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#bstockscis
@BinanceCIS #bStocksCIS #stocks #SpaceX
What’s your take on the stock market at the moment? 👀
Are you buying shares of major companies, or waiting for a better entry?
I’m personally staying cautious for now. The market feels a bit overheated, and I wouldn’t be surprised to see a decent correction.
SpaceX is one of the names I’m watching closely — I think its valuation still has plenty of room to come down.
That’s why I’ve been experimenting with trading it across different platforms. Can’t say it’s been very successful so far 😅, but I’m sticking with my view that this bubble won’t last forever. 💯
See on the screenshot at bStocks my expectations.
Curious to hear what you guys think 👇
Follow and leave a like if you want to see how this trade turns out 🥰
$SPCXB couldn’t bull nonstop !
@BinanceCIS #bStocksCIS #stocks #SpaceX
What’s your take on the stock market at the moment? 👀
Are you buying shares of major companies, or waiting for a better entry?
I’m personally staying cautious for now. The market feels a bit overheated, and I wouldn’t be surprised to see a decent correction.
SpaceX is one of the names I’m watching closely — I think its valuation still has plenty of room to come down.
That’s why I’ve been experimenting with trading it across different platforms. Can’t say it’s been very successful so far 😅, but I’m sticking with my view that this bubble won’t last forever. 💯
See on the screenshot at bStocks my expectations.
Curious to hear what you guys think 👇
Follow and leave a like if you want to see how this trade turns out 🥰
$SPCXB couldn’t bull nonstop !
BREAKING: SpaceX insiders are now permitted to sell up to 911.5 million shares after the post-IPO lock-up period officially ended.
Important: These shares have been unlocked for sale, not necessarily sold yet. If significant selling takes place, it could create additional supply and short-term pressure on the stock.
#SpaceX #IPO #Stocks #GrayscaleWithdrawsThreeAltcoinETFFilings #NYSEDevelopingTokenizedSecuritiesPaymentPlatform
$IPO.ETF
Important: These shares have been unlocked for sale, not necessarily sold yet. If significant selling takes place, it could create additional supply and short-term pressure on the stock.
#SpaceX #IPO #Stocks #GrayscaleWithdrawsThreeAltcoinETFFilings #NYSEDevelopingTokenizedSecuritiesPaymentPlatform
$IPO.ETF
⚡️ LATEST: Elon Musk says Tesla & SpaceX’s Texas Terafab could become Earth’s most valuable building 🏭🚀
What is happening?
• Musk says the planned facility will span more than 9 million m²
• Tesla and SpaceX are expected to use the facility for advanced chip production
• The project would bring semiconductor manufacturing closer to Musk’s AI and robotics ambitions $CATI
• Musk believes its scale and strategic importance could make it the world’s most valuable building $PUMP
What this suggests:
• AI is increasingly becoming a race for chips + energy + manufacturing capacity
• Tesla could gain greater control over critical semiconductor supply $MMT
• SpaceX and Tesla may increasingly share infrastructure and chip-development capabilities
Context:
• Tesla needs increasingly powerful chips for FSD, Optimus and AI workloads
• SpaceX also has major demand for specialized computing hardware across its satellite and launch businesses
📊 Market takeaway:
Bullish for Tesla’s long-term AI/robotics ambitions if the project materializes at the claimed scale. The bigger story is vertical integration: Musk is trying to secure the physical infrastructure needed to manufacture the computing power behind Tesla and SpaceX’s next generation of products.
#SpaceX #AI #Tesla
What is happening?
• Musk says the planned facility will span more than 9 million m²
• Tesla and SpaceX are expected to use the facility for advanced chip production
• The project would bring semiconductor manufacturing closer to Musk’s AI and robotics ambitions $CATI
• Musk believes its scale and strategic importance could make it the world’s most valuable building $PUMP
What this suggests:
• AI is increasingly becoming a race for chips + energy + manufacturing capacity
• Tesla could gain greater control over critical semiconductor supply $MMT
• SpaceX and Tesla may increasingly share infrastructure and chip-development capabilities
Context:
• Tesla needs increasingly powerful chips for FSD, Optimus and AI workloads
• SpaceX also has major demand for specialized computing hardware across its satellite and launch businesses
📊 Market takeaway:
Bullish for Tesla’s long-term AI/robotics ambitions if the project materializes at the claimed scale. The bigger story is vertical integration: Musk is trying to secure the physical infrastructure needed to manufacture the computing power behind Tesla and SpaceX’s next generation of products.
