CryptoLite_247

Elon Musk says “~90% of $SPCX revenue this year will be commercial” with government revenue falling below 5% in Q4.

Starlink has changed the mix so much that SpaceX really looks more like a connectivity platform rather than a government launch business.

PINNED

$SPCX just launched USSF-385 on B1100 which is the 100th Falcon 9 Block 5 booster SpaceX has built.

The mission is carrying a classified Space Force payload but the thick fog at Vandenberg made the launch clip look incredible.

Bullish

$MRVL has broken a massive support!!

This should now be heading towards 200 here after EMA55, SMA50 and SMA200 on D1 broken. Post 200, SMA200 lies near 175.

MRVL-0.80%

Bullish

Elon Musk says memory shortage will get worse in 2027 before China potentially ramps LPDDR production in 2028 but HBM remains “a tougher hill to climb.”

$MU and $SKHY could see pricing power last much longer than market expects with HBM projected to consume ~30% of DRAM wafer capacity next year.

SKHY-2.39%

Bullish

President Trump says he’s “very happy for Elon” and calls $TSLA new Roadster demo “very impressive.”

The Roadster used $SPCX thrusters to jump over Tesla’s vehicle lineup showing how closely the two companies are working together on new technology.

TSLA-0.77%

Bullish

$DELL CEO Michael Dell says memory shortage is going to “get worse” next year with ~$95B in AI server backlog and DRAM supply still limiting deliveries.

With new memory fabs unlikely to provide meaningful relief until 2029 or 2030, the 2027 oversupply fears weighing on $MU and $SKHY look really disconnected from what customers are actually seeing.

Bullish

$CRWV

Called the 25% drop first
Then called the 15% bounce as well

Follow if you missed.

CRWV-1.70%

Bullish

$AAOI bounced off this weekly support

If we dont save this EMA55, SMA50 band on W1, then we might be looking at a massive Head and Shoulder Pattern that might have it fall towards 45-50 as we discussed earlier.

AAOI-1.60%

Bullish

$MU Bull flag on weekly

I told you the bottom that was 860 since it was a massive support on fib and lower trendline of the flag and it bounced.

Now the logical resistance should be the retest of the upper trendline in next couple of weeks.

Bullish

$SNDK can we defend this trendline on the weekly?

If we do, the bull trend goes on. If not, then I have bad news for you!!

My inclination is that it will get defended and we will get a nicely weekly close.

SNDK-2.32%

Bullish

$AAPL and $META are teaming up to run Meta’s 816B parameter Muse Spark across linked Mac Studios turning a model that once needed a server rack into something that can run on a desk.

Apple doesn't need to win the model race if it can become the best place to run everyone else’s while Meta gets its top open model onto American hardware.

META-0.33%

AAPL+0.02%

Bullish

🇹🇼 TAIWAN PLANS TO BUILD INDUSTRIAL PARKS IN THE US FOR NVIDIA $NVDA 'S SUPPLY CHAIN

The first one is a Texas complex that could cost up to $4B, per Bloomberg.

- Each park would cost $2B to $4B, with more than one planned
- Built for smaller suppliers to TSMC and Foxconn
- Taiwan will offer loan guarantees and help with visas and land
- Taiwan has reportedly already secured land in Texas

NVDA-0.47%

TSMB-0.13%

Verified

$SPCX is valued at ~$2T versus ~$35B for $RKLB which is ~60x higher despite generating only ~25x revenue with Rocket Lab trading at less than half sales multiple while still growing 62%.

I totally understand how SpaceX deserves a premium for Starlink, AI and its launch dominance but Rocket Lab already has a Space Systems business selling satellites and components across the industry which I think the market is absolutely underappreciating.

And if Neutron starts flying in 2027 then Rocket Lab becomes an even stronger alternative for both launch and spacecraft which is why I think valuation gap could narrow significantly as execution catches up.

RKLB-1.65%

$IONQ is launching two radar satellites aboard $SPCX on Monday that will fly in formation to detect tiny movements in the Earth’s surface for defense and infrastructure customers.

What makes this interesting is IonQ already began selling millimeter-level radar data through Capella in Q2 and these satellites could make that service more valuable while expanding its space business beyond quantum computing.

IONQ-1.52%

Bullish

Jensen Huang says $NVDA and $SPCX engineers are working on “a new type of server” for AI data centers in space that could also work on Earth.

Jensen also compared Elon to $GOOGL because he trains AI models, runs Grok and rents out compute and now Nvidia is helping design the infrastructure that SpaceX could eventually take into orbit using its reusable rockets.

Bullish

$MSTR about to retest the Cluster of EMA55, SMA50 and SMA200 lying from 133 to 137 here.

SHOULD be a massive support, otherwise this is doomed.

MSTR-0.20%

Bullish

$MRVL will open as a breakdown of this trendline on the weekly

It will be interesting to see if it closes below the trendline or recovers off here. It has until Friday closing to recover back up. 231 is a massive support.

MRVL-0.80%

Bullish

$AMZN is reportedly blocking Grok bots from placing orders prompting $SPCX CEO Elon Musk to say “maybe we should start a competitor to Amazon.”

The interesting part is AI agents can bypass Amazon’s advertising but replicating its warehouses and delivery network is much harder giving Amazon a ton of leverage even if agents become the new way people shop.

AMZN-0.52%

Bullish

$MU lost this support but next support is very near here!!

We await the test of 845-860 zone and then a bounce off there. The bounce should be towards the upper trendline near 1020-1040 zone.

If this fails, SMA200 awaits at 711.

Bullish