Definitely mag7 for now becaus

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MHh
06-21 18:19

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

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

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

# SpaceX Slides for Third Day to $185 — Time to Exit?

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Analyst sentiment has shifted cautious, with calls to 'sell based on historical IPO patterns' and advice for long-term holders to 'take profits into strength.' The first sell rating has emboldened bears, while questions over AI disrupting its core business add pressure. From a post-IPO surge to three straight losses — do you sell the next bounce, or wait for a deeper pullback to buy in?","image":"https://community-static.tradeup.com/news/b3e2f4792e06a23b881ae0c37c9b65a4"}],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body>Definitely mag7 for now because SpaceX has not proven profit. The concept is promising but I prefer to look at the balance sheets and want to see profit first. In any case, history has demonstrated that prices fall after IPO and there is no rush into mangos until the next year before we re-evaluate them. \n \n \n \nIn the next phase of AI, I rather own both compute and infrastructure because we can’t do without the other. It is always good to diversify. \n \n \n \nI think the long term winner could be SpaceX if it is successful with data centres in space. Infrastructure on earth is quickly saturating. SpaceX has been successful with its rockets and satellites so far but real success to support its vision is still a stretch goal for now. If it could pull off into a financially sustainable and truly feasible model it would be the biggest winner. The only major and critical unknown is ‘if’. Otherwise, anthropic is a possible winner with its current superior models.</body></html>","htmlText":"<html><head></head><body>Definitely mag7 for now because SpaceX has not proven profit. The concept is promising but I prefer to look at the balance sheets and want to see profit first. In any case, history has demonstrated that prices fall after IPO and there is no rush into mangos until the next year before we re-evaluate them. \n \n \n \nIn the next phase of AI, I rather own both compute and infrastructure because we can’t do without the other. It is always good to diversify. \n \n \n \nI think the long term winner could be SpaceX if it is successful with data centres in space. Infrastructure on earth is quickly saturating. SpaceX has been successful with its rockets and satellites so far but real success to support its vision is still a stretch goal for now. If it could pull off into a financially sustainable and truly feasible model it would be the biggest winner. The only major and critical unknown is ‘if’. Otherwise, anthropic is a possible winner with its current superior models.</body></html>","text":"Definitely mag7 for now because SpaceX has not proven profit. The concept is promising but I prefer to look at the balance sheets and want to see profit first. In any case, history has demonstrated that prices fall after IPO and there is no rush into mangos until the next year before we re-evaluate them. In the next phase of AI, I rather own both compute and infrastructure because we can’t do without the other. It is always good to diversify. I think the long term winner could be SpaceX if it is successful with data centres in space. Infrastructure on earth is quickly saturating. SpaceX has been successful with its rockets and satellites so far but real success to support its vision is still a stretch goal for now. If it could pull off into a financially sustainable and truly feasible model it would be the biggest winner. The only major and critical unknown is ‘if’. 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