Definitely mag7 for now becaus

Definitely mag7 for now because SpaceX has not proven profit. The concept is promising but I prefer to look at the balance sheets and want to see profit first. In any case, history has demonstrated that prices fall after IPO and there is no rush into mangos until the next year before we re-evaluate them.

In the next phase of AI, I rather own both compute and infrastructure because we can’t do without the other. It is always good to diversify.

I think the long term winner could be SpaceX if it is successful with data centres in space. Infrastructure on earth is quickly saturating. SpaceX has been successful with its rockets and satellites so far but real success to support its vision is still a stretch goal for now. If it could pull off into a financially sustainable and truly feasible model it would be the biggest winner. The only major and critical unknown is ‘if’. Otherwise, anthropic is a possible winner with its current superior models.

SpaceX Surges 15.8% — Rocket Lab Reports Tonight. Who Takes the Baton?

SpaceX +15.83% last Friday, straight through the largest lock-up expiry on record. Kevin O'Leary, who missed the IPO, is waiting for the stock to settle before buying. The sector followed: Rocket Lab +9.46%, reporting tonight, Wall Street looking for about $232 million in revenue and 60% growth — the stock still ~57% below its high. The leader ran on position clearing; the challenger has to earn it.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

AmandaViolet
06-22
AmandaViolet
Ngl balance sheet first makes sense. Space data centers are cool, but that “if” is doing a ton of work lol

Leave a comment

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":577586113881296,"tweetId":"577586113881296","gmtCreate":1782037174117,"gmtModify":1782124653818,"author":{"id":4091758936365950,"idStr":"4091758936365950","authorId":4091758936365950,"authorIdStr":"4091758936365950","name":"MHh","avatar":"https://static.tigerbbs.com/54b2feced9ef5dcc9e95997d1f4db280","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":12,"crmLevelSwitch":1,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":923,"starInvestorFlag":false},"themes":[{"themeId":"ed4e12205bf34b65a986ea968dd36ee0","categoryId":"7a15628ce2174325bddc6229505e0d70","name":"SpaceX Surges 15.8% — Rocket Lab Reports Tonight. Who Takes the Baton?","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":ed4e12205bf34b65a986ea968dd36ee0}&rnconfig={\"headerBarHidden\": true}","description":"SpaceX +15.83% last Friday, straight through the largest lock-up expiry on record. Kevin O'Leary, who missed the IPO, is waiting for the stock to settle before buying. The sector followed: Rocket Lab +9.46%, reporting tonight, Wall Street looking for about $232 million in revenue and 60% growth — the stock still ~57% below its high. The leader ran on position clearing; the challenger has to earn it.","image":"https://community-static.tradeup.com/news/b3e2f4792e06a23b881ae0c37c9b65a4"}],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body>Definitely mag7 for now because SpaceX has not proven profit. The concept is promising but I prefer to look at the balance sheets and want to see profit first. In any case, history has demonstrated that prices fall after IPO and there is no rush into mangos until the next year before we re-evaluate them. \n \n \n \nIn the next phase of AI, I rather own both compute and infrastructure because we can’t do without the other. It is always good to diversify. \n \n \n \nI think the long term winner could be SpaceX if it is successful with data centres in space. Infrastructure on earth is quickly saturating. SpaceX has been successful with its rockets and satellites so far but real success to support its vision is still a stretch goal for now. If it could pull off into a financially sustainable and truly feasible model it would be the biggest winner. The only major and critical unknown is ‘if’. Otherwise, anthropic is a possible winner with its current superior models.</body></html>","htmlText":"<html><head></head><body>Definitely mag7 for now because SpaceX has not proven profit. The concept is promising but I prefer to look at the balance sheets and want to see profit first. In any case, history has demonstrated that prices fall after IPO and there is no rush into mangos until the next year before we re-evaluate them. \n \n \n \nIn the next phase of AI, I rather own both compute and infrastructure because we can’t do without the other. It is always good to diversify. \n \n \n \nI think the long term winner could be SpaceX if it is successful with data centres in space. Infrastructure on earth is quickly saturating. SpaceX has been successful with its rockets and satellites so far but real success to support its vision is still a stretch goal for now. If it could pull off into a financially sustainable and truly feasible model it would be the biggest winner. The only major and critical unknown is ‘if’. Otherwise, anthropic is a possible winner with its current superior models.</body></html>","text":"Definitely mag7 for now because SpaceX has not proven profit. The concept is promising but I prefer to look at the balance sheets and want to see profit first. In any case, history has demonstrated that prices fall after IPO and there is no rush into mangos until the next year before we re-evaluate them. In the next phase of AI, I rather own both compute and infrastructure because we can’t do without the other. It is always good to diversify. I think the long term winner could be SpaceX if it is successful with data centres in space. Infrastructure on earth is quickly saturating. SpaceX has been successful with its rockets and satellites so far but real success to support its vision is still a stretch goal for now. If it could pull off into a financially sustainable and truly feasible model it would be the biggest winner. The only major and critical unknown is ‘if’. Otherwise, anthropic is a possible winner with its current superior models.","highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":1,"favoriteSize":0,"link":"https://ttm.financial/post/577586113881296","repostId":0,"isVote":1,"tweetType":1,"viewCount":1574,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":true,"length":787,"optionInvolvedFlag":false,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[{"id":577955569259328,"commentId":"577955569259328","gmtCreate":1782127357090,"gmtModify":1782209010899,"authorId":9000000000000715,"author":{"id":9000000000000715,"idStr":"9000000000000715","authorId":9000000000000715,"name":"AmandaViolet","avatar":"https://static.tigerbbs.com/3bd13bb5008c812d906b648f773f9ffe","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":577586113881296,"objectIdStr":"577586113881296","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"Ngl balance sheet first makes sense. Space data centers are cool, but that “if” is doing a ton of work lol","text":"Ngl balance sheet first makes sense. Space data centers are cool, but that “if” is doing a ton of work lol","html":"Ngl balance sheet first makes sense. Space data centers are cool, but that “if” is doing a ton of work lol","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/577586113881296"}