To The Moon

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Key Takeaways Q2 deliveries rose 34% QoQ to 480,126 vehicles. Deliveries exceeded production by 28,368 units, helping reduce inventory. Revenue may rise 23% QoQ, while gross margin may fall to 19.5%. Energy storage deployment jumped 53% QoQ to 13.5GWh. Q2 free cash flow may fall to negative US$3.25 billion. Capex may reach US$6.70 billion, equal to 24% of revenue. Robotaxi, FSD and Optimus still need clearer operating data. Terafab may support Tesla’s chip supply, but could add funding pressure. TSLA still trades at about 305 times 2026 GAAP earnings. $Tesla Motors(TSLA)$ will report its Q2 2026 results after market close on 22 July.$Direxion Daily TSLA Bull 2X Shares(TSLL)$

Every quarter, Space Capital tracks every dollar flowing into the space economy. The midyear numbers are in: Private investment totaled $31.6 billion across 129 space companies in the first half of 2026 — more than all of 2025, making this the strongest year on record for the space economy, with two quarters still to go. Since $SpaceX(SPCX)$ came online in 2009, the space economy has attracted $488 billion across more than 2,400 companies. If the SpaceX initial public offering (IPO) felt like a climax for the sector, the data suggests it was just the opening act. No event looms larger over these numbers than that IPO. The market finally has a public benchmark for the company that has done more than any other to shape the modern spa

$SpaceX(SPCX)$ remains one of the market's most closely watched stocks—and one of its most polarizing. The stock has fallen roughly 45% from its June high, traded lower in nine of the last ten sessions, and recently slipped below its IPO price for the first time. At the same time, short sellers have continued to build positions, with reported short interest now approaching one-third of the company's public float, representing roughly $25 billion in bearish bets. Two Very Different Views The recent selloff has split investors into two camps. The bearish argument is centered on valuation. Even after the sharp decline, critics argue the company still trades at a rich multiple relative to revenue, suggesting much of its long-term growth is already ref

The most important sentence published this week about SpaceX did not come from JPMorgan. It came from Morgan Stanley, which issued a Buy rating with a $300 price target and simultaneously disclosed that SpaceX faces a $672 billion funding gap with no projected free cash flow until 2035. Jim Chanos called that disclosure "truly glorious." He is correct. When your own bull case requires acknowledging a $672 billion capital hole and a decade without positive cash flow, the bull case needs more than a price target. It needs a compelling argument for why the market should fund that gap at current multiples. SPCX has fallen 35.6% from its all-time high of $225.64. It breached $150 this week, briefly traded below the $135 IPO price on July 15, and is currently trading around $123 to $139 dependin

$SpaceX(SPCX)$ update: (1) I marked $115-120 range as potential BOTTOM for the first "rocket-return from the sky" mission a few weeks ago. (2) now, it is only $12 away--for those who bought near $225 during the IPO week, they are 40% under water. (3) when it gets there, a good buy spot

Societe Generale has listed the SpaceX 3x Long DLC on SGX Stock Exchange on 17 July 2026. This new DLC offers investors 3x leveraged exposure to $SpaceX(SPCX)$ during Asian trading hours, offering the opportunity to react to market-moving developments before U.S. markets open. As the latest addition to the U.S. Stock DLC range, the SpaceX 3x Long DLC expands investors' access to leveraged and inverse exposure on leading U.S. stocks. ✨ Learn more about the SpaceX DLC and our full suite of U.S. DLCs on dlc.socgen.com SpaceX 3x Long DLC: $SpaceX 3xLongSG280707(WK4W.SI)$ This advertisement has not been reviewed by the Monetary Authority of Singapore. This advertisement is distributed by Société Générale,

Biggest gamble specially when people are fighting 

Just one month ago, $SpaceX(SPCX)$ looked unstoppable. Today, the stock has fallen below its IPO price for the first time. The decline isn't just about weaker momentum. It's about something much bigger: The market is beginning to reprice the story. From Euphoria to Price Discovery SpaceX entered the public market with enormous expectations. Investors weren't simply buying a launch company. They were buying a portfolio of future businesses: • AI infrastructure • Starlink • Autonomous systems • The space economy That combination pushed the stock sharply higher after its debut. But eventually every newly listed company reaches the same point: The narrative gives way to valuation. The Next Test Isn't Earnings—It's Supply The next few months could be m

How often does this drop that much..

