To The Moon

Tesla and SpaceX over the next few months: • June 18: CRSP index inclusion for SpaceX. Triggers an estimated $4-7B in forced buying by passive funds. • June 18: FTSE Russell index inclusion for SpaceX. Triggers an estimated $6-9B in forced buying by passive funds. • June 26: MSCI index inclusion for SpaceX. Triggers an estimated $3-5B in forced buying by passive funds. • End of June: HW3 Tesla owners get FSD V14 Light. Expect possible delays. • July 2: Tesla Q2 vehicle and energy storage delivery report. • July 6: NASDAQ 100 index inclusion for SpaceX. Triggers an estimated $8-12B in forced buying by passive funds. • Late July: Tesla Q2 earnings call. • Early-mid August: SpaceX Q2 earnings call, their first earnings call as a public company. • 2 trading days a

$SpaceX(SPCX)$ 定投項目 SpaceX與特斯拉：核心優勢、成長可能性、雙方協同價值 ## 一、SpaceX（太空商業巨頭） ### （一）核心好處/競爭優勢 1. **壓倒性發射成本壁壘** 獵鷹9號每公斤軌道成本約2,700美元，遠低於傳統航天3,000–50,000美元；星舰成熟後可壓到100–200美元/公斤，兩級完全可回收、單次載重100噸，一日可多次發射，徹底顛覆航天定價體系。 2. **星鏈Starlink穩定現金牛** 截至2026年Q1部署近9,600顆低軌衛星，2025年營收113.87億美元、經營利潤44.23億美元；覆蓋全球偏遠地區、海上、飛機、行動手機直連衛星，千萬級付費用戶，是公司持續研發火箭的資金來源。 3. **全球獨有的完整太空產業鏈** 唯一民企同時掌握：可回收運載火箭、大規模低軌衛星量產、載人太空飛行、地面終端、太空AI算力；拿下NASA載人、月球登陸合約，壟斷美國商業載人市場。 4. **AI新增長曲線（xAI整合後）** 已併購xAI，擁有Grok大模型；搭建吉瓦級地面AI算力集群，規劃2028年太空軌道AI衛星，可對外輸出高毛利算力服務，客戶包含Google、Anthropic等巨頭。 5. **獨特快速迭代工程文化** 矽谷軟體式試錯開發，不像傳統航天十年磨一型；星舰多輪爆炸測試快速修正，產線自動化量產，研發速度遠超波音、洛克希德馬丁。 ### （二）未來成長可能性 1. **短期（1–2年）** 星舰V3成熟量產，大規模擴充星鏈第二代衛星；手機直連衛星全面商用、5G太空漫遊落地；持續承接全球商業發射、軍方衛星訂單；IPO募資千億級資金投入研發。 2. **中期（3–5年）** 月球載人登陸執行NASA合約；軌道太空工廠、

$QAF(Q01.SI)$ 1.5 Target Price.  QAF Limited (SGX: Q01) is the food group behind household bread brands Gardenia and Bonjour, with operations across Singapore, Malaysia, the Philippines, and Australia.   As at 31 December 2025, QAF held S$214.1 million in cash against just S$4.8 million in debt (excluding lease liabilities). That's a net cash position exceeding S$209 million. For FY2025, QAF maintained its total payout at $0.05 per share, unchanged till now Revenue held steady at S$633.6 million, while net profit rose 15% year on year (YoY) to S$39.8 million.  The profit lift was partly powered by QAF's Malaysian joint venture, Gardenia Bakeries (KL), whose contribution surged from S$4.7 million to S$15.4 million.  With

I think Mag 7 still matters because it represents companies with proven earnings and cash flow. However, $SpaceX(SPCX)$ shows the market is increasingly willing to pay for strategic infrastructure, making MANGOS an interesting theme for the next stage of technology growth. Between compute and infrastructure, I would lean toward infrastructure over the next decade. The first AI boom belonged to compute, but future growth will also depend on networks, energy, satellites, and connectivity, where SpaceX has a unique position. That said, infrastructure projects usually require more patience and carry higher execution risk. If I had to choose one long-term winner, I would still pick $

$PDD Holdings Inc(PDD)$ 盤前以80.43加注多多。以80.41開盤。之後就跳樓式下跌。連79都穿埋。再創新低。最後靠著美股回升。救左我一命[嘘]  [嘘]  

