LanlanCC
05-14

In human history, there has never been a company with an annual revenue of about $15.6 billion that has been valued by the market at $1.75 trillion. It's not mathematics, it's religion, it's Elon Musk.

Space Sector Diverges, Rocket Lab Plunges: Who's Being Abandoned?
The space sector split dramatically: Rocket Lab (RKLB) cratered 14.70% while Virgin Galactic (SPCE) surged 21.68% against the trend. Ahead of the anticipated SpaceX IPO, capital is rotating aggressively within the sector, triggered by an institutional 'top space stock pre-SpaceX IPO' ranking that prompted portfolio reshuffling, compounded by negative news from peer Firefly. RKLB, a prior sector leader, bore the brunt of profit-taking, while beaten-down SPCE attracted speculative inflows. With SpaceX's listing looming, will you catch falling RKLB or chase the SPCE spike?
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Comments

  • Mayflying
    05-14
    Mayflying
    Though i do agree with ur conclusion, nowadays there are so many AI companies with a negative profit or barely none, valued at hefty PE😱😱 at 1000 times
    • LanlanCCReplyMayflying: 
      兩種都認識人贏好多
    • MayflyingReplyLanlanCC: 
      I am a value investor, just wondering if momentum is much more pronounced in stock markets these days 🥹🥹
    • LanlanCC: 
      Its growth justified massive expansion, but it trades on proven explosive revenue. Apple trades at much more "normal" multiples — roughly 8–10x sales (P/S around 9–10x recently) and ~35x earnings. It's a mature cash-flow machine with huge scale and services growth.
    • LanlanCC: 
      Comparisons to Apple and Nvidia, highlights how stretched this is relative to big tech:Nvidia (AI boom leader) has seen peak forward multiples in the 30–50x+ sales range during hype phases, though current P/S is around 24–35x depending on exact TTM/forward figures.
    • LanlanCC: 
      I understand what u mean. Just to compare with the other top tier companies....
  • ZhongRenChun
    05-15
    ZhongRenChun
    what's the PE ratio? maybe good short.
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