#SpaceX #AI #Tesla
Okay, SpaceX is probably the bStock that caught my attention the most.
There’s something unusual about seeing a company like SpaceX represented in a tokenized stock format. It’s one of those names that feels like it belongs in the future — and now you can actually follow its market exposure through SPCXB on Binance.
What I find particularly interesting about bStocks is that the story doesn’t stop when traditional stock markets close. bStocks can be traded 24/7, so price movements and market reactions don’t have to wait for the next US trading session.
And for someone used to crypto markets, that feels pretty natural.
I’m not looking at SPCXB as some guaranteed opportunity — there’s no such thing in markets. I’m more interested in watching how a tokenized version of a high-profile company behaves when trading is available around the clock.
Would SpaceX be the first bStock you’d check out, or is there another company on your list? 👇
@BinanceCIS
#bstockscis
#SPCX
#SpaceX
There’s something unusual about seeing a company like SpaceX represented in a tokenized stock format. It’s one of those names that feels like it belongs in the future — and now you can actually follow its market exposure through SPCXB on Binance.
What I find particularly interesting about bStocks is that the story doesn’t stop when traditional stock markets close. bStocks can be traded 24/7, so price movements and market reactions don’t have to wait for the next US trading session.
And for someone used to crypto markets, that feels pretty natural.
I’m not looking at SPCXB as some guaranteed opportunity — there’s no such thing in markets. I’m more interested in watching how a tokenized version of a high-profile company behaves when trading is available around the clock.
Would SpaceX be the first bStock you’d check out, or is there another company on your list? 👇
@BinanceCIS
#bstockscis
#SPCX
#SpaceX
*$SpaceX bStock holding gains 🌌*
$SPCXB /USDT: *$135.86* (+1.92% today, +0.07% 1h)
- 24h Range: $133.23 → $141.11
- 24h Volume: 130,174 SPCXB / $17.79M USDT
- Underlying SPCX: $133.77 (+16.97%)
After that big spike toward $141, SPCXB is consolidating above $135. Zero maker fee on bStocks makes these dips interesting for swing traders.
With SpaceX news driving momentum, do you see SPCXB retesting $141 or cooling back to $133 support first?
What’s your target? 👇
#SpaceX #BStocks #spcxb #Binance #StocksDown
$SPCXB /USDT: *$135.86* (+1.92% today, +0.07% 1h)
- 24h Range: $133.23 → $141.11
- 24h Volume: 130,174 SPCXB / $17.79M USDT
- Underlying SPCX: $133.77 (+16.97%)
After that big spike toward $141, SPCXB is consolidating above $135. Zero maker fee on bStocks makes these dips interesting for swing traders.
With SpaceX news driving momentum, do you see SPCXB retesting $141 or cooling back to $133 support first?
What’s your target? 👇
#SpaceX #BStocks #spcxb #Binance #StocksDown
Илон Маск только что подкинул рынку еще одну большую головоломку
По его словам, в будущем Tesla сможет поставить выделенную широкополосную антенну Starlink во все свои автомобили.
А теперь соединяем точки.
Tesla выпускает машины.
Robotaxi собирает данные.
Optimus добавляет еще один физический AI-слой.
А Starlink потенциально обеспечивает постоянную связь всей этой системы.
Получается не просто автомобиль с интернетом.
Получается огромная сеть физических AI-устройств, подключенных к инфраструктуре Tesla.
И тут уже сложно не задать вопрос:
а где заканчивается Tesla и начинается SpaceX?
Если эти технологии продолжат сближаться, идея объединения двух экосистем уже не выглядит такой фантастикой.
$TSLAB $SPCXB $SPCX
#TSLA #SpaceX #bStocksCIS #fomcотслеживание #SaylorHintsStrategyBitcoinBuy
По его словам, в будущем Tesla сможет поставить выделенную широкополосную антенну Starlink во все свои автомобили.
А теперь соединяем точки.
Tesla выпускает машины.
Robotaxi собирает данные.
Optimus добавляет еще один физический AI-слой.
А Starlink потенциально обеспечивает постоянную связь всей этой системы.
Получается не просто автомобиль с интернетом.
Получается огромная сеть физических AI-устройств, подключенных к инфраструктуре Tesla.
И тут уже сложно не задать вопрос:
а где заканчивается Tesla и начинается SpaceX?
