SpaceX Surges 9.7% — Is AI Becoming Its Top Business Segment by September Realistic?

SpaceX +9.65%, extending the post-lockup rally. The trigger: Musk forecasting AI becomes its largest segment by September, far sooner than assumed — moving the valuation story from launch and Starlink to compute. The debut print: revenue +92% YoY, a beat; AI losses narrowing faster than expected; AI capex running hot, first flagged as a problem, now read as front-loaded spend. Cathie Wood added on the pullback; JPMorgan reset its target. Value SpaceX on Starlink and launch cash flow, or on AI compute optionality?

+ Follow

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WallStreet_Tiger

08-27

🪙 SpaceX Enters Mobile Communications, BofA Sees Potential Upside for T-Mobile and Tower Operators

$SpaceX(SPCX)$ is taking Starlink beyond satellite internet and deeper into mobile communications, raising concerns about intensifying competition for traditional U.S. wireless carriers. The company plans to use newly acquired wireless spectrum to develop a terrestrial mobile network, potentially putting it in more direct competition with $T-Mobile US(TMUS)$, $Verizon(VZ)$ and $AT&T Inc(T)$. However, $Bank of America(BAC)$ sees a more nuanced picture. SpaceX's expansion could create opportunities for T

🪙 SpaceX Enters Mobile Communications, BofA Sees Potential Upside for T-Mobile and Tower Operators

TigerClub

08-17

【Live Recap】🚨Ross Cut AI in June — Here’s Where He Sees the Next Opportunity

Speaker: Ross Dong @Ross_Macro_Trading (Founder of Gongxing Academy and Partner at Morning Cloud Asset Management)Live Date: August 12, 2026 Ross Dong remains bullish on AI as a long-term technology cycle—but that did not stop his fund from cutting semiconductor and AI exposure in June. In this livestream, Ross explained the warning signals behind that decision, why he still sees selective upside in U.S. equities, and where he is gradually putting cash back to work—from hyperscalers and financials to power, energy and other less-crowded parts of the AI value chain. Want a deeper dive? We broke this session into 4 full recap articles: Live Recap 1: Why

【Live Recap】🚨Ross Cut AI in June — Here’s Where He Sees the Next Opportunity

Tiger_comments

08-17

From RMB 7,000 to RMB 10 Million: Niu Lai Goes Viral as Anthropic Prices in 2028

The viral Chinese animated film Niu Lai and Anthropic’s potential mega-IPO may appear completely unrelated, but both reveal the same market behavior: once people believe future attention, revenue and scale will keep expanding, prices can move far ahead of current quality or profits. Hype can create a valuation, but only cash flow can defend it. The Weekend’s Biggest Surprise Was a Movie Called Niu Lai Anyone who spent time on Chinese social media over the weekend probably saw clips or memes about Niu Lai (《牛来》). The animated film opened on August 5 with almost no promotion and only two core creators. After nine days in theaters, it had earned just RMB 7,169, while nationwide daily screenings had fallen to only 21. Then its rough 3D modeling, stiff animation and unusual dialogue started cir

From RMB 7,000 to RMB 10 Million: Niu Lai Goes Viral as Anthropic Prices in 2028

TigerOptions

08-11

Why Rocket Lab’s Record Backlog Cannot Remove Neutron’s Timing Risk

$Rocket Lab USA, Inc.(RKLB)$ produced record revenue and backlog in the second quarter, demonstrating that it has become much more than a small-rocket operator. Nevertheless, the market remains focused on Neutron, the reusable medium-lift rocket intended to move Rocket Lab into larger commercial and national-security missions. Rocket Lab reported after the August 10 close for the quarter ended June 30. Revenue increased 62% year over year to $234.1 million, driven mainly by product revenue nearly doubling to $181.3 million. Backlog rose 137% to $2.36 billion, and the company guided for third-quarter revenue of $250–$265 million. Rocket Lab’s official second-quarter release provides the results, contract awards and forecast. The bullish thesis is v

Why Rocket Lab’s Record Backlog Cannot Remove Neutron’s Timing Risk

Maverick AI

08-13

CoreWeave Q2: Faster Builds, Better Margins, More Debt

$CoreWeave, Inc.(CRWV)$ shares rose after its Q2 2026 results. Revenue grew 112%, but the key gain was faster power and GPU roll-out. Adjusted operating margin also rose from its Q1 low.$Tradr 2X Long CRWV Daily ETF(CWVX)$$Leverage Shares 2X Long CRWV Daily ETF(CRWG)$$Leverage Shares 2X Long CRWV Daily ETF(CRWG)$ Demand remains strong and near-term supply is sold out. Yet debt, interest and future depreciation keep rising. 1. Sales grew fast, with more gains due in H2 Q2 revenue was $2.58 billion, up 112% year on year and 24% from Q1. The result was close to

CoreWeave Q2: Faster Builds, Better Margins, More Debt

Maverick AI

08-14

Now it's time for Defense? US Missile Stocks Are Running Low: The Next Defense Trade Is Restocking

Defense stocks have already rallied on higher budgets, Europe rearmament, drones and missile defense.$RTX Corp(RTX)$$Lockheed Martin(LMT)$$Northrop Grumman(NOC)$$Boeing(BA)$ The next theme may be simpler: the US needs to rebuild missile inventories. Recent conflicts have turned a long-known production gap into an urgent supply problem. Citrini Research notes that US missile and interceptor use over a five-month period exceeded any full year since the Gulf War. Air defense is the clearest case. CSIS estimates the Iran conflict consumed about 65% of pre-war US Patr

Now it's time for Defense? US Missile Stocks Are Running Low: The Next Defense Trade Is Restocking

JC888

08-06

SPCX falls further after Earnings out !

Now that $SpaceX(SPCX)$ Q2 2026 earnings are out, let’s take a look and see whether the post I had shared yesterday holds true. Click here ! for yesterday’s post. In its first earnings report since going public on 12 Jun 2026, SPCX revenue nearly doubled, fueled by its booming Starlink satellite communications and AI businesses, but executives flagged the spending spree underpinning its lofty ambitions ‌is far from over. The company led by Elon Musk said: It expected a $100 billion revenue run-rate by December 2026, Promised a less than one-year payback on new capital deployments for AI compute, and Forecast it would launch at least 1,000 next-generation V3 Starlink satellite

SPCX falls further after Earnings out !

JC888

08-04

SPCX : Set to fall further after $100 ?

On the 2nd last day of July 2026, I have shared a post by $Morgan Stanley(MS)$ Adam Jonas warning that $SpaceX(SPCX)$ might fall to $100 per share. click here ! to read the post. When the post was out on 30 Jul 2026 , SPCX’s then share price was $113.50 /share. By the time Fri, 31 Jul 2026 was here, SPCX closed off the month, at $108.37; losing -4.52% from the post’s earlier stock price of $113.50. It wasn’t too long ago that the space technology company founded by the world's richest person, Musk, set the record for the largest IPO in history. For a moment, it be

SPCX : Set to fall further after $100 ?

Marktomarket

08-11

Nvidia Wants US$500 Billion. The Market Started Asking Where the Money Comes From

Hello. The biggest story last night was Nvidia out raising money: it is working with Blackstone, BlackRock, Goldman Sachs, KKR and others on a consortium to fund AI infrastructure, for as much as US$500 billion, to be spent on AI chips, power generation and data centres. $英伟达(NVDA)$ fell 2.86 per cent on the news. It didn't fall because demand is short. It fell because people have started to wonder whether Nvidia is creating that demand itself: it has signed agreements worth hundreds of billions of dollars with participants across the AI ecosystem, lifting overall demand and valuations, while those counterparties themselves depend on the AI boom staying alive. That structure has a name. Circular financing. Jensen Huang answered on

Nvidia Wants US$500 Billion. The Market Started Asking Where the Money Comes From

Mrzorro

08-11

SpaceX Bulls Spar With Bears After Seeing Biggest Short Volume $Space Exploration Technologies Corp(SPCX)$ attracted the biggest short volume among stocks tracked but even that failed to overwhelm a powerful wave of buying that followed the post-lockup rebound. Trading in borrowed SpaceX shares climbed more than 35% to 46.2 million shares Friday, the highest among stocks with a market capital of more than $5 billion tracked. The daily short volume surged as the stock rallied 15.8% that day, strengthening the case for bears to close out their positions and avoid the risk of a squeeze. Shares swung between gains and losses Monday morning after briefly climbing above its IPO price of 135. The rebound from the stock's record low cont

daz999999999

08-21

SpaceX (SPCX) IPO Will Be Trumped By Anthropic’s IPO

$SpaceX(SPCX)$ Anthropic expects to match or beat the size of SpaceX’s record-setting initial public offering, according to people familiar with the matter, in the latest sign of overwhelming demand from investors looking to profit from the artificial intelligence boom, Bloomberg reported. The Claude developer is running the numbers as it prepares to file publicly for its potential mega-IPO as soon as the end of this month, the people said. Recent investor briefings led by Chief Financial Officer Krishna Rao skirted the question of valuation, they said. Elon Musk’s rocket and satellite firm raised $75 billion at the outset, making it the biggest first-time share sale ever, data compiled by Bloomberg show. The

SpaceX (SPCX) IPO Will Be Trumped By Anthropic’s IPO

koolgal

08-10

SpaceX vs Rocket Lab: David vs Goliath - Which is a Better Buy?

🌟🌟🌟Forget about the standard tech rivalries. The ultimate billionaire space race has officially entered the public stock market. Which is a better buy: $SpaceX(SPCX)$ or $Rocket Lab USA, Inc.(RKLB)$ ?. This is an agonising high stakes choice. Do you ride with the undisputed dominant industry ruler or place your bets on the scrappy hyper aggressive underdog? Let's pit Rocket Lab against its big brother SpaceX to see which asset is truly the better buy for your hard-earned cash. David vs Goliath (Rocket Lab vs SpaceX) Rocket Lab's market capitalisation is USD 49.5 billion vs SpaceX USD 1.75 trillion. Quarterly revenue Q2 2026: Rocket Lab is USD 231

SpaceX vs Rocket Lab: David vs Goliath - Which is a Better Buy?

JC888

07-30

MS : SPCX is $15 from Zero AI value ! True ?

. $SpaceX(SPCX)$ stock story since its June 2026 IPO has been dramatic. On Fri, 12 Jun 2026, SPCX shares debuted at $160.95, then briefly soared past $200, hitting an all-time-high of $225.64 on 16 Jun 2026, and then (without warning) collapsed to nearly $115 by late July 2026, erasing over a trillion dollars in market value, in the process. (see below) As of 27 Jul 2026 endday On Mon, 27 Jul 2026, it continues to slide, pushing closer to the $100 mark that $Morgan Stanley(MS)$ warned. (see above) It showed that market is willing to push closer to the threshold where that “worthless AI” framing becomes more than just a provocative headline. Morgan Stanley Says. MS, MD & Global Auto & Shared Mobility

MS : SPCX is $15 from Zero AI value ! True ?

苏36

08-27

I’d choose D — satellite and terrestrial networks will eventually merge into one integrated ecosystem. SpaceX certainly has the technology to disrupt wireless communications, but building a nationwide terrestrial network is vastly different from providing satellite coverage. Urban density, indoor connectivity, capacity, mobility and fiber infrastructure remain difficult challenges. That is why I don’t see T-Mobile, Verizon and AT&T as immediate casualties. More likely, SpaceX will combine Starlink satellites, its newly acquired spectrum and existing terrestrial infrastructure through partnerships, tower leases and network sharing. Ironically, the biggest beneficiaries may be companies that help build the network. The real opportunity isn’t simply SpaceX versus telecom—it’s the converg

Shyon

08-27

I’m choosing D — satellite + terrestrial networks eventually become one integrated ecosystem. I don’t think $SpaceX(SPCX)$ needs to completely replace traditional carriers; its biggest advantage is combining Starlink’s satellite coverage with existing terrestrial infrastructure. This could actually create opportunities for carriers and tower operators while allowing SpaceX to scale faster and more efficiently. In the long run, I see cooperation and integration becoming more important than outright competition. For investors, I’d watch how SpaceX uses its spectrum and whether it starts partnering with existing infrastructure providers. That could be the biggest clue to who ultimately captures the value.

flyuphigh

08-07

🚀 $SpaceX(SPCX)$ : From Garage Rockets to Trillion-Dollar Rocket Ship (and the Wild Ride Ahead) Picture this: A company that once almost went bankrupt building rockets that exploded on the pad is now a publicly traded beast (ticker: SPCX) that just reported its first earnings as a public company and is actively trying to catch a 50-story stainless-steel skyscraper falling from the sky with giant mechanical arms. Welcome to SpaceX in August 2026 — where the absurd has become the business plan. The Origin Story (Abridged & Entertaining Version) Elon Musk started SpaceX in 2002 with the modest goal of “making life multiplanetary.” Early days involved a lot of “RUD” (Rapid Unscheduled Disassembly — SpaceX-speak for “the rocket blew up”). Falc

Tiger_comments

08-07

SpaceX Rallies 6% After Its Lockup Expiration: Is the Next Opportunity in Space Stocks? SpaceX has finally given the public space sector something it has long lacked: a genuine valuation anchor. On August 6, approximately 911.5 million SpaceX shares became eligible for trading. Investors feared that employees and early shareholders would rush to sell, yet after plunging nearly 14% the previous day, $SpaceX(SPCX)$ rebounded 6.1% to close at $114.92. This does not mean the selling pressure is over. By December 8, tradable shares could rise to roughly 40% of SpaceX’s total shares outstanding, leaving the stock exposed to further supply and volatility. Reuters But the more interesting signal came from the rest of the sector.

Lanceljx

08-11

I would **not call this a broad space-sector rally restart yet**. The price action looks more like a **SpaceX-specific leadership/positioning trade**, while the market is becoming more demanding about fundamentals elsewhere. Rocket Lab illustrates the problem. Q2 revenue really was a record **$234.1 million, +62% YoY**, slightly ahead of expectations, and management said launch demand remains extremely strong. It has signed more than **$437 million of Electron, HASTE and Neutron bookings** during Q2 and since quarter-end. Yet the $0.08-per-share loss was wider than the roughly $0.05 expected, and investors sold the shares. That is actually quite revealing. Investors are no longer rewarding **revenue growth alone**. Rocket Lab's next phase requires converting its backlog and spending

Marktomarket

08-07

The Lock-Up Shoe Dropped. The Guidance One Is Still in the Air.

Hello. The largest first tranche of any IPO lock-up in US market history came free last night: 911.5 million $SpaceX(SPCX)$ insider shares became eligible to sell, taking the freely tradable count from about 639 million to roughly 1.55 billion in one step. The shares rose 6.14 per cent. The day the selling actually happened wasn't last night. It was the day before. On Wednesday the stock fell 13.61 per cent on about 200 million shares, the heaviest turnover since 18 June; last night volume hit 251 million and set another high, yet the price went up. Heavier volume than Wednesday, and the price went the other way — the people who wanted to sell had mostly finished on Wednesday. Someone went back through three comparable cases: in ea

The Lock-Up Shoe Dropped. The Guidance One Is Still in the Air.

Young_on_stocks

08-05

AMD and SpaceX Beat Expectations—So Why Did Both Stocks Sell Off?

AMD fell as much as 7% after hours, while SpaceX dropped about 6%. The earnings reports were not bad. The problem was that neither stock had been priced for a normal beat. AMD came into earnings with expectations set too high. SpaceX is simply spending money too fast. AMD: The Surprise Had Already Been Priced In AMD reported second-quarter revenue of $11.54 billion, up 50% year over year, with adjusted EPS of $1.66. The company also guided for roughly $13 billion in third-quarter revenue. Data center revenue reached $6.72 billion, up 107%, as both EPYC CPUs and Instinct accelerators continued to ramp. Put these numbers on almost any other semiconductor company, and investors would have very little to complain about. AMD still got hit after hours. The first reason was simple: the stock had

AMD and SpaceX Beat Expectations—So Why Did Both Stocks Sell Off?