$TSLA$  money taking out for the rich and the poor stays poorer inside 

After of time but it will rise again. May dip a little but not for long

$SpaceX(SPCX)$ has had a volatile first month as a publicly traded company. Its share price rose to as much as $225, but as of writing, it has sunk back near its $135 IPO price, currently trading just $1 above it. Opinions on SpaceX's prospects are divided. The bulls will argue that, given its large addressable market and leadership in core markets, including space travel and satellite-based internet services, the stock could produce outstanding returns over the long run. The bears will point out that SpaceX remains unprofitable, and its financial results and outlook hardly justify a $1.8 trillion valuation. Time will tell who is right, but recent news from the company was a bit of a win for the bulls. Let's look into these recent

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A year-end target of $220 is heavily dependent on execution and merger clarity. While the long-term vision of a combined $3.4+ trillion megacorp is enticing, the regulatory hurdles—especially from China regarding Tesla’s exposure—are massive. Breaking below $150 might present a buying opportunity for long-term believers, but short-term, expect more chop.

I am heavily leaning toward the structural upside case, but I am keeping macro volatility in mind. Looking at the related stocks in image_16.png, Tesla Motors is sitting flat at $394.08 (-0.17%), while proxy names like Rocket Lab (RKLB) are showing signs of stabilization at $76.99 (+0.34%). The mechanical selling below $150 provides a highly favorable risk-reward entry window. I am building a direct position in SPCX right here at these technical support levels. Rather than fearing the bubble warnings, I am treating this geopolitical pullback as an institutional-grade opportunity to buy a unique generational asset before a mega-merger conversation takes center stage.

$SpaceX(SPCX)$  is a global rocket and space exploration technology company focused on research and development. This company is primarily focused on research and is likely to continue to report earnings losses in the near term

It is a matter of time before it rises again.  @JustinnLim  @Chonki  @Zer0nin3  @steez  @longalltheway  @Atlantis1920  @逆天邪神云澈  @Justin bala  @gnustiy  @TigerPM  

I stay causation is required a lot more shares will be coming to market 

CMI SpaceX .... really fly to Space for vacation. Save $

Key Takeaways Q2 deliveries rose 34% QoQ to 480,126 vehicles. Deliveries exceeded production by 28,368 units, helping reduce inventory. Revenue may rise 23% QoQ, while gross margin may fall to 19.5%. Energy storage deployment jumped 53% QoQ to 13.5GWh. Q2 free cash flow may fall to negative US$3.25 billion. Capex may reach US$6.70 billion, equal to 24% of revenue. Robotaxi, FSD and Optimus still need clearer operating data. Terafab may support Tesla’s chip supply, but could add funding pressure. TSLA still trades at about 305 times 2026 GAAP earnings. $Tesla Motors(TSLA)$ will report its Q2 2026 results after market close on 22 July.$Direxion Daily TSLA Bull 2X Shares(TSLL)$

Every quarter, Space Capital tracks every dollar flowing into the space economy. The midyear numbers are in: Private investment totaled $31.6 billion across 129 space companies in the first half of 2026 — more than all of 2025, making this the strongest year on record for the space economy, with two quarters still to go. Since $SpaceX(SPCX)$ came online in 2009, the space economy has attracted $488 billion across more than 2,400 companies. If the SpaceX initial public offering (IPO) felt like a climax for the sector, the data suggests it was just the opening act. No event looms larger over these numbers than that IPO. The market finally has a public benchmark for the company that has done more than any other to shape the modern spa

Find out more here:Tiger BOSS Debit Card Epic Rewards Refer More Earn More!

