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@Shyon：$SpaceX(SPCX)$ I decided to average down my $SpaceX(SPCX.US) position because the recent pullback is starting to look more like a near-term reset than a change in the long-term story. After the heavy selling pressure following its first earnings report and the post-IPO share unlock, the stock appears to be finding support and beginning to rebound. For me, this is exactly the kind of weakness I'm willing to use to improve my average entry price, especially if momentum continues to stabilize. I'm not trying to catch the exact bottom, but the risk-reward looks more attractive now compared with chasing the stock at much higher levels. Fundamentally, I still see several powerful long-term growth drivers. SpaceX is not simply a launch company — Starlink is becoming a major recurring-revenue engine, while the company continues to benefit from growing demand for satellite connectivity, commercial launches and government space contracts. Its scale, launch cadence and vertically integrated model create significant competitive advantages that are difficult for new entrants to replicate. The company's growing relationship with the AI infrastructure ecosystem, including its Nvidia partnership and plans involving advanced AI computing infrastructure, also adds another potential growth avenue beyond the traditional space business. Of course, the biggest concern remains valuation and the enormous capital expenditure required to fund SpaceX's expansion. The latest results showed strong revenue growth, but the market clearly became nervous about the amount of money being reinvested into future infrastructure. I'm therefore treating this as a long-term position rather than a quick trade. With the stock seemingly forming a near-term bottom and starting to rebound, I see the current weakness as an opportunity to average down gradually. If SpaceX continues executing on Starlink, launches, AI infrastructure and its broader space ambitions, I believe today's volatility could eventually look like just another entry point in a much bigger long-term story. @Tiger_comments @TigerClub @TigerEvents @TigerStars
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