Finally, someone spoken up about the absurdity of an orbital data centre, without tackling all the pressing issues. Naturally, it wasn't Musk, as he only speaks up when it benefits him. Musk’s Orbital Data Center Statements Below is the sequence of events where the snake oil salesman has spoken about it (In ascending date order) 31 Oct 2025 : Musk first publicly floated placing data centers in orbit in an X reply to an article discussing autonomous in-space construction. November 2025 : On “X”, Musk expanded on the concept, claiming orbital compute would become more economically viable than ground infrastructure within 3 to 5 years due to "unlimited solar power" and in-space radiative cooling. December 2025 : Following news leaks regarding a planned SpaceX listing, Musk confirmed pre-IPO d

$SpaceX(SPCX)$ is taking Starlink beyond satellite internet and deeper into mobile communications, raising concerns about intensifying competition for traditional U.S. wireless carriers. The company plans to use newly acquired wireless spectrum to develop a terrestrial mobile network, potentially putting it in more direct competition with $T-Mobile US(TMUS)$, $Verizon(VZ)$ and $AT&T Inc(T)$. However, $Bank of America(BAC)$ sees a more nuanced picture. SpaceX's expansion could create opportunities for T

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

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

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

. $SpaceX(SPCX)$ 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

$CoreWeave, Inc.(CRWV)$ 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

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

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

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

🚀 $SpaceX(SPCX)$ : 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

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.

🌟🌟🌟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

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

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

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

Good morning. Somebody got paid last night. Not the name you're thinking of. $Palantir Technologies Inc.(PLTR)$ rose 14.25 per cent after hours on Monday. The same day, $Micron Technology(MU)$ rose 0.79 per cent and $SK hynix(SKHY)$ fell 0.70 per cent. I ended the last piece saying $Apple(AAPL)$ had signed for the shortage and the side collecting the money hadn't. On Monday it signed. The signature doesn't belong to a memory maker. Palantir's quarter: revenue of US$1.935 billion, up 93 per cent year on year, commercial revenue growing at around 150 per cent, a