To The Moon

Microsoft Is Down 30% From Its Peak, Yet Smart Money Is Stepping In.  Recent Performance and Valuation $Microsoft(MSFT)$   reached an all-time high of $551.05 in July 2025 before declining approximately 36% to a low of $355.51 by March 2026. The stock currently trades near $394, representing a roughly 30% drop from its peak and returning to early 2024 levels. This selloff appeared to stem from a combination of factors, including investor concerns over a $19 billion annual artificial intelligence capital expenditure program, which marked a 49% year-over-year increase. Additional pressure came from a major Xbox restructuring and second-quarter Azure growth (Q2 FY2026, reported January 2026) that missed s

Tracking Cathie Wood: Rare Zero-Buy Day, Major Reductions in Strata Critical Medical and AMD U.S. equities showed divergent performance on Tuesday, with the $S&P 500(.SPX)$   closing at 7511.35, down 0.57%, and the tech-heavy $NASDAQ(.IXIC)$   retreating more sharply by 1.15% to 26376.34. The $DJIA(.DJI)$   bucked the trend, rising 0.64% to 51999.67. The market exhibited clear sector rotation signals, with capital appearing to flow from high-valuation tech names into traditional value sectors—reflecting a subtle shift in investor risk ap

SpaceX Makes Musk Richer Than Bitcoin — What's the Crypto Godfather's Next Move? $Space Exploration Technologies Corp(SPCX)$   surged over 35% in its first week of trading, pushing its market cap past $2.5 trillion. Combined with his $Tesla Motors(TSLA)$   stake, Musk's personal wealth hit a record $1.4 trillion. Meanwhile, Bitcoin's total market cap sits at roughly $1.33 trillion. One man is now worth more than the entire Bitcoin network. The space economy repricing is spilling into the broader market. $Rocket Lab (RKLB.US)$ , $AST SpaceMobile (ASTS.US)$ , and $Planet Labs PBC (PL.US)$ — core plays in the SpaceX ecosystem — have rallied steadily as IPO h

SpaceX Is Not Just Rockets. It May Be The Biggest AI Cloud Too Starlink was the core. AI cloud may be the next pillar. Investors used to think $Space Exploration Technologies Corp(SPCX)$   was mainly a rockets and Starlink story. That was fair based on historical revenue. Starlink was the company's main revenue engine in 2025 and helped prove that SpaceX could build a large commercial business beyond launches. But the forward-looking picture has changed. Anthropic and $Alphabet(GOOG)$   could give SpaceX roughly $2.17 billion of monthly AI compute revenue if both contracts fully ramp. That equals about $26 billion of implied annualized revenue. That is la

For sure Mangos 🥭 sound sweet than Mag7, so I think mangos concept is better for me [LOL] If I had to choose one long term winner for me will be $NVIDIA(NVDA)$

Peace Deal Sparks Market Rally: SpaceX Soars 20%, Micron and ARM Lead Stocks Higher U.S. stocks surged on Monday, with the $NASDAQ(.IXIC)$   leading the major indexes higher and the $DJIA(.DJI)$   hitting a fresh intraday record. Investors cheered a peace agreement between the United States and Iran, easing concerns over Middle East tensions and global energy supplies and fueling a broad rally in risk assets. Over the weekend, the U.S. and Iran announced an interim peace agreement and are expected to formally sign related documents later this week. The development sent oil prices sharply lower and prompted investors to reas

Can SpaceX Actually Turn a Profit? What Unprofitable IPOs Tell Us About Future Stock Prices As a company that was net loss-making at the time of its IPO, $Space Exploration Technologies Corp(SPCX)$   may replicate $Tesla Motors(TSLA)$   's arduous path to turning profitable. This is especially challenging given the high capital expenditures and R&D spending required by xAI, one of its three major business segments. Intense bullish and bearish sentiment will amplify SpaceX's volatility, creating opportunities for tactical buying on dips and selling on rallies. What Challenges Lie Ahead on SpaceX's Path to Profitability? Among SpaceX's three main busine

Tracking Cathie Wood: Heavy SpaceX Accumulation for Space Economy, Multi-Sector Portfolio Rebalancing Friday's U.S. markets closed with modest gains across all major indices. The S&P 500 rose 0.50% to 7431.46, the Nasdaq advanced 0.31% to 25888.84, and the Dow Jones posted the strongest performance with a 0.70% gain to 51202.26. The steady upward momentum provided a constructive backdrop for active portfolio management. Cathie Wood's Friday trading activity revealed a strategic portfolio restructuring approach: aggressive accumulation in space exploration while executing targeted reductions across multiple holdings, potentially reflecting active optimization and risk management considerations. Buy: Concentrated Space Economy Play ARK significantly increased its position in 

SpaceX IPO Isn't Over: What Investors Should Watch Next Options: Jun. 16 is the first short-term date The first major post-IPO catalyst is options trading. $Space Exploration Technologies Corp(SPCX)$   options could begin trading as soon as Jun. 16. That matters because options can quickly change how a stock behaves. Calls can fuel momentum buying, while puts can help investors hedge or bet against the stock. The key risk is implied volatility. Early options demand may be heavy, but option prices could also be expensive.  Index watch: late June to early July The second catalyst is index inclusion. The first window to watch is FTSE/Russell. Under fast-entry rules, eligible IPOs can be added after the close of the fifth trading day fo

SpaceX IPO Lands. Space Stocks Are Already Flying SpaceX did not raise the price. That may be the signal. $Space Exploration Technologies Corp(SPCX)$   has officially priced its blockbuster IPO at $135 per share, raising $75 billion and valuing the company at roughly $1.77 trillion. SpaceX did not lift the final price above the level already floated to the market. Bulls may see that as a smart move that leaves room for a strong debut. Bears may argue that the valuation was already stretched enough. Either way, this is no longer just a SpaceX story. It has become a sector event. Space stocks are already moving The read-through showed up quickly in public space names. $Rocket Lab (RKLB.US)$ , $AST SpaceMobile (ASTS.US)$ , $Firefly Aerospac