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Value SpaceX on Starlink and launch cash flow, or on AI compute optionality?","image":"https://community-static.tradeup.com/news/187a191e57cb1313b5da2207a50ecb19","type":0,"style":1,"follow":false,"createTime":1778593696791,"userCounts":162,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":ed4e12205bf34b65a986ea968dd36ee0}&rnconfig={\"headerBarHidden\": true}","subscribe":false,"allowSubscriptionFinancial":false,"subscriberCount":5,"allowFollow":true,"hasReward":true,"rewardScore":1000,"rewardValidDate":1786809600000,"rewardEnd":true,"symbols":[],"tweetCounts":1330,"categoryId":"7a15628ce2174325bddc6229505e0d70","options":[],"votedOptionId":"","totalUserCount":0,"followStatus":false,"themeName":"SpaceX Surges 9.7% — Is AI Becoming Its Top Business Segment by September Realistic?","tweetAmount":1330,"imageIsDefault":false,"aiDerivativeIssues":[]},"tab":"essen","allList":[{"id":601437671084104,"gmtCreate":1787872336285,"gmtModify":1787872339229,"author":{"id":"4096093486770560","authorId":"4096093486770560","name":"highhand","avatar":"https://community-static.tradeup.com/news/200574f2d0554f4c05c65c156ddc6e73","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096093486770560","authorIdStr":"4096093486770560"},"themes":[],"title":"","htmlText":"spaceX I don't buy. I'm more of a down to earth person","listText":"spaceX I don't buy. I'm more of a down to earth person","text":"spaceX I don't buy. I'm more of a down to earth person","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/601437671084104","isVote":1,"tweetType":1,"viewCount":492,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":601325682423136,"gmtCreate":1787845019188,"gmtModify":1787845023859,"author":{"id":"3581734406950755","authorId":"3581734406950755","name":"Shyon","avatar":"https://static.tigerbbs.com/2a3423cbda71d7a89cd2f2f2d6744330","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581734406950755","authorIdStr":"3581734406950755"},"themes":[],"title":"","htmlText":"I’m choosing D — satellite + terrestrial networks eventually become one integrated ecosystem. I don’t think <a href=\"https://ttm.financial/S/SPCX\"> $SpaceX(SPCX)$ </a> needs to completely replace traditional carriers; its biggest advantage is combining Starlink’s satellite coverage with existing terrestrial infrastructure. This could actually create opportunities for carriers and tower operators while allowing SpaceX to scale faster and more efficiently. In the long run, I see cooperation and integration becoming more important than outright competition. For investors, I’d watch how SpaceX uses its spectrum and whether it starts partnering with existing infrastructure providers. That could be the biggest clue to who ultimately captures the value.","listText":"I’m choosing D — satellite + terrestrial networks eventually become one integrated ecosystem. I don’t think <a href=\"https://ttm.financial/S/SPCX\"> $SpaceX(SPCX)$ </a> needs to completely replace traditional carriers; its biggest advantage is combining Starlink’s satellite coverage with existing terrestrial infrastructure. This could actually create opportunities for carriers and tower operators while allowing SpaceX to scale faster and more efficiently. In the long run, I see cooperation and integration becoming more important than outright competition. For investors, I’d watch how SpaceX uses its spectrum and whether it starts partnering with existing infrastructure providers. That could be the biggest clue to who ultimately captures the value.","text":"I’m choosing D — satellite + terrestrial networks eventually become one integrated ecosystem. I don’t think $SpaceX(SPCX)$ needs to completely replace traditional carriers; its biggest advantage is combining Starlink’s satellite coverage with existing terrestrial infrastructure. This could actually create opportunities for carriers and tower operators while allowing SpaceX to scale faster and more efficiently. In the long run, I see cooperation and integration becoming more important than outright competition. For investors, I’d watch how SpaceX uses its spectrum and whether it starts partnering with existing infrastructure providers. That could be the biggest clue to who ultimately captures the value.","images":[{"img":"https://community-static.tradeup.com/news/d29c92362dfe2321f0bb5877afc31c02"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/601325682423136","isVote":1,"tweetType":1,"viewCount":745,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":601262606619744,"gmtCreate":1787829701557,"gmtModify":1787907481708,"author":{"id":"4194184698932812","authorId":"4194184698932812","name":"苏36","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4194184698932812","authorIdStr":"4194184698932812"},"themes":[],"title":"","htmlText":"I’d choose D — satellite and terrestrial networks will eventually merge into one integrated ecosystem. SpaceX certainly has the technology to disrupt wireless communications, but building a nationwide terrestrial network is vastly different from providing satellite coverage. Urban density, indoor connectivity, capacity, mobility and fiber infrastructure remain difficult challenges. That is why I don’t see T-Mobile, Verizon and AT&amp;T as immediate casualties. More likely, SpaceX will combine Starlink satellites, its newly acquired spectrum and existing terrestrial infrastructure through partnerships, tower leases and network sharing. Ironically, the biggest beneficiaries may be companies that help build the network. The real opportunity isn’t simply SpaceX versus telecom—it’s the converg","listText":"I’d choose D — satellite and terrestrial networks will eventually merge into one integrated ecosystem. SpaceX certainly has the technology to disrupt wireless communications, but building a nationwide terrestrial network is vastly different from providing satellite coverage. 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Satellite links can fill gaps, but dense urban capacity still lives or dies on terrestrial backhaul and sharing deals","text":"The 1.6 GHz spectrum piece matters more for indoor coverage than people think. Satellite links can fill gaps, but dense urban capacity still lives or dies on terrestrial backhaul and sharing deals","html":"The 1.6 GHz spectrum piece matters more for indoor coverage than people think. Satellite links can fill gaps, but dense urban capacity still lives or dies on terrestrial backhaul and sharing deals"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":601272543703184,"gmtCreate":1787825833990,"gmtModify":1787825874746,"author":{"id":"9000000000000419","authorId":"9000000000000419","name":"WallStreet_Tiger","avatar":"https://community-static.tradeup.com/news/1fdbba25bcf5dea3f281241ba1320d10","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000419","authorIdStr":"9000000000000419"},"themes":[],"title":"🪙 SpaceX Enters Mobile Communications, BofA Sees Potential Upside for T-Mobile and Tower Operators","htmlText":"<a target=\"_blank\" href=\"https://ttm.financial/S/SPCX\">$SpaceX(SPCX)$</a> is taking Starlink beyond satellite internet and deeper into mobile communications, raising concerns about intensifying competition for traditional U.S. wireless carriers. The company plans to use newly acquired wireless spectrum to develop a terrestrial mobile network, potentially putting it in more direct competition with <a target=\"_blank\" href=\"https://ttm.financial/S/TMUS\">$T-Mobile US(TMUS)$</a>, <a target=\"_blank\" href=\"https://ttm.financial/S/VZ\">$Verizon(VZ)$</a> and <a target=\"_blank\" href=\"https://ttm.financial/S/T\">$AT&amp;T Inc(T)$</a>. However, <a target=\"_blank\" href=\"https://ttm.financial/S/BAC\">$Bank of America(BAC)$</a> sees a more nuanced picture. SpaceX's expansion could create opportunities for T","listText":"<a target=\"_blank\" href=\"https://ttm.financial/S/SPCX\">$SpaceX(SPCX)$</a> is taking Starlink beyond satellite internet and deeper into mobile communications, raising concerns about intensifying competition for traditional U.S. wireless carriers. The company plans to use newly acquired wireless spectrum to develop a terrestrial mobile network, potentially putting it in more direct competition with <a target=\"_blank\" href=\"https://ttm.financial/S/TMUS\">$T-Mobile US(TMUS)$</a>, <a target=\"_blank\" href=\"https://ttm.financial/S/VZ\">$Verizon(VZ)$</a> and <a target=\"_blank\" href=\"https://ttm.financial/S/T\">$AT&amp;T Inc(T)$</a>. However, <a target=\"_blank\" href=\"https://ttm.financial/S/BAC\">$Bank of America(BAC)$</a> sees a more nuanced picture. SpaceX's expansion could create opportunities for T","text":"$SpaceX(SPCX)$ is taking Starlink beyond satellite internet and deeper into mobile communications, raising concerns about intensifying competition for traditional U.S. wireless carriers. The company plans to use newly acquired wireless spectrum to develop a terrestrial mobile network, potentially putting it in more direct competition with $T-Mobile US(TMUS)$, $Verizon(VZ)$ and $AT&T Inc(T)$. However, $Bank of America(BAC)$ sees a more nuanced picture. SpaceX's expansion could create opportunities for T","images":[{"img":"https://community-static.tradeup.com/news/c284d479695b38d8f735ae8dbf83d535"},{"img":"https://community-static.tradeup.com/news/36bedb4b75ea67a09a4761a78423ab75"},{"img":"https://community-static.tradeup.com/news/7b8ecc8399b432849687cb7a72c681b4"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":40,"commentSize":5,"repostSize":4,"link":"https://ttm.financial/post/601272543703184","isVote":1,"tweetType":1,"viewCount":2247,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[{"author":{"id":"4194184698932812","authorId":"4194184698932812","name":"苏36","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"idStr":"4194184698932812","authorIdStr":"4194184698932812"},"content":"I would choose D — satellite and terrestrial networks will eventually merge into one integrated ecosystem. SpaceX certainly has the technology to disrupt wireless communications, but building a nationwide terrestrial network is vastly different from providing satellite coverage. Urban density, indoor connectivity, capacity, mobility and fiber infrastructure remain difficult challenges. That's why I don't see T-Mobile, Verizon and AT&T as immediate casualties. More likely, SpaceX will combine Starlink satellites, its newly acquired spectrum and existing terrestrial infrastructure through partnerships, tower leases and network sharing. Ironically, the biggest beneficiaries may be companies that help build the network. The real opportunity isn't simply SpaceX versus telecom — it's the convergence of satellites, towers and wireless networks into one ecosystem. @WallStreet_Tiger [财迷]","text":"I would choose D — satellite and terrestrial networks will eventually merge into one integrated ecosystem. SpaceX certainly has the technology to disrupt wireless communications, but building a nationwide terrestrial network is vastly different from providing satellite coverage. Urban density, indoor connectivity, capacity, mobility and fiber infrastructure remain difficult challenges. That's why I don't see T-Mobile, Verizon and AT&T as immediate casualties. More likely, SpaceX will combine Starlink satellites, its newly acquired spectrum and existing terrestrial infrastructure through partnerships, tower leases and network sharing. Ironically, the biggest beneficiaries may be companies that help build the network. The real opportunity isn't simply SpaceX versus telecom — it's the convergence of satellites, towers and wireless networks into one ecosystem. @WallStreet_Tiger [财迷]","html":"I would choose D — satellite and terrestrial networks will eventually merge into one integrated ecosystem. SpaceX certainly has the technology to disrupt wireless communications, but building a nationwide terrestrial network is vastly different from providing satellite coverage. Urban density, indoor connectivity, capacity, mobility and fiber infrastructure remain difficult challenges. That's why I don't see T-Mobile, Verizon and AT&T as immediate casualties. More likely, SpaceX will combine Starlink satellites, its newly acquired spectrum and existing terrestrial infrastructure through partnerships, tower leases and network sharing. Ironically, the biggest beneficiaries may be companies that help build the network. The real opportunity isn't simply SpaceX versus telecom — it's the convergence of satellites, towers and wireless networks into one ecosystem. @WallStreet_Tiger [财迷]"},{"author":{"id":"3581734406950755","authorId":"3581734406950755","name":"Shyon","avatar":"https://static.tigerbbs.com/2a3423cbda71d7a89cd2f2f2d6744330","crmLevel":12,"crmLevelSwitch":0,"idStr":"3581734406950755","authorIdStr":"3581734406950755"},"content":"I’m choosing D — satellite + terrestrial networks eventually become one integrated ecosystem. I don’t think $SpaceX(SPCX)$ needs to completely replace traditional carriers; its biggest advantage is combining Starlink’s satellite coverage with existing terrestrial infrastructure. This could actually create opportunities for carriers and tower operators while allowing SpaceX to scale faster and more efficiently. In the long run, I see cooperation and integration becoming more important than outright competition. For investors, I’d watch how SpaceX uses its spectrum and whether it starts partnering with existing infrastructure providers. That could be the biggest clue to who ultimately captures the value. @WallStreet_Tiger @TigerStars @TigerClub @Tiger_comments","text":"I’m choosing D — satellite + terrestrial networks eventually become one integrated ecosystem. I don’t think $SpaceX(SPCX)$ needs to completely replace traditional carriers; its biggest advantage is combining Starlink’s satellite coverage with existing terrestrial infrastructure. This could actually create opportunities for carriers and tower operators while allowing SpaceX to scale faster and more efficiently. In the long run, I see cooperation and integration becoming more important than outright competition. For investors, I’d watch how SpaceX uses its spectrum and whether it starts partnering with existing infrastructure providers. That could be the biggest clue to who ultimately captures the value. @WallStreet_Tiger @TigerStars @TigerClub @Tiger_comments","html":"I’m choosing D — satellite + terrestrial networks eventually become one integrated ecosystem. I don’t think $SpaceX(SPCX)$ needs to completely replace traditional carriers; its biggest advantage is combining Starlink’s satellite coverage with existing terrestrial infrastructure. This could actually create opportunities for carriers and tower operators while allowing SpaceX to scale faster and more efficiently. In the long run, I see cooperation and integration becoming more important than outright competition. For investors, I’d watch how SpaceX uses its spectrum and whether it starts partnering with existing infrastructure providers. That could be the biggest clue to who ultimately captures the value. @WallStreet_Tiger @TigerStars @TigerClub @Tiger_comments"}],"imageCount":3,"langContent":"EN","totalScore":0},{"id":599503618147608,"gmtCreate":1787404843854,"gmtModify":1787407563432,"author":{"id":"4098098188330620","authorId":"4098098188330620","name":"MojoStellar","avatar":"https://static.tigerbbs.com/9e757a91c3f486e5fb2bd8b91f998420","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4098098188330620","authorIdStr":"4098098188330620"},"themes":[],"title":"","htmlText":"I'm genuinely grateful for the earnings from my options trading. It feels like a little bonus and a reward for staying focused and even better, it gives me something extra to put toward my next vacation and a few small treats at CHAGEE. 😄🧋 With the weather being so humid and warm lately, I'm especially looking forward to somewhere cool and refreshing. A good vacation will be a chance to slow down, rejuvenate, clear my mind, and come back ready to execute my next investment ideas with a fresh perspective. Profits are rewarding, but having the freedom to enjoy them while staying grounded is even better. Grateful for the gains. Grateful for the lessons. And excited for what comes next. 📈✈️🧋 #Tesla #SpaceX #OptionsTrading #Investing #StockMarket #TradingJourney #Gratitude #Vacation #Financial","listText":"I'm genuinely grateful for the earnings from my options trading. It feels like a little bonus and a reward for staying focused and even better, it gives me something extra to put toward my next vacation and a few small treats at CHAGEE. 😄🧋 With the weather being so humid and warm lately, I'm especially looking forward to somewhere cool and refreshing. A good vacation will be a chance to slow down, rejuvenate, clear my mind, and come back ready to execute my next investment ideas with a fresh perspective. Profits are rewarding, but having the freedom to enjoy them while staying grounded is even better. Grateful for the gains. Grateful for the lessons. And excited for what comes next. 📈✈️🧋 #Tesla #SpaceX #OptionsTrading #Investing #StockMarket #TradingJourney #Gratitude #Vacation #Financial","text":"I'm genuinely grateful for the earnings from my options trading. It feels like a little bonus and a reward for staying focused and even better, it gives me something extra to put toward my next vacation and a few small treats at CHAGEE. 😄🧋 With the weather being so humid and warm lately, I'm especially looking forward to somewhere cool and refreshing. A good vacation will be a chance to slow down, rejuvenate, clear my mind, and come back ready to execute my next investment ideas with a fresh perspective. Profits are rewarding, but having the freedom to enjoy them while staying grounded is even better. Grateful for the gains. Grateful for the lessons. And excited for what comes next. 📈✈️🧋 #Tesla #SpaceX #OptionsTrading #Investing #StockMarket #TradingJourney #Gratitude #Vacation #Financial","images":[{"img":"https://community-static.tradeup.com/news/eb2cd8db64456eb0d8497cfbe2ba65fd"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/599503618147608","isVote":1,"tweetType":1,"viewCount":680,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":599503339607568,"gmtCreate":1787404778286,"gmtModify":1787559031479,"author":{"id":"4098098188330620","authorId":"4098098188330620","name":"MojoStellar","avatar":"https://static.tigerbbs.com/9e757a91c3f486e5fb2bd8b91f998420","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4098098188330620","authorIdStr":"4098098188330620"},"themes":[],"title":"","htmlText":"Grateful for the Gains, Looking Ahead A little reflection on Tesla, SpaceX, and the opportunities that come with staying patient and disciplined in the markets. Tesla continues to be one of the most fascinating names in the market, with investors watching closely as the company pushes further into autonomy, robotics, Cybercab and the long-awaited Roadster. At the same time, SpaceX represents another major piece of the broader innovation story surrounding Elon Musk, from space technology and satellite connectivity to the possibilities that could reshape entire industries. For me, the biggest takeaway is not simply the price movement, but the importance of having the patience to let a trade develop and the discipline to take profits when the opportunity presents itself. &nbsp;","listText":"Grateful for the Gains, Looking Ahead A little reflection on Tesla, SpaceX, and the opportunities that come with staying patient and disciplined in the markets. Tesla continues to be one of the most fascinating names in the market, with investors watching closely as the company pushes further into autonomy, robotics, Cybercab and the long-awaited Roadster. At the same time, SpaceX represents another major piece of the broader innovation story surrounding Elon Musk, from space technology and satellite connectivity to the possibilities that could reshape entire industries. For me, the biggest takeaway is not simply the price movement, but the importance of having the patience to let a trade develop and the discipline to take profits when the opportunity presents itself. &nbsp;","text":"Grateful for the Gains, Looking Ahead A little reflection on Tesla, SpaceX, and the opportunities that come with staying patient and disciplined in the markets. Tesla continues to be one of the most fascinating names in the market, with investors watching closely as the company pushes further into autonomy, robotics, Cybercab and the long-awaited Roadster. At the same time, SpaceX represents another major piece of the broader innovation story surrounding Elon Musk, from space technology and satellite connectivity to the possibilities that could reshape entire industries. For me, the biggest takeaway is not simply the price movement, but the importance of having the patience to let a trade develop and the discipline to take profits when the opportunity presents itself.