Shyon
10-09 00:02
$SpaceX(SPCX)$ 

I am starting to recollect SpaceX(SPCX) again after watching its recent price action. The stock appears to be forming a higher low after the earlier pullback, and the trend is beginning to turn higher. For me, this is an interesting technical setup to start rebuilding my position gradually rather than chasing after a strong rebound.

My long-term thesis on SpaceX has not changed. I remain bullish on the combination of Starlink, space infrastructure and AI computing. Recent reports also highlight SpaceX's aggressive push into AI infrastructure, although the planned debt financing makes me more cautious about valuation and execution risk.

I am therefore not going all-in. I prefer to collect in batches and let the price action confirm the trend. If the higher-low structure continues to hold and SPCX starts making higher highs, I will consider adding gradually. For me, this is about getting back in with discipline, not chasing the stock after it has already moved.

@Tiger_comments  @TigerStars  @TigerClub and @Tiger_SG

SPCX
10-08 06:05
USSpaceX
SidePriceRealized P&L
Buy
Open
166.52-2.25%
Holding
SpaceX
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Comments

  • vuvence IX
    10-09 06:15
    vuvence IX
    I remember going to a talk 15 years where a computer science professor talked about a computing cluster made from single units of cellphone chips and powered by solar. The idea was with about 1 million plus units scattered in the Australian desert would be a pretty good self powered super computer. SpaceX is taking this to another level, in space. This may be a better place for our cloud computing resources and terrestrial data centres.
    • Shyon: 
      Thanks for sharing your useful insights
  • buythedip
    10-09 00:13
    buythedip
    160 area does look like the pivot here. Starlink cash flow is the part I trust most, debt just means this probably stays a grind not a straight rip
  • icycrystal
    10-09 20:52
    icycrystal
    thanks for sharing
  • AuntieAaA
    10-09 00:28
    AuntieAaA
    Good
    • Shyon: 
      Thanks for supporting
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