Just another $40B going into the "AI Infra" Bubble... Elon stated this $SPCX financing would primarily fund $NVDA GPU procurement H1 2027. Which indirectly increases demand for memory, networking, etc needed. In some other notes, VPEC today in UDN: "InP substrates is seriously in short supply"

I've always defended X as the only platform to be on for financial discourse. But it's getting harder to when the owner constantly amplifies narratives of collapse… of companies whose interests conflict with his own at $SPCX or $TSLA. Would people be comfortable if $NVDA Jensen Huang owned $META?

大盘-3%，meta-8%，spcx-9%，达子-4.6%，亚马逊-5%，谷歌-3.5%，半导体跌了也就算了，你们跌什么跌？ Meta 提高资本支出把大家吓坏了？ 现在是提高资本支出也跌，降低资本支出也跌是吧😅怎么样都能找到理由下跌，是这个意思吗？😅 这么跌下去，感觉收盘要收在最低了😇😇 Buy the dip，长期持有，Discord在个人资料。

I don't own $ASTS and not advice, but if you're capitulating just because a stock price went down.. There's little investment thesis or conviction in the first place. People always have multi-year ideas like $RKLB becoming the next $SPCX or AST becoming the next Starlink competitor. Kinda remini

Divergence between fundamental demand and valuations are now at extreme levels. You're seeing accelerating procurement from $SMCI to $SPCX vs. collapsing equity prices on $AAOI to colo players. After ERs, I think Oct 2026 will be seen as a DeepSeek / April tariff opportunity

Yeah not sure how anyone thinks it's over on AI semis like $NVDA GPUs, memory, to photonics, after $SPCX earnings. - Previous Q4 capex outlook ~$18.4B... Now $35–40 billion Q4 capex guidance, basically doubling previous outlook "Q3 and Q4 capex should be similar to Q2's $18.37B" from CFO in Augus

@hanking66 Spcx财报反应那么激烈

It's interesting to see Elon interacting with finance X accounts out of the blue. Then amplifying $CRWV financing concerns, Chinese memory flooding, to AI investors being gamblers recently. With $SPCX and $TSLA, I do think Elon is a visionary but from how it looks from the outside... Amplifyin

说一下特斯拉和spcx，马斯克的公司有明显的季度性，就像图中我说的，我怀疑马斯克有ADHD，他只会在今年快结束的时候，突然端出来各种干货硬货，然后股价在年底三个月的时候一飞冲天，再来年又回归平静。 如果你喜欢马斯克，喜欢马斯克的这些饼，其实年底是值得搏一搏的，但说实话，面对星辰大海，我现在没有仓位去买，我还是喜欢买基本面强的股票，星辰大海是很美，但是远不仅眼前的苟且重要。 Buy the dip，长期持有，Discord在个人资料。

It's been fun to read these US Gov fact sheets (few a week) recently. Earlier this week was "Golden Age of Space Transportation", with $SPCX hard carrying the launch sector like Faker. And $RKLB + other rocket companies as beneficiaries of the 1K launch/reentry goal by 2030. This month we also

After seeing how the robotics and space sectors reacted to Unitree and $SPCX IPOs I’m not quite sure I want Anthropic to go public… https://t.co/hY6tM1r4Qb

SPCX值得拥有，我特别喜欢spcx算力中心的故事，这比太空画饼更值得期待。但是我会选择再等一等。我准备12月的时候再买入。原因主要还是一些客观因素： $SPCX SpaceX 后续会有7轮解禁，解禁太密集，耐心等一等。解禁时间表分别如下。 8月20日：约3.19亿股 9月9日：约3.19亿股 9月24日：约3.19亿股 10月9日：约3.19亿股 10月24日：约3.19亿股 Q3财报后第2个完整交易日：约12.76亿股 12月8日：剩余约7.75亿股全部解禁 Buy the dip，长期持有，永远缺存储，Discord在个人资料。

My weekend X feed is getting pretty sad. The main things I've seen were: - Harvard endowment going degen with $SPCX, and + $AMD, $NVDA disclosing billions - AI agent microcosm implications on RuneScape - Hormuz getting renamed to Straight of America - Jane Street getting wiped $15B by Citadel -

In IPO news… Vantage Data Centers is exploring going public at an enormous $100B valuation. If you’re not familiar, $ORCL is their anchor tenant for Stargate (OpenAI end user), and Vantage develops/operates hyperscaler DCs. Anthropic IPO is also expected, with investors expecting $2T valuation, e

$SIVE announces a $3.4M development program with SemiNex! For CPO, DFB laser arrays, and optical amplifiers. Early production is targeted H2 2027 (in line with early scale up CPO timelines) Seemed weird to me at first given product overlap, since SemiNex is a much smaller Series B company... B