$SpaceX(SPCX)$ remains one of the market's most closely watched stocks—and one of its most polarizing. The stock has fallen roughly 45% from its June high, traded lower in nine of the last ten sessions, and recently slipped below its IPO price for the first time. At the same time, short sellers have continued to build positions, with reported short interest now approaching one-third of the company's public float, representing roughly $25 billion in bearish bets. Two Very Different Views The recent selloff has split investors into two camps. The bearish argument is centered on valuation. Even after the sharp decline, critics argue the company still trades at a rich multiple relative to revenue, suggesting much of its long-term growth is already ref

The most important sentence published this week about SpaceX did not come from JPMorgan. It came from Morgan Stanley, which issued a Buy rating with a $300 price target and simultaneously disclosed that SpaceX faces a $672 billion funding gap with no projected free cash flow until 2035. Jim Chanos called that disclosure "truly glorious." He is correct. When your own bull case requires acknowledging a $672 billion capital hole and a decade without positive cash flow, the bull case needs more than a price target. It needs a compelling argument for why the market should fund that gap at current multiples. SPCX has fallen 35.6% from its all-time high of $225.64. It breached $150 this week, briefly traded below the $135 IPO price on July 15, and is currently trading around $123 to $139 dependin

Societe Generale has listed the SpaceX 3x Long DLC on SGX Stock Exchange on 17 July 2026. This new DLC offers investors 3x leveraged exposure to $SpaceX(SPCX)$ during Asian trading hours, offering the opportunity to react to market-moving developments before U.S. markets open. As the latest addition to the U.S. Stock DLC range, the SpaceX 3x Long DLC expands investors' access to leveraged and inverse exposure on leading U.S. stocks. ✨ Learn more about the SpaceX DLC and our full suite of U.S. DLCs on dlc.socgen.com SpaceX 3x Long DLC: $SpaceX 3xLongSG280707(WK4W.SI)$ This advertisement has not been reviewed by the Monetary Authority of Singapore. This advertisement is distributed by Société Générale,

$SpaceX(SPCX)$ has had a volatile first month as a publicly traded company. Its share price rose to as much as $225, but as of writing, it has sunk back near its $135 IPO price, currently trading just $1 above it. Opinions on SpaceX's prospects are divided. The bulls will argue that, given its large addressable market and leadership in core markets, including space travel and satellite-based internet services, the stock could produce outstanding returns over the long run. The bears will point out that SpaceX remains unprofitable, and its financial results and outlook hardly justify a $1.8 trillion valuation. Time will tell who is right, but recent news from the company was a bit of a win for the bulls. Let's look into these recent

Just one month ago, $SpaceX(SPCX)$ looked unstoppable. Today, the stock has fallen below its IPO price for the first time. The decline isn't just about weaker momentum. It's about something much bigger: The market is beginning to reprice the story. From Euphoria to Price Discovery SpaceX entered the public market with enormous expectations. Investors weren't simply buying a launch company. They were buying a portfolio of future businesses: • AI infrastructure • Starlink • Autonomous systems • The space economy That combination pushed the stock sharply higher after its debut. But eventually every newly listed company reaches the same point: The narrative gives way to valuation. The Next Test Isn't Earnings—It's Supply The next few months could be m

$SpaceX(SPCX)$ update: (1) I marked $115-120 range as potential BOTTOM for the first "rocket-return from the sky" mission a few weeks ago. (2) now, it is only $12 away--for those who bought near $225 during the IPO week, they are 40% under water. (3) when it gets there, a good buy spot

Biggest gamble specially when people are fighting 

How often does this drop that much..

$TSLA$  money taking out for the rich and the poor stays poorer inside 

After of time but it will rise again. May dip a little but not for long

SpaceX ( $SpaceX(SPCX)$ ) took another hit, sliding 4.51% and breaking below the key $150 psychological level amid broader tech weakness tied to geopolitical tensions. The stock is now caught in a classic high-growth valuation tug-of-war: bulls led by JPMorgan see strategic rationale in a potential Musk-led merger with Tesla, while bears like Jim Chanos call the valuation pure bubble excess. With ambitious $220 year-end targets floating around, this dip raises the question — is it a buying opportunity in the space/AI infrastructure leader, or a warning sign for overextended valuations? 📉 $JPMorgan Chase(JPM)$ The Bull-Bear Clash in Focus Bull Case: Merger Synergies & Space Dominance Unlock $220 🐂 JPMor