Если эти технологии продолжат сближаться, идея объединения двух экосистем уже не выглядит такой фантастикой.
$TSLAB $SPCXB $SPCX
#TSLA #SpaceX #bStocksCIS #fomcотслеживание #SaylorHintsStrategyBitcoinBuy
💥 $SPACEX V-SHAPED REBOUND AFTER LOCKUP LIQUIDITY SWEEP! 🦈
Entry: 133.11 ⚡
Target: 248 🚀
📌 That lockup unlock was the trap, not the top. Roughly 9.11B insider shares hit the tape on August 6th — and instead of crumbling, $SPACEX swept the lows and reclaimed the $135 IPO line within 48 hours. 📊 That's institutional overhang absorption, the kind of V-shaped structure that forces late shorts to cover.
💡 The fundamentals back the footprint: revenue printed $7.81B versus $6.9B expected, Starlink nearly doubled to $4.2B+, and Bernstein lifted its target to $248 while consensus still sees 70%+ upside from Friday's close. 💬 Do you trust this V-shape at 133, or wait to bid the next sweep toward 108? 👇
⚠️ Not financial advice. Always manage your risk. 🛡️
🏷️ #SPACEX #Breakout #VShape #IPO #SmartMoney
🔥 🦈
Entry: 133.11 ⚡
Target: 248 🚀
📌 That lockup unlock was the trap, not the top. Roughly 9.11B insider shares hit the tape on August 6th — and instead of crumbling, $SPACEX swept the lows and reclaimed the $135 IPO line within 48 hours. 📊 That's institutional overhang absorption, the kind of V-shaped structure that forces late shorts to cover.
💡 The fundamentals back the footprint: revenue printed $7.81B versus $6.9B expected, Starlink nearly doubled to $4.2B+, and Bernstein lifted its target to $248 while consensus still sees 70%+ upside from Friday's close. 💬 Do you trust this V-shape at 133, or wait to bid the next sweep toward 108? 👇
⚠️ Not financial advice. Always manage your risk. 🛡️
🏷️ #SPACEX #Breakout #VShape #IPO #SmartMoney
🔥 🦈
💥 $SPACEX V-SHAPED REBOUND AFTER LOCKUP FLUSH — +23% IN 48 HOURS 🚨
Entry: 133.11 ⚡
Target: 230 🚀
This is a textbook V-bounce. SpaceX got hammered 46% from the June peak, the first lockup unlock released 911M insider shares, and instead of rolling over, price stormed right back to the 135 IPO line in two violent sessions. 📊 That's heavy supply absorbed — and Musk's net worth snapped back above $800B on a single $96B daily print.
The engine isn't vibes. Revenue exploded 92% to $7.81B against $6.9B consensus, Starlink nearly doubled to $4.2B+, and $15.8B of AI capex shows where the war chest is aimed. 💡 With consensus targets at 227-231, the street is still pricing in 70% upside from here.
💬 Is this the start of a full reclaim, or a bull trap before the next overhang? 👇
⚠️ Not financial advice. Always manage your risk. 🛡️
🏷️ #SPACEX #VReversal #Breakout #Earnings
🚀 🔥
Entry: 133.11 ⚡
Target: 230 🚀
This is a textbook V-bounce. SpaceX got hammered 46% from the June peak, the first lockup unlock released 911M insider shares, and instead of rolling over, price stormed right back to the 135 IPO line in two violent sessions. 📊 That's heavy supply absorbed — and Musk's net worth snapped back above $800B on a single $96B daily print.
The engine isn't vibes. Revenue exploded 92% to $7.81B against $6.9B consensus, Starlink nearly doubled to $4.2B+, and $15.8B of AI capex shows where the war chest is aimed. 💡 With consensus targets at 227-231, the street is still pricing in 70% upside from here.
