To The Moon

At this stage, I would not chase. A stock that rises nearly 20% intraday and then another ~10% after hours is no longer trading on fundamentals alone. It is trading on momentum, narrative, and fear of missing out. Those forces can push prices much higher than most people expect, but they can reverse just as quickly. The bullish case is obvious: Dominance in reusable rockets Massive growth potential from Starlink Long-term optionality from Starship Strong retail and institutional enthusiasm The bearish case is valuation and expectations: A tremendous amount of future success is already priced in Any launch setback, regulatory issue, or slower-than-expected Starlink growth could trigger profit-taking Parabolic moves rarely continue indefinitely without consolidation If I were interested in o

I would keep some powder dry. A market that can swing from "AI bubble bursting" to "new bull leg" within a week is telling you one thing: sentiment is driving price more than fundamentals right now. The bullish case: U.S.-Iran tensions easing reduces a major macro risk. Liquidity concerns around the SpaceX listing are fading. AI spending remains enormous, supporting names like NVIDIA, AMD and Broadcom. Many stocks corrected sharply before rebounding, resetting some excess optimism. The cautious case: Valuations are still demanding. AI infrastructure spending must eventually justify expectations. Geopolitical risks can re-emerge quickly. Leveraged products like SOXL amplify both gains and losses. If I had fresh capital today, I would probably deploy it gradually rather than go all-in. Somet

I lean toward this being a positive signal, with an important caveat. A bond deal that attracts US$85 billion of orders for a US$25 billion issuance suggests credit investors view NVIDIA as a very high-quality borrower. The ability to borrow at only a modest spread over Treasuries gives Nvidia a powerful advantage. It can fund data centres, networking, software, and AI infrastructure without heavily diluting shareholders. That strengthens the moat because: Lower cost of capital than most competitors. Greater flexibility to invest through cycles. Ability to scale faster if AI demand remains strong. The caveat is what the money is funding. If AI demand keeps growing, cheap debt today could look brilliant in hindsight. If industry capacity expands faster than demand, today's investment could

$SpaceX(SPCX)$ $Intuitive Machines(LUNR)$  $Rocket Lab USA, Inc.(RKLB)$  🚀🌌📈 $SPCX: The Space IPO Frenzy Meets Reality Check 📈🌌🚀 🚀 The biggest lesson from previous space IPOs is simple: there are rarely straight lines in frontier markets. Early excitement can create explosive moves, but price discovery often brings extreme volatility before long-term winners emerge. I’m looking at the historical roadmap: $SPCE surged more than 200% after going public before giving back much of those gains. $RKLB and $LUNR delivered powerful rallies before experiencing significant pullbacks. $ASTS spent months consolidating as investors debated execution, valua

$CNMC Goldmine(5TP.SI)$ 2 Target Price.   CNMC Goldmine(5TP) will upsurge in coming weeks  due to discovery of rare metals deposits, global geopolitical tension in middle-east & latin American, distrust in U.S treasury bonds and it's currency.   China Nonferrous Metal Mining Group (CNMC) has recently discovered rare metal earth deposits, on top of GOLD ores, in it's Sokor Gold field, Malaysia.   Production Expansion: CNMC Goldmine's carbon-in-leach (CIL) plant expansion has increased daily processing capacity to 800 tonnes, supporting higher output potential. - Earnings Growth: Strong FY-2025 earning growth, with a 40% net profit increase in Year-2025 PATMI to US$42 million. *Analyst Price Target for CNMC:* - Phillip Sec

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 $