomarket
08-11

Nvidia Wants US$500 Billion. The Market Started Asking Where the Money Comes From

Hello. The biggest story last night was Nvidia out raising money: it is working with Blackstone, BlackRock, Goldman Sachs, KKR and others on a consortium to fund AI infrastructure, for as much as US$500 billion, to be spent on AI chips, power generation and data centres. $英伟达(NVDA)$ fell 2.86 per cent on the news. It didn't fall because demand is short. It fell because people have started to wonder whether Nvidia is creating that demand itself: it has signed agreements worth hundreds of billions of dollars with participants across the AI ecosystem, lifting overall demand and valuations, while those counterparties themselves depend on the AI boom staying alive. That structure has a name. Circular financing. Jensen Huang answered on
37
Nvidia Wants US$500 Billion. The Market Started Asking Where the Money Comes From
avatarMrzorro
08-11
SpaceX Bulls Spar With Bears After Seeing Biggest Short Volume $Space Exploration Technologies Corp(SPCX)$   attracted the biggest short volume among stocks tracked but even that failed to overwhelm a powerful wave of buying that followed the post-lockup rebound. Trading in borrowed SpaceX shares climbed more than 35% to 46.2 million shares Friday, the highest among stocks with a market capital of more than $5 billion tracked. The daily short volume surged as the stock rallied 15.8% that day, strengthening the case for bears to close out their positions and avoid the risk of a squeeze.  Shares swung between gains and losses Monday morning after briefly climbing above its IPO price of 135. The rebound from the stock's record low cont
RepostReply
avatarkoolgal
08-10

SpaceX vs Rocket Lab: David vs Goliath - Which is a Better Buy?

🌟🌟🌟Forget about the standard tech rivalries.  The ultimate billionaire space race has officially entered the public stock market.  Which is a better buy: $SpaceX(SPCX)$ or $Rocket Lab USA, Inc.(RKLB)$ ?. This is an agonising high stakes choice.  Do you ride with the undisputed dominant industry ruler or place your bets on the scrappy hyper aggressive underdog? Let's pit Rocket Lab against its big brother SpaceX to see which asset is truly the better buy for your hard-earned cash. David vs Goliath (Rocket Lab vs SpaceX) Rocket Lab's market capitalisation is USD 49.5 billion vs SpaceX USD 1.75 trillion. Quarterly revenue Q2 2026: Rocket Lab is USD 231
19Reply
SpaceX vs Rocket Lab: David vs Goliath - Which is a Better Buy?
avatarTiger_comments
08-07
SpaceX Rallies 6% After Its Lockup Expiration: Is the Next Opportunity in Space Stocks? SpaceX has finally given the public space sector something it has long lacked: a genuine valuation anchor. On August 6, approximately 911.5 million SpaceX shares became eligible for trading. Investors feared that employees and early shareholders would rush to sell, yet after plunging nearly 14% the previous day, $SpaceX(SPCX)$ rebounded 6.1% to close at $114.92. This does not mean the selling pressure is over. By December 8, tradable shares could rise to roughly 40% of SpaceX’s total shares outstanding, leaving the stock exposed to further supply and volatility. Reuters But the more interesting signal came from the rest of the sector.
71
avatarflyuphigh
08-07
🚀 $SpaceX(SPCX)$ : From Garage Rockets to Trillion-Dollar Rocket Ship (and the Wild Ride Ahead) Picture this: A company that once almost went bankrupt building rockets that exploded on the pad is now a publicly traded beast (ticker: SPCX) that just reported its first earnings as a public company and is actively trying to catch a 50-story stainless-steel skyscraper falling from the sky with giant mechanical arms. Welcome to SpaceX in August 2026 — where the absurd has become the business plan. The Origin Story (Abridged & Entertaining Version) Elon Musk started SpaceX in 2002 with the modest goal of “making life multiplanetary.” Early days involved a lot of “RUD” (Rapid Unscheduled Disassembly — SpaceX-speak for “the rocket blew up”). Falc
12
avatarMarktomarket
08-07

The Lock-Up Shoe Dropped. The Guidance One Is Still in the Air.

Hello. The largest first tranche of any IPO lock-up in US market history came free last night: 911.5 million $SpaceX(SPCX)$ insider shares became eligible to sell, taking the freely tradable count from about 639 million to roughly 1.55 billion in one step. The shares rose 6.14 per cent. The day the selling actually happened wasn't last night. It was the day before. On Wednesday the stock fell 13.61 per cent on about 200 million shares, the heaviest turnover since 18 June; last night volume hit 251 million and set another high, yet the price went up. Heavier volume than Wednesday, and the price went the other way — the people who wanted to sell had mostly finished on Wednesday. Someone went back through three comparable cases: in ea
7Reply
The Lock-Up Shoe Dropped. The Guidance One Is Still in the Air.
avatarYoung_on_stocks
08-05

AMD and SpaceX Beat Expectations—So Why Did Both Stocks Sell Off?