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/599503339607568","isVote":1,"tweetType":1,"viewCount":1095,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000635","authorId":"9000000000000635","name":"DebbyLily","avatar":"https://static.tigerbbs.com/6f69266757bb8aeff3ab26b6e6df27f7","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000635","authorIdStr":"9000000000000635"},"content":"Patience works until valuation stops forgiving execution. Tesla still has to earn this multiple with way more competition on the road","text":"Patience works until valuation stops forgiving execution. Tesla still has to earn this multiple with way more competition on the road","html":"Patience works until valuation stops forgiving execution. Tesla still has to earn this multiple with way more competition on the road"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":598942360278160,"gmtCreate":1787267925035,"gmtModify":1787269517003,"author":{"id":"4088639346266630","authorId":"4088639346266630","name":"daz999999999","avatar":"https://community-static.tradeup.com/news/8bbe8cd95504dc1e0dd3af78504d3f7e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088639346266630","authorIdStr":"4088639346266630"},"themes":[],"title":"SpaceX (SPCX) IPO Will Be Trumped By Anthropic’s IPO","htmlText":"<a href=\"https://ttm.financial/S/SPCX\">$SpaceX(SPCX)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Anthropic expects to match or beat the size of SpaceX’s record-setting initial public offering, according to people familiar with the matter, in the latest sign of overwhelming demand from investors looking to profit from the artificial intelligence boom, Bloomberg reported. The Claude developer is running the numbers as it prepares to file publicly for its potential mega-IPO as soon as the end of this month, the people said. Recent investor briefings led by Chief Financial Officer Krishna Rao skirted the question of valuation, they said. Elon Musk’s rocket and satellite firm raised $75 billion at the outset, making it the biggest first-time share sale ever, data compiled by Bloomberg show. The","listText":"<a href=\"https://ttm.financial/S/SPCX\">$SpaceX(SPCX)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Anthropic expects to match or beat the size of SpaceX’s record-setting initial public offering, according to people familiar with the matter, in the latest sign of overwhelming demand from investors looking to profit from the artificial intelligence boom, Bloomberg reported. The Claude developer is running the numbers as it prepares to file publicly for its potential mega-IPO as soon as the end of this month, the people said. Recent investor briefings led by Chief Financial Officer Krishna Rao skirted the question of valuation, they said. Elon Musk’s rocket and satellite firm raised $75 billion at the outset, making it the biggest first-time share sale ever, data compiled by Bloomberg show. The","text":"$SpaceX(SPCX)$ Anthropic expects to match or beat the size of SpaceX’s record-setting initial public offering, according to people familiar with the matter, in the latest sign of overwhelming demand from investors looking to profit from the artificial intelligence boom, Bloomberg reported. The Claude developer is running the numbers as it prepares to file publicly for its potential mega-IPO as soon as the end of this month, the people said. Recent investor briefings led by Chief Financial Officer Krishna Rao skirted the question of valuation, they said. Elon Musk’s rocket and satellite firm raised $75 billion at the outset, making it the biggest first-time share sale ever, data compiled by Bloomberg show. The","images":[{"img":"https://community-static.tradeup.com/news/7d1d1e9c5419dbd0091fd4d296c6ce6c","width":"1076","height":"1256"},{"img":"https://community-static.tradeup.com/news/773c02e6b4fa2371fbdd2b9aba319ce3","width":"1179","height":"689"},{"img":"https://community-static.tradeup.com/news/ba3cd19d0f7650f30851d035a5eb6a7c","width":"787","height":"448"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/598942360278160","isVote":1,"tweetType":1,"viewCount":923,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},{"id":598690196713816,"gmtCreate":1787206243397,"gmtModify":1787217069146,"author":{"id":"3581734406950755","authorId":"3581734406950755","name":"Shyon","avatar":"https://static.tigerbbs.com/2a3423cbda71d7a89cd2f2f2d6744330","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581734406950755","authorIdStr":"3581734406950755"},"themes":[],"title":"","htmlText":"I think the market is moving early rather than simply getting it wrong. The <a href=\"https://ttm.financial/S/NVDA\"> $</a><a href=\"https://ttm.financial/S/NVDA\">NVIDIA</a><a href=\"https://ttm.financial/S/NVDA\">(NVDA)$ </a> story has shifted from “how strong is AI demand?” to “where is the money funding that demand?” That uncertainty naturally hits leveraged optical names like<a href=\"https://ttm.financial/S/COHR\"> $COHERENT(COHR)$ </a>and<a href=\"https://ttm.financial/S/LITE\"> $</a><a href=\"https://ttm.financial/S/LITE\">Lumentum</a><a href=\"https://ttm.financial/S/LITE\">(LITE)$ </a>first. I don't think AI demand is broken yet. I’m watching actual orders, cash flow and funding much more closely, especially for companies like<a href=\"https://ttm.financial/S/CRWV\"> $</a>","listText":"I think the market is moving early rather than simply getting it wrong. The <a href=\"https://ttm.financial/S/NVDA\"> $</a><a href=\"https://ttm.financial/S/NVDA\">NVIDIA</a><a href=\"https://ttm.financial/S/NVDA\">(NVDA)$ </a> story has shifted from “how strong is AI demand?” to “where is the money funding that demand?” That uncertainty naturally hits leveraged optical names like<a href=\"https://ttm.financial/S/COHR\"> $COHERENT(COHR)$ </a>and<a href=\"https://ttm.financial/S/LITE\"> $</a><a href=\"https://ttm.financial/S/LITE\">Lumentum</a><a href=\"https://ttm.financial/S/LITE\">(LITE)$ </a>first. I don't think AI demand is broken yet. I’m watching actual orders, cash flow and funding much more closely, especially for companies like<a href=\"https://ttm.financial/S/CRWV\"> $</a>","text":"I think the market is moving early rather than simply getting it wrong. The $NVIDIA(NVDA)$ story has shifted from “how strong is AI demand?” to “where is the money funding that demand?” That uncertainty naturally hits leveraged optical names like $COHERENT(COHR)$ and $Lumentum(LITE)$ first. I don't think AI demand is broken yet. I’m watching actual orders, cash flow and funding much more closely, especially for companies like $","images":[{"img":"https://community-static.tradeup.com/news/c0994251c862d68bc6d52238859245b7"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":17,"commentSize":4,"repostSize":1,"link":"https://ttm.financial/post/598690196713816","isVote":1,"tweetType":1,"viewCount":2713,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000682","authorId":"9000000000000682","name":"BertScott","avatar":"https://static.tigerbbs.com/7abe9a5ceed1650d274c1ec776021cd1","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000682","authorIdStr":"9000000000000682"},"content":"I get the healthy warning angle, but NVDA's valuation still doesn't look like it has fully priced the funding risk. Feels more like the financing froth finally getting squeezed.","text":"I get the healthy warning angle, but NVDA's valuation still doesn't look like it has fully priced the funding risk. Feels more like the financing froth finally getting squeezed.","html":"I get the healthy warning angle, but NVDA's valuation still doesn't look like it has fully priced the funding risk. Feels more like the financing froth finally getting squeezed."},{"author":{"id":"4132300740238052","authorId":"4132300740238052","name":"icycrystal","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"idStr":"4132300740238052","authorIdStr":"4132300740238052"},"content":"thanks for sharing","text":"thanks for sharing","html":"thanks for sharing"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":597737150984320,"gmtCreate":1786962620421,"gmtModify":1786962655404,"author":{"id":"3527667671414981","authorId":"3527667671414981","name":"TigerClub","avatar":"https://static.tigerbbs.com/c0f6fba0673df1de1c5c31bb2b4f6d4e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667671414981","authorIdStr":"3527667671414981"},"themes":[],"title":"【Live Recap】🚨Ross Cut AI in June — Here’s Where He Sees the Next Opportunity","htmlText":"Speaker: Ross Dong <a target=\"_blank\" href=\"https://ttm.financial/U/4109728230443400\">@Ross_Macro_Trading</a> (Founder of Gongxing Academy and Partner at Morning Cloud Asset Management)Live Date: August 12, 2026 Ross Dong remains bullish on AI as a long-term technology cycle—but that did not stop his fund from cutting semiconductor and AI exposure in June. In this livestream, Ross explained the warning signals behind that decision, why he still sees selective upside in U.S. equities, and where he is gradually putting cash back to work—from hyperscalers and financials to power, energy and other less-crowded parts of the AI value chain. Want a deeper dive? We broke this session into 4 full recap articles: <a target=\"_blank\" href=\"https://ttm.financial/post/596365383434264\">Live Recap 1: Why </a>","listText":"Speaker: Ross Dong <a target=\"_blank\" href=\"https://ttm.financial/U/4109728230443400\">@Ross_Macro_Trading</a> (Founder of Gongxing Academy and Partner at Morning Cloud Asset Management)Live Date: August 12, 2026 Ross Dong remains bullish on AI as a long-term technology cycle—but that did not stop his fund from cutting semiconductor and AI exposure in June. In this livestream, Ross explained the warning signals behind that decision, why he still sees selective upside in U.S. equities, and where he is gradually putting cash back to work—from hyperscalers and financials to power, energy and other less-crowded parts of the AI value chain. Want a deeper dive? We broke this session into 4 full recap articles: <a target=\"_blank\" href=\"https://ttm.financial/post/596365383434264\">Live Recap 1: Why </a>","text":"Speaker: Ross Dong @Ross_Macro_Trading (Founder of Gongxing Academy and Partner at Morning Cloud Asset Management)Live Date: August 12, 2026 Ross Dong remains bullish on AI as a long-term technology cycle—but that did not stop his fund from cutting semiconductor and AI exposure in June. In this livestream, Ross explained the warning signals behind that decision, why he still sees selective upside in U.S. equities, and where he is gradually putting cash back to work—from hyperscalers and financials to power, energy and other less-crowded parts of the AI value chain. Want a deeper dive? We broke this session into 4 full recap articles: Live Recap 1: Why","images":[{"img":"https://community-static.tradeup.com/news/599ae54a2c89313ba7b3a8424f0ec4db"},{"img":"https://community-static.tradeup.com/news/c926220e4bd4087cc8d29c351ff4cc8e"},{"img":"https://community-static.tradeup.com/news/d111b5aa17b25ed210bb96ae4effdeae"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":45,"commentSize":2,"repostSize":3,"link":"https://ttm.financial/post/597737150984320","isVote":1,"tweetType":1,"viewCount":2697,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[{"author":{"id":"4246011378926002","authorId":"4246011378926002","name":"Jerry Lam","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":12,"crmLevelSwitch":0,"idStr":"4246011378926002","authorIdStr":"4246011378926002"},"content":"I would pick ⚡ Power and energy, while retaining a portion of AI core positions. The biggest bottleneck in the next stage of AI may not be just GPU, but power, data center capacity and infrastructure construction speed. The demand for computing power continues to grow, and eventually it will fall to the real power grid, power generation and energy supply. Compared with popular AI software and chips, this line may be less congested. After the recent AI adjustment, I won't be in a hurry to bargain for the bottom with a full warehouse, but I prefer the next callback such as continuing to take the core AI warehouse + increasing energy/industrial exposure + retaining cash. Bottom line: the AI story is still there, but the people who make money in the next stage are not necessarily the only people who sell chips, but also the people who \"power\" AI.","text":"I would pick ⚡ Power and energy, while retaining a portion of AI core positions. The biggest bottleneck in the next stage of AI may not be just GPU, but power, data center capacity and infrastructure construction speed. The demand for computing power continues to grow, and eventually it will fall to the real power grid, power generation and energy supply. Compared with popular AI software and chips, this line may be less congested. After the recent AI adjustment, I won't be in a hurry to bargain for the bottom with a full warehouse, but I prefer the next callback such as continuing to take the core AI warehouse + increasing energy/industrial exposure + retaining cash. Bottom line: the AI story is still there, but the people who make money in the next stage are not necessarily the only people who sell chips, but also the people who \"power\" AI.","html":"I would pick ⚡ Power and energy, while retaining a portion of AI core positions. The biggest bottleneck in the next stage of AI may not be just GPU, but power, data center capacity and infrastructure construction speed. The demand for computing power continues to grow, and eventually it will fall to the real power grid, power generation and energy supply. Compared with popular AI software and chips, this line may be less congested. After the recent AI adjustment, I won't be in a hurry to bargain for the bottom with a full warehouse, but I prefer the next callback such as continuing to take the core AI warehouse + increasing energy/industrial exposure + retaining cash. Bottom line: the AI story is still there, but the people who make money in the next stage are not necessarily the only people who sell chips, but also the people who \"power\" AI."},{"author":{"id":"3581734406950755","authorId":"3581734406950755","name":"Shyon","avatar":"https://static.tigerbbs.com/2a3423cbda71d7a89cd2f2f2d6744330","crmLevel":12,"crmLevelSwitch":0,"idStr":"3581734406950755","authorIdStr":"3581734406950755"},"content":"I agree with @Ross_Macro_Trading distinction between being bullish on AI long term and being fully invested at every price. The AI cycle still has years to run, but after the huge semiconductor rally, risk management and valuation matter more. I’d rather accumulate quality names on pullbacks than chase parabolic moves. What interests me most is the next layer of the AI ecosystem, especially power, energy and infrastructure. AI data centres cannot scale without electricity and grid upgrades, so names like $Vistra Energy Corp.(VST)$ and $Constellation Energy Corp(CEG)$ could offer a less crowded way to benefit from the same trend. I’m also keeping hyperscalers and financials on my radar. I’m still bullish on semiconductors and would continue using pullbacks to DCA, but I’m becoming more selective on entry points. The biggest takeaway for me: AI can be a great long-term thesis, but a great company isn’t necessarily a great buy at any price. 📈 @Tiger_comments @TigerStars @TigerClub","text":"I agree with @Ross_Macro_Trading distinction between being bullish on AI long term and being fully invested at every price. The AI cycle still has years to run, but after the huge semiconductor rally, risk management and valuation matter more. I’d rather accumulate quality names on pullbacks than chase parabolic moves. What interests me most is the next layer of the AI ecosystem, especially power, energy and infrastructure. AI data centres cannot scale without electricity and grid upgrades, so names like $Vistra Energy Corp.(VST)$ and $Constellation Energy Corp(CEG)$ could offer a less crowded way to benefit from the same trend. I’m also keeping hyperscalers and financials on my radar. I’m still bullish on semiconductors and would continue using pullbacks to DCA, but I’m becoming more selective on entry points. The biggest takeaway for me: AI can be a great long-term thesis, but a great company isn’t necessarily a great buy at any price. 📈 @Tiger_comments @TigerStars @TigerClub","html":"I agree with @Ross_Macro_Trading distinction between being bullish on AI long term and being fully invested at every price. The AI cycle still has years to run, but after the huge semiconductor rally, risk management and valuation matter more. I’d rather accumulate quality names on pullbacks than chase parabolic moves. What interests me most is the next layer of the AI ecosystem, especially power, energy and infrastructure. AI data centres cannot scale without electricity and grid upgrades, so names like $Vistra Energy Corp.(VST)$ and $Constellation Energy Corp(CEG)$ could offer a less crowded way to benefit from the same trend. I’m also keeping hyperscalers and financials on my radar. I’m still bullish on semiconductors and would continue using pullbacks to DCA, but I’m becoming more selective on entry points. The biggest takeaway for me: AI can be a great long-term thesis, but a great company isn’t necessarily a great buy at any price. 📈 @Tiger_comments @TigerStars @TigerClub"}],"imageCount":9,"langContent":"EN","totalScore":0},{"id":597691293216912,"gmtCreate":1786951505258,"gmtModify":1786951538456,"author":{"id":"3501196737273098","authorId":"3501196737273098","name":"Tiger_comments","avatar":"https://community-static.tradeup.com/news/227887b200e9925968650d5db4a8bfb3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3501196737273098","authorIdStr":"3501196737273098"},"themes":[],"title":"From RMB 7,000 to RMB 10 Million: Niu Lai Goes Viral as Anthropic Prices in 2028","htmlText":"The viral Chinese animated film Niu Lai and Anthropic’s potential mega-IPO may appear completely unrelated, but both reveal the same market behavior: once people believe future attention, revenue and scale will keep expanding, prices can move far ahead of current quality or profits. Hype can create a valuation, but only cash flow can defend it. The Weekend’s Biggest Surprise Was a Movie Called Niu Lai Anyone who spent time on Chinese social media over the weekend probably saw clips or memes about Niu Lai (《牛来》). The animated film opened on August 5 with almost no promotion and only two core creators. After nine days in theaters, it had earned just RMB 7,169, while nationwide daily screenings had fallen to only 21. Then its rough 3D modeling, stiff animation and unusual dialogue started cir","listText":"The viral Chinese animated film Niu Lai and Anthropic’s potential mega-IPO may appear completely unrelated, but both reveal the same market behavior: once people believe future attention, revenue and scale will keep expanding, prices can move far ahead of current quality or profits. Hype can create a valuation, but only cash flow can defend it. The Weekend’s Biggest Surprise Was a Movie Called Niu Lai Anyone who spent time on Chinese social media over the weekend probably saw clips or memes about Niu Lai (《牛来》). The animated film opened on August 5 with almost no promotion and only two core creators. After nine days in theaters, it had earned just RMB 7,169, while nationwide daily screenings had fallen to only 21. Then its rough 3D modeling, stiff animation and unusual dialogue started cir","text":"The viral Chinese animated film Niu Lai and Anthropic’s potential mega-IPO may appear completely unrelated, but both reveal the same market behavior: once people believe future attention, revenue and scale will keep expanding, prices can move far ahead of current quality or profits. Hype can create a valuation, but only cash flow can defend it. The Weekend’s Biggest Surprise Was a Movie Called Niu Lai Anyone who spent time on Chinese social media over the weekend probably saw clips or memes about Niu Lai (《牛来》). The animated film opened on August 5 with almost no promotion and only two core creators. After nine days in theaters, it had earned just RMB 7,169, while nationwide daily screenings had fallen to only 21. Then its rough 3D modeling, stiff animation and unusual dialogue started cir","images":[{"img":"https://community-static.tradeup.com/news/c0d99c977b1663c8071644f620b5929a"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":30,"commentSize":2,"repostSize":1,"link":"https://ttm.financial/post/597691293216912","isVote":1,"tweetType":1,"viewCount":16145,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4194184698932812","authorId":"4194184698932812","name":"苏36","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"idStr":"4194184698932812","authorIdStr":"4194184698932812"},"content":"My Take: D — Wait I'm bullish on Anthropic and AI, but if the IPO approaches a $2 trillion valuation, I'd rather wait. The key question isn't whether Anthropic is a great company — it's whether the price already assumes too much future growth. Investors are essentially paying today for huge 2028 revenue, while Anthropic still needs to prove that rapid growth can translate into sustainable margins and cash flow. I would watch the IPO valuation, revenue growth, customer concentration and free cash flow first. Great company, but price matters. I'd rather buy after the hype and let the numbers prove the story. @Tiger_comments [真香]","text":"My Take: D — Wait I'm bullish on Anthropic and AI, but if the IPO approaches a $2 trillion valuation, I'd rather wait. The key question isn't whether Anthropic is a great company — it's whether the price already assumes too much future growth. Investors are essentially paying today for huge 2028 revenue, while Anthropic still needs to prove that rapid growth can translate into sustainable margins and cash flow. I would watch the IPO valuation, revenue growth, customer concentration and free cash flow first. Great company, but price matters. I'd rather buy after the hype and let the numbers prove the story. @Tiger_comments [真香]","html":"My Take: D — Wait I'm bullish on Anthropic and AI, but if the IPO approaches a $2 trillion valuation, I'd rather wait. The key question isn't whether Anthropic is a great company — it's whether the price already assumes too much future growth. Investors are essentially paying today for huge 2028 revenue, while Anthropic still needs to prove that rapid growth can translate into sustainable margins and cash flow. I would watch the IPO valuation, revenue growth, customer concentration and free cash flow first. Great company, but price matters. I'd rather buy after the hype and let the numbers prove the story. @Tiger_comments [真香]"},{"author":{"id":"3581734406950755","authorId":"3581734406950755","name":"Shyon","avatar":"https://static.tigerbbs.com/2a3423cbda71d7a89cd2f2f2d6744330","crmLevel":12,"crmLevelSwitch":0,"idStr":"3581734406950755","authorIdStr":"3581734406950755"},"content":"I think the comparison between Niu Lai and Anthropic is surprisingly relevant: both show how quickly markets can reprice once expectations of future scale take over. Anthropic’s growth is impressive, but a potential $2 trillion valuation requires strong confidence that its 2028 revenue can translate into sustainable margins and cash flow. Personally, I’d rather not chase the IPO purely on hype. I’m more interested in AMZN and GOOGL as indirect beneficiaries through equity stakes and cloud demand, while keeping an eye on PLTR, NET and SPCX. A successful Anthropic IPO could reinforce premium valuations across AI growth stocks. For me, AI demand is clearly real. The bigger question is how much future growth is already priced in. I remain bullish on enterprise AI, but I’d rather see revenue, margins and cash flow catch up before paying almost any price. @TigerStars @Tiger_comments @TigerClub","text":"I think the comparison between Niu Lai and Anthropic is surprisingly relevant: both show how quickly markets can reprice once expectations of future scale take over. Anthropic’s growth is impressive, but a potential $2 trillion valuation requires strong confidence that its 2028 revenue can translate into sustainable margins and cash flow. Personally, I’d rather not chase the IPO purely on hype. I’m more interested in AMZN and GOOGL as indirect beneficiaries through equity stakes and cloud demand, while keeping an eye on PLTR, NET and SPCX. A successful Anthropic IPO could reinforce premium valuations across AI growth stocks. For me, AI demand is clearly real. The bigger question is how much future growth is already priced in. I remain bullish on enterprise AI, but I’d rather see revenue, margins and cash flow catch up before paying almost any price. @TigerStars @Tiger_comments @TigerClub","html":"I think the comparison between Niu Lai and Anthropic is surprisingly relevant: both show how quickly markets can reprice once expectations of future scale take over. Anthropic’s growth is impressive, but a potential $2 trillion valuation requires strong confidence that its 2028 revenue can translate into sustainable margins and cash flow. Personally, I’d rather not chase the IPO purely on hype. I’m more interested in AMZN and GOOGL as indirect beneficiaries through equity stakes and cloud demand, while keeping an eye on PLTR, NET and SPCX. A successful Anthropic IPO could reinforce premium valuations across AI growth stocks. For me, AI demand is clearly real. The bigger question is how much future growth is already priced in. I remain bullish on enterprise AI, but I’d rather see revenue, margins and cash flow catch up before paying almost any price. @TigerStars @Tiger_comments @TigerClub"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":596756840043952,"gmtCreate":1786689304247,"gmtModify":1786691035324,"author":{"id":"4102740236684050","authorId":"4102740236684050","name":"Maverick AI","avatar":"https://community-static.tradeup.com/news/bbf0f514b8e5abb92266789b89f6e1e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4102740236684050","authorIdStr":"4102740236684050"},"themes":[],"title":"Now it's time for Defense? US Missile Stocks Are Running Low: The Next Defense Trade Is Restocking","htmlText":"Defense stocks have already rallied on higher budgets, Europe rearmament, drones and missile defense.