$SpaceX(SPCX)$ $Tesla Motors(TSLA)$ I'm curious how many people will actually leave Verizon. Feels like the number could be quite a bit higher than most anticipate.
$SpaceX(SPCX)$ Here's a quick rundown of the coverage situation. Morgan Stanley — Adam Jonas and the team are projecting massive long-term expansion tied to Starlink and artificial intelligence infrastructure. Goldman Sachs — they led the IPO underwriting and came out with high-end projections, anticipating rapid multi-year gains in commercial and AI-driven segments. Evercore ISI — Kutgun Maral initiated coverage with an Outperform rating, focusing on aggressive revenue scale through 2028. Oppenheimer — raised near-term AI and software platform revenue estimates, including contributions from Cursor. Additional coverage from Deutsche Bank (Edison Yu), Bernstein (Douglas Harned), New Street Research (Pierre Ferragu), and KGI.
$SpaceX(SPCX)$ Good to see this stock coiling here. No idea how fast it moves or how far it runs from here, but it looks like it's going to start heading up. That's encouraging to see.
$ServiceNow(NOW)$ NVDA CEO Jensen Huang's point is that powerful AI goes beyond just having a big language model. To build useful AI systems, you need software that ties the model into an organization's data, tools, and workflows. That means connecting AI to enterprise data sources like databases, documents, CRMs, and ERPs, giving it access to software tools and APIs so it can actually take actions instead of just answering questions, handling memory, security, permissions, and governance, orchestrating multiple models and agents to work together, and monitoring, evaluating, and updating the systems in production.
$SpaceX(SPCX)$ I managed to make $204 on the bounce. Still holding a small position for the launch. A pop and drop would be pretty nice, so I could cash in and then rebuy.
$Micron Technology(MU)$ $SK hynix(SKHY)$ The KOSPI is making a slow climb, though it's still below recent highs. Forced selling from margin calls seems to be one factor holding back a faster rebound. This pressure is partly coming from leveraged ETFs, which have been falling several times more than their underlying investments. Meanwhile, major investment banks like Morgan Stanley and JPMorgan have been calling to buy semiconductors, saying the sell-off was overdone. However, any buying that has appeared has been quickly sold into. It feels like a lot of retail investors lost money after institutions crashed the party, and it might be wise to not rush back in. Institutions may need to provide more