SpaceX Liquidity Timeline | Passive Index Inflows & Multi-Stage Lock-Up Expiry Analysis Elon Musk's $Space Exploration Technologies Corp(SPCX)$   is set to be officially added to the Nasdaq-100 Index before the U.S. market opens on July 7. Taking less than a month from its Nasdaq debut on June 12 to its inclusion in this core tech index, SpaceX has set a record as the fastest addition since the Nasdaq-100 was established. This rapid inclusion was made possible by the index rule adjustments implemented by Nasdaq on May 1 of this year. Under the new rules, mega-cap new listings with a market cap ranking in the top 40 of the index can apply for inclusion just 15 trading days after their debut, replacing the previous requirement of a min

A leading fresh food supply chain company with operations across nine provinces and a network of hundreds of thousands of retail stores has entered into a partnership with YXT.com Group Holding Limited ( $YXT.COM GROUP HOLDING LIMITED(YXT)$ ). Through YXT SaleSmart, the company will upgrade its sales execution system with AI-powered capabilities, helping shift sales management from individual experience-driven practices to a more structured, repeatable and continuously improving organizational capability. As generative AI moves deeper into enterprise operations, sales is becoming one of the most practical entry points for AI adoption. Sales teams sit closest to customers and revenue, generating large volumes of customer interactions, market feedbac

🚀 SpaceX Joins the Nasdaq 100 — Is This the Beginning of the Space Investing Era? The space sector just had one of its strongest days in years. 🚀 SpaceX surged 7.15% 🛰️ Rocket Lab jumped 15.93% 📡 AST SpaceMobile exploded 21.44% The catalyst? SpaceX is joining the Nasdaq 100. While many investors see this as just another index reshuffle, I believe it’s much bigger than that. My view: This is another milestone proving that space is evolving from a speculative theme into a mainstream investment sector. Here’s why I’m optimistic. 1️⃣ Passive money is forced to buy. When a company enters the Nasdaq 100, it’s no longer just active investors buying. Hundreds of billions of dollars tracking the index must purchase shares to mirror the benchmark. That creates immediate demand and introduces the com

Review: What Would Happen If SpaceX Stock Crashed? Introduction SpaceX, formally known as SpaceX, is one of the most influential private companies in the world. Founded in 2002 by Elon Musk, the company has transformed the aerospace industry through reusable rockets, satellite internet services, and ambitious plans for interplanetary travel. Unlike publicly traded companies, SpaceX remains privately held, meaning its shares are primarily owned by founders, employees, venture capital firms, and institutional investors. Nevertheless, discussions about a potential "SpaceX stock crash" have become increasingly common as the company's valuation continues to rise. Although SpaceX stock is not traded on public exchanges, a hypothetical crash in its valuation would have significant implications fo

A 2.60\% rebound to \$152 is a welcome breather after a sharp sell-off, but the real story here is the widening rift between the institutional "Buy" recommendations and Bank of America’s aggressive counter-thesis. When the big banks can't agree on a baseline valuation, retail investors need to tread carefully. Here is what's really driving the uncertainty: The ETF Exclusion Risk: The fact that two new ETFs are completely steering clear of Musk-linked assets signals that this isn't just about SpaceX's cash flow. It shows that institutional risk-compliance departments are increasingly uncomfortable with the governance and headline risks tied to the ecosystem. Whisper Targets vs. Public Ratings: Seeing a wave of "Buy" ratings alongside a price target that markets are calling "alarming" sugges

What ETFs to Consider If You Want Exposure to SpaceX? 🌟🌟🌟For a brief intoxicating moment, $SpaceX(SPCX)$ IPO looked like it would rewrite the physics of Wall Street.  Driven by retail frenzy, SpaceX rocketed from its USD 135 IPO price to an astronomical peak of USD 229.40, briefly flirting with a USD 3 Trillion valuation and threatening to overtake Microsoft.  It was an euphoric celebration of Earth's multiplanetary future. But gravity always wins.  As of June 22 2026, the honeymoon has abruptly ended.  SpaceX was spooked by a USD 60 billion stock dilution acquisition of AI company Cursor and looming lock up expirations.  It fell another 3.56% last week, retreating to close at USD 185.  For many retail investors