💬 Is this the start of a full reclaim, or a bull trap before the next overhang? 👇
⚠️ Not financial advice. Always manage your risk. 🛡️
🏷️ #SPACEX #VReversal #Breakout #Earnings
🚀 🔥
SpaceX解禁日市场等砸盘，结果走出连涨。周一盘前一度摸回135美元IPO价附近，日线已经顶在门口。这是突破前蓄力，还是解禁叙事透支？
标的是美股Space Exploration Technologies，代码SPCX。美东8月10日盘前，多家行情源录到约135一线，较前收133.11小幅高开。开盘后早盘落在大约131.65到135.54，现价约134附近晃。市值大约1.76万亿美元。K线结构图见封面。
【主冲突先对齐】
第一批大规模限售解禁大约在8月6日落地，公开讨论口径约9.115亿股。市场原先把它读成供应冲击。结果8月7日收133.11，单日涨约16%，成交约2.41亿股，把解禁恐慌先打回去一截。
下一档解禁日历仍在。公开梳理常见提到8月20日前后还有约3.19亿股级别的可流通释放。所以今天不是解禁故事结束，只是第一枪没打成崩盘剧本。
基本面侧有支撑叙事。二季度营收约78.1亿美元，同比大约增92%。Argus在8月7日前后把评级上调到买入，目标价160美元。Yahoo汇总的分析师目标均价大约231，离散很大，只能当情绪参考，不能当必达。
【K线怎么读】
近段低点落在8月3日约104.83，8月7日高点约133.48。以这截反弹测算，回撤Fib 0.382大约122.5，0.5大约119.2，0.618大约115.8。MA20大约120.6，现价明显高于短均线。
135美元同时叠着IPO发行价与眼前压力位。早盘最高约135.54，说明多头在试这个门框，但还没收成稳定突破。52周高点约225.64还很远，近端矛盾就是卡在135。
【今开观察清单】
偏多观察。收盘站稳135上方，才有资格谈向150一带延伸，并继续消化8月20日前的解禁预期。
中性观察。继续夹在131到135，属于解禁后修复，还没完成突破确认。
转弱观察。收盘掉回122.5下方，短线反抽力度打折。再失120到116，解禁第二波前的回撤风险抬头。
都看收盘，不看盘中刺破。期权与空头回补可以放大波动，但不替代结构确认。
【真问题】
你更想等收盘站上135再认突破，还是先看122.5能不能托住回踩？
$SPCX #SpaceX #美股盘前 #解禁
蜻蜓队长｜一个喜欢分析数据和K线的财经博主。
不构成投资建议。价格与解禁安排以公司披露和交易所行情为准。
标的是美股Space Exploration Technologies，代码SPCX。美东8月10日盘前，多家行情源录到约135一线，较前收133.11小幅高开。开盘后早盘落在大约131.65到135.54，现价约134附近晃。市值大约1.76万亿美元。K线结构图见封面。
【主冲突先对齐】
第一批大规模限售解禁大约在8月6日落地，公开讨论口径约9.115亿股。市场原先把它读成供应冲击。结果8月7日收133.11，单日涨约16%，成交约2.41亿股，把解禁恐慌先打回去一截。
下一档解禁日历仍在。公开梳理常见提到8月20日前后还有约3.19亿股级别的可流通释放。所以今天不是解禁故事结束，只是第一枪没打成崩盘剧本。
基本面侧有支撑叙事。二季度营收约78.1亿美元，同比大约增92%。Argus在8月7日前后把评级上调到买入，目标价160美元。Yahoo汇总的分析师目标均价大约231，离散很大，只能当情绪参考，不能当必达。
【K线怎么读】
近段低点落在8月3日约104.83，8月7日高点约133.48。以这截反弹测算，回撤Fib 0.382大约122.5，0.5大约119.2，0.618大约115.8。MA20大约120.6，现价明显高于短均线。
135美元同时叠着IPO发行价与眼前压力位。早盘最高约135.54，说明多头在试这个门框，但还没收成稳定突破。52周高点约225.64还很远，近端矛盾就是卡在135。
【今开观察清单】
偏多观察。收盘站稳135上方，才有资格谈向150一带延伸，并继续消化8月20日前的解禁预期。