$SPY 20260626 500.0 PUT$ 話說現在這個波動率的期權價格, 拿購買力來做SP收益率可能更高，IPO還有抽不到的虧利息的風險，接下來的2個IPO全部改抽A尾好了

$NVDA 20260617 212.5 CALL$ Covered call Setting a goal for June 2026: to collect more than $1,000 in premium (including premiums paid to close the options). Collected to date: -$1,930

$HOOD 20260618 120.0 CALL$ Strangled existing Hood put during price recovery for credit 

$CRM 20260717 195.0 CALL$ Rolled down my strike price - same expiration date  Setting a goal for June 2026: to collect more than $1,000 in premium (including premiums paid to close the options). Collected to date: -$1,501

$SPCX 20260618 185.0 PUT$ Sell Put to collect premium. A chance to own Space X at 185 per share. 

$FI2 CSOP HSI(07500)$ Based on the provided information, the Hang Seng Index (HSI) declined today, June 16, 2026, while Wall Street showed signs of recovery. This divergence is driven by specific regional pressures on Hong Kong-listed stocks, particularly in the tech and AI sectors

$SATS(S58.SI)$ $SATS(S58.SI)$   Sold! Thanks for the 16% gain in just a matter of 3 months. This beats any interest i would put in banks and time deposits. [Shy]   Onto the next adventure. [Love you] 

$IBM(IBM)$ 照睇個價應仲有得上，同樣是國有化，IBM怎可能畀英特爾搶盡風頭，大總統怎向粉絲交代？ 英特爾的上升模式是什麼？ 英特爾這輪漲（2025年底—2026年5月，3個月漲約**150%**），公式很簡單： 1. **政府強力救命（面子+產業戰）** - 2025年8月：特朗普政府用**89億美元**買入英特爾 **9.9% 股份**，成為最大股東之一。 - 特朗普公開說：「我本可以要更多」，把英特爾當成「美國製造復興樣板」。 2. **AI週期+業務觸底反彈** - DCAI（數據中心）業務大爆，Xeon供不應求； - 與蘋果達成晶片合作，市場從「落後代工厂」重估為「AI算力核心」。 3. **一句话總結英特爾模式** **「政府入股+政策護航+AI週期+自身觸底」→ 估值與股價雙重跳升。** --- ## 二、IBM在仿效，但「形似神不似」 ### 1. 相同點（在學英特爾劇本） - **政府大筆錢+換股**： 2026年5月，特朗普政府宣佈向量子計算企業投**20億美元**，其中**IBM拿10億**，並附**政府持股條款**。 - **喊超大投資數字**： IBM宣佈**5年1500億美元**美國投資，主攻AI大型機+量子晶圓廠，與英特爾「擴產+回流」口徑一致。 - **股價同樣跳漲**： 消息公佈後IBM單日漲**12.4%**，與英特爾當年「政策落地→跳漲」節奏幾乎一樣。 ### 2. 關鍵不同點（複製不了英特爾爆發） - **產業地位不同** - 英特爾：**全球頂級晶片製造+CPU壟斷**，是「國家安全級別」戰略資產。 - IBM：**量子+AI軟硬+服務**，量子是前景但短期沒業績；雲與服務競爭激烈，增長慢。 - **政府支持力度與目的不同** -

$Tesla Motors(TSLA)$  spcx ipo is sucking the juice out of tsla stock [LOL]  Tsla is just trading sideways. If you believe spcx and tsla will merge it's actually better to buy tsla stock as spcx valuation is very high and the larger company (spcx) will have to dilute shareholders to buy tsla. Do you think spcx and tsla will merge?

$FSLR 20260618 260.0 PUT$ soon. will do another one depending on its volatility these few days when this dte.

$ProShares UltraPro QQQ(TQQQ)$   What is TQQQ? ProShares UltraPro QQQ (TQQQ) is a US-listed 3x leveraged exchange-traded fund (ETF) that seeks to deliver three times (3x) the daily performance of the Nasdaq-100 Index (NDX) — which tracks the 100 largest non-financial companies listed on the Nasdaq, including Apple, Microsoft, Nvidia, Amazon, and Meta. • Issuer: ProShares • Underlying index: Nasdaq-100 (NDX) • Leverage: 3x daily reset • Exchange: NASDAQ (US) • Expense ratio: ~0.88% p.a. Good for short term trades and it mainly uses financial derivatives to achieve 3x exposure!! $ProShares UltraPro QQQ(TQQQ)$ [Cool]  [Happy]