To The Moon

$Tradr 2X Long NBIS Daily ETF(NEBX)$ drop to 3x from 5x

$Palantir Technologies Inc.(PLTR)$ hopefully it will go up again when the market opens

Tonight, history prints. SPCX begins trading on the Nasdaq at a fixed price of $135 per share, raising $75 billion at a $1.77 trillion valuation. That makes it the largest IPO ever, more than double Saudi Aramco's 2019 record. SpaceX debuts as roughly the seventh-largest US company, bigger than Tesla on day one. The demand numbers are absurd. Over $250 billion in subscriptions locked up. Retail alone contributed $70 billion. Allocation rates expected at just 20 to 30%. Over 1,000 institutions fought for shares. Polymarket estimates the IPO creates roughly 4,000 new millionaires inside the company. Oppenheimer says $190. Morningstar says $63. The gap between those two numbers is the entire story. Let's break it down properly. What You Are Actually Buying This is no longer a rocket company.

The market is dealing with three different risks at once: 1. Geopolitical risk from the Strait of Hormuz, which could push energy prices higher. 2. Sticky inflation, reducing the probability of near-term rate cuts. 3. Valuation risk in AI-related stocks after an extraordinary run. For long-term investors, a 2-5% pullback is not unusual after such a strong rally. However, the key question is whether earnings growth can continue to justify current valuations. If AI spending remains robust, many of today's leaders could eventually grow into their multiples. If spending slows, further compression is possible. My approach would be selective accumulation rather than aggressive dip-buying. High-quality companies with strong cash flow and competitive advantages are more attractive than leveraged E

SpaceX is a phenomenal company, but great companies do not always make great day-one investments. IPOs often price in peak optimism, and today's demand appears enormous with institutional and retail capital rotating in from other sectors. Personally, I'd rather miss the first 20% than overpay during the initial frenzy. If the AI and semiconductor selloff is partly driven by IPO-related liquidity rotation, names like NVIDIA, Broadcom, Micron, and Qualcomm may become more attractive once the dust settles. For space exposure, RKLB offers a more direct operational growth story and avoids some of the valuation uncertainty surrounding a historic IPO. My preference would be: watch SpaceX, consider quality space proxies, and wait for post-listing volatility before building a long-term position. Th

Gold's behaviour is interesting here. Despite geopolitical tensions and risk-off sentiment, it has struggled to attract safe-haven flows, suggesting that higher real yields and a stronger dollar are currently the dominant forces. The $4,000 level is both a psychological and technical support. If it holds, sentiment could improve quickly and trigger a relief rally. If it breaks decisively, momentum traders may push prices lower before long-term buyers step in. Personally, I prefer gradual scaling rather than trying to call the exact bottom. A staggered approach reduces the risk of buying too early while ensuring some exposure if support holds. Waiting for a confirmed breakdown may provide a better entry price, but it also risks missing a sharp rebound. The key question: is gold's weakness a

I wouldn't anchor on either $63 or $190. The huge valuation gap shows how sensitive SpaceX is to assumptions about Starlink, Starship, and future markets that don't fully exist yet. The bull case is that SpaceX becomes a global infrastructure company, combining launch, satellite internet, and potentially logistics. In that scenario, 50% annual growth for several years could justify today's valuation. The bear case is that expectations have run far ahead of execution. Even a great company can be a poor investment if growth merely meets, rather than exceeds, lofty forecasts. My view: SpaceX may become the next Amazon, but at current prices investors are already paying for that possibility. The company is extraordinary. The valuation leaves much less room for error.