中性观察。继续夹在131到135，属于解禁后修复，还没完成突破确认。
转弱观察。收盘掉回122.5下方，短线反抽力度打折。再失120到116，解禁第二波前的回撤风险抬头。
都看收盘，不看盘中刺破。期权与空头回补可以放大波动，但不替代结构确认。
【真问题】
你更想等收盘站上135再认突破，还是先看122.5能不能托住回踩？
$SPCX #SpaceX #美股盘前 #解禁
蜻蜓队长｜一个喜欢分析数据和K线的财经博主。
不构成投资建议。价格与解禁安排以公司披露和交易所行情为准。
SpaceX 又有大动作解读 🚀
9.115 亿股巨额解锁压顶，相当于当前流通盘 1.4 倍，按理说应该是大利空，结果 $SPACEX 反而逆势上涨 6.14%，这波"该跌不跌"值得细品。
核心原因有三点：
1️⃣ Q2 财报炸裂：营收同比 +92%，EBITDA 暴增 +191%，基本面直接为股价托底。
2️⃣ 短线空头被迫回补：原本押注解锁砸盘的资金，被强势走势逼空，进一步推高价格。
3️⃣ 机构逢低吸筹：解锁带来的"打折筹码"被聪明钱悄悄接走，供应冲击反而被消化。
说白了，市场短期看供需，长期还是看业绩。当一家公司赚钱能力足够强，再大的解禁也不过是给上车的人发福利。
短期来看，$SPACEX 仍有支撑效应，但后续需关注解锁后的实际抛压消化情况，切勿盲目追高。
#SPACEX #美股 #代币化股票
9.115 亿股巨额解锁压顶，相当于当前流通盘 1.4 倍，按理说应该是大利空，结果 $SPACEX 反而逆势上涨 6.14%，这波"该跌不跌"值得细品。
核心原因有三点：
1️⃣ Q2 财报炸裂：营收同比 +92%，EBITDA 暴增 +191%，基本面直接为股价托底。
2️⃣ 短线空头被迫回补：原本押注解锁砸盘的资金，被强势走势逼空，进一步推高价格。
3️⃣ 机构逢低吸筹：解锁带来的"打折筹码"被聪明钱悄悄接走，供应冲击反而被消化。
说白了，市场短期看供需，长期还是看业绩。当一家公司赚钱能力足够强，再大的解禁也不过是给上车的人发福利。
短期来看，$SPACEX 仍有支撑效应，但后续需关注解锁后的实际抛压消化情况，切勿盲目追高。
#SPACEX #美股 #代币化股票
Verified
$SPACEX 又有大动作了
9.115亿股即将解锁，规模是当前流通盘的1.4倍，按理说该砸盘了吧？结果股价逆势涨了6.14%，挺反常识的。
背后逻辑其实挺硬：Q2财报营收同比+92%，EBITDA暴增191%，基本面撑住了情绪面。再加上做空者在高位被迫平仓，机构也在趁回调接货，供应冲击的担忧被消化了大半。
不过提醒一下，解禁规模毕竟摆在那，中长期流通盘翻倍以上的稀释压力不会凭空消失，短期利好和长期供给之间还得博弈。$SPACEX
#SpaceX#PreStocks#美股代币化
9.115亿股即将解锁，规模是当前流通盘的1.4倍，按理说该砸盘了吧？结果股价逆势涨了6.14%，挺反常识的。
背后逻辑其实挺硬：Q2财报营收同比+92%，EBITDA暴增191%，基本面撑住了情绪面。再加上做空者在高位被迫平仓，机构也在趁回调接货，供应冲击的担忧被消化了大半。
不过提醒一下，解禁规模毕竟摆在那，中长期流通盘翻倍以上的稀释压力不会凭空消失，短期利好和长期供给之间还得博弈。$SPACEX
#SpaceX#PreStocks#美股代币化
Isidra Santarelli yCsh:
什么时候解锁？
SpaceX代币化股票(PreStocks)最近走出了一波逆势行情，值得关注。
一方面，911.5万股即将解锁，规模超过当前流通盘的1.4倍，理论上应该带来巨大的抛压。但实际价格反而上涨了6.14%，说明市场对供应冲击的担忧正在被消化。
核心驱动力来自Q2财报的亮眼表现：营收同比增长92%，EBITDA暴增191%，基本面强劲给了多头足够的信心。再加上空头回补和机构逢低买入，短期内形成了一定的支撑。
不过还是要提醒一下，解锁只是时间问题，供应端的压力迟早会兑现。短期博弈可以，但中长期持有还需要更多催化剂来对冲潜在的稀释风险。
数据层面：当前价格 $SPACEX 报508.92美元，24小时成交量9280美元，市值约445万美元，流动性偏薄，波动会被放大。操作上注意仓位控制，别被逆势行情冲昏头脑。
#SPACEX #代币化股票 #财报行情
一方面，911.5万股即将解锁，规模超过当前流通盘的1.4倍，理论上应该带来巨大的抛压。但实际价格反而上涨了6.14%，说明市场对供应冲击的担忧正在被消化。