$SPCX 解禁完之后的大火箭就是有力气，希望看到我之前发的帖子的人， 有吃到这波涨幅。 Buy the dip，长期持有，永远缺存储，Discord在个人资料。

喜欢spcx的，想买spcx的，不管解禁日那天跌多少，都应该买入，不看价格。 Buy the dip，长期持有，永远缺存储，Discord在个人资料。

来自死多头的下周展望： 1.下周最最最重要的就是周五的 cpi，如果低于预期，至少加息的噪音可以消停两周直到月底的 pce 数据公布，对于数据我从来不担心，川普上位后数据就没什么意外过，印象中这么久似乎就一次数据不好。这点上我还是很放心川普的🤦 2.下周有 spcx 的财报和解禁，解禁砸出来的黄金坑大概率可以是一个买点。 3.存储板块我非常看好整个八月，讲了一个月的鬼故事了，结果资本支出没减反增，长协一个又一个，在基本面越来越好的情况下，股价越来越低，这就是最好的投资机会。 4.美伊战争反反复复，我早就懒得看了，还在担心美伊战争的人，可以去参考下俄乌或者伊拉克战争，一个还没结束，一个打了

$META in talks to lease compute to Anthropic in a $10B dollar deal. Seems like they saw how profitable $SPCX $45B compute deal was. But just goes to validate Neocloud business models like $NBIS, $IREN, and co if hyperscalers are copying their homework. Source: NYT https://t.co/3Mu3UXQtFT

Just a semi recap TLDR: - $GLW glass bridge per Morgan Stanley has potential, but hard to displace FAU (like FOCI) in short term - $SPCX Starlink Gen 3 is scaling to 100,000 units (10x prev gen) creating possible capacity constraints for suppliers of switches to CCL. - PCB supply shortages are pr

今天中国火箭顺利回收的新闻在全球刷屏，这对美国航天事业一定是一个重大利空。不过这个也事实证明了一件事，中美太空竞赛已经开始了。这其实对航天事业来说是一个好事，有竞争才会有动力，为了保证不被中国追上来，政府也必须要加倍投资力度，像RKLB、SPCX这样的公司是最大的受益者。我其实非常希望中美太空竞赛能重现五六十年代的苏美太空竞赛的荣光。如果最后竞争真的能发展到那个程度，那RKLB和SPCX就是众星捧月的存在了。 中国火箭回收成功，蓝色起源火箭回收成功，RKLB的中子号已经没有延期的理由了，希望小火箭能在下半年成功把中子号端出来，到时候哪怕放个大烟花其实也没有关系。 Discord在个人资料，

七倍！！对比人类史上最大 spcx ipo是三到四倍，华尔街让你们卖，小作文一篇接一篇，手可没停下来买。你们割肉的全他妈卖给华尔街了。 七倍的话，周五不可能跌的，绝逼高开，30%轻轻松松，甚至 50%都有机会，拿住吧，到那个时候，华尔街会告诉你，存储不拥挤了，内存被错杀了，ai 不是泡沫，存储行情还要继续。 令人反胃的华尔街。 Buy the dip，长期持有，Discord在个人资料。

Wow, looks like Elon + xAI at $SPCX managed to build an Anthropic Opus-level LLM with Grok 4.5. That’s much more cost efficient as well… Kinda emulating what Chinese vendors have been doing to compete on pricing + adoption. (Which is an ideal thing given Chinese model growth among US companies re

Raymond James initiated coverage of $SPCX with “Strong Buy”. Giving it a $800 PT, valuing SpaceX at a ~$10T valuation. No words. Jokes about “institutional” notes for retail write themselves. https://t.co/B0uRojaNJZ

Japan's Rakuten to establish joint venture with $ASTS to build out LEO satellite networks for Japan per Digitimes/Nikkei. "The move is widely viewed as a strategic response to the growing influence of $SPCX Starlink in Japan" https://t.co/RDFvgQNVsp

Honestly this decade from 2020-2030 might be the most goated in human history. - Scaling massive reusable rockets for orbital compute with $RKLB to $SPCX. - on the cusp of ASI and recursive learning with Anthropic and OpenAI - Backflipping Boston Dynamics and Unitree humanoids to replace the hum

$SPCX / Elon Musk acquires Mesh, an optical networking startup. Which is working on 1.6T OSFP (pluggable). It’s seems they own the optical engine/packaging side of things, but likely sources CW DFB lasers off merchant companies. $SIVE is one of the more startup friendly plausible merchant suppli

Wow, $SPCX is now down over $583B in MC... Since Jim Cramer gave a bullish call at $210. Pretty amazing to witness tbh. Inverse Cramer would have returned ~21% in 3 trading days, outperforming a year in your largest indexes? https://t.co/IhNtFAH99s

Jim Cramer gave $SPCX his blessing. https://t.co/DSbyBt9f0D