<a target=\"_blank\" href=\"https://ttm.financial/S/RTX\">$RTX Corp(RTX)$</a><a target=\"_blank\" href=\"https://ttm.financial/S/LMT\">$Lockheed Martin(LMT)$</a><a target=\"_blank\" href=\"https://ttm.financial/S/NOC\">$Northrop Grumman(NOC)$</a><a target=\"_blank\" href=\"https://ttm.financial/S/BA\">$Boeing(BA)$</a> The next theme may be simpler: the US needs to rebuild missile inventories. Recent conflicts have turned a long-known production gap into an urgent supply problem. Citrini Research notes that US missile and interceptor use over a five-month period exceeded any full year since the Gulf War. Air defense is the clearest case. CSIS estimates the Iran conflict consumed about 65% of pre-war US Patr","listText":"Defense stocks have already rallied on higher budgets, Europe rearmament, drones and missile defense.<a target=\"_blank\" href=\"https://ttm.financial/S/RTX\">$RTX Corp(RTX)$</a><a target=\"_blank\" href=\"https://ttm.financial/S/LMT\">$Lockheed Martin(LMT)$</a><a target=\"_blank\" href=\"https://ttm.financial/S/NOC\">$Northrop Grumman(NOC)$</a><a target=\"_blank\" href=\"https://ttm.financial/S/BA\">$Boeing(BA)$</a> The next theme may be simpler: the US needs to rebuild missile inventories. Recent conflicts have turned a long-known production gap into an urgent supply problem. Citrini Research notes that US missile and interceptor use over a five-month period exceeded any full year since the Gulf War. Air defense is the clearest case. CSIS estimates the Iran conflict consumed about 65% of pre-war US Patr","text":"Defense stocks have already rallied on higher budgets, Europe rearmament, drones and missile defense.$RTX Corp(RTX)$$Lockheed Martin(LMT)$$Northrop Grumman(NOC)$$Boeing(BA)$ The next theme may be simpler: the US needs to rebuild missile inventories. Recent conflicts have turned a long-known production gap into an urgent supply problem. Citrini Research notes that US missile and interceptor use over a five-month period exceeded any full year since the Gulf War. Air defense is the clearest case. CSIS estimates the Iran conflict consumed about 65% of pre-war US Patr","images":[{"img":"https://static.tigerbbs.com/e6ee6f3846590debc6c356bb84192d6f","width":"1978","height":"884"},{"img":"https://community-static.tradeup.com/news/2ccb0eb14fcf530141d2bb3849e58a01","width":"1456","height":"1095"},{"img":"https://community-static.tradeup.com/news/4349d7e0c78b2a4770bbcd4b66e83d40","width":"2048","height":"1154"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":36,"commentSize":0,"repostSize":2,"link":"https://ttm.financial/post/596756840043952","isVote":1,"tweetType":1,"viewCount":2065,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},{"id":596549036537104,"gmtCreate":1786668543780,"gmtModify":1786668546777,"author":{"id":"3582922989777578","authorId":"3582922989777578","name":"SPOT_ON","avatar":"https://static.tigerbbs.com/080f029371339d9db26930961de6adb1","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582922989777578","authorIdStr":"3582922989777578"},"themes":[],"title":"","htmlText":"BUY UNDERVALUED ADOBE CHEAP","listText":"BUY UNDERVALUED ADOBE CHEAP","text":"BUY UNDERVALUED ADOBE CHEAP","images":[{"img":"https://community-static.tradeup.com/news/9d3177c8980cf4ddeda1a06fa7254597","width":"854","height":"7889"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/596549036537104","isVote":1,"tweetType":1,"viewCount":915,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":596380512145432,"gmtCreate":1786609194213,"gmtModify":1786674043653,"author":{"id":"4102740236684050","authorId":"4102740236684050","name":"Maverick AI","avatar":"https://community-static.tradeup.com/news/bbf0f514b8e5abb92266789b89f6e1e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4102740236684050","authorIdStr":"4102740236684050"},"themes":[],"title":"CoreWeave Q2: Faster Builds, Better Margins, More Debt","htmlText":"<a target=\"_blank\" href=\"https://ttm.financial/S/CRWV\">$CoreWeave, Inc.(CRWV)$</a> shares rose after its Q2 2026 results. Revenue grew 112%, but the key gain was faster power and GPU roll-out. Adjusted operating margin also rose from its Q1 low.<a target=\"_blank\" href=\"https://ttm.financial/S/CWVX\">$Tradr 2X Long CRWV Daily ETF(CWVX)$</a><a target=\"_blank\" href=\"https://ttm.financial/S/CRWG\">$Leverage Shares 2X Long CRWV Daily ETF(CRWG)$</a><a target=\"_blank\" href=\"https://ttm.financial/S/CRWG\">$Leverage Shares 2X Long CRWV Daily ETF(CRWG)$</a> Demand remains strong and near-term supply is sold out. Yet debt, interest and future depreciation keep rising. 1. Sales grew fast, with more gains due in H2 Q2 revenue was $2.58 billion, up 112% year on year and 24% from Q1. The result was close to","listText":"<a target=\"_blank\" href=\"https://ttm.financial/S/CRWV\">$CoreWeave, Inc.(CRWV)$</a> shares rose after its Q2 2026 results. Revenue grew 112%, but the key gain was faster power and GPU roll-out. Adjusted operating margin also rose from its Q1 low.<a target=\"_blank\" href=\"https://ttm.financial/S/CWVX\">$Tradr 2X Long CRWV Daily ETF(CWVX)$</a><a target=\"_blank\" href=\"https://ttm.financial/S/CRWG\">$Leverage Shares 2X Long CRWV Daily ETF(CRWG)$</a><a target=\"_blank\" href=\"https://ttm.financial/S/CRWG\">$Leverage Shares 2X Long CRWV Daily ETF(CRWG)$</a> Demand remains strong and near-term supply is sold out. Yet debt, interest and future depreciation keep rising. 1. Sales grew fast, with more gains due in H2 Q2 revenue was $2.58 billion, up 112% year on year and 24% from Q1. The result was close to","text":"$CoreWeave, Inc.(CRWV)$ shares rose after its Q2 2026 results. Revenue grew 112%, but the key gain was faster power and GPU roll-out. Adjusted operating margin also rose from its Q1 low.$Tradr 2X Long CRWV Daily ETF(CWVX)$$Leverage Shares 2X Long CRWV Daily ETF(CRWG)$$Leverage Shares 2X Long CRWV Daily ETF(CRWG)$ Demand remains strong and near-term supply is sold out. Yet debt, interest and future depreciation keep rising. 1. Sales grew fast, with more gains due in H2 Q2 revenue was $2.58 billion, up 112% year on year and 24% from Q1. The result was close to","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":54,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/596380512145432","isVote":1,"tweetType":1,"viewCount":1683,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":596408062006304,"gmtCreate":1786604124657,"gmtModify":1786606254431,"author":{"id":"4153364923542132","authorId":"4153364923542132","name":"MasterWU","avatar":"https://community-static.tradeup.com/news/30a11b59a865f2952a526275148e2be0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4153364923542132","authorIdStr":"4153364923542132"},"themes":[],"title":"SPCX: The Rebound Time is Coming","htmlText":"Hello everyoone! Great timing--after my \"bullish now for <a target=\"_blank\" href=\"https://ttm.financial/S/SPCX\">$SpaceX(SPCX)$</a>\" call last week, it has risen over 40%. Following the roadmap pretty well. First target: $170. MPW Mid-week Update Posted: (1) hope you caught that pent-up move from <a target=\"_blank\" href=\"https://ttm.financial/S/SPCX\">$SpaceX(SPCX)$</a>, as I identified &amp; marked on the chart real time. (2) also, with VIX closed at the lowest level of 2026, the boring summer may be over.","listText":"Hello everyoone! Great timing--after my \"bullish now for <a target=\"_blank\" href=\"https://ttm.financial/S/SPCX\">$SpaceX(SPCX)$</a>\" call last week, it has risen over 40%. Following the roadmap pretty well. First target: $170. MPW Mid-week Update Posted: (1) hope you caught that pent-up move from <a target=\"_blank\" href=\"https://ttm.financial/S/SPCX\">$SpaceX(SPCX)$</a>, as I identified &amp; marked on the chart real time. (2) also, with VIX closed at the lowest level of 2026, the boring summer may be over.","text":"Hello everyoone! Great timing--after my \"bullish now for $SpaceX(SPCX)$\" call last week, it has risen over 40%. Following the roadmap pretty well. First target: $170. MPW Mid-week Update Posted: (1) hope you caught that pent-up move from $SpaceX(SPCX)$, as I identified & marked on the chart real time. (2) also, with VIX closed at the lowest level of 2026, the boring summer may be over.","images":[{"img":"https://community-static.tradeup.com/news/ac792486f66f74ee46625f901e608570","width":"2373","height":"1149"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":47,"commentSize":4,"repostSize":110,"link":"https://ttm.financial/post/596408062006304","isVote":1,"tweetType":1,"viewCount":4596,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},{"id":596259185087480,"gmtCreate":1786597775456,"gmtModify":1786598097499,"author":{"id":"3582922989777578","authorId":"3582922989777578","name":"SPOT_ON","avatar":"https://static.tigerbbs.com/080f029371339d9db26930961de6adb1","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582922989777578","authorIdStr":"3582922989777578"},"themes":[],"title":"","htmlText":"STARHUB ROCKET STARTING!!","listText":"STARHUB ROCKET STARTING!!","text":"STARHUB ROCKET STARTING!!","images":[{"img":"https://community-static.tradeup.com/news/f1f22831838197481f83c932148c6cd8","width":"854","height":"3651"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/596259185087480","isVote":1,"tweetType":1,"viewCount":796,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},{"id":596214741401600,"gmtCreate":1786586907599,"gmtModify":1786589425332,"author":{"id":"4225582686885462","authorId":"4225582686885462","name":"SG DLC News","avatar":"https://community-static.tradeup.com/news/d98b8e4c3a07230634c0085e2f351253","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4225582686885462","authorIdStr":"4225582686885462"},"themes":[],"title":"DLC Weekly Recap | Top Gainers & Losers","htmlText":"For period 5 to 12 August: <a href=\"https://ttm.financial/S/WK4W.SI\">$SpaceX 3xLongSG280707(WK4W.SI)$</a> was the top gainer, rising 122% for the week as <a href=\"https://ttm.financial/S/SPCX\">$SpaceX(SPCX)$</a> rallied close to 35% over the same period after plunging the day before on its earnings announcement. <a href=\"https://ttm.financial/S/R18W.SI\">$YZJ 5xLongSG280413(R18W.SI)$</a> was a close second, buoyed by <a href=\"https://ttm.financial/S/YGSHY\">$Yangzijiang Shipbuilding Holdings, Ltd.(YGSHY)$</a> 's 19% surge. Check latest list for Top Movers for the day in our website home page on dlc.socgen.com This advertisement has not been reviewed by the Monetary Authority of Singapore. This advertisement is distributed by Société Générale, Singapore Branch. This advertisement does not for","listText":"For period 5 to 12 August: <a href=\"https://ttm.financial/S/WK4W.SI\">$SpaceX 3xLongSG280707(WK4W.SI)$</a> was the top gainer, rising 122% for the week as <a href=\"https://ttm.financial/S/SPCX\">$SpaceX(SPCX)$</a> rallied close to 35% over the same period after plunging the day before on its earnings announcement. <a href=\"https://ttm.financial/S/R18W.SI\">$YZJ 5xLongSG280413(R18W.SI)$</a> was a close second, buoyed by <a href=\"https://ttm.financial/S/YGSHY\">$Yangzijiang Shipbuilding Holdings, Ltd.(YGSHY)$</a> 's 19% surge. Check latest list for Top Movers for the day in our website home page on dlc.socgen.com This advertisement has not been reviewed by the Monetary Authority of Singapore. This advertisement is distributed by Société Générale, Singapore Branch. This advertisement does not for","text":"For period 5 to 12 August: $SpaceX 3xLongSG280707(WK4W.SI)$ was the top gainer, rising 122% for the week as $SpaceX(SPCX)$ rallied close to 35% over the same period after plunging the day before on its earnings announcement. $YZJ 5xLongSG280413(R18W.SI)$ was a close second, buoyed by $Yangzijiang Shipbuilding Holdings, Ltd.(YGSHY)$ 's 19% surge. Check latest list for Top Movers for the day in our website home page on dlc.socgen.com This advertisement has not been reviewed by the Monetary Authority of Singapore. This advertisement is distributed by Société Générale, Singapore Branch. This advertisement does not for","images":[{"img":"https://community-static.tradeup.com/news/b7a38a235fa3c5e49b51899985012506","width":"895","height":"899"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":13,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/596214741401600","isVote":1,"tweetType":1,"viewCount":28404,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000165","authorId":"9000000000000165","name":"BruceBryant","avatar":"https://community-static.tradeup.com/news/0e39850828cfc7cfaa072c5d54e330eb","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000165","authorIdStr":"9000000000000165"},"content":"I compared Yangzijiang's 19% jump with its recent revenue trend, feels more like catch-up than a new cycle. Shipbuilding names still need follow-through no?","text":"I compared Yangzijiang's 19% jump with its recent revenue trend, feels more like catch-up than a new cycle. Shipbuilding names still need follow-through no?","html":"I compared Yangzijiang's 19% jump with its recent revenue trend, feels more like catch-up than a new cycle. Shipbuilding names still need follow-through no?"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":595909703971464,"gmtCreate":1786512258485,"gmtModify":1786514940165,"author":{"id":"3575015521194334","authorId":"3575015521194334","name":"Regalion","avatar":"https://community-static.tradeup.com/news/a3248ab21dfcdcf027c5327c610a411e","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3575015521194334","authorIdStr":"3575015521194334"},"themes":[],"title":"","htmlText":"The RKLB reaction is a good example of why headline growth alone isn't enough to justify a momentum valuation. Q2 revenue hit a record $234.1M (+62% YoY), backlog expanded to $2.36B, and gross margin came in at 41.5%. On the surface, that's a strong fundamental print. But the forward numbers tell a more nuanced story: Q3 revenue guidance of $250–265M implies continued ~7–13% QoQ growth, while gross-margin guidance of 29–31% is materially below both Q2's 41.5% and the ~37.6% consensus.&nbsp; With RKLB having rallied ~27.5% in the week into earnings, the issue wasn't whether the quarter was good — it was whether the incremental fundamentals were sufficient to support the expectations embedded in the multiple.&nbsp; That's the key distinction in high-beta thematic trades: growth drives the na","listText":"The RKLB reaction is a good example of why headline growth alone isn't enough to justify a momentum valuation. Q2 revenue hit a record $234.1M (+62% YoY), backlog expanded to $2.36B, and gross margin came in at 41.5%. On the surface, that's a strong fundamental print. But the forward numbers tell a more nuanced story: Q3 revenue guidance of $250–265M implies continued ~7–13% QoQ growth, while gross-margin guidance of 29–31% is materially below both Q2's 41.5% and the ~37.6% consensus.&nbsp; With RKLB having rallied ~27.5% in the week into earnings, the issue wasn't whether the quarter was good — it was whether the incremental fundamentals were sufficient to support the expectations embedded in the multiple.&nbsp; That's the key distinction in high-beta thematic trades: growth drives the na","text":"The RKLB reaction is a good example of why headline growth alone isn't enough to justify a momentum valuation. Q2 revenue hit a record $234.1M (+62% YoY), backlog expanded to $2.36B, and gross margin came in at 41.5%. On the surface, that's a strong fundamental print. But the forward numbers tell a more nuanced story: Q3 revenue guidance of $250–265M implies continued ~7–13% QoQ growth, while gross-margin guidance of 29–31% is materially below both Q2's 41.5% and the ~37.6% consensus. With RKLB having rallied ~27.5% in the week into earnings, the issue wasn't whether the quarter was good — it was whether the incremental fundamentals were sufficient to support the expectations embedded in the multiple. That's the key distinction in high-beta thematic trades: growth drives the na","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/595909703971464","isVote":1,"tweetType":1,"viewCount":1029,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":595746710869056,"gmtCreate":1786472660818,"gmtModify":1786495517905,"author":{"id":"4130299025699172","authorId":"4130299025699172","name":"TheRealKal","avatar":"https://community-static.tradeup.com/news/bfc17619cf72648f61e7dd4cb61d530f","crmLevel":13,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4130299025699172","authorIdStr":"4130299025699172"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/SPCX\">$SpaceX(SPCX)$ </a> See you at $80","listText":"<a href=\"https://ttm.financial/S/SPCX\">$SpaceX(SPCX)$ </a> See you at $80","text":"$SpaceX(SPCX)$ See you at $80","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/595746710869056","isVote":1,"tweetType":1,"viewCount":757,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":595607347802648,"gmtCreate":1786438750296,"gmtModify":1786448468461,"author":{"id":"3572212908677301","authorId":"3572212908677301","name":"TigerOptions","avatar":"https://community-static.tradeup.com/news/20925853481806adc78dcdfe25f2fe89","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572212908677301","authorIdStr":"3572212908677301"},"themes":[],"title":"Why Rocket Lab’s Record Backlog Cannot Remove Neutron’s Timing Risk","htmlText":"<a href=\"https://ttm.financial/S/RKLB\">$Rocket Lab USA, Inc.(RKLB)$</a> produced record revenue and backlog in the second quarter, demonstrating that it has become much more than a small-rocket operator. Nevertheless, the market remains focused on Neutron, the reusable medium-lift rocket intended to move Rocket Lab into larger commercial and national-security missions. Rocket Lab reported after the August 10 close for the quarter ended June 30. Revenue increased 62% year over year to $234.1 million, driven mainly by product revenue nearly doubling to $181.3 million. Backlog rose 137% to $2.36 billion, and the company guided for third-quarter revenue of $250–$265 million. Rocket Lab’s official second-quarter release provides the results, contract awards and forecast. The bullish thesis is v","listText":"<a href=\"https://ttm.financial/S/RKLB\">$Rocket Lab USA, Inc.(RKLB)$</a> produced record revenue and backlog in the second quarter, demonstrating that it has become much more than a small-rocket operator. Nevertheless, the market remains focused on Neutron, the reusable medium-lift rocket intended to move Rocket Lab into larger commercial and national-security missions. Rocket Lab reported after the August 10 close for the quarter ended June 30. Revenue increased 62% year over year to $234.1 million, driven mainly by product revenue nearly doubling to $181.3 million. Backlog rose 137% to $2.36 billion, and the company guided for third-quarter revenue of $250–$265 million. Rocket Lab’s official second-quarter release provides the results, contract awards and forecast. The bullish thesis is v","text":"$Rocket Lab USA, Inc.(RKLB)$ produced record revenue and backlog in the second quarter, demonstrating that it has become much more than a small-rocket operator. Nevertheless, the market remains focused on Neutron, the reusable medium-lift rocket intended to move Rocket Lab into larger commercial and national-security missions. Rocket Lab reported after the August 10 close for the quarter ended June 30. Revenue increased 62% year over year to $234.1 million, driven mainly by product revenue nearly doubling to $181.3 million. Backlog rose 137% to $2.36 billion, and the company guided for third-quarter revenue of $250–$265 million. Rocket Lab’s official second-quarter release provides the results, contract awards and forecast. The bullish thesis is v","images":[{"img":"https://community-static.tradeup.com/news/3c7b943918dc4ee9ea4677ff02b55617","width":"222","height":"178"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":35,"commentSize":0,"repostSize":3,"link":"https://ttm.financial/post/595607347802648","isVote":1,"tweetType":1,"viewCount":2107,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":9,"langContent":"EN","totalScore":0},{"id":595698578130024,"gmtCreate":1786430918184,"gmtModify":1786448505655,"author":{"id":"3527667691843168","authorId":"3527667691843168","name":"Marktomarket","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667691843168","authorIdStr":"3527667691843168"},"themes":[],"title":"Nvidia Wants US$500 Billion. The Market Started Asking Where the Money Comes From","htmlText":"Hello. The biggest story last night was Nvidia out raising money: it is working with Blackstone, BlackRock, Goldman Sachs, KKR and others on a consortium to fund AI infrastructure, for as much as US$500 billion, to be spent on AI chips, power generation and data centres. <a target=\"_blank\" href=\"https://ttm.financial/S/NVDA\">$英伟达(NVDA)$</a> fell 2.86 per cent on the news. It didn't fall because demand is short. It fell because people have started to wonder whether Nvidia is creating that demand itself: it has signed agreements worth hundreds of billions of dollars with participants across the AI ecosystem, lifting overall demand and valuations, while those counterparties themselves depend on the AI boom staying alive. That structure has a name. Circular financing. Jensen Huang answered on","listText":"Hello. The biggest story last night was Nvidia out raising money: it is working with Blackstone, BlackRock, Goldman Sachs, KKR and others on a consortium to fund AI infrastructure, for as much as US$500 billion, to be spent on AI chips, power generation and data centres. <a target=\"_blank\" href=\"https://ttm.financial/S/NVDA\">$英伟达(NVDA)$</a> fell 2.86 per cent on the news. It didn't fall because demand is short. It fell because people have started to wonder whether Nvidia is creating that demand itself: it has signed agreements worth hundreds of billions of dollars with participants across the AI ecosystem, lifting overall demand and valuations, while those counterparties themselves depend on the AI boom staying alive. That structure has a name. Circular financing. Jensen Huang answered on","text":"Hello. The biggest story last night was Nvidia out raising money: it is working with Blackstone, BlackRock, Goldman Sachs, KKR and others on a consortium to fund AI infrastructure, for as much as US$500 billion, to be spent on AI chips, power generation and data centres. $英伟达(NVDA)$ fell 2.86 per cent on the news. It didn't fall because demand is short. It fell because people have started to wonder whether Nvidia is creating that demand itself: it has signed agreements worth hundreds of billions of dollars with participants across the AI ecosystem, lifting overall demand and valuations, while those counterparties themselves depend on the AI boom staying alive. That structure has a name. Circular financing. Jensen Huang answered on","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":50,"commentSize":7,"repostSize":3,"link":"https://ttm.financial/post/595698578130024","isVote":1,"tweetType":1,"viewCount":2525,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[{"author":{"id":"3574752437126777","authorId":"3574752437126777","name":"1PC","avatar":"https://community-static.tradeup.com/news/d93d931cb700e24c910644542320e877","crmLevel":12,"crmLevelSwitch":0,"idStr":"3574752437126777","authorIdStr":"3574752437126777"},"content":"Nvidia’s plan to raise US$500B with Blackstone, BlackRock, Goldman & KKR shook investors. Shares fell 2.9% as concerns grew over circular financing — Nvidia helping create demand by funding the very ecosystem that buys its chips. Optical names were hit hardest: Coherent -14%, Lumentum -8.6%, Marvell -4.7%. Memory looked steadier, with SanDisk up & Micron warning shortages may last past 2027.🐯 My take: the market isn’t doubting demand, it’s questioning where the money comes from and how sustainable that demand really is.