$SPCX This round of upward move, I believe mainly comes from the resonance of three lines:
1. SpaceX announced a major expansion of Starbase.
SpaceX plans to invest about $100 billion (USD) into building a large space base in Louisiana by 2035, and the market has started repricing SpaceX’s long-term growth potential.
2. The AI narrative continues to heat up.
SpaceX plans to move forward with AI satellites carrying Nvidia chips. Nvidia, due to its earnings report, has reignited the AI narrative, connecting the popular themes of “SpaceX + Starlink + AI computing power,” and further boosting market imagination.
3. Capital has flowed back into SPCX.
SPCX previously went through a lock-up release and valuation controversies. Recently, the price has returned above the IPO price, and market sentiment has been somewhat restored.
SpaceX expansion + AI satellite expectations + Starlink growth = SPCX is being actively traded again by funds.
But take note: however, there will still be a lock-up release on September 9, so there remains a significant risk of downside pressure in the short term.
My view: short-term sentiment is somewhat bullish, but the closer you get to