核心驱动力来自Q2财报的亮眼表现：营收同比增长92%，EBITDA暴增191%，基本面强劲给了多头足够的信心。再加上空头回补和机构逢低买入，短期内形成了一定的支撑。
不过还是要提醒一下，解锁只是时间问题，供应端的压力迟早会兑现。短期博弈可以，但中长期持有还需要更多催化剂来对冲潜在的稀释风险。
数据层面：当前价格 $SPACEX 报508.92美元，24小时成交量9280美元，市值约445万美元，流动性偏薄，波动会被放大。操作上注意仓位控制，别被逆势行情冲昏头脑。
#SPACEX #代币化股票 #财报行情
SpaceX 这波解禁大涨，就是利空落地引发的空头挤压 Gamma Squeeze
$SPCX $SPCXB
之前市场押注解禁砸盘，做空比例拉得极高。结果解禁后卖压被瞬间承接，股价反弹逼得空头集体平仓止损，叠加看涨期权爆量，直接把股价推了上去
🪁 是基本面还是回补？
八成是空头回补，前阵子因为财报资本支出过高跌破 135 美元发行价，解禁后砸盘预期落空，交易结构反转导致反弹。公司基本面短期没变，变的是筹码心态
🪁 接下来关注什么？
▶️一是空头仓位，仍有 16% 流通股被做空，看回补动力能否持续
▶️二是后续解禁，8 月下旬及 9-10 月还有多批解禁，考验承接力
▶️三是 AI 与星舰投入的产出比
🪁 这种行情怎么操作？
不盲目追高，做空挤压冲得快也容易回踩，等空头回补的狂热期过去、股价缩量企稳后，再顺势右侧参与更稳妥
🪁 走势预判
短期有机会顺势站回 135 美元发行价。但三季度受多批解禁影响，整体会维持高频震荡，消化完筹码后才会重新走基本面逻辑
非投资建议 DYOR
#spacex
$SPCX $SPCXB
之前市场押注解禁砸盘，做空比例拉得极高。结果解禁后卖压被瞬间承接，股价反弹逼得空头集体平仓止损，叠加看涨期权爆量，直接把股价推了上去
🪁 是基本面还是回补？
八成是空头回补，前阵子因为财报资本支出过高跌破 135 美元发行价，解禁后砸盘预期落空，交易结构反转导致反弹。公司基本面短期没变，变的是筹码心态
🪁 接下来关注什么？
▶️一是空头仓位，仍有 16% 流通股被做空，看回补动力能否持续
▶️二是后续解禁，8 月下旬及 9-10 月还有多批解禁，考验承接力
▶️三是 AI 与星舰投入的产出比
🪁 这种行情怎么操作？
不盲目追高，做空挤压冲得快也容易回踩，等空头回补的狂热期过去、股价缩量企稳后，再顺势右侧参与更稳妥
🪁 走势预判
短期有机会顺势站回 135 美元发行价。但三季度受多批解禁影响，整体会维持高频震荡，消化完筹码后才会重新走基本面逻辑
非投资建议 DYOR
#spacex
搞钱钱:
是吗？
Musk says an AI1 prototype will be issued in early 2027, space compute will surge to 1GW by the end of the year, and that orbit data centers are “not something far away.” Is that crazy? Of course. But the logic behind Goldman calling for $220 and Citigroup looking for $900 since the IPO was never “how much it will earn this year.” Instead, it’s about how much the capital market is willing to pay for audacious, falsifiable ideas—using cross-period discounting. SpaceX has taken the ball to the frontier of whether “space compute” can convert the market’s dream multiple into EBITDA. The next shot isn’t CPI—it’s whether the batches of satellites in 2027 truly can power on.
