spacexmaycompletecursordealasearlyasnextweekend

#SpaceXMayCompleteCursorDealAsEarlyAsNextWeekend
The moment: On August 7, SPCX surged ~15.8% to close at $133.11 , pushing SpaceX's market cap to $1.613 trillion — officially overtaking Meta as the 9th largest company on Earth . And here's the kicker: it did it the day after 911.5 million shares (~1.4x the entire float) became tradeable . The "lock-up bloodbath" everyone feared turned into a +20% two-day rip.
The market isn't gambling on a rocket company anymore. It's betting on a monopoly in orbital infrastructure + an AI cloud + a $60B software bet — all wrapped in one of the tightest floats in market history.
The Bull Case in Four Pillars
1. Starlink is the cash engine — and it's just getting warmed up. Q2 revenue hit $7.81B, crushing the $6.82B consensus , with Starlink alone contributing $4.29B in the quarter . With 12M+ subscribers on recurring plans and ~$100B annualized ARR targeted by December , this is subscription SaaS — just with a better view. The "net loss" of $541M? SpaceX plowed $18.37B into capex, 86% of it into AI infrastructure . That's not burning money; that's building a moat.
2. AI is the second engine — in orbit. The Starmind program is arguably the most underrated AI story of 2026: an exclusive NVIDIA partnership, Rubin GPUs + Vera CPUs flying on satellites , targeting 2 GW of compute by end-2026, scaling to 10 GW by 2027 . SpaceX is escaping the two biggest constraints of terrestrial AI — zoning laws and power grids — by moving the datacenter into space. Plus $6.7B in new cloud contracts already signed in the first weeks of Q3 .
3. Cursor = a cheap call option, not an expense. The $60B headline hides the real structure: SpaceX effectively paid a $10B premium for a ~$50B-strike call option on Cursor , with prediction markets pricing a 78% probability of the deal closing in 2026 — and reports suggesting it could close as soon as August 14 . Capped downside, unlimited upside. And because Cursor shareholders get paid in SPCX at a 7-day VWAP, SpaceX has a mechanical incentive to keep the price high.
4. The float is still tiny — and big money is still hungry. SpaceX IPO'd with only 4.9% of shares floated , starving institutions of liquidity. The unlock isn't a supply dump — it's the accumulation event the big boys were waiting for (ARK bought 124K shares below $110; Google's 13F shows 551M shares held). Cathie Wood and Cramer are telling people to buy it "for their grandchildren," Bernstein sits at $248 , and the analyst consensus lands at $231 .
My Personal Take
I'll be honest — I'm biased, and I think that's fine. The same crowd that screamed "Tesla lock-up = -15% crash" in 2010 watched that dip become a 100x . Musk doesn't run companies to satisfy quarterly EPS; he runs them to build 30-year monopolies. Losing $541M while deploying $15.8B into AI infrastructure is exactly what a rational founder with a 10-year horizon does. SpaceX isn't the riskiest way to bet on AI — it's arguably the safest way to bet on the intersection of AI + space + software, all inside one stock. The bears are playing checkers with an unlock calendar; the market is playing 4D chess with a moat the size of a G5 economy.
📊 1D Trade Setup — $SPCX Long, 5x Leverage
🚀💥Bias: Bullish continuation after the post-lockup breakout (price +21.5% on the week, reclaimed the $120–125 zone, higher-high structure intact).
💥Entry: Buy the pullback into the breakout zone at $126 – $132 — aggressive entries are OK near the current spot of ~$132.
💥Stop Loss: $118 on a daily close, sitting below the August 6–7 breakout base plus a round-number psychological shelf; the thesis is invalid below that.
🚀💥Take Profits: 💥TP1 at $150 (psychological barrier + prior supply zone — take partial and move stop to breakeven),
🚀💥TP2 at $170 (Cursor-close extension),
🚀💥TP3 at $200 (trail the rest, only if the August 14 deal and momentum confirm). From a mid-entry around $129, that's a
💥Risk/reward of roughly 1 : 2.5+ .
💥A word on 5x leverage: this is where discipline matters. A mere 10% adverse move wipes ~50% of your margin , so risk no more than 2–3% of your account per trade and never go full margin on a single entry — scale in across the zone if you want size.
Invalidation: a daily close below $118 (or below $110 for the swing thesis). Watch August 14 — Cursor deal confirmation is the primary catalyst; if it slips or negative headlines leak, tighten stops immediately.
Levels to watch: Support at $120 → $114 ; resistance at $135 (IPO price) → $150 . The reclaim of $135 on volume is the breakout trigger that could open the door to the $200s.
⚠️ Risk warning: This is a leveraged setup on a volatile asset that drew down -52% from its ATH over 90 days . The setup above is for informational purposes only — not financial advice. Size small, respect the stop, never trade money you can't afford to lose.
$META $NVDA #SpaceXMarketCapTops$1.613TPassingMeta #USJulyJobsUnexpectedlyFall #AlphabetPlansToIssue$25BBonds #USSolarStocksRisePremarket

Консенсус-прогноз аналитиков Уолл-стрит для акций Advanced Micro Devices (#NASDAQ : $AMD ) на ближайшие 12 месяцев предполагает среднюю целевую цену в районе $582.65, что отражает потенциал роста примерно на 22% от текущих уровней (~$476–$480). Оптимистичные прогнозы (максимальные таргеты) достигают $1 250, в то время как консервативные минимумы находятся на отметке $320–$365. Большинство профильных аналитиков (более 80%) сохраняют по бумаге рекомендации «Покупать» или «Активно покупать» ИИ-экспансия: #AMD активно догоняет лидера рынка Nvidia. Компания заключила стратегическое соглашение с Anthropic (разработчик ИИ Claude) на поставку серверов с чипами следующего поколения MI450, которая начнется с 2027 года. Сильный прогноз на III квартал: Менеджмент ожидает выручку около $13 млрд, что выше ожиданий Уолл-стрит в $12,5 млрд.Масштабирование инфраструктуры: Обеспечены крупные мощности дата-центров (до 2,5 ГВт) по соглашению с Core Scientific Проблема маржинальности: Высокие затраты на разработку ИИ-чипов пока не дают той взрывной рентабельности, которую инвесторы привыкли видеть у Nvidia.Зависимость от TSMC: Поставки жестко ограничены лимитами мощностей тайваньского полупроводникового гиганта TSMC по упаковке передовых микросхем. Давление на ПК-рынок: Дополнительными факторами риска остаются медленное восстановление рынка персональных компьютеров и удорожание памяти Текущая просадка акций до уровня ~$480 выглядит как техническая коррекция после бурного ралли. Фундаментально бизнес $AMDB прочен. Если новая ИИ-платформа (Helios / MI450) сможет существенно поднять общую маржу бизнеса в ближайшие кварталы, текущие цены станут отличной точкой входа для долгосрочных инвесторов #SpaceXMayCompleteCursorDealAsEarlyAsNextWeekend