[Facepalm]@JC888 @Barcode @Aqa @DiAngel @Shyon @koolgal @Shernice軒嬣 2000","text":"Nvidia’s plan to raise US$500B with Blackstone, BlackRock, Goldman & KKR shook investors. Shares fell 2.9% as concerns grew over circular financing — Nvidia helping create demand by funding the very ecosystem that buys its chips. Optical names were hit hardest: Coherent -14%, Lumentum -8.6%, Marvell -4.7%. Memory looked steadier, with SanDisk up & Micron warning shortages may last past 2027.🐯 My take: the market isn’t doubting demand, it’s questioning where the money comes from and how sustainable that demand really is.[Facepalm]@JC888 @Barcode @Aqa @DiAngel @Shyon @koolgal @Shernice軒嬣 2000","html":"Nvidia’s plan to raise US$500B with Blackstone, BlackRock, Goldman & KKR shook investors. Shares fell 2.9% as concerns grew over circular financing — Nvidia helping create demand by funding the very ecosystem that buys its chips. Optical names were hit hardest: Coherent -14%, Lumentum -8.6%, Marvell -4.7%. Memory looked steadier, with SanDisk up & Micron warning shortages may last past 2027.🐯 My take: the market isn’t doubting demand, it’s questioning where the money comes from and how sustainable that demand really is.[Facepalm]@JC888 @Barcode @Aqa @DiAngel @Shyon @koolgal @Shernice軒嬣 2000"},{"author":{"id":"4175237419056872","authorId":"4175237419056872","name":"北极篂","avatar":"https://community-static.tradeup.com/news/ccf6efe280d3bd6dd9ff673c1ff662b4","crmLevel":11,"crmLevelSwitch":1,"idStr":"4175237419056872","authorIdStr":"4175237419056872"},"content":"Personally, I feel that the market's worry about Nvidia this time is not that demand disappears, but that it begins to ask a deeper question: is the AI prosperity driven by real demand or by the continuous circulation and amplification of capital.","text":"Personally, I feel that the market's worry about Nvidia this time is not that demand disappears, but that it begins to ask a deeper question: is the AI prosperity driven by real demand or by the continuous circulation and amplification of capital.","html":"Personally, I feel that the market's worry about Nvidia this time is not that demand disappears, but that it begins to ask a deeper question: is the AI prosperity driven by real demand or by the continuous circulation and amplification of capital."}],"imageCount":0,"langContent":"EN","totalScore":0}],"essenList":[{"id":601272543703184,"gmtCreate":1787825833990,"gmtModify":1787825874746,"author":{"id":"9000000000000419","authorId":"9000000000000419","name":"WallStreet_Tiger","avatar":"https://community-static.tradeup.com/news/1fdbba25bcf5dea3f281241ba1320d10","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000419","authorIdStr":"9000000000000419"},"themes":[],"title":"🪙 SpaceX Enters Mobile Communications, BofA Sees Potential Upside for T-Mobile and Tower Operators","htmlText":"<a target=\"_blank\" href=\"https://ttm.financial/S/SPCX\">$SpaceX(SPCX)$</a> is taking Starlink beyond satellite internet and deeper into mobile communications, raising concerns about intensifying competition for traditional U.S. wireless carriers. The company plans to use newly acquired wireless spectrum to develop a terrestrial mobile network, potentially putting it in more direct competition with <a target=\"_blank\" href=\"https://ttm.financial/S/TMUS\">$T-Mobile US(TMUS)$</a>, <a target=\"_blank\" href=\"https://ttm.financial/S/VZ\">$Verizon(VZ)$</a> and <a target=\"_blank\" href=\"https://ttm.financial/S/T\">$AT&amp;T Inc(T)$</a>. However, <a target=\"_blank\" href=\"https://ttm.financial/S/BAC\">$Bank of America(BAC)$</a> sees a more nuanced picture. SpaceX's expansion could create opportunities for T","listText":"<a target=\"_blank\" href=\"https://ttm.financial/S/SPCX\">$SpaceX(SPCX)$</a> is taking Starlink beyond satellite internet and deeper into mobile communications, raising concerns about intensifying competition for traditional U.S. wireless carriers. The company plans to use newly acquired wireless spectrum to develop a terrestrial mobile network, potentially putting it in more direct competition with <a target=\"_blank\" href=\"https://ttm.financial/S/TMUS\">$T-Mobile US(TMUS)$</a>, <a target=\"_blank\" href=\"https://ttm.financial/S/VZ\">$Verizon(VZ)$</a> and <a target=\"_blank\" href=\"https://ttm.financial/S/T\">$AT&amp;T Inc(T)$</a>. However, <a target=\"_blank\" href=\"https://ttm.financial/S/BAC\">$Bank of America(BAC)$</a> sees a more nuanced picture. SpaceX's expansion could create opportunities for T","text":"$SpaceX(SPCX)$ is taking Starlink beyond satellite internet and deeper into mobile communications, raising concerns about intensifying competition for traditional U.S. wireless carriers. The company plans to use newly acquired wireless spectrum to develop a terrestrial mobile network, potentially putting it in more direct competition with $T-Mobile US(TMUS)$, $Verizon(VZ)$ and $AT&T Inc(T)$. However, $Bank of America(BAC)$ sees a more nuanced picture. SpaceX's expansion could create opportunities for T","images":[{"img":"https://community-static.tradeup.com/news/c284d479695b38d8f735ae8dbf83d535"},{"img":"https://community-static.tradeup.com/news/36bedb4b75ea67a09a4761a78423ab75"},{"img":"https://community-static.tradeup.com/news/7b8ecc8399b432849687cb7a72c681b4"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":40,"commentSize":5,"repostSize":4,"link":"https://ttm.financial/post/601272543703184","isVote":1,"tweetType":1,"viewCount":2247,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[{"author":{"id":"4194184698932812","authorId":"4194184698932812","name":"苏36","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"idStr":"4194184698932812","authorIdStr":"4194184698932812"},"content":"I would choose D — satellite and terrestrial networks will eventually merge into one integrated ecosystem. SpaceX certainly has the technology to disrupt wireless communications, but building a nationwide terrestrial network is vastly different from providing satellite coverage. Urban density, indoor connectivity, capacity, mobility and fiber infrastructure remain difficult challenges. That's why I don't see T-Mobile, Verizon and AT&T as immediate casualties. More likely, SpaceX will combine Starlink satellites, its newly acquired spectrum and existing terrestrial infrastructure through partnerships, tower leases and network sharing. Ironically, the biggest beneficiaries may be companies that help build the network. The real opportunity isn't simply SpaceX versus telecom — it's the convergence of satellites, towers and wireless networks into one ecosystem. @WallStreet_Tiger [财迷]","text":"I would choose D — satellite and terrestrial networks will eventually merge into one integrated ecosystem. SpaceX certainly has the technology to disrupt wireless communications, but building a nationwide terrestrial network is vastly different from providing satellite coverage. Urban density, indoor connectivity, capacity, mobility and fiber infrastructure remain difficult challenges. That's why I don't see T-Mobile, Verizon and AT&T as immediate casualties. More likely, SpaceX will combine Starlink satellites, its newly acquired spectrum and existing terrestrial infrastructure through partnerships, tower leases and network sharing. Ironically, the biggest beneficiaries may be companies that help build the network. The real opportunity isn't simply SpaceX versus telecom — it's the convergence of satellites, towers and wireless networks into one ecosystem. @WallStreet_Tiger [财迷]","html":"I would choose D — satellite and terrestrial networks will eventually merge into one integrated ecosystem. SpaceX certainly has the technology to disrupt wireless communications, but building a nationwide terrestrial network is vastly different from providing satellite coverage. Urban density, indoor connectivity, capacity, mobility and fiber infrastructure remain difficult challenges. That's why I don't see T-Mobile, Verizon and AT&T as immediate casualties. More likely, SpaceX will combine Starlink satellites, its newly acquired spectrum and existing terrestrial infrastructure through partnerships, tower leases and network sharing. Ironically, the biggest beneficiaries may be companies that help build the network. The real opportunity isn't simply SpaceX versus telecom — it's the convergence of satellites, towers and wireless networks into one ecosystem. @WallStreet_Tiger [财迷]"},{"author":{"id":"3581734406950755","authorId":"3581734406950755","name":"Shyon","avatar":"https://static.tigerbbs.com/2a3423cbda71d7a89cd2f2f2d6744330","crmLevel":12,"crmLevelSwitch":0,"idStr":"3581734406950755","authorIdStr":"3581734406950755"},"content":"I’m choosing D — satellite + terrestrial networks eventually become one integrated ecosystem. I don’t think $SpaceX(SPCX)$ needs to completely replace traditional carriers; its biggest advantage is combining Starlink’s satellite coverage with existing terrestrial infrastructure. This could actually create opportunities for carriers and tower operators while allowing SpaceX to scale faster and more efficiently. In the long run, I see cooperation and integration becoming more important than outright competition. For investors, I’d watch how SpaceX uses its spectrum and whether it starts partnering with existing infrastructure providers. That could be the biggest clue to who ultimately captures the value. @WallStreet_Tiger @TigerStars @TigerClub @Tiger_comments","text":"I’m choosing D — satellite + terrestrial networks eventually become one integrated ecosystem. I don’t think $SpaceX(SPCX)$ needs to completely replace traditional carriers; its biggest advantage is combining Starlink’s satellite coverage with existing terrestrial infrastructure. This could actually create opportunities for carriers and tower operators while allowing SpaceX to scale faster and more efficiently. In the long run, I see cooperation and integration becoming more important than outright competition. For investors, I’d watch how SpaceX uses its spectrum and whether it starts partnering with existing infrastructure providers. That could be the biggest clue to who ultimately captures the value. @WallStreet_Tiger @TigerStars @TigerClub @Tiger_comments","html":"I’m choosing D — satellite + terrestrial networks eventually become one integrated ecosystem. I don’t think $SpaceX(SPCX)$ needs to completely replace traditional carriers; its biggest advantage is combining Starlink’s satellite coverage with existing terrestrial infrastructure. This could actually create opportunities for carriers and tower operators while allowing SpaceX to scale faster and more efficiently. In the long run, I see cooperation and integration becoming more important than outright competition. For investors, I’d watch how SpaceX uses its spectrum and whether it starts partnering with existing infrastructure providers. That could be the biggest clue to who ultimately captures the value. @WallStreet_Tiger @TigerStars @TigerClub @Tiger_comments"}],"imageCount":3,"langContent":"EN","totalScore":0},{"id":597737150984320,"gmtCreate":1786962620421,"gmtModify":1786962655404,"author":{"id":"3527667671414981","authorId":"3527667671414981","name":"TigerClub","avatar":"https://static.tigerbbs.com/c0f6fba0673df1de1c5c31bb2b4f6d4e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667671414981","authorIdStr":"3527667671414981"},"themes":[],"title":"【Live Recap】🚨Ross Cut AI in June — Here’s Where He Sees the Next Opportunity","htmlText":"Speaker: Ross Dong <a target=\"_blank\" href=\"https://ttm.financial/U/4109728230443400\">@Ross_Macro_Trading</a> (Founder of Gongxing Academy and Partner at Morning Cloud Asset Management)Live Date: August 12, 2026 Ross Dong remains bullish on AI as a long-term technology cycle—but that did not stop his fund from cutting semiconductor and AI exposure in June. In this livestream, Ross explained the warning signals behind that decision, why he still sees selective upside in U.S. equities, and where he is gradually putting cash back to work—from hyperscalers and financials to power, energy and other less-crowded parts of the AI value chain. Want a deeper dive? We broke this session into 4 full recap articles: <a target=\"_blank\" href=\"https://ttm.financial/post/596365383434264\">Live Recap 1: Why </a>","listText":"Speaker: Ross Dong <a target=\"_blank\" href=\"https://ttm.financial/U/4109728230443400\">@Ross_Macro_Trading</a> (Founder of Gongxing Academy and Partner at Morning Cloud Asset Management)Live Date: August 12, 2026 Ross Dong remains bullish on AI as a long-term technology cycle—but that did not stop his fund from cutting semiconductor and AI exposure in June. In this livestream, Ross explained the warning signals behind that decision, why he still sees selective upside in U.S. equities, and where he is gradually putting cash back to work—from hyperscalers and financials to power, energy and other less-crowded parts of the AI value chain. Want a deeper dive? We broke this session into 4 full recap articles: <a target=\"_blank\" href=\"https://ttm.financial/post/596365383434264\">Live Recap 1: Why </a>","text":"Speaker: Ross Dong @Ross_Macro_Trading (Founder of Gongxing Academy and Partner at Morning Cloud Asset Management)Live Date: August 12, 2026 Ross Dong remains bullish on AI as a long-term technology cycle—but that did not stop his fund from cutting semiconductor and AI exposure in June. In this livestream, Ross explained the warning signals behind that decision, why he still sees selective upside in U.S. equities, and where he is gradually putting cash back to work—from hyperscalers and financials to power, energy and other less-crowded parts of the AI value chain. Want a deeper dive? We broke this session into 4 full recap articles: Live Recap 1: Why","images":[{"img":"https://community-static.tradeup.com/news/599ae54a2c89313ba7b3a8424f0ec4db"},{"img":"https://community-static.tradeup.com/news/c926220e4bd4087cc8d29c351ff4cc8e"},{"img":"https://community-static.tradeup.com/news/d111b5aa17b25ed210bb96ae4effdeae"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":45,"commentSize":2,"repostSize":3,"link":"https://ttm.financial/post/597737150984320","isVote":1,"tweetType":1,"viewCount":2697,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[{"author":{"id":"4246011378926002","authorId":"4246011378926002","name":"Jerry Lam","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":12,"crmLevelSwitch":0,"idStr":"4246011378926002","authorIdStr":"4246011378926002"},"content":"I would pick ⚡ Power and energy, while retaining a portion of AI core positions. The biggest bottleneck in the next stage of AI may not be just GPU, but power, data center capacity and infrastructure construction speed. The demand for computing power continues to grow, and eventually it will fall to the real power grid, power generation and energy supply. Compared with popular AI software and chips, this line may be less congested. After the recent AI adjustment, I won't be in a hurry to bargain for the bottom with a full warehouse, but I prefer the next callback such as continuing to take the core AI warehouse + increasing energy/industrial exposure + retaining cash. Bottom line: the AI story is still there, but the people who make money in the next stage are not necessarily the only people who sell chips, but also the people who \"power\" AI.","text":"I would pick ⚡ Power and energy, while retaining a portion of AI core positions. The biggest bottleneck in the next stage of AI may not be just GPU, but power, data center capacity and infrastructure construction speed. The demand for computing power continues to grow, and eventually it will fall to the real power grid, power generation and energy supply. Compared with popular AI software and chips, this line may be less congested. After the recent AI adjustment, I won't be in a hurry to bargain for the bottom with a full warehouse, but I prefer the next callback such as continuing to take the core AI warehouse + increasing energy/industrial exposure + retaining cash. Bottom line: the AI story is still there, but the people who make money in the next stage are not necessarily the only people who sell chips, but also the people who \"power\" AI.","html":"I would pick ⚡ Power and energy, while retaining a portion of AI core positions. The biggest bottleneck in the next stage of AI may not be just GPU, but power, data center capacity and infrastructure construction speed. The demand for computing power continues to grow, and eventually it will fall to the real power grid, power generation and energy supply. Compared with popular AI software and chips, this line may be less congested. After the recent AI adjustment, I won't be in a hurry to bargain for the bottom with a full warehouse, but I prefer the next callback such as continuing to take the core AI warehouse + increasing energy/industrial exposure + retaining cash. Bottom line: the AI story is still there, but the people who make money in the next stage are not necessarily the only people who sell chips, but also the people who \"power\" AI."},{"author":{"id":"3581734406950755","authorId":"3581734406950755","name":"Shyon","avatar":"https://static.tigerbbs.com/2a3423cbda71d7a89cd2f2f2d6744330","crmLevel":12,"crmLevelSwitch":0,"idStr":"3581734406950755","authorIdStr":"3581734406950755"},"content":"I agree with @Ross_Macro_Trading distinction between being bullish on AI long term and being fully invested at every price. The AI cycle still has years to run, but after the huge semiconductor rally, risk management and valuation matter more. I’d rather accumulate quality names on pullbacks than chase parabolic moves. What interests me most is the next layer of the AI ecosystem, especially power, energy and infrastructure. AI data centres cannot scale without electricity and grid upgrades, so names like $Vistra Energy Corp.(VST)$ and $Constellation Energy Corp(CEG)$ could offer a less crowded way to benefit from the same trend. I’m also keeping hyperscalers and financials on my radar. I’m still bullish on semiconductors and would continue using pullbacks to DCA, but I’m becoming more selective on entry points. The biggest takeaway for me: AI can be a great long-term thesis, but a great company isn’t necessarily a great buy at any price. 📈 @Tiger_comments @TigerStars @TigerClub","text":"I agree with @Ross_Macro_Trading distinction between being bullish on AI long term and being fully invested at every price. The AI cycle still has years to run, but after the huge semiconductor rally, risk management and valuation matter more. I’d rather accumulate quality names on pullbacks than chase parabolic moves. What interests me most is the next layer of the AI ecosystem, especially power, energy and infrastructure. AI data centres cannot scale without electricity and grid upgrades, so names like $Vistra Energy Corp.(VST)$ and $Constellation Energy Corp(CEG)$ could offer a less crowded way to benefit from the same trend. I’m also keeping hyperscalers and financials on my radar. I’m still bullish on semiconductors and would continue using pullbacks to DCA, but I’m becoming more selective on entry points. The biggest takeaway for me: AI can be a great long-term thesis, but a great company isn’t necessarily a great buy at any price. 📈 @Tiger_comments @TigerStars @TigerClub","html":"I agree with @Ross_Macro_Trading distinction between being bullish on AI long term and being fully invested at every price. The AI cycle still has years to run, but after the huge semiconductor rally, risk management and valuation matter more. I’d rather accumulate quality names on pullbacks than chase parabolic moves. What interests me most is the next layer of the AI ecosystem, especially power, energy and infrastructure. AI data centres cannot scale without electricity and grid upgrades, so names like $Vistra Energy Corp.(VST)$ and $Constellation Energy Corp(CEG)$ could offer a less crowded way to benefit from the same trend. I’m also keeping hyperscalers and financials on my radar. I’m still bullish on semiconductors and would continue using pullbacks to DCA, but I’m becoming more selective on entry points. The biggest takeaway for me: AI can be a great long-term thesis, but a great company isn’t necessarily a great buy at any price. 