To The Moon

After the recent tech selloff, this earnings week arrives at exactly the right moment. SpaceX reports Tuesday, followed by Meta and Tesla. The market already knows these companies can spend enormous amounts of money. Now it wants evidence that those billions are producing returns. My ranking going into earnings: 🥇 META: strongest proof of AI monetisation 🥈 SpaceX: highest upside surprise potential 🥉 TSLA: highest execution risk 🔵 SPACEX: THE FIRST TEST At roughly $145, SpaceX goes first. Consensus is around $12.96B revenue and $0.139 EPS, but those headline numbers are not what I would trade. I am watching: Starlink growth → launch economics → margins → AI infrastructure opportunity. The bull case becomes much stronger if Starlink growth remains powerful while operating leverage improves.

Disclaimer: Nothing I say or post should be considered financial advice. Please do your own due diligence before making any investment decisions.‌ $SpaceX(SPCX)$, $Tesla Motors(TSLA)$, $Meta Platforms, Inc.(META)$, $Texas Instruments(TXN)$, $IBM(IBM)$ and Western Digital are reporting earnings this week to kick off the final earnings season of 2026. Will investor sentiment still support their forward evaluations spending? Or will reality kick in and fill up the gap to expectations? No doubt the ride is going to be more bumpy as we head into 2027. Concerning news from Paris that a

Revenue growth is impressive. But can it justify the billions being invested in the future? This week’s earnings reports from SpaceX, Meta and Tesla could reveal three very different ways that ambitious technology companies are trying to turn innovation into financial returns. The market isn’t short of big promises. The harder part is determining which investments can build durable businesses, strengthen profits and ultimately reward shareholders. Here’s what makes each company worth watching. 🛰️ 1. SpaceX: Can Starlink Become the Financial Engine? SpaceX’s story goes beyond rocket launches. Starlink’s satellite internet business offers the potential for recurring revenue, while launch operations support the wider space ecosystem. The key question is how efficiently the company can expand.

AI spending is booming. But where are the returns? After a difficult week for technology stocks, Wall Street faces an important test. Investors are no longer satisfied with ambitious AI plans and rising infrastructure spending. They want evidence that those investments can generate sustainable revenue, profits and cash flow. This week, three major companies will offer different perspectives on that challenge: SpaceX, Meta and Tesla. According to the earnings previews, SpaceX reports on Tuesday, followed by Meta and Tesla on Wednesday. Their results could help shape market sentiment after the recent AI-related sell-off.  🚀 1. SpaceX (SPCX): Can Starlink Fund the AI Ambition? SpaceX is building more than a rocket business. Starlink’s satellite internet operations provide a growing source of

I think the market is shifting from rewarding AI growth to demanding proof of returns. Higher inflation and uncertainty over Fed policy are putting pressure on valuations, especially in high-beta chip and memory stocks. I remain bullish on AI long term, but I expect volatility to continue. For my portfolio, I will be watching NVDA, $Micron Technology(MU)$ and NBIS closely. Nvidia’s relative resilience is encouraging, while memory stocks face both valuation pressure and concerns about future competition. For NBIS, I still believe in the long-term opportunity, but financing risks and the path to positive cash flow cannot be ignored. Ultimately, I believe this earnings season will separate companies with genuine AI monetization from those relying hea

The market: QQQ and SPY fell as Warsh gave no answer on October rates $Invesco QQQ(QQQ)$ fell 2.50 per cent to US$709.80 on Friday and $SPDR S&P 500 ETF Trust(SPY)$ fell 1.11 per cent to US$763.25. Headline CPI was 3.7 per cent from a year earlier in September, above the market's 3.6 per cent expectation and the prior 3.4 per cent reading. PPI reached 6.3 per cent, above the 5.5 per cent expected and the revised prior 5.6 per cent. Consecutive upside inflation surprises forced highly valued technology to absorb the rate repricing first. Fed chair Kevin Warsh did not prejudge the meeting on 27–28 October. He reiterated the commitment to price stability while describing AI

. 🐶🚀 OPTIONS PUPPY: SEE THE PRODUCTS, NOT JUST THE EARNINGS! 🤖📈 Tesla’s Flying Roadster, SpaceX’s War-Time Technology and Meta’s AI Revolution 🐶💡 1. My Investing Philosophy: Look at What Companies Are Building When investors prepare for earnings season, many people focus on just three numbers: revenue, earnings per share (EPS) and whether a company beats analysts’ expectations. But I believe there is another way to look at technology companies. I want to see the products first, understand what problems they solve, and then ask whether those products can eventually generate sustainable profits. A company can beat earnings expectations and still see its share price fall if investors were expecting even better results. Conversely, a company can invest heavily in a new technology today and pot

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 I don't buy. I'm more of a down to earth person

I’m choosing D — satellite + terrestrial networks eventually become one integrated ecosystem. I don’t think $SpaceX(SPCX)$ needs to completely replace traditional carriers; its biggest advantage is combining Starlink’s satellite coverage with existing terrestrial infrastructure. This could actually create opportunities for carriers and tower operators while allowing SpaceX to scale faster and more efficiently. In the long run, I see cooperation and integration becoming more important than outright competition. For investors, I’d watch how SpaceX uses its spectrum and whether it starts partnering with existing infrastructure providers. That could be the biggest clue to who ultimately captures the value.

