However, I didn’t add to my position this morning. In the short term, about 1.3 billion shares will be tradable on 10/22 and about 328 million on 10/26, bringing the proportion of tradable shares from roughly 22% to 34%. Also, the broader U.S. stock market will probably remain volatile until the midterm elections in November and the CPI and PPI data are out. For now, I’m fully invested but not using leverage. I want to wait and see if I can get another chance to add around 140. If the price reaches an exceptionally attractive level, I wouldn’t rule out using leverage.
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清水研市
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Last night I sold my NVDA position and moved part of it into SPCX, adding around 147. I had originally placed an order at 141–143, hoping to move my entire NVDA position into SPCX, but unfortunately it never got there. My cost basis is now 147.5.
This morning, SPCX’s third-quarter results came in far above expectations. SPCX posted its first-ever profit since going public, and that profit was driven mainly by AI—a very positive sign. The stock surged after hours. SPCX’s demand for AI computing power is growing so rapidly that even Elon won’t sign long-term contracts; he only signs short-term ones because prices are expected to rise later, which would mean earning more. Right now, the split between computing power they use for themselves and rent out to others is 50/50, and it could shift to 60/40 in the future. This may be mainly to support GROK’s training, and secondly, GROKBOT. Honestly, I’ve spent six figures on tokens in CURSOR this year—not because I don’t want to use CLAUDE, but because I’m afraid of getting my account banned; and it’s not that I don’t want to use a proxy service, but I’m worried about data leaks. These days, I can’t afford to use OPUS5.5 most of the time because direct API calls are too expensive, so I almost exclusively use CURSOR’s built-in GROKI and GROK BOT for most tasks. They’re also the best fit for me, and I’ve become very dependent on them. I’m very bullish on Elon’s AI business because I’m a heavy user myself, and I know there’s definitely huge demand for his AI products.
Also, the more I think about it, the clearer it becomes: computing power, AI applications and large language models, Starship, space resource utilization, Starlink—he has everything others have, and even more of what they don’t. In the future, everyone else will only be able to compete on Earth, but once SPCX gradually realizes the potential of space resource utilization, its scale will be incomparable to that of any of the companies on Earth. What’s more, SPCX and TSLA have already set up merger committees, so a merger is just a matter of time. TSLA also has robotics and autonomous driving businesses, both of which have enormous potential. Ten years from now, SPCX could really be the biggest company in the world. Looking back from ten years in the future, we’ll definitely wish we could travel back in time and sell everything we own to go all-in at this price.
#股票财报季 #SPCX
This morning, SPCX’s third-quarter results came in far above expectations. SPCX posted its first-ever profit since going public, and that profit was driven mainly by AI—a very positive sign. The stock surged after hours. SPCX’s demand for AI computing power is growing so rapidly that even Elon won’t sign long-term contracts; he only signs short-term ones because prices are expected to rise later, which would mean earning more. Right now, the split between computing power they use for themselves and rent out to others is 50/50, and it could shift to 60/40 in the future. This may be mainly to support GROK’s training, and secondly, GROKBOT. Honestly, I’ve spent six figures on tokens in CURSOR this year—not because I don’t want to use CLAUDE, but because I’m afraid of getting my account banned; and it’s not that I don’t want to use a proxy service, but I’m worried about data leaks. These days, I can’t afford to use OPUS5.5 most of the time because direct API calls are too expensive, so I almost exclusively use CURSOR’s built-in GROKI and GROK BOT for most tasks. They’re also the best fit for me, and I’ve become very dependent on them. I’m very bullish on Elon’s AI business because I’m a heavy user myself, and I know there’s definitely huge demand for his AI products.
Also, the more I think about it, the clearer it becomes: computing power, AI applications and large language models, Starship, space resource utilization, Starlink—he has everything others have, and even more of what they don’t. In the future, everyone else will only be able to compete on Earth, but once SPCX gradually realizes the potential of space resource utilization, its scale will be incomparable to that of any of the companies on Earth. What’s more, SPCX and TSLA have already set up merger committees, so a merger is just a matter of time. TSLA also has robotics and autonomous driving businesses, both of which have enormous potential. Ten years from now, SPCX could really be the biggest company in the world. Looking back from ten years in the future, we’ll definitely wish we could travel back in time and sell everything we own to go all-in at this price.
#股票财报季 #SPCX
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