📈 @Tiger_comments @TigerStars @TigerClub"}],"imageCount":9,"langContent":"EN","totalScore":0},{"id":597691293216912,"gmtCreate":1786951505258,"gmtModify":1786951538456,"author":{"id":"3501196737273098","authorId":"3501196737273098","name":"Tiger_comments","avatar":"https://community-static.tradeup.com/news/227887b200e9925968650d5db4a8bfb3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3501196737273098","authorIdStr":"3501196737273098"},"themes":[],"title":"From RMB 7,000 to RMB 10 Million: Niu Lai Goes Viral as Anthropic Prices in 2028","htmlText":"The viral Chinese animated film Niu Lai and Anthropic’s potential mega-IPO may appear completely unrelated, but both reveal the same market behavior: once people believe future attention, revenue and scale will keep expanding, prices can move far ahead of current quality or profits. Hype can create a valuation, but only cash flow can defend it. The Weekend’s Biggest Surprise Was a Movie Called Niu Lai Anyone who spent time on Chinese social media over the weekend probably saw clips or memes about Niu Lai (《牛来》). The animated film opened on August 5 with almost no promotion and only two core creators. After nine days in theaters, it had earned just RMB 7,169, while nationwide daily screenings had fallen to only 21. Then its rough 3D modeling, stiff animation and unusual dialogue started cir","listText":"The viral Chinese animated film Niu Lai and Anthropic’s potential mega-IPO may appear completely unrelated, but both reveal the same market behavior: once people believe future attention, revenue and scale will keep expanding, prices can move far ahead of current quality or profits. Hype can create a valuation, but only cash flow can defend it. The Weekend’s Biggest Surprise Was a Movie Called Niu Lai Anyone who spent time on Chinese social media over the weekend probably saw clips or memes about Niu Lai (《牛来》). The animated film opened on August 5 with almost no promotion and only two core creators. After nine days in theaters, it had earned just RMB 7,169, while nationwide daily screenings had fallen to only 21. Then its rough 3D modeling, stiff animation and unusual dialogue started cir","text":"The viral Chinese animated film Niu Lai and Anthropic’s potential mega-IPO may appear completely unrelated, but both reveal the same market behavior: once people believe future attention, revenue and scale will keep expanding, prices can move far ahead of current quality or profits. Hype can create a valuation, but only cash flow can defend it. The Weekend’s Biggest Surprise Was a Movie Called Niu Lai Anyone who spent time on Chinese social media over the weekend probably saw clips or memes about Niu Lai (《牛来》). The animated film opened on August 5 with almost no promotion and only two core creators. After nine days in theaters, it had earned just RMB 7,169, while nationwide daily screenings had fallen to only 21. Then its rough 3D modeling, stiff animation and unusual dialogue started cir","images":[{"img":"https://community-static.tradeup.com/news/c0d99c977b1663c8071644f620b5929a"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":30,"commentSize":2,"repostSize":1,"link":"https://ttm.financial/post/597691293216912","isVote":1,"tweetType":1,"viewCount":16145,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4194184698932812","authorId":"4194184698932812","name":"苏36","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"idStr":"4194184698932812","authorIdStr":"4194184698932812"},"content":"My Take: D — Wait I'm bullish on Anthropic and AI, but if the IPO approaches a $2 trillion valuation, I'd rather wait. The key question isn't whether Anthropic is a great company — it's whether the price already assumes too much future growth. Investors are essentially paying today for huge 2028 revenue, while Anthropic still needs to prove that rapid growth can translate into sustainable margins and cash flow. I would watch the IPO valuation, revenue growth, customer concentration and free cash flow first. Great company, but price matters. I'd rather buy after the hype and let the numbers prove the story. @Tiger_comments [真香]","text":"My Take: D — Wait I'm bullish on Anthropic and AI, but if the IPO approaches a $2 trillion valuation, I'd rather wait. The key question isn't whether Anthropic is a great company — it's whether the price already assumes too much future growth. Investors are essentially paying today for huge 2028 revenue, while Anthropic still needs to prove that rapid growth can translate into sustainable margins and cash flow. I would watch the IPO valuation, revenue growth, customer concentration and free cash flow first. Great company, but price matters. I'd rather buy after the hype and let the numbers prove the story. @Tiger_comments [真香]","html":"My Take: D — Wait I'm bullish on Anthropic and AI, but if the IPO approaches a $2 trillion valuation, I'd rather wait. The key question isn't whether Anthropic is a great company — it's whether the price already assumes too much future growth. Investors are essentially paying today for huge 2028 revenue, while Anthropic still needs to prove that rapid growth can translate into sustainable margins and cash flow. I would watch the IPO valuation, revenue growth, customer concentration and free cash flow first. Great company, but price matters. I'd rather buy after the hype and let the numbers prove the story. @Tiger_comments [真香]"},{"author":{"id":"3581734406950755","authorId":"3581734406950755","name":"Shyon","avatar":"https://static.tigerbbs.com/2a3423cbda71d7a89cd2f2f2d6744330","crmLevel":12,"crmLevelSwitch":0,"idStr":"3581734406950755","authorIdStr":"3581734406950755"},"content":"I think the comparison between Niu Lai and Anthropic is surprisingly relevant: both show how quickly markets can reprice once expectations of future scale take over. Anthropic’s growth is impressive, but a potential $2 trillion valuation requires strong confidence that its 2028 revenue can translate into sustainable margins and cash flow. Personally, I’d rather not chase the IPO purely on hype. I’m more interested in AMZN and GOOGL as indirect beneficiaries through equity stakes and cloud demand, while keeping an eye on PLTR, NET and SPCX. A successful Anthropic IPO could reinforce premium valuations across AI growth stocks. For me, AI demand is clearly real. The bigger question is how much future growth is already priced in. I remain bullish on enterprise AI, but I’d rather see revenue, margins and cash flow catch up before paying almost any price. @TigerStars @Tiger_comments @TigerClub","text":"I think the comparison between Niu Lai and Anthropic is surprisingly relevant: both show how quickly markets can reprice once expectations of future scale take over. Anthropic’s growth is impressive, but a potential $2 trillion valuation requires strong confidence that its 2028 revenue can translate into sustainable margins and cash flow. Personally, I’d rather not chase the IPO purely on hype. I’m more interested in AMZN and GOOGL as indirect beneficiaries through equity stakes and cloud demand, while keeping an eye on PLTR, NET and SPCX. A successful Anthropic IPO could reinforce premium valuations across AI growth stocks. For me, AI demand is clearly real. The bigger question is how much future growth is already priced in. I remain bullish on enterprise AI, but I’d rather see revenue, margins and cash flow catch up before paying almost any price. @TigerStars @Tiger_comments @TigerClub","html":"I think the comparison between Niu Lai and Anthropic is surprisingly relevant: both show how quickly markets can reprice once expectations of future scale take over. Anthropic’s growth is impressive, but a potential $2 trillion valuation requires strong confidence that its 2028 revenue can translate into sustainable margins and cash flow. Personally, I’d rather not chase the IPO purely on hype. I’m more interested in AMZN and GOOGL as indirect beneficiaries through equity stakes and cloud demand, while keeping an eye on PLTR, NET and SPCX. A successful Anthropic IPO could reinforce premium valuations across AI growth stocks. For me, AI demand is clearly real. The bigger question is how much future growth is already priced in. I remain bullish on enterprise AI, but I’d rather see revenue, margins and cash flow catch up before paying almost any price. @TigerStars @Tiger_comments @TigerClub"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":595607347802648,"gmtCreate":1786438750296,"gmtModify":1786448468461,"author":{"id":"3572212908677301","authorId":"3572212908677301","name":"TigerOptions","avatar":"https://community-static.tradeup.com/news/20925853481806adc78dcdfe25f2fe89","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572212908677301","authorIdStr":"3572212908677301"},"themes":[],"title":"Why Rocket Lab’s Record Backlog Cannot Remove Neutron’s Timing Risk","htmlText":"<a href=\"https://ttm.financial/S/RKLB\">$Rocket Lab USA, Inc.(RKLB)$</a> produced record revenue and backlog in the second quarter, demonstrating that it has become much more than a small-rocket operator. Nevertheless, the market remains focused on Neutron, the reusable medium-lift rocket intended to move Rocket Lab into larger commercial and national-security missions. Rocket Lab reported after the August 10 close for the quarter ended June 30. Revenue increased 62% year over year to $234.1 million, driven mainly by product revenue nearly doubling to $181.3 million. Backlog rose 137% to $2.36 billion, and the company guided for third-quarter revenue of $250–$265 million. Rocket Lab’s official second-quarter release provides the results, contract awards and forecast. The bullish thesis is v","listText":"<a href=\"https://ttm.financial/S/RKLB\">$Rocket Lab USA, Inc.(RKLB)$</a> produced record revenue and backlog in the second quarter, demonstrating that it has become much more than a small-rocket operator. Nevertheless, the market remains focused on Neutron, the reusable medium-lift rocket intended to move Rocket Lab into larger commercial and national-security missions. Rocket Lab reported after the August 10 close for the quarter ended June 30. Revenue increased 62% year over year to $234.1 million, driven mainly by product revenue nearly doubling to $181.3 million. Backlog rose 137% to $2.36 billion, and the company guided for third-quarter revenue of $250–$265 million. Rocket Lab’s official second-quarter release provides the results, contract awards and forecast. The bullish thesis is v","text":"$Rocket Lab USA, Inc.(RKLB)$ produced record revenue and backlog in the second quarter, demonstrating that it has become much more than a small-rocket operator. Nevertheless, the market remains focused on Neutron, the reusable medium-lift rocket intended to move Rocket Lab into larger commercial and national-security missions. Rocket Lab reported after the August 10 close for the quarter ended June 30. Revenue increased 62% year over year to $234.1 million, driven mainly by product revenue nearly doubling to $181.3 million. Backlog rose 137% to $2.36 billion, and the company guided for third-quarter revenue of $250–$265 million. Rocket Lab’s official second-quarter release provides the results, contract awards and forecast. The bullish thesis is v","images":[{"img":"https://community-static.tradeup.com/news/3c7b943918dc4ee9ea4677ff02b55617","width":"222","height":"178"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":35,"commentSize":0,"repostSize":3,"link":"https://ttm.financial/post/595607347802648","isVote":1,"tweetType":1,"viewCount":2107,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":9,"langContent":"EN","totalScore":0},{"id":596380512145432,"gmtCreate":1786609194213,"gmtModify":1786674043653,"author":{"id":"4102740236684050","authorId":"4102740236684050","name":"Maverick AI","avatar":"https://community-static.tradeup.com/news/bbf0f514b8e5abb92266789b89f6e1e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4102740236684050","authorIdStr":"4102740236684050"},"themes":[],"title":"CoreWeave Q2: Faster Builds, Better Margins, More Debt","htmlText":"<a target=\"_blank\" href=\"https://ttm.financial/S/CRWV\">$CoreWeave, Inc.(CRWV)$</a> shares rose after its Q2 2026 results. Revenue grew 112%, but the key gain was faster power and GPU roll-out. Adjusted operating margin also rose from its Q1 low.<a target=\"_blank\" href=\"https://ttm.financial/S/CWVX\">$Tradr 2X Long CRWV Daily ETF(CWVX)$</a><a target=\"_blank\" href=\"https://ttm.financial/S/CRWG\">$Leverage Shares 2X Long CRWV Daily ETF(CRWG)$</a><a target=\"_blank\" href=\"https://ttm.financial/S/CRWG\">$Leverage Shares 2X Long CRWV Daily ETF(CRWG)$</a> Demand remains strong and near-term supply is sold out. Yet debt, interest and future depreciation keep rising. 1. Sales grew fast, with more gains due in H2 Q2 revenue was $2.58 billion, up 112% year on year and 24% from Q1. The result was close to","listText":"<a target=\"_blank\" href=\"https://ttm.financial/S/CRWV\">$CoreWeave, Inc.(CRWV)$</a> shares rose after its Q2 2026 results. Revenue grew 112%, but the key gain was faster power and GPU roll-out. Adjusted operating margin also rose from its Q1 low.<a target=\"_blank\" href=\"https://ttm.financial/S/CWVX\">$Tradr 2X Long CRWV Daily ETF(CWVX)$</a><a target=\"_blank\" href=\"https://ttm.financial/S/CRWG\">$Leverage Shares 2X Long CRWV Daily ETF(CRWG)$</a><a target=\"_blank\" href=\"https://ttm.financial/S/CRWG\">$Leverage Shares 2X Long CRWV Daily ETF(CRWG)$</a> Demand remains strong and near-term supply is sold out. Yet debt, interest and future depreciation keep rising. 1. Sales grew fast, with more gains due in H2 Q2 revenue was $2.58 billion, up 112% year on year and 24% from Q1. The result was close to","text":"$CoreWeave, Inc.(CRWV)$ shares rose after its Q2 2026 results. Revenue grew 112%, but the key gain was faster power and GPU roll-out. Adjusted operating margin also rose from its Q1 low.$Tradr 2X Long CRWV Daily ETF(CWVX)$$Leverage Shares 2X Long CRWV Daily ETF(CRWG)$$Leverage Shares 2X Long CRWV Daily ETF(CRWG)$ Demand remains strong and near-term supply is sold out. Yet debt, interest and future depreciation keep rising. 1. Sales grew fast, with more gains due in H2 Q2 revenue was $2.58 billion, up 112% year on year and 24% from Q1. The result was close to","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":54,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/596380512145432","isVote":1,"tweetType":1,"viewCount":1683,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":596756840043952,"gmtCreate":1786689304247,"gmtModify":1786691035324,"author":{"id":"4102740236684050","authorId":"4102740236684050","name":"Maverick AI","avatar":"https://community-static.tradeup.com/news/bbf0f514b8e5abb92266789b89f6e1e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4102740236684050","authorIdStr":"4102740236684050"},"themes":[],"title":"Now it's time for Defense? US Missile Stocks Are Running Low: The Next Defense Trade Is Restocking","htmlText":"Defense stocks have already rallied on higher budgets, Europe rearmament, drones and missile defense.<a target=\"_blank\" href=\"https://ttm.financial/S/RTX\">$RTX Corp(RTX)$</a><a target=\"_blank\" href=\"https://ttm.financial/S/LMT\">$Lockheed Martin(LMT)$</a><a target=\"_blank\" href=\"https://ttm.financial/S/NOC\">$Northrop Grumman(NOC)$</a><a target=\"_blank\" href=\"https://ttm.financial/S/BA\">$Boeing(BA)$</a> The next theme may be simpler: the US needs to rebuild missile inventories. Recent conflicts have turned a long-known production gap into an urgent supply problem. Citrini Research notes that US missile and interceptor use over a five-month period exceeded any full year since the Gulf War. Air defense is the clearest case. CSIS estimates the Iran conflict consumed about 65% of pre-war US Patr","listText":"Defense stocks have already rallied on higher budgets, Europe rearmament, drones and missile defense.<a target=\"_blank\" href=\"https://ttm.financial/S/RTX\">$RTX Corp(RTX)$</a><a target=\"_blank\" href=\"https://ttm.financial/S/LMT\">$Lockheed Martin(LMT)$</a><a target=\"_blank\" href=\"https://ttm.financial/S/NOC\">$Northrop Grumman(NOC)$</a><a target=\"_blank\" href=\"https://ttm.financial/S/BA\">$Boeing(BA)$</a> The next theme may be simpler: the US needs to rebuild missile inventories. Recent conflicts have turned a long-known production gap into an urgent supply problem. Citrini Research notes that US missile and interceptor use over a five-month period exceeded any full year since the Gulf War. Air defense is the clearest case. CSIS estimates the Iran conflict consumed about 65% of pre-war US Patr","text":"Defense stocks have already rallied on higher budgets, Europe rearmament, drones and missile defense.$RTX Corp(RTX)$$Lockheed Martin(LMT)$$Northrop Grumman(NOC)$$Boeing(BA)$ The next theme may be simpler: the US needs to rebuild missile inventories. Recent conflicts have turned a long-known production gap into an urgent supply problem. Citrini Research notes that US missile and interceptor use over a five-month period exceeded any full year since the Gulf War. Air defense is the clearest case. CSIS estimates the Iran conflict consumed about 65% of pre-war US Patr","images":[{"img":"https://static.tigerbbs.com/e6ee6f3846590debc6c356bb84192d6f","width":"1978","height":"884"},{"img":"https://community-static.tradeup.com/news/2ccb0eb14fcf530141d2bb3849e58a01","width":"1456","height":"1095"},{"img":"https://community-static.tradeup.com/news/4349d7e0c78b2a4770bbcd4b66e83d40","width":"2048","height":"1154"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":36,"commentSize":0,"repostSize":2,"link":"https://ttm.financial/post/596756840043952","isVote":1,"tweetType":1,"viewCount":2065,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},{"id":593780405698568,"gmtCreate":1785987223902,"gmtModify":1786160400088,"author":{"id":"3570103090255456","authorId":"3570103090255456","name":"JC888","avatar":"https://community-static.tradeup.com/news/1f15eae4f682dc4cb91bfca455452752","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570103090255456","authorIdStr":"3570103090255456"},"themes":[],"title":"SPCX falls further after Earnings out !","htmlText":"Now that <a href=\"https://ttm.financial/S/SPCX\">$SpaceX(SPCX)$</a> Q2 2026 earnings are out, let’s take a look and see whether the post I had shared yesterday holds true. Click <a href=\"https://ttm.financial/post/593063498850464\" target=\"_blank\">here !</a> for yesterday’s post. In its first earnings report since going public on 12 Jun 2026, SPCX revenue nearly doubled, fueled by its booming Starlink satellite communications and AI businesses, but executives flagged the spending spree underpinning its lofty ambitions ‌is far from over. The company led by Elon Musk said: It expected a $100 billion revenue run-rate by December 2026, Promised a less than one-year payback on new capital deployments for AI compute, and Forecast it would launch at least 1,000 next-generation V3 Starlink satellite","listText":"Now that <a href=\"https://ttm.financial/S/SPCX\">$SpaceX(SPCX)$</a> Q2 2026 earnings are out, let’s take a look and see whether the post I had shared yesterday holds true. Click <a href=\"https://ttm.financial/post/593063498850464\" target=\"_blank\">here !</a> for yesterday’s post. In its first earnings report since going public on 12 Jun 2026, SPCX revenue nearly doubled, fueled by its booming Starlink satellite communications and AI businesses, but executives flagged the spending spree underpinning its lofty ambitions ‌is far from over. The company led by Elon Musk said: It expected a $100 billion revenue run-rate by December 2026, Promised a less than one-year payback on new capital deployments for AI compute, and Forecast it would launch at least 1,000 next-generation V3 Starlink satellite","text":"Now that $SpaceX(SPCX)$ Q2 2026 earnings are out, let’s take a look and see whether the post I had shared yesterday holds true. Click here ! for yesterday’s post. In its first earnings report since going public on 12 Jun 2026, SPCX revenue nearly doubled, fueled by its booming Starlink satellite communications and AI businesses, but executives flagged the spending spree underpinning its lofty ambitions ‌is far from over. The company led by Elon Musk said: It expected a $100 billion revenue run-rate by December 2026, Promised a less than one-year payback on new capital deployments for AI compute, and Forecast it would launch at least 1,000 next-generation V3 Starlink satellite","images":[{"img":"https://community-static.tradeup.com/news/7cd793c713a3590246d833f516549043","width":"1220","height":"728"},{"img":"https://community-static.tradeup.com/news/bdccd8d0b2d411bed095721b15214e25","width":"653","height":"183"},{"img":"https://community-static.tradeup.com/news/6fb0567e18ed2102be2e1aa17a0e29cb","width":"806","height":"236"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":141,"commentSize":16,"repostSize":154,"link":"https://ttm.financial/post/593780405698568","isVote":1,"tweetType":1,"viewCount":4945,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3570103090255456","authorId":"3570103090255456","name":"JC888","avatar":"https://community-static.tradeup.com/news/1f15eae4f682dc4cb91bfca455452752","crmLevel":12,"crmLevelSwitch":1,"idStr":"3570103090255456","authorIdStr":"3570103090255456"},"content":"This just in - US prominent multinational investment bank & financial services - Piper Sandler has cut SPCX's price target from $156 to a moderated $140 /share. Despite the revision, its latest PT is still higher than Wed closing price of $108. Does that mean there is upside to SPCX in the near term or is Piper Sandler looking into the future, given that breakeven is not even close yet. Investors who are still interested in SPCX, something to dig further, perhaps ?","text":"This just in - US prominent multinational investment bank & financial services - Piper Sandler has cut SPCX's price target from $156 to a moderated $140 /share. Despite the revision, its latest PT is still higher than Wed closing price of $108. Does that mean there is upside to SPCX in the near term or is Piper Sandler looking into the future, given that breakeven is not even close yet. Investors who are still interested in SPCX, something to dig further, perhaps ?","html":"This just in - US prominent multinational investment bank & financial services - Piper Sandler has cut SPCX's price target from $156 to a moderated $140 /share. Despite the revision, its latest PT is still higher than Wed closing price of $108. Does that mean there is upside to SPCX in the near term or is Piper Sandler looking into the future, given that breakeven is not even close yet. Investors who are still interested in SPCX, something to dig further, perhaps ?"},{"author":{"id":"3570103090255456","authorId":"3570103090255456","name":"JC888","avatar":"https://community-static.tradeup.com/news/1f15eae4f682dc4cb91bfca455452752","crmLevel":12,"crmLevelSwitch":1,"idStr":"3570103090255456","authorIdStr":"3570103090255456"},"content":"With 1 min to go before Thu, 08 Aug 2026 trading commences, will SPCX really fall below $100 mark as both S&P 500 and Nasdaq composite futures indexes in the red ? I will be interested to know if there be massive sell down of SPCX as the first of three lockup cycle expires. What do you think ?","text":"With 1 min to go before Thu, 08 Aug 2026 trading commences, will SPCX really fall below $100 mark as both S&P 500 and Nasdaq composite futures indexes in the red ? I will be interested to know if there be massive sell down of SPCX as the first of three lockup cycle expires. What do you think ?","html":"With 1 min to go before Thu, 08 Aug 2026 trading commences, will SPCX really fall below $100 mark as both S&P 500 and Nasdaq composite futures indexes in the red ? I will be interested to know if there be massive sell down of SPCX as the first of three lockup cycle expires. What do you think ?"}],"imageCount":14,"langContent":"EN","totalScore":0},{"id":593063498850464,"gmtCreate":1785814709795,"gmtModify":1785976800163,"author":{"id":"3570103090255456","authorId":"3570103090255456","name":"JC888","avatar":"https://community-static.tradeup.com/news/1f15eae4f682dc4cb91bfca455452752","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570103090255456","authorIdStr":"3570103090255456"},"themes":[],"title":"SPCX : Set to fall further after $100 ?","htmlText":"On the 2nd last day of July 2026, I have shared a post by <a href=\"https://ttm.financial/S/MS\">$Morgan Stanley(MS)$</a> Adam Jonas warning that <a href=\"https://ttm.financial/S/SPCX\">$SpaceX(SPCX)$</a> might fall to $100 per share. click <a href=\"https://ttm.financial/post/591272634041112\" target=\"_blank\">here !</a><a href=\"https://ttm.financial/post/591272634041112\" target=\"_blank\"> </a>to read the post. When the post was out on 30 Jul 2026 , SPCX’s then share price was $113.50 /share. By the time Fri, 31 Jul 2026 was here, SPCX closed off the month, at $108.37; losing -4.52% from the post’s earlier stock price of $113.50. It wasn’t too long ago that the space technology company founded by the world's richest person, Musk, set the record for the largest IPO in history. For a moment, it be","listText":"On the 2nd last day of July 2026, I have shared a post by <a href=\"https://ttm.financial/S/MS\">$Morgan Stanley(MS)$</a> Adam Jonas warning that <a href=\"https://ttm.financial/S/SPCX\">$SpaceX(SPCX)$</a> might fall to $100 per share. click <a href=\"https://ttm.financial/post/591272634041112\" target=\"_blank\">here !