I’d choose D — satellite and terrestrial networks will eventually merge into one integrated ecosystem. SpaceX certainly has the technology to disrupt wireless communications, but building a nationwide terrestrial network is vastly different from providing satellite coverage. Urban density, indoor connectivity, capacity, mobility and fiber infrastructure remain difficult challenges. That is why I don’t see T-Mobile, Verizon and AT&T as immediate casualties. More likely, SpaceX will combine Starlink satellites, its newly acquired spectrum and existing terrestrial infrastructure through partnerships, tower leases and network sharing. Ironically, the biggest beneficiaries may be companies that help build the network. The real opportunity isn’t simply SpaceX versus telecom—it’s the converg

$SpaceX(SPCX)$ 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

I'm genuinely grateful for the earnings from my options trading. It feels like a little bonus and a reward for staying focused and even better, it gives me something extra to put toward my next vacation and a few small treats at CHAGEE. 😄🧋 With the weather being so humid and warm lately, I'm especially looking forward to somewhere cool and refreshing. A good vacation will be a chance to slow down, rejuvenate, clear my mind, and come back ready to execute my next investment ideas with a fresh perspective. Profits are rewarding, but having the freedom to enjoy them while staying grounded is even better. Grateful for the gains. Grateful for the lessons. And excited for what comes next. 📈✈️🧋 #Tesla #SpaceX #OptionsTrading #Investing #StockMarket #TradingJourney #Gratitude #Vacation #Financial

Grateful for the Gains, Looking Ahead A little reflection on Tesla, SpaceX, and the opportunities that come with staying patient and disciplined in the markets. Tesla continues to be one of the most fascinating names in the market, with investors watching closely as the company pushes further into autonomy, robotics, Cybercab and the long-awaited Roadster. At the same time, SpaceX represents another major piece of the broader innovation story surrounding Elon Musk, from space technology and satellite connectivity to the possibilities that could reshape entire industries. For me, the biggest takeaway is not simply the price movement, but the importance of having the patience to let a trade develop and the discipline to take profits when the opportunity presents itself.  

$SpaceX(SPCX)$   Anthropic expects to match or beat the size of SpaceX’s record-setting initial public offering, according to people familiar with the matter, in the latest sign of overwhelming demand from investors looking to profit from the artificial intelligence boom, Bloomberg reported. The Claude developer is running the numbers as it prepares to file publicly for its potential mega-IPO as soon as the end of this month, the people said. Recent investor briefings led by Chief Financial Officer Krishna Rao skirted the question of valuation, they said. Elon Musk’s rocket and satellite firm raised $75 billion at the outset, making it the biggest first-time share sale ever, data compiled by Bloomberg show. The

I think the market is moving early rather than simply getting it wrong. The $NVIDIA(NVDA)$ story has shifted from “how strong is AI demand?” to “where is the money funding that demand?” That uncertainty naturally hits leveraged optical names like $COHERENT(COHR)$ and $Lumentum(LITE)$ first. I don't think AI demand is broken yet. I’m watching actual orders, cash flow and funding much more closely, especially for companies like $

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

The viral Chinese animated film Niu Lai and Anthropic’s potential mega-IPO may appear completely unrelated, but both reveal the same market behavior: once people believe future attention, revenue and scale will keep expanding, prices can move far ahead of current quality or profits. Hype can create a valuation, but only cash flow can defend it. The Weekend’s Biggest Surprise Was a Movie Called Niu Lai Anyone who spent time on Chinese social media over the weekend probably saw clips or memes about Niu Lai (《牛来》). The animated film opened on August 5 with almost no promotion and only two core creators. After nine days in theaters, it had earned just RMB 7,169, while nationwide daily screenings had fallen to only 21. Then its rough 3D modeling, stiff animation and unusual dialogue started cir

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

BUY UNDERVALUED ADOBE CHEAP

After the recent tech selloff, this earnings week arrives at exactly the right moment. SpaceX reports Tuesday, followed by Meta and Tesla. The market already knows these companies can spend enormous amounts of money. Now it wants evidence that those billions are producing returns. My ranking going into earnings: 🥇 META: strongest proof of AI monetisation 🥈 SpaceX: highest upside surprise potential 🥉 TSLA: highest execution risk 🔵 SPACEX: THE FIRST TEST At roughly $145, SpaceX goes first. Consensus is around $12.96B revenue and $0.139 EPS, but those headline numbers are not what I would trade. I am watching: Starlink growth → launch economics → margins → AI infrastructure opportunity. The bull case becomes much stronger if Starlink growth remains powerful while operating leverage improves.