$SpaceX(SPCX)$ $Tesla Motors(TSLA)$  $Alphabet(GOOGL)$  🚀🌌 $SPCX SpaceX enters public markets: the $2T valuation debate begins 🌌🚀 I believe $SPCX represents one of the most significant market debuts in recent years, not simply because SpaceX has become one of the world’s most valuable private companies, but because investors are now being asked to value something that does not fit neatly into traditional categories. Is SpaceX an aerospace company, or is it evolving into a global AI, connectivity, and infrastructure platform? $SPCX is officially trading: 💰 IPO Price: $135
 📈 Opening Trade: $150
 🔥 Trading above $161 At $150 per share, SpaceX r

🌟🌟🌟World Cup Fever is here.  It will be sleepless nights watching my favourite teams play their best.  I believe that France will hoist the trophy.  It was an absolute heartbreak last World Cup as they finished 2nd to Argentina. France has a great lineup with Captain Kylian Mbappe.  His terrifying explosive acceleration allows him to slice through world class defensive lines in the blink of an eye.  Allez Les Bleus! When it comes to betting the winners, 2 companies will benefit: $Flutter Entertainment PLC(FLUT)$ & $DraftKings Inc.(DKNG)$ .  Flutter has the edge over Draft Kings as Flutter is a global empire.  They own FanFuel in the US, PaddyPower & Skybet in

The AI Supply Chain Swept the S&P 500 Leaderboard in H1 2026 The $S&P 500(.SPX)$   navigated a largely bifurcated environment in the first half of 2026. The first quarter was primarily characterized by a distinct sector rotation. Mega-cap technology lagged—with the Magnificent Seven declining over 10%—while capital rotated into defensive and cyclical sectors, notably energy, which surged amid Middle Eastern geopolitical tensions. This dynamic shifted notably in Q2. As $Microsoft(MSFT)$  , $Alphabet(GOOG)$   , 

I would still be selectively buying, but not aggressively. The three risks you listed are real, yet they are very different in nature: 1. U.S.-Iran tensions: Historically, geopolitical shocks tend to create short-term volatility unless they significantly disrupt oil supply through the Strait of Hormuz. 2. Inflation and rates: This is the most important factor. If inflation remains sticky, valuations for high-growth AI stocks face pressure because future earnings are discounted at higher rates. 3. AI spending concerns: Markets have priced in near-perfect execution. Any sign that hyperscaler AI spending growth is slowing can trigger sharp corrections in names like NVIDIA, Broadcom, and Marvell. For long-term investors, a 10% drop in SOXL is noise, not a thesis change. However, leveraged ETFs

If I were allocating my own capital, I would wait rather than buy SpaceX on day one. The problem is not the business. SpaceX is arguably the world's most valuable private aerospace company, with dominant positions in launch services and satellite internet. The problem is price versus expectations. IPO buyers often pay for years of future success upfront. My preference would be: 1. Wait for post-IPO price discovery (highest conviction) Let institutions and early investors establish a fair valuation. Avoid first-day euphoria and extreme volatility. Reassess after the first few earnings reports. 2. Small position in RKLB if seeking space exposure RKLB benefits from increased investor attention on the space sector. Lower valuation risk than buying a hyped IPO at any price. Still highly specula

I'd lean towards scaling in gradually rather than waiting for a confirmed breakdown. The challenge with waiting for a break below $4,000 is that markets often rebound before giving investors a comfortable entry. If gold is already approaching a major psychological support level, a partial position allows participation without making an all-or-nothing call. My approach would be: Add a small tranche near $4,000. Keep significant cash available in case gold falls further. Add more only if the decline becomes excessive or fundamentals improve. Avoid deploying all capital at a single level. The key question is why gold is weakening. If higher real yields and reduced rate-cut expectations are driving the move, gold could remain under pressure despite geopolitical tensions. If inflation cools and

$SUPER MICRO COMPUTER INC(SMCI)$   Good Company, bad business people. If Uncle Charles can keep his company clean and tidy , this will blast off. 🚀🚀🚀 This post serves as the first major piece of formal public knowledge directly from Supermicro's leadership confirming a joint, massive hardware partnership involving both SpaceX and xAl. "Space is our big future!" This directly links to SpaceX's formal long-term project to deploy orbital Al data centers. SpaceX has officially advanced plans to launch specialized satellites designed to act as space-based Al compute nodes (targeting 150 kW peak power units utilizing Starlink technology) to solve Earth's power and cooling constraints. Supermicro recently reported a massive $39 billion backlog