</a><a href=\"https://ttm.financial/post/591272634041112\" target=\"_blank\"> </a>to read the post. When the post was out on 30 Jul 2026 , SPCX’s then share price was $113.50 /share. By the time Fri, 31 Jul 2026 was here, SPCX closed off the month, at $108.37; losing -4.52% from the post’s earlier stock price of $113.50. It wasn’t too long ago that the space technology company founded by the world's richest person, Musk, set the record for the largest IPO in history. For a moment, it be","text":"On the 2nd last day of July 2026, I have shared a post by $Morgan Stanley(MS)$ Adam Jonas warning that $SpaceX(SPCX)$ might fall to $100 per share. click here ! to read the post. When the post was out on 30 Jul 2026 , SPCX’s then share price was $113.50 /share. By the time Fri, 31 Jul 2026 was here, SPCX closed off the month, at $108.37; losing -4.52% from the post’s earlier stock price of $113.50. It wasn’t too long ago that the space technology company founded by the world's richest person, Musk, set the record for the largest IPO in history. For a moment, it be","images":[{"img":"https://community-static.tradeup.com/news/362a73819cc327c76d6b859a9501526f","width":"651","height":"252"},{"img":"https://community-static.tradeup.com/news/a91d48d2a9a9f5c1b4d3b2582bed2f22","width":"802","height":"394"},{"img":"https://community-static.tradeup.com/news/77a02b6e5e90d95d12f0b1c447702285","width":"892","height":"244"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":148,"commentSize":21,"repostSize":264,"link":"https://ttm.financial/post/593063498850464","isVote":1,"tweetType":1,"viewCount":6420,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3574752437126777","authorId":"3574752437126777","name":"1PC","avatar":"https://community-static.tradeup.com/news/d93d931cb700e24c910644542320e877","crmLevel":12,"crmLevelSwitch":0,"idStr":"3574752437126777","authorIdStr":"3574752437126777"},"content":"Nice Sharing 😁 @Barcode @Shyon @Aqa @DiAngel @koolgal @Shernice軒嬣 2000","text":"Nice Sharing 😁 @Barcode @Shyon @Aqa @DiAngel @koolgal @Shernice軒嬣 2000","html":"Nice Sharing 😁 @Barcode @Shyon @Aqa @DiAngel @koolgal @Shernice軒嬣 2000"},{"author":{"id":"3570103090255456","authorId":"3570103090255456","name":"JC888","avatar":"https://community-static.tradeup.com/news/1f15eae4f682dc4cb91bfca455452752","crmLevel":12,"crmLevelSwitch":1,"idStr":"3570103090255456","authorIdStr":"3570103090255456"},"content":"On Tue (on the run up to Q2 earnings release) SPCX rose by +9.43% to end the day at $125.33. The key question is will this price level holds, considering Thu, 06 Aug 2026 will be the first of 3 tranches of SPCX shares being unlocked and ready to flood the market. Will it ? Can't wait for the drama to unfold or don't unfold. What do you think ?","text":"On Tue (on the run up to Q2 earnings release) SPCX rose by +9.43% to end the day at $125.33. The key question is will this price level holds, considering Thu, 06 Aug 2026 will be the first of 3 tranches of SPCX shares being unlocked and ready to flood the market. Will it ? Can't wait for the drama to unfold or don't unfold. What do you think ?","html":"On Tue (on the run up to Q2 earnings release) SPCX rose by +9.43% to end the day at $125.33. The key question is will this price level holds, considering Thu, 06 Aug 2026 will be the first of 3 tranches of SPCX shares being unlocked and ready to flood the market. Will it ? Can't wait for the drama to unfold or don't unfold. What do you think ?"}],"imageCount":13,"langContent":"EN","totalScore":0},{"id":595698578130024,"gmtCreate":1786430918184,"gmtModify":1786448505655,"author":{"id":"3527667691843168","authorId":"3527667691843168","name":"Marktomarket","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667691843168","authorIdStr":"3527667691843168"},"themes":[],"title":"Nvidia Wants US$500 Billion. The Market Started Asking Where the Money Comes From","htmlText":"Hello. The biggest story last night was Nvidia out raising money: it is working with Blackstone, BlackRock, Goldman Sachs, KKR and others on a consortium to fund AI infrastructure, for as much as US$500 billion, to be spent on AI chips, power generation and data centres. <a target=\"_blank\" href=\"https://ttm.financial/S/NVDA\">$英伟达(NVDA)$</a> fell 2.86 per cent on the news. It didn't fall because demand is short. It fell because people have started to wonder whether Nvidia is creating that demand itself: it has signed agreements worth hundreds of billions of dollars with participants across the AI ecosystem, lifting overall demand and valuations, while those counterparties themselves depend on the AI boom staying alive. That structure has a name. Circular financing. Jensen Huang answered on","listText":"Hello. The biggest story last night was Nvidia out raising money: it is working with Blackstone, BlackRock, Goldman Sachs, KKR and others on a consortium to fund AI infrastructure, for as much as US$500 billion, to be spent on AI chips, power generation and data centres. <a target=\"_blank\" href=\"https://ttm.financial/S/NVDA\">$英伟达(NVDA)$</a> fell 2.86 per cent on the news. It didn't fall because demand is short. It fell because people have started to wonder whether Nvidia is creating that demand itself: it has signed agreements worth hundreds of billions of dollars with participants across the AI ecosystem, lifting overall demand and valuations, while those counterparties themselves depend on the AI boom staying alive. That structure has a name. Circular financing. Jensen Huang answered on","text":"Hello. The biggest story last night was Nvidia out raising money: it is working with Blackstone, BlackRock, Goldman Sachs, KKR and others on a consortium to fund AI infrastructure, for as much as US$500 billion, to be spent on AI chips, power generation and data centres. $英伟达(NVDA)$ fell 2.86 per cent on the news. It didn't fall because demand is short. It fell because people have started to wonder whether Nvidia is creating that demand itself: it has signed agreements worth hundreds of billions of dollars with participants across the AI ecosystem, lifting overall demand and valuations, while those counterparties themselves depend on the AI boom staying alive. That structure has a name. Circular financing. Jensen Huang answered on","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":50,"commentSize":7,"repostSize":3,"link":"https://ttm.financial/post/595698578130024","isVote":1,"tweetType":1,"viewCount":2525,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[{"author":{"id":"3574752437126777","authorId":"3574752437126777","name":"1PC","avatar":"https://community-static.tradeup.com/news/d93d931cb700e24c910644542320e877","crmLevel":12,"crmLevelSwitch":0,"idStr":"3574752437126777","authorIdStr":"3574752437126777"},"content":"Nvidia’s plan to raise US$500B with Blackstone, BlackRock, Goldman & KKR shook investors. Shares fell 2.9% as concerns grew over circular financing — Nvidia helping create demand by funding the very ecosystem that buys its chips. Optical names were hit hardest: Coherent -14%, Lumentum -8.6%, Marvell -4.7%. Memory looked steadier, with SanDisk up & Micron warning shortages may last past 2027.🐯 My take: the market isn’t doubting demand, it’s questioning where the money comes from and how sustainable that demand really is.[Facepalm]@JC888 @Barcode @Aqa @DiAngel @Shyon @koolgal @Shernice軒嬣 2000","text":"Nvidia’s plan to raise US$500B with Blackstone, BlackRock, Goldman & KKR shook investors. Shares fell 2.9% as concerns grew over circular financing — Nvidia helping create demand by funding the very ecosystem that buys its chips. Optical names were hit hardest: Coherent -14%, Lumentum -8.6%, Marvell -4.7%. Memory looked steadier, with SanDisk up & Micron warning shortages may last past 2027.🐯 My take: the market isn’t doubting demand, it’s questioning where the money comes from and how sustainable that demand really is.[Facepalm]@JC888 @Barcode @Aqa @DiAngel @Shyon @koolgal @Shernice軒嬣 2000","html":"Nvidia’s plan to raise US$500B with Blackstone, BlackRock, Goldman & KKR shook investors. Shares fell 2.9% as concerns grew over circular financing — Nvidia helping create demand by funding the very ecosystem that buys its chips. Optical names were hit hardest: Coherent -14%, Lumentum -8.6%, Marvell -4.7%. Memory looked steadier, with SanDisk up & Micron warning shortages may last past 2027.🐯 My take: the market isn’t doubting demand, it’s questioning where the money comes from and how sustainable that demand really is.[Facepalm]@JC888 @Barcode @Aqa @DiAngel @Shyon @koolgal @Shernice軒嬣 2000"},{"author":{"id":"4175237419056872","authorId":"4175237419056872","name":"北极篂","avatar":"https://community-static.tradeup.com/news/ccf6efe280d3bd6dd9ff673c1ff662b4","crmLevel":11,"crmLevelSwitch":1,"idStr":"4175237419056872","authorIdStr":"4175237419056872"},"content":"Personally, I feel that the market's worry about Nvidia this time is not that demand disappears, but that it begins to ask a deeper question: is the AI prosperity driven by real demand or by the continuous circulation and amplification of capital.","text":"Personally, I feel that the market's worry about Nvidia this time is not that demand disappears, but that it begins to ask a deeper question: is the AI prosperity driven by real demand or by the continuous circulation and amplification of capital.","html":"Personally, I feel that the market's worry about Nvidia this time is not that demand disappears, but that it begins to ask a deeper question: is the AI prosperity driven by real demand or by the continuous circulation and amplification of capital."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":595500646933600,"gmtCreate":1786412586937,"gmtModify":1786415604535,"author":{"id":"4091108376154240","authorId":"4091108376154240","name":"Mrzorro","avatar":"https://static.tigerbbs.com/0aa7353d86c04413c1e18867403db3bd","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4091108376154240","authorIdStr":"4091108376154240"},"themes":[],"title":"","htmlText":"SpaceX Bulls Spar With Bears After Seeing Biggest Short Volume <a href=\"https://ttm.financial/S/SPCX\">$Space Exploration Technologies Corp(SPCX)$ </a>&nbsp;&nbsp;attracted the biggest short volume among stocks tracked but even that failed to overwhelm a powerful wave of buying that followed the post-lockup rebound. Trading in borrowed SpaceX shares climbed more than 35% to 46.2 million shares Friday, the highest among stocks with a market capital of more than $5 billion tracked. The daily short volume surged as the stock rallied 15.8% that day, strengthening the case for bears to close out their positions and avoid the risk of a squeeze.&nbsp; Shares swung between gains and losses Monday morning after briefly climbing above its IPO price of 135. The rebound from the stock's record low cont","listText":"SpaceX Bulls Spar With Bears After Seeing Biggest Short Volume <a href=\"https://ttm.financial/S/SPCX\">$Space Exploration Technologies Corp(SPCX)$ </a>&nbsp;&nbsp;attracted the biggest short volume among stocks tracked but even that failed to overwhelm a powerful wave of buying that followed the post-lockup rebound. Trading in borrowed SpaceX shares climbed more than 35% to 46.2 million shares Friday, the highest among stocks with a market capital of more than $5 billion tracked. The daily short volume surged as the stock rallied 15.8% that day, strengthening the case for bears to close out their positions and avoid the risk of a squeeze.&nbsp; Shares swung between gains and losses Monday morning after briefly climbing above its IPO price of 135. The rebound from the stock's record low cont","text":"SpaceX Bulls Spar With Bears After Seeing Biggest Short Volume $Space Exploration Technologies Corp(SPCX)$ attracted the biggest short volume among stocks tracked but even that failed to overwhelm a powerful wave of buying that followed the post-lockup rebound. Trading in borrowed SpaceX shares climbed more than 35% to 46.2 million shares Friday, the highest among stocks with a market capital of more than $5 billion tracked. The daily short volume surged as the stock rallied 15.8% that day, strengthening the case for bears to close out their positions and avoid the risk of a squeeze. Shares swung between gains and losses Monday morning after briefly climbing above its IPO price of 135. The rebound from the stock's record low cont","images":[{"img":"https://community-static.tradeup.com/news/091e8ef252eb9e3f8aac06076282c229","width":"1080","height":"498"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/595500646933600","isVote":1,"tweetType":1,"viewCount":1402,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},{"id":598942360278160,"gmtCreate":1787267925035,"gmtModify":1787269517003,"author":{"id":"4088639346266630","authorId":"4088639346266630","name":"daz999999999","avatar":"https://community-static.tradeup.com/news/8bbe8cd95504dc1e0dd3af78504d3f7e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088639346266630","authorIdStr":"4088639346266630"},"themes":[],"title":"SpaceX (SPCX) IPO Will Be Trumped By Anthropic’s IPO","htmlText":"<a href=\"https://ttm.financial/S/SPCX\">$SpaceX(SPCX)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Anthropic expects to match or beat the size of SpaceX’s record-setting initial public offering, according to people familiar with the matter, in the latest sign of overwhelming demand from investors looking to profit from the artificial intelligence boom, Bloomberg reported. The Claude developer is running the numbers as it prepares to file publicly for its potential mega-IPO as soon as the end of this month, the people said. Recent investor briefings led by Chief Financial Officer Krishna Rao skirted the question of valuation, they said. Elon Musk’s rocket and satellite firm raised $75 billion at the outset, making it the biggest first-time share sale ever, data compiled by Bloomberg show. The","listText":"<a href=\"https://ttm.financial/S/SPCX\">$SpaceX(SPCX)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Anthropic expects to match or beat the size of SpaceX’s record-setting initial public offering, according to people familiar with the matter, in the latest sign of overwhelming demand from investors looking to profit from the artificial intelligence boom, Bloomberg reported. The Claude developer is running the numbers as it prepares to file publicly for its potential mega-IPO as soon as the end of this month, the people said. Recent investor briefings led by Chief Financial Officer Krishna Rao skirted the question of valuation, they said. Elon Musk’s rocket and satellite firm raised $75 billion at the outset, making it the biggest first-time share sale ever, data compiled by Bloomberg show. The","text":"$SpaceX(SPCX)$ Anthropic expects to match or beat the size of SpaceX’s record-setting initial public offering, according to people familiar with the matter, in the latest sign of overwhelming demand from investors looking to profit from the artificial intelligence boom, Bloomberg reported. The Claude developer is running the numbers as it prepares to file publicly for its potential mega-IPO as soon as the end of this month, the people said. Recent investor briefings led by Chief Financial Officer Krishna Rao skirted the question of valuation, they said. Elon Musk’s rocket and satellite firm raised $75 billion at the outset, making it the biggest first-time share sale ever, data compiled by Bloomberg show. The","images":[{"img":"https://community-static.tradeup.com/news/7d1d1e9c5419dbd0091fd4d296c6ce6c","width":"1076","height":"1256"},{"img":"https://community-static.tradeup.com/news/773c02e6b4fa2371fbdd2b9aba319ce3","width":"1179","height":"689"},{"img":"https://community-static.tradeup.com/news/ba3cd19d0f7650f30851d035a5eb6a7c","width":"787","height":"448"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/598942360278160","isVote":1,"tweetType":1,"viewCount":923,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},{"id":595251130540752,"gmtCreate":1786351663928,"gmtModify":1786356613062,"author":{"id":"3559581955535845","authorId":"3559581955535845","name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3559581955535845","authorIdStr":"3559581955535845"},"themes":[],"title":"SpaceX vs Rocket Lab: David vs Goliath - Which is a Better Buy?","htmlText":"🌟🌟🌟Forget about the standard tech rivalries.&nbsp; The ultimate billionaire space race has officially entered the public stock market.&nbsp; Which is a better buy:&nbsp;<a href=\"https://ttm.financial/S/SPCX\">$SpaceX(SPCX)$ </a> or&nbsp;<a href=\"https://ttm.financial/S/RKLB\">$Rocket Lab USA, Inc.(RKLB)$&nbsp;</a><v-v data-views=\"1\"></v-v>?. This is an agonising high stakes choice.&nbsp; Do you ride with the undisputed dominant industry ruler or place your bets on the scrappy hyper aggressive underdog? Let's pit Rocket Lab against its big brother SpaceX to see which asset is truly the better buy for your hard-earned cash. David vs Goliath (Rocket Lab vs SpaceX) Rocket Lab's market capitalisation is USD 49.5 billion vs SpaceX USD 1.75 trillion. Quarterly revenue Q2 2026: Rocket Lab is USD 231","listText":"🌟🌟🌟Forget about the standard tech rivalries.&nbsp; The ultimate billionaire space race has officially entered the public stock market.&nbsp; Which is a better buy:&nbsp;<a href=\"https://ttm.financial/S/SPCX\">$SpaceX(SPCX)$ </a> or&nbsp;<a href=\"https://ttm.financial/S/RKLB\">$Rocket Lab USA, Inc.(RKLB)$&nbsp;</a><v-v data-views=\"1\"></v-v>?. This is an agonising high stakes choice.&nbsp; Do you ride with the undisputed dominant industry ruler or place your bets on the scrappy hyper aggressive underdog? Let's pit Rocket Lab against its big brother SpaceX to see which asset is truly the better buy for your hard-earned cash. David vs Goliath (Rocket Lab vs SpaceX) Rocket Lab's market capitalisation is USD 49.5 billion vs SpaceX USD 1.75 trillion. Quarterly revenue Q2 2026: Rocket Lab is USD 231","text":"🌟🌟🌟Forget about the standard tech rivalries. The ultimate billionaire space race has officially entered the public stock market. Which is a better buy: $SpaceX(SPCX)$ or $Rocket Lab USA, Inc.(RKLB)$ ?. This is an agonising high stakes choice. Do you ride with the undisputed dominant industry ruler or place your bets on the scrappy hyper aggressive underdog? Let's pit Rocket Lab against its big brother SpaceX to see which asset is truly the better buy for your hard-earned cash. David vs Goliath (Rocket Lab vs SpaceX) Rocket Lab's market capitalisation is USD 49.5 billion vs SpaceX USD 1.75 trillion. Quarterly revenue Q2 2026: Rocket Lab is USD 231","images":[{"img":"https://community-static.tradeup.com/news/697c68c8b4f018f3b015dc3083c38e71","width":"1080","height":"2400"},{"img":"https://community-static.tradeup.com/news/d629e25742653cd34c9aee7f777f15d9","width":"1080","height":"2400"},{"img":"https://community-static.tradeup.com/news/bb95f70cb26f74ed87be3e5e5c7b8b8e","width":"1080","height":"2400"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":34,"commentSize":0,"repostSize":19,"link":"https://ttm.financial/post/595251130540752","isVote":1,"tweetType":1,"viewCount":1682,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},{"id":591272634041112,"gmtCreate":1785382313000,"gmtModify":1785384175261,"author":{"id":"3570103090255456","authorId":"3570103090255456","name":"JC888","avatar":"https://community-static.tradeup.com/news/1f15eae4f682dc4cb91bfca455452752","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570103090255456","authorIdStr":"3570103090255456"},"themes":[],"title":"MS : SPCX is $15 from Zero AI value ! True ?","htmlText":". <a href=\"https://ttm.financial/S/SPCX\">$SpaceX(SPCX)$</a> stock story since its June 2026 IPO has been dramatic. On Fri, 12 Jun 2026, SPCX shares debuted at $160.95, then briefly soared past $200, hitting an all-time-high of $225.64 on 16 Jun 2026, and then (without warning) collapsed to nearly $115 by late July 2026, erasing over a trillion dollars in market value, in the process. (see below) As of 27 Jul 2026 endday On Mon, 27 Jul 2026, it continues to slide, pushing closer to the $100 mark that <a href=\"https://ttm.financial/S/MS\">$Morgan Stanley(MS)$</a> warned. (see above) It showed that market is willing to push closer to the threshold where that “worthless AI” framing becomes more than just a provocative headline. Morgan Stanley Says. MS, MD &amp; Global Auto &amp; Shared Mobility","listText":". <a href=\"https://ttm.financial/S/SPCX\">$SpaceX(SPCX)$</a> stock story since its June 2026 IPO has been dramatic. On Fri, 12 Jun 2026, SPCX shares debuted at $160.95, then briefly soared past $200, hitting an all-time-high of $225.64 on 16 Jun 2026, and then (without warning) collapsed to nearly $115 by late July 2026, erasing over a trillion dollars in market value, in the process. (see below) As of 27 Jul 2026 endday On Mon, 27 Jul 2026, it continues to slide, pushing closer to the $100 mark that <a href=\"https://ttm.financial/S/MS\">$Morgan Stanley(MS)$</a> warned. (see above) It showed that market is willing to push closer to the threshold where that “worthless AI” framing becomes more than just a provocative headline. Morgan Stanley Says. MS, MD &amp; Global Auto &amp; Shared Mobility","text":". $SpaceX(SPCX)$ stock story since its June 2026 IPO has been dramatic. On Fri, 12 Jun 2026, SPCX shares debuted at $160.95, then briefly soared past $200, hitting an all-time-high of $225.64 on 16 Jun 2026, and then (without warning) collapsed to nearly $115 by late July 2026, erasing over a trillion dollars in market value, in the process. (see below) As of 27 Jul 2026 endday On Mon, 27 Jul 2026, it continues to slide, pushing closer to the $100 mark that $Morgan Stanley(MS)$ warned. (see above) It showed that market is willing to push closer to the threshold where that “worthless AI” framing becomes more than just a provocative headline. Morgan Stanley Says. MS, MD & Global Auto & Shared Mobility","images":[{"img":"https://community-static.tradeup.com/news/57dc03e9b86f83e947da88990dbf494f","width":"769","height":"379"},{"img":"https://community-static.tradeup.com/news/b2d4c93344847f40ba632c4bacc8335b","width":"859","height":"385"},{"img":"https://community-static.tradeup.com/news/0a7cc86f931489a57ea46872c01b5a6b","width":"1018","height":"296"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":143,"commentSize":7,"repostSize":231,"link":"https://ttm.financial/post/591272634041112","isVote":1,"tweetType":1,"viewCount":5168,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000724","authorId":"9000000000000724","name":"AgathaHume","avatar":"https://static.tigerbbs.com/58026ab8f0edf0d829859314a737d6a4","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000724","authorIdStr":"9000000000000724"},"content":"I bought the washout, not the headline. Starlink plus launch alone makes 100 look too low to me, AI is a free call option. Too early to write it off?","text":"I bought the washout, not the headline. Starlink plus launch alone makes 100 look too low to me, AI is a free call option. Too early to write it off?","html":"I bought the washout, not the headline. Starlink plus launch alone makes 100 look too low to me, AI is a free call option. Too early to write it off?"},{"author":{"id":"3570103090255456","authorId":"3570103090255456","name":"JC888","avatar":"https://community-static.tradeup.com/news/1f15eae4f682dc4cb91bfca455452752","crmLevel":12,"crmLevelSwitch":1,"idStr":"3570103090255456","authorIdStr":"3570103090255456"},"content":"On Thursday when all 3 major composite indexes recovered across the board, SPCX continued it's consolidation. It ended the day - 0.3% lower at $112.20 per share. Looks like investors are really betting against the company. Maybe there is \"real\" value left in the stock? Or there can be a better entry point at the horizon, with the US Iran tensions rising again? Tough call....","text":"On Thursday when all 3 major composite indexes recovered across the board, SPCX continued it's consolidation. It ended the day - 0.3% lower at $112.20 per share. Looks like investors are really betting against the company. Maybe there is \"real\" value left in the stock? Or there can be a better entry point at the horizon, with the US Iran tensions rising again? Tough call....","html":"On Thursday when all 3 major composite indexes recovered across the board, SPCX continued it's consolidation. It ended the day - 0.3% lower at $112.20 per share. Looks like investors are really betting against the company. Maybe there is \"real\" value left in the stock? Or there can be a better entry point at the horizon, with the US Iran tensions rising again? Tough call...."