AI spending is booming. But where are the returns? After a difficult week for technology stocks, Wall Street faces an important test. Investors are no longer satisfied with ambitious AI plans and rising infrastructure spending. They want evidence that those investments can generate sustainable revenue, profits and cash flow. This week, three major companies will offer different perspectives on that challenge: SpaceX, Meta and Tesla. According to the earnings previews, SpaceX reports on Tuesday, followed by Meta and Tesla on Wednesday. Their results could help shape market sentiment after the recent AI-related sell-off.  🚀 1. SpaceX (SPCX): Can Starlink Fund the AI Ambition? SpaceX is building more than a rocket business. Starlink’s satellite internet operations provide a growing source of

Revenue growth is impressive. But can it justify the billions being invested in the future? This week’s earnings reports from SpaceX, Meta and Tesla could reveal three very different ways that ambitious technology companies are trying to turn innovation into financial returns. The market isn’t short of big promises. The harder part is determining which investments can build durable businesses, strengthen profits and ultimately reward shareholders. Here’s what makes each company worth watching. 🛰️ 1. SpaceX: Can Starlink Become the Financial Engine? SpaceX’s story goes beyond rocket launches. Starlink’s satellite internet business offers the potential for recurring revenue, while launch operations support the wider space ecosystem. The key question is how efficiently the company can expand.

. 🐶🚀 OPTIONS PUPPY: SEE THE PRODUCTS, NOT JUST THE EARNINGS! 🤖📈 Tesla’s Flying Roadster, SpaceX’s War-Time Technology and Meta’s AI Revolution 🐶💡 1. My Investing Philosophy: Look at What Companies Are Building When investors prepare for earnings season, many people focus on just three numbers: revenue, earnings per share (EPS) and whether a company beats analysts’ expectations. But I believe there is another way to look at technology companies. I want to see the products first, understand what problems they solve, and then ask whether those products can eventually generate sustainable profits. A company can beat earnings expectations and still see its share price fall if investors were expecting even better results. Conversely, a company can invest heavily in a new technology today and pot

The market: QQQ and SPY fell as Warsh gave no answer on October rates $Invesco QQQ(QQQ)$ fell 2.50 per cent to US$709.80 on Friday and $SPDR S&P 500 ETF Trust(SPY)$ fell 1.11 per cent to US$763.25. Headline CPI was 3.7 per cent from a year earlier in September, above the market's 3.6 per cent expectation and the prior 3.4 per cent reading. PPI reached 6.3 per cent, above the 5.5 per cent expected and the revised prior 5.6 per cent. Consecutive upside inflation surprises forced highly valued technology to absorb the rate repricing first. Fed chair Kevin Warsh did not prejudge the meeting on 27–28 October. He reiterated the commitment to price stability while describing AI

Disclaimer: Nothing I say or post should be considered financial advice. Please do your own due diligence before making any investment decisions.‌ $SpaceX(SPCX)$, $Tesla Motors(TSLA)$, $Meta Platforms, Inc.(META)$, $Texas Instruments(TXN)$, $IBM(IBM)$ and Western Digital are reporting earnings this week to kick off the final earnings season of 2026. Will investor sentiment still support their forward evaluations spending? Or will reality kick in and fill up the gap to expectations? No doubt the ride is going to be more bumpy as we head into 2027. Concerning news from Paris that a

I think the market is shifting from rewarding AI growth to demanding proof of returns. Higher inflation and uncertainty over Fed policy are putting pressure on valuations, especially in high-beta chip and memory stocks. I remain bullish on AI long term, but I expect volatility to continue. For my portfolio, I will be watching NVDA, $Micron Technology(MU)$ and NBIS closely. Nvidia’s relative resilience is encouraging, while memory stocks face both valuation pressure and concerns about future competition. For NBIS, I still believe in the long-term opportunity, but financing risks and the path to positive cash flow cannot be ignored. Ultimately, I believe this earnings season will separate companies with genuine AI monetization from those relying hea

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

$Rocket Lab USA, Inc.(RKLB)$ produced record revenue and backlog in the second quarter, demonstrating that it has become much more than a small-rocket operator. Nevertheless, the market remains focused on Neutron, the reusable medium-lift rocket intended to move Rocket Lab into larger commercial and national-security missions. Rocket Lab reported after the August 10 close for the quarter ended June 30. Revenue increased 62% year over year to $234.1 million, driven mainly by product revenue nearly doubling to $181.3 million. Backlog rose 137% to $2.36 billion, and the company guided for third-quarter revenue of $250–$265 million. Rocket Lab’s official second-quarter release provides the results, contract awards and forecast. The bullish thesis is v

The viral Chinese animated film Niu Lai and Anthropic’s potential mega-IPO may appear completely unrelated, but both reveal the same market behavior: once people believe future attention, revenue and scale will keep expanding, prices can move far ahead of current quality or profits. Hype can create a valuation, but only cash flow can defend it. The Weekend’s Biggest Surprise Was a Movie Called Niu Lai Anyone who spent time on Chinese social media over the weekend probably saw clips or memes about Niu Lai (《牛来》). The animated film opened on August 5 with almost no promotion and only two core creators. After nine days in theaters, it had earned just RMB 7,169, while nationwide daily screenings had fallen to only 21. Then its rough 3D modeling, stiff animation and unusual dialogue started cir

. $SpaceX(SPCX)$ 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

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 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.

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