JC888
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Someone mentioned SPCX recent rally could be a case of pump & dump by early investors whose shares have been unlocked. Drive up the stock price as high before a quick exit out of the blue. Is this a possibility? YES! Having been around the blocks a few times, I feel a season Investor needs to maintain composure when investing. Try hard not to be swayed by ploy, tactics, FOMO etc.. to shake you. There will always be a 2nd chance.... Agree?
@JC888:SPCX falls further after Earnings out !
Is fear of MSFT massive AI build out dissipating. Its recovery seems to be intact based on past 2 weeks performance.
@JC888:GS Sees Something in MSFT, We’re Missing?
Is the space stock successfully staging a return to IPO price level?
@JC888:SPCX falls further after Earnings out !
3 hours into trading on Friday, I am elated that US composite indexes are thriving especially Nasdaq, spotting a +1.28% gain. Confidence seemed to have returned to AI-related megacap stocks and MSFT is part of "positive" contributors to Nasdaq, itself rising by +0.74% or +$3.68 to $503.54 per share. Will be wonderful if MSFT could end the week in green gains. Agree ?
@JC888:GS Sees Something in MSFT, We’re Missing?
Friday, 10 mins into trading, all 3 composite indexes are trending higher between a +0.14% gain (DJIA) to +0.93% gain (Nasdaq). Will it be a happy hour Friday by the time 4pm comes around ? I think as long as there's no news coming out of the Middle East, all is "well" ?
@JC888:GS Sees Something in MSFT, We’re Missing?
10 mins into Friday's trading, all 3 composite indexes are trending higher with the Nasdaq at almost +1.0% gain. Will it be a Happy Friday by the time 4pm comes around ? Hope so ... as long as there's no news coming from the Middle East..
@JC888:SPCX falls further after Earnings out !
MSFT's pre market price has dipped by -0.41% (-$2.06). (see attached) Does it mean that investors are getting wary that (based on latest quarterly earnings) 70% of its AI-revenue is actually coming from OpenAI ? As mentioned in my other side comment, for the short term it might be justified. However, for long term, if it remains so - it might be deemed unhealthy. Agree ?
@JC888:GS Sees Something in MSFT, We’re Missing?
Replying to @AdairHoratio:Thanks for reading my side comments. Congrats on your wins. As u know SPCX has just IPO, still has a long way to go - who knows if the chick will turn into a hen or a pot of curry... Ha, ha, ha...//@AdairHoratio:I had bids in before the open lol textbook squeeze setup. 20% tranche and it still got absorbed, who is still expecting a real flush here
@JC888:SPCX did not crash on Thu, 6 Aug 2026, despite an unlock of roughly 911.5 million insider shares worth over $100 billion. Its becos market had already priced in the anticipated selling pressure, the release was only a partial 20% staggered tranche, and aggressive dip-buying along with short-covering easily absorbed the new supply. In fact, the stock rose over 6% during the session.
Replying to @snoozii:Hi, tks for reading my post and sharing your views. Seems like 70% of MSFT AI revenue is from Openai, showing how tightly coupled they are. Will see if this is bad news for MSFT this Friday!! For now, market is still nervous about AI cape outlay...//@snoozii:Just went through Q4 again, and AI revenue conversion matters more than capex growth now. I’d wait for a pullback before opening MSFT here, agree?
@JC888:GS Sees Something in MSFT, We’re Missing?
On Thu, US market was down across the board but MSFT managed to rise by +2.54% ($499.86). For Fri, US Composite futures are positive for Nasdaq. Will this boost MSFT to rise higher? Before you reply, latest news is 70% of MSFT AI revenue (US$24.1 billion) comes from OpenAI, highlighting co-dependence on ts close partner. Short-term, it validates MSFT huge infrastructure buildout. Long-term, it's risky due to extreme customer concentration. Don't be surprised that MSFT may pull back today. Just don't assume it's a Buy ok.
@JC888:GS Sees Something in MSFT, We’re Missing?
On Thursday, even though US market was down across the board (see file), SPCX bucked the trend and ended the day higher by +6.14% at $114.92. As for Friday, the Composite futures are positive for both S&P 500 and Nasdaq. Will this be the booster for SPCX to scale higher this weekend ? What do you think ?
@JC888:SPCX falls further after Earnings out !
@JC888:GS Sees Something in MSFT, We’re Missing?
Hi, My Pick post for today. Hope you like it. Help to Repost pls - it is important to me & it enables more people to read about it ok. Thanks v much..
@JC888:GS Sees Something in MSFT, We’re Missing?
Hi @Marialina - thanks for reading my post. Hope you liked it. There wasn't a run in SPCX yesterday. With the price at historic low, I think employees decided to sit out until the stock price recovers, maybe to IPO level. What's a few more weeks when they have been 'restricted' for a while now. Do u think so too ?
@JC888:SPCX falls further after Earnings out !
SPCX did not crash on Thu, 6 Aug 2026, despite an unlock of roughly 911.5 million insider shares worth over $100 billion. Its becos market had already priced in the anticipated selling pressure, the release was only a partial 20% staggered tranche, and aggressive dip-buying along with short-covering easily absorbed the new supply. In fact, the stock rose over 6% during the session.
@JC888:SPCX falls further after Earnings out !
GS Sees Something in MSFT, We’re Missing?
Artificial intelligence (AI) evolution has entered a new phase. For the past 2 years, investors rewarded companies supplying the picks and shovels of the AI revolution, from semiconductor makers to networking equipment suppliers. This would include familiar names like - $NVIDIA(NVDA)$, $Taiwan Semiconductor Manufacturing(TSM)$, $Cisco(CSCO)$ etc… While that aspect of spending spree is not ending anytime soon, focus has begun to shift. The Shift. MSFT’s recent fiscal Q4 results, suggest the more important question is evolving and that is “can companies convert AI infrastructure spending into recurring, measurable enterprise revenue”? It’s true that businesses
GS Sees Something in MSFT, We’re Missing?
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 ?
@JC888:SPCX falls further after Earnings out !
With 2 mins to go before Thursday trading commences, will SPCX really continue to consolidate as both S&P 500 and Nasdaq composite futures indexes in the doldrum ? Will there be massive sell down of SPCX as the first lockup cycle expires. What do you think ?
@JC888:SPCX : Set to fall further after $100 ?
Hi @WallStreet_Tiger thank you for selecting my post to feature. It will be an interesting Thursday to find out if early investors and employees will bail on SPCX. If they do, it implies alot about sentiments towards SPCX, no?
Replying to @sjlangford:Hi, thank you for reading my post. Glad you liked it. Thank you for following me as well. I have new post out daily covering all subjects. My Pick post for today is out since noon - currently in Community > Trending page - ranked #8 - SPCX falls further ... Hope u will like it too, pls help to Repost so that more people will get to read about it ok. Tks, tks...//@sjlangford:Great article, would you like to share it?
@JC888:US market hit by War & AI Capex Worries.
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