}],"imageCount":10,"langContent":"EN","totalScore":0},{"id":601262606619744,"gmtCreate":1787829701557,"gmtModify":1787907481708,"author":{"id":"4194184698932812","authorId":"4194184698932812","name":"苏36","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4194184698932812","authorIdStr":"4194184698932812"},"themes":[],"title":"","htmlText":"I’d choose D — satellite and terrestrial networks will eventually merge into one integrated ecosystem. SpaceX certainly has the technology to disrupt wireless communications, but building a nationwide terrestrial network is vastly different from providing satellite coverage. Urban density, indoor connectivity, capacity, mobility and fiber infrastructure remain difficult challenges. That is why I don’t see T-Mobile, Verizon and AT&amp;T as immediate casualties. More likely, SpaceX will combine Starlink satellites, its newly acquired spectrum and existing terrestrial infrastructure through partnerships, tower leases and network sharing. Ironically, the biggest beneficiaries may be companies that help build the network. The real opportunity isn’t simply SpaceX versus telecom—it’s the converg","listText":"I’d choose D — satellite and terrestrial networks will eventually merge into one integrated ecosystem. SpaceX certainly has the technology to disrupt wireless communications, but building a nationwide terrestrial network is vastly different from providing satellite coverage. Urban density, indoor connectivity, capacity, mobility and fiber infrastructure remain difficult challenges. That is why I don’t see T-Mobile, Verizon and AT&amp;T as immediate casualties. More likely, SpaceX will combine Starlink satellites, its newly acquired spectrum and existing terrestrial infrastructure through partnerships, tower leases and network sharing. Ironically, the biggest beneficiaries may be companies that help build the network. The real opportunity isn’t simply SpaceX versus telecom—it’s the converg","text":"I’d choose D — satellite and terrestrial networks will eventually merge into one integrated ecosystem. SpaceX certainly has the technology to disrupt wireless communications, but building a nationwide terrestrial network is vastly different from providing satellite coverage. Urban density, indoor connectivity, capacity, mobility and fiber infrastructure remain difficult challenges. That is why I don’t see T-Mobile, Verizon and AT&T as immediate casualties. More likely, SpaceX will combine Starlink satellites, its newly acquired spectrum and existing terrestrial infrastructure through partnerships, tower leases and network sharing. Ironically, the biggest beneficiaries may be companies that help build the network. The real opportunity isn’t simply SpaceX versus telecom—it’s the converg","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":1,"repostSize":1,"link":"https://ttm.financial/post/601262606619744","isVote":1,"tweetType":1,"viewCount":907,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274779405626","authorId":"3479274779405626","name":"TODAMOON","avatar":"https://static.tigerbbs.com/b73fcf703208d4148b7de71c9ac07beb","crmLevel":1,"crmLevelSwitch":0,"idStr":"3479274779405626","authorIdStr":"3479274779405626"},"content":"The 1.6 GHz spectrum piece matters more for indoor coverage than people think. Satellite links can fill gaps, but dense urban capacity still lives or dies on terrestrial backhaul and sharing deals","text":"The 1.6 GHz spectrum piece matters more for indoor coverage than people think. Satellite links can fill gaps, but dense urban capacity still lives or dies on terrestrial backhaul and sharing deals","html":"The 1.6 GHz spectrum piece matters more for indoor coverage than people think. Satellite links can fill gaps, but dense urban capacity still lives or dies on terrestrial backhaul and sharing deals"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":601325682423136,"gmtCreate":1787845019188,"gmtModify":1787845023859,"author":{"id":"3581734406950755","authorId":"3581734406950755","name":"Shyon","avatar":"https://static.tigerbbs.com/2a3423cbda71d7a89cd2f2f2d6744330","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581734406950755","authorIdStr":"3581734406950755"},"themes":[],"title":"","htmlText":"I’m choosing D — satellite + terrestrial networks eventually become one integrated ecosystem. I don’t think <a href=\"https://ttm.financial/S/SPCX\"> $SpaceX(SPCX)$ </a> needs to completely replace traditional carriers; its biggest advantage is combining Starlink’s satellite coverage with existing terrestrial infrastructure. This could actually create opportunities for carriers and tower operators while allowing SpaceX to scale faster and more efficiently. In the long run, I see cooperation and integration becoming more important than outright competition. For investors, I’d watch how SpaceX uses its spectrum and whether it starts partnering with existing infrastructure providers. That could be the biggest clue to who ultimately captures the value.","listText":"I’m choosing D — satellite + terrestrial networks eventually become one integrated ecosystem. I don’t think <a href=\"https://ttm.financial/S/SPCX\"> $SpaceX(SPCX)$ </a> needs to completely replace traditional carriers; its biggest advantage is combining Starlink’s satellite coverage with existing terrestrial infrastructure. This could actually create opportunities for carriers and tower operators while allowing SpaceX to scale faster and more efficiently. In the long run, I see cooperation and integration becoming more important than outright competition. For investors, I’d watch how SpaceX uses its spectrum and whether it starts partnering with existing infrastructure providers. That could be the biggest clue to who ultimately captures the value.","text":"I’m choosing D — satellite + terrestrial networks eventually become one integrated ecosystem. I don’t think $SpaceX(SPCX)$ needs to completely replace traditional carriers; its biggest advantage is combining Starlink’s satellite coverage with existing terrestrial infrastructure. This could actually create opportunities for carriers and tower operators while allowing SpaceX to scale faster and more efficiently. In the long run, I see cooperation and integration becoming more important than outright competition. For investors, I’d watch how SpaceX uses its spectrum and whether it starts partnering with existing infrastructure providers. That could be the biggest clue to who ultimately captures the value.","images":[{"img":"https://community-static.tradeup.com/news/d29c92362dfe2321f0bb5877afc31c02"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/601325682423136","isVote":1,"tweetType":1,"viewCount":745,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":593922165600416,"gmtCreate":1786032154935,"gmtModify":1786093602595,"author":{"id":"3567900334449295","authorId":"3567900334449295","name":"flyuphigh","avatar":"https://static.tigerbbs.com/eb5c25ecda1f89ac01158a7158e5ac2e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567900334449295","authorIdStr":"3567900334449295"},"themes":[],"title":"","htmlText":"🚀 <a href=\"https://ttm.financial/S/SPCX\">$SpaceX(SPCX)$&nbsp;</a>: From Garage Rockets to Trillion-Dollar Rocket Ship (and the Wild Ride Ahead) Picture this: A company that once almost went bankrupt building rockets that exploded on the pad is now a publicly traded beast (ticker: SPCX) that just reported its first earnings as a public company and is actively trying to catch a 50-story stainless-steel skyscraper falling from the sky with giant mechanical arms. Welcome to SpaceX in August 2026 — where the absurd has become the business plan. The Origin Story (Abridged &amp; Entertaining Version) Elon Musk started SpaceX in 2002 with the modest goal of “making life multiplanetary.” Early days involved a lot of “RUD” (Rapid Unscheduled Disassembly — SpaceX-speak for “the rocket blew up”). Falc","listText":"🚀 <a href=\"https://ttm.financial/S/SPCX\">$SpaceX(SPCX)$&nbsp;</a>: From Garage Rockets to Trillion-Dollar Rocket Ship (and the Wild Ride Ahead) Picture this: A company that once almost went bankrupt building rockets that exploded on the pad is now a publicly traded beast (ticker: SPCX) that just reported its first earnings as a public company and is actively trying to catch a 50-story stainless-steel skyscraper falling from the sky with giant mechanical arms. Welcome to SpaceX in August 2026 — where the absurd has become the business plan. The Origin Story (Abridged &amp; Entertaining Version) Elon Musk started SpaceX in 2002 with the modest goal of “making life multiplanetary.” Early days involved a lot of “RUD” (Rapid Unscheduled Disassembly — SpaceX-speak for “the rocket blew up”). Falc","text":"🚀 $SpaceX(SPCX)$ : From Garage Rockets to Trillion-Dollar Rocket Ship (and the Wild Ride Ahead) Picture this: A company that once almost went bankrupt building rockets that exploded on the pad is now a publicly traded beast (ticker: SPCX) that just reported its first earnings as a public company and is actively trying to catch a 50-story stainless-steel skyscraper falling from the sky with giant mechanical arms. Welcome to SpaceX in August 2026 — where the absurd has become the business plan. The Origin Story (Abridged & Entertaining Version) Elon Musk started SpaceX in 2002 with the modest goal of “making life multiplanetary.” Early days involved a lot of “RUD” (Rapid Unscheduled Disassembly — SpaceX-speak for “the rocket blew up”). Falc","images":[{"img":"https://community-static.tradeup.com/news/e4e3c7728515ceae954a41ecb8b35df5","width":"1320","height":"1221"},{"img":"https://community-static.tradeup.com/news/70dbf33cfe40131739bf453eca781dfc","width":"1200","height":"630"},{"img":"https://community-static.tradeup.com/news/8ea791508489455fffe237713925ad0e","width":"1294","height":"2112"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":42,"commentSize":2,"repostSize":1,"link":"https://ttm.financial/post/593922165600416","isVote":1,"tweetType":1,"viewCount":2374,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4184996406754972","authorId":"4184996406754972","name":"Ahmbis","avatar":"https://community-static.tradeup.com/news/b6f722534790bd3d0a00080ae69e954f","crmLevel":12,"crmLevelSwitch":0,"idStr":"4184996406754972","authorIdStr":"4184996406754972"},"content":"SpaceX is a stock that you buy for your children Future.","text":"SpaceX is a stock that you buy for your children Future.","html":"SpaceX is a stock that you buy for your children Future."}],"imageCount":3,"langContent":"EN","totalScore":0},{"id":594318246859880,"gmtCreate":1786093923245,"gmtModify":1786965111449,"author":{"id":"3501196737273098","authorId":"3501196737273098","name":"Tiger_comments","avatar":"https://community-static.tradeup.com/news/227887b200e9925968650d5db4a8bfb3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3501196737273098","authorIdStr":"3501196737273098"},"themes":[],"title":"","htmlText":"SpaceX Rallies 6% After Its Lockup Expiration: Is the Next Opportunity in Space Stocks? SpaceX has finally given the public space sector something it has long lacked: a genuine valuation anchor. On August 6, approximately 911.5 million SpaceX shares became eligible for trading. Investors feared that employees and early shareholders would rush to sell, yet after plunging nearly 14% the previous day, <a href=\"https://ttm.financial/S/SPCX\">$SpaceX(SPCX)$</a> rebounded 6.1% to close at $114.92. This does not mean the selling pressure is over. By December 8, tradable shares could rise to roughly 40% of SpaceX’s total shares outstanding, leaving the stock exposed to further supply and volatility. Reuters But the more interesting signal came from the rest of the sector.","listText":"SpaceX Rallies 6% After Its Lockup Expiration: Is the Next Opportunity in Space Stocks? SpaceX has finally given the public space sector something it has long lacked: a genuine valuation anchor. On August 6, approximately 911.5 million SpaceX shares became eligible for trading. Investors feared that employees and early shareholders would rush to sell, yet after plunging nearly 14% the previous day, <a href=\"https://ttm.financial/S/SPCX\">$SpaceX(SPCX)$</a> rebounded 6.1% to close at $114.92. This does not mean the selling pressure is over. By December 8, tradable shares could rise to roughly 40% of SpaceX’s total shares outstanding, leaving the stock exposed to further supply and volatility. Reuters But the more interesting signal came from the rest of the sector.","text":"SpaceX Rallies 6% After Its Lockup Expiration: Is the Next Opportunity in Space Stocks? SpaceX has finally given the public space sector something it has long lacked: a genuine valuation anchor. On August 6, approximately 911.5 million SpaceX shares became eligible for trading. Investors feared that employees and early shareholders would rush to sell, yet after plunging nearly 14% the previous day, $SpaceX(SPCX)$ rebounded 6.1% to close at $114.92. This does not mean the selling pressure is over. By December 8, tradable shares could rise to roughly 40% of SpaceX’s total shares outstanding, leaving the stock exposed to further supply and volatility. Reuters But the more interesting signal came from the rest of the sector.","images":[{"img":"https://community-static.tradeup.com/news/905f538838b45f50d369daf8412020c1"}],"top":1,"highlighted":1,"essential":2,"paper":1,"likeSize":139,"commentSize":1,"repostSize":7,"link":"https://ttm.financial/post/594318246859880","isVote":1,"tweetType":1,"viewCount":14016,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":595558512411184,"gmtCreate":1786426517115,"gmtModify":1786439262533,"author":{"id":"4176423247955812","authorId":"4176423247955812","name":"Lanceljx","avatar":"https://community-static.tradeup.com/news/09909b81957df6057776741ed24e12fe","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4176423247955812","authorIdStr":"4176423247955812"},"themes":[],"title":"","htmlText":"I would **not call this a broad space-sector rally restart yet**. The price action looks more like a **SpaceX-specific leadership/positioning trade**, while the market is becoming more demanding about fundamentals elsewhere. Rocket Lab illustrates the problem. Q2 revenue really was a record **$234.1 million, +62% YoY**, slightly ahead of expectations, and management said launch demand remains extremely strong. It has signed more than **$437 million of Electron, HASTE and Neutron bookings** during Q2 and since quarter-end. Yet the $0.08-per-share loss was wider than the roughly $0.05 expected, and investors sold the shares.&nbsp; That is actually quite revealing. Investors are no longer rewarding **revenue growth alone**. Rocket Lab's next phase requires converting its backlog and spending","listText":"I would **not call this a broad space-sector rally restart yet**. The price action looks more like a **SpaceX-specific leadership/positioning trade**, while the market is becoming more demanding about fundamentals elsewhere. Rocket Lab illustrates the problem. Q2 revenue really was a record **$234.1 million, +62% YoY**, slightly ahead of expectations, and management said launch demand remains extremely strong. It has signed more than **$437 million of Electron, HASTE and Neutron bookings** during Q2 and since quarter-end. Yet the $0.08-per-share loss was wider than the roughly $0.05 expected, and investors sold the shares.&nbsp; That is actually quite revealing. Investors are no longer rewarding **revenue growth alone**. Rocket Lab's next phase requires converting its backlog and spending","text":"I would **not call this a broad space-sector rally restart yet**. The price action looks more like a **SpaceX-specific leadership/positioning trade**, while the market is becoming more demanding about fundamentals elsewhere. Rocket Lab illustrates the problem. Q2 revenue really was a record **$234.1 million, +62% YoY**, slightly ahead of expectations, and management said launch demand remains extremely strong. It has signed more than **$437 million of Electron, HASTE and Neutron bookings** during Q2 and since quarter-end. Yet the $0.08-per-share loss was wider than the roughly $0.05 expected, and investors sold the shares. That is actually quite revealing. Investors are no longer rewarding **revenue growth alone**. Rocket Lab's next phase requires converting its backlog and spending","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/595558512411184","isVote":1,"tweetType":1,"viewCount":1246,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274691172880","authorId":"3479274691172880","name":"DreamBig572","avatar":"https://static.tigerbbs.com/46c35ff83dd06ac0fd5a2fbfed0003e4","crmLevel":1,"crmLevelSwitch":0,"idStr":"3479274691172880","authorIdStr":"3479274691172880"},"content":"I added under 4 before, and $437M bookings matter more to me than one ugly quarter. If Neutron slips again, then I'll worry","text":"I added under 4 before, and $437M bookings matter more to me than one ugly quarter. If Neutron slips again, then I'll worry","html":"I added under 4 before, and $437M bookings matter more to me than one ugly quarter. If Neutron slips again, then I'll worry"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":594271464710168,"gmtCreate":1786094290054,"gmtModify":1786096983217,"author":{"id":"3527667691843168","authorId":"3527667691843168","name":"Marktomarket","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667691843168","authorIdStr":"3527667691843168"},"themes":[],"title":"The Lock-Up Shoe Dropped. The Guidance One Is Still in the Air.","htmlText":"Hello. The largest first tranche of any IPO lock-up in US market history came free last night: 911.5 million <a target=\"_blank\" href=\"https://ttm.financial/S/SPCX\">$SpaceX(SPCX)$</a> insider shares became eligible to sell, taking the freely tradable count from about 639 million to roughly 1.55 billion in one step. The shares rose 6.14 per cent. The day the selling actually happened wasn't last night. It was the day before. On Wednesday the stock fell 13.61 per cent on about 200 million shares, the heaviest turnover since 18 June; last night volume hit 251 million and set another high, yet the price went up. Heavier volume than Wednesday, and the price went the other way — the people who wanted to sell had mostly finished on Wednesday. Someone went back through three comparable cases: in ea","listText":"Hello. The largest first tranche of any IPO lock-up in US market history came free last night: 911.5 million <a target=\"_blank\" href=\"https://ttm.financial/S/SPCX\">$SpaceX(SPCX)$</a> insider shares became eligible to sell, taking the freely tradable count from about 639 million to roughly 1.55 billion in one step. The shares rose 6.14 per cent. The day the selling actually happened wasn't last night. It was the day before. On Wednesday the stock fell 13.61 per cent on about 200 million shares, the heaviest turnover since 18 June; last night volume hit 251 million and set another high, yet the price went up. Heavier volume than Wednesday, and the price went the other way — the people who wanted to sell had mostly finished on Wednesday. Someone went back through three comparable cases: in ea","text":"Hello. The largest first tranche of any IPO lock-up in US market history came free last night: 911.5 million $SpaceX(SPCX)$ insider shares became eligible to sell, taking the freely tradable count from about 639 million to roughly 1.55 billion in one step. The shares rose 6.14 per cent. The day the selling actually happened wasn't last night. It was the day before. On Wednesday the stock fell 13.61 per cent on about 200 million shares, the heaviest turnover since 18 June; last night volume hit 251 million and set another high, yet the price went up. Heavier volume than Wednesday, and the price went the other way — the people who wanted to sell had mostly finished on Wednesday. Someone went back through three comparable cases: in ea","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":117,"commentSize":0,"repostSize":7,"link":"https://ttm.financial/post/594271464710168","isVote":1,"tweetType":1,"viewCount":2467,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":593429952902576,"gmtCreate":1785877075941,"gmtModify":1785917930999,"author":{"id":"4245312935821372","authorId":"4245312935821372","name":"Young_on_stocks","avatar":"https://community-static.tradeup.com/news/dfb4799002b9db1320239f93b5eb7bfe","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4245312935821372","authorIdStr":"4245312935821372"},"themes":[],"title":"AMD and SpaceX Beat Expectations—So Why Did Both Stocks Sell Off?","htmlText":"AMD fell as much as 7% after hours, while SpaceX dropped about 6%. The earnings reports were not bad. The problem was that neither stock had been priced for a normal beat. AMD came into earnings with expectations set too high. SpaceX is simply spending money too fast. AMD: The Surprise Had Already Been Priced In AMD reported second-quarter revenue of $11.54 billion, up 50% year over year, with adjusted EPS of $1.66. The company also guided for roughly $13 billion in third-quarter revenue. Data center revenue reached $6.72 billion, up 107%, as both EPYC CPUs and Instinct accelerators continued to ramp. Put these numbers on almost any other semiconductor company, and investors would have very little to complain about. AMD still got hit after hours. The first reason was simple: the stock had","listText":"AMD fell as much as 7% after hours, while SpaceX dropped about 6%. The earnings reports were not bad. The problem was that neither stock had been priced for a normal beat. AMD came into earnings with expectations set too high. SpaceX is simply spending money too fast. AMD: The Surprise Had Already Been Priced In AMD reported second-quarter revenue of $11.54 billion, up 50% year over year, with adjusted EPS of $1.66. The company also guided for roughly $13 billion in third-quarter revenue. Data center revenue reached $6.72 billion, up 107%, as both EPYC CPUs and Instinct accelerators continued to ramp. Put these numbers on almost any other semiconductor company, and investors would have very little to complain about. AMD still got hit after hours. The first reason was simple: the stock had","text":"AMD fell as much as 7% after hours, while SpaceX dropped about 6%. The earnings reports were not bad. The problem was that neither stock had been priced for a normal beat. AMD came into earnings with expectations set too high. SpaceX is simply spending money too fast. AMD: The Surprise Had Already Been Priced In AMD reported second-quarter revenue of $11.54 billion, up 50% year over year, with adjusted EPS of $1.66. The company also guided for roughly $13 billion in third-quarter revenue. Data center revenue reached $6.72 billion, up 107%, as both EPYC CPUs and Instinct accelerators continued to ramp. Put these numbers on almost any other semiconductor company, and investors would have very little to complain about. AMD still got hit after hours. The first reason was simple: the stock had","images":[{"img":"https://community-static.tradeup.com/news/0713ba17607a318f0ce243e80154904c","width":"1254","height":"1254"},{"img":"https://community-static.tradeup.com/news/91cef57f6a029a9cb1284c6bec414a30","width":"1254","height":"1254"},{"img":"https://community-static.tradeup.com/news/2583fe5b29076e66ae4789a4abaa49fb","width":"1254","height":"1254"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":24,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/593429952902576","isVote":1,"tweetType":1,"viewCount":1815,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4243426647434722","authorId":"4243426647434722","name":"Investing Leon","avatar":"https://community-static.tradeup.com/news/ce9384c23155414f0a6191dfd331ff55","crmLevel":1,"crmLevelSwitch":0,"idStr":"4243426647434722","authorIdStr":"4243426647434722"},"content":"AMD's expectations have been pulled too high. It is likely to report well, but the stock price is still down","text":"AMD's expectations have been pulled too high. It is likely to report well, but the stock price is still down","html":"AMD's expectations have been pulled too high. It is likely to report well, but the stock price is still down"}],"imageCount":3,"langContent":"EN","totalScore":0}]}