#SpaceX #meta
#SpaceX #meta
只会呐喊的尖刀手
·
--
SpaceX（SPCX）8月7日收报133.11美元，市值回弹到1.75万亿美元一线，把8月5日因Q2财报AI资本开支激增（单季158亿、环比翻倍）而暴跌13.6%、被Meta（约1.50万亿）短暂反超的坑填了大半，重新挤回全球市值前12。
这场拉锯的本质，不是"火箭公司打败广告公司"，而是市场在给"未来基础设施"重切估值权重：Meta的1.5万亿锚定在Facebook/Instagram的流量变现与AI广告ROI上，现金流厚、但叙事天花板看得见；SpaceX的定价锚则是星链1200万用户造血+轨道数据中心"Starmind/AI1"+"2029年ARR 1000亿、2030年营收1万亿"的星辰大海——前者是DCF能算清的现在，后者是给30年后地月算力网的期权溢价。
从6月IPO首日收161美元、市值冲2.1万亿，到7月底跌穿135发行价、8月5日探至108美元（1.43万亿），再到本周解禁未现抛压、两日拉升23%回1.6万亿+，这种IPO后两个月走完牛熊一轮的过山车，恰恰说明多空在为一个"无先验标的"激烈做市商报价：多头按摩根士丹利模型把轨道AI算到2032年反超地面算力、给AI业务50%+估值权重；空头拿德银"太空非算力成本是地面6倍"和晨星62美元公允价值反击。
马斯克说2027年初发AI1原型、年底太空算力冲1GW、轨道数据中心"不是远方的事"——疯狂吗？当然。但上市以来高盛喊220美元、花旗长看900美元的逻辑从来不是"今年赚多少"，而是资本市场愿意为可证伪的疯狂付多少跨期贴现。SpaceX把球带到了"太空算力能否把市梦率兑成EBITDA"的禁区前沿，下一脚射门不是CPI，是2027年那批卫星真不真能开机。
#spaceX #meta
这场拉锯的本质，不是"火箭公司打败广告公司"，而是市场在给"未来基础设施"重切估值权重：Meta的1.5万亿锚定在Facebook/Instagram的流量变现与AI广告ROI上，现金流厚、但叙事天花板看得见；SpaceX的定价锚则是星链1200万用户造血+轨道数据中心"Starmind/AI1"+"2029年ARR 1000亿、2030年营收1万亿"的星辰大海——前者是DCF能算清的现在，后者是给30年后地月算力网的期权溢价。
从6月IPO首日收161美元、市值冲2.1万亿，到7月底跌穿135发行价、8月5日探至108美元（1.43万亿），再到本周解禁未现抛压、两日拉升23%回1.6万亿+，这种IPO后两个月走完牛熊一轮的过山车，恰恰说明多空在为一个"无先验标的"激烈做市商报价：多头按摩根士丹利模型把轨道AI算到2032年反超地面算力、给AI业务50%+估值权重；空头拿德银"太空非算力成本是地面6倍"和晨星62美元公允价值反击。
马斯克说2027年初发AI1原型、年底太空算力冲1GW、轨道数据中心"不是远方的事"——疯狂吗？当然。但上市以来高盛喊220美元、花旗长看900美元的逻辑从来不是"今年赚多少"，而是资本市场愿意为可证伪的疯狂付多少跨期贴现。SpaceX把球带到了"太空算力能否把市梦率兑成EBITDA"的禁区前沿，下一脚射门不是CPI，是2027年那批卫星真不真能开机。
#spaceX #meta
SPCXUS-0.56%
#bstockscis @BinanceCIS Если NVIDIA - уже привычное имя для инвесторов, то SpaceX выглядит совсем иначе.
Тикер $SPCXB интересен тем, что через Binance можно следить за ценой компании, которая долгое время вообще не была доступна обычному розничному инвестору через публичный фондовый рынок.
Для меня это один из самых необычных примеров bStocks. SpaceX связана не только с космосом, но и с развитием Starlink, поэтому за компанией следят далеко за пределами крипторынка.
При этом $SPCXB , как и другие bStocks, можно покупать за USDT, торговать 24/7 и использовать дробные покупки.
Но здесь особенно важно помнить о рисках. Цена может заметно меняться, а интерес к компании сам по себе не означает гарантированного роста.
Мне нравится, что bStocks позволяют познакомиться не только с привычными компаниями вроде NVIDIA или Tesla, но и с более необычными историями.
#SPCXB #Binance #SpaceX
Тикер $SPCXB интересен тем, что через Binance можно следить за ценой компании, которая долгое время вообще не была доступна обычному розничному инвестору через публичный фондовый рынок.
Для меня это один из самых необычных примеров bStocks. SpaceX связана не только с космосом, но и с развитием Starlink, поэтому за компанией следят далеко за пределами крипторынка.
При этом $SPCXB , как и другие bStocks, можно покупать за USDT, торговать 24/7 и использовать дробные покупки.
Но здесь особенно важно помнить о рисках. Цена может заметно меняться, а интерес к компании сам по себе не означает гарантированного роста.
Мне нравится, что bStocks позволяют познакомиться не только с привычными компаниями вроде NVIDIA или Tesla, но и с более необычными историями.
#SPCXB #Binance #SpaceX
🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣
As the saying goes, the lock-up expirations are here 😁 On August 6, early investors and employees gained the right to sell SpaceX (SPCX) shares worth over $100 billion.