AMD fell as much as 7% after hours, while SpaceX dropped about 6%. The earnings reports were not bad. The problem was that neither stock had been priced for a normal beat. AMD came into earnings with expectations set too high. SpaceX is simply spending money too fast. AMD: The Surprise Had Already Been Priced In AMD reported second-quarter revenue of $11.54 billion, up 50% year over year, with adjusted EPS of $1.66. The company also guided for roughly $13 billion in third-quarter revenue. Data center revenue reached $6.72 billion, up 107%, as both EPYC CPUs and Instinct accelerators continued to ramp. Put these numbers on almost any other semiconductor company, and investors would have very little to complain about. AMD still got hit after hours. The first reason was simple: the stock had
Repost2
AMD and SpaceX Beat Expectations—So Why Did Both Stocks Sell Off?
avatarJC888
07-30

MS : SPCX is $15 from Zero AI value ! True ?

. $SpaceX(SPCX)$ stock story since its June 2026 IPO has been dramatic. On Fri, 12 Jun 2026, SPCX shares debuted at $160.95, then briefly soared past $200, hitting an all-time-high of $225.64 on 16 Jun 2026, and then (without warning) collapsed to nearly $115 by late July 2026, erasing over a trillion dollars in market value, in the process. (see below) As of 27 Jul 2026 endday On Mon, 27 Jul 2026, it continues to slide, pushing closer to the $100 mark that $Morgan Stanley(MS)$ warned. (see above) It showed that market is willing to push closer to the threshold where that “worthless AI” framing becomes more than just a provocative headline. Morgan Stanley Says. MS, MD & Global Auto & Shared Mobility
2317
MS : SPCX is $15 from Zero AI value ! True ?
avatarMrzorro
08-08
SpaceX Options Flash Extreme Risk With Put Volatility Near 2,000% $Space Exploration Technologies Corp(SPCX)$   options are pricing extreme near-term uncertainty, with implied volatility for zero-days-to- expiration (ODTE) put options expiring approaching 2,000% at some strikes following the company's first major lock-up expiration.  Traders are paying a steep premium for immediate downside protection after the first major lockup expiration yesterday released as many as 911.5 million shares—more than doubling the shares that are available for trading. Amid an 11% share price advance, the short-dated options market continues to price concentrated event risk. For Friday's expiration the put volatility smile still surges at higher stri
1Reply
avatarWallStreet_Tiger
08-06

🎁What the Tigers Say | AI Ambition Comes at a Cost

Hi Tigers 🐯, Welcome to "What the Tigers say." 👋 This week's earnings season put the AI spending question front and center, with $SpaceX(SPCX)$'s first-ever quarterly print and $Tesla Motors(TSLA)$'s Q2 results both beating on growth while capex and margins raised eyebrows. The community dug straight into whether that spending spree can actually justify today's valuations. Before today's session played out, the community was already doing the heavy lifting. Let's rewind to the three sharpest takes from @JC888, @Maverick AI, and
Repost1
🎁What the Tigers Say | AI Ambition Comes at a Cost
avatarIsleigh
08-05

SpaceX Beats Everything. Then Falls 8%. Then Faces $116 Billion in Unlockable Shares Tomorrow.

The pattern is becoming familiar. SpaceX reported its first-ever quarterly earnings Tuesday night and beat on every single metric. Revenue of $7.8 billion, up 92% year on year, against a $6.8 billion consensus. Net loss of $541 million, a fraction of the $1.9 billion analysts expected. Adjusted EBITDA of $3.5 billion, up 191%. AI segment revenue of $2.56 billion, up 247%, against a $2.18 billion estimate. Starlink subscribers hit 12 million, doubling year on year. CFO Bret Johnsen said the company is on pace to reach $100 billion in annualised recurring revenue by year-end, with $6.7 billion in additional cloud services agreements already contracted in the first weeks of Q3 alone. Musk pulled forward the $1 trillion revenue target from 2031 to 2030. SPCX still fell 8% after hours, at one p
21Reply
SpaceX Beats Everything. Then Falls 8%. Then Faces $116 Billion in Unlockable Shares Tomorrow.