It seemed like an obvious sell signal. But things didn't go according to plan (+26% in a week).
Perhaps crypto and stock lock-up expirations are two different stories. In any case, it’s great that we can trade more than just crypto.
#SpaceX #SPCX
$SPCXB
$SPCX
As the saying goes, the lock-up expirations are here 😁 On August 6, early investors and employees gained the right to sell SpaceX (SPCX) shares worth over $100 billion.
It seemed like an obvious sell signal. But things didn't go according to plan (+26% in a week).
Perhaps crypto and stock lock-up expirations are two different stories. In any case, it’s great that we can trade more than just crypto.
#SpaceX #SPCX
$SPCXB
$SPCX
The current price is ~$133.11 with a valuation around $1.75T, backed by active 24h trading volume.
⚡ Short-term (Daily): Driven by strong inflows; key resistance rests at $140, with support at $115.
🌊 Medium-term (Weekly): Supported by aerospace progress, maintaining a bullish range-bound trend.
🏔️ Long-term (Monthly): Anchored by global satellite deployment and structural competitive moat.
Comprehensive Outlook: High-level consolidation building momentum. Target resistance zone: $140–$160; key support defense zone: $115–$105.
Black swan risks include launch mission failures or macro liquidity tightening.
#SPCX #CryptoAnalysis #SpaceX
⚡ Short-term (Daily): Driven by strong inflows; key resistance rests at $140, with support at $115.
🌊 Medium-term (Weekly): Supported by aerospace progress, maintaining a bullish range-bound trend.
🏔️ Long-term (Monthly): Anchored by global satellite deployment and structural competitive moat.
Comprehensive Outlook: High-level consolidation building momentum. Target resistance zone: $140–$160; key support defense zone: $115–$105.
Black swan risks include launch mission failures or macro liquidity tightening.
#SPCX #CryptoAnalysis #SpaceX
Luckierjason:
大佬，私域需要邀请码
Verified
SpaceX ($SPCX ) absorve unlock de 911M de ações com força! 🚀
A recente liberação de ações do tokenizado $SPCX testou a liquidez do mercado — e a resposta foi extremamente positiva. Mesmo dobrando a oferta em circulação, o preço do token fechou o dia do unlock em alta (+6%).
Destaques do mercado:
Demanda Absorbida: Volume de negociação disparou com a entrada das novas ações.
Fundamento Forte: Crescimento de receita de 92%, superando as expectativas do mercado.
Marco Concluído: A maior expansão de oferta pós-IPO já ficou para trás.
O que isso reflete? Quando um ativo absorve um grande evento de token unlock subindo de preço, sinaliza forte interesse institucional e de varejo nos ativos do mundo real (RWA). A sustentação acima dos $116 mostra que os investidores estão de olho nos fundamentos de longo prazo da empresa, e não apenas na diluição no curto prazo.
O setor de Real World Assets (RWA) continua provando seu valor ao trazer liquidez 24/7 para grandes empresas de tecnologia.
O que acham desse movimento do $SPCX ? Acreditam na manutenção da alta para o resto do mês? Deixem nos comentários! 👇
#SpaceX #RWA #CryptoNews #BinanceSquare #SPCX
$SPCXB
A recente liberação de ações do tokenizado $SPCX testou a liquidez do mercado — e a resposta foi extremamente positiva. Mesmo dobrando a oferta em circulação, o preço do token fechou o dia do unlock em alta (+6%).
Destaques do mercado:
Demanda Absorbida: Volume de negociação disparou com a entrada das novas ações.
Fundamento Forte: Crescimento de receita de 92%, superando as expectativas do mercado.
Marco Concluído: A maior expansão de oferta pós-IPO já ficou para trás.
O que isso reflete? Quando um ativo absorve um grande evento de token unlock subindo de preço, sinaliza forte interesse institucional e de varejo nos ativos do mundo real (RWA). A sustentação acima dos $116 mostra que os investidores estão de olho nos fundamentos de longo prazo da empresa, e não apenas na diluição no curto prazo.
O setor de Real World Assets (RWA) continua provando seu valor ao trazer liquidez 24/7 para grandes empresas de tecnologia.
O que acham desse movimento do $SPCX ? Acreditam na manutenção da alta para o resto do mês? Deixem nos comentários! 👇
#SpaceX #RWA #CryptoNews #BinanceSquare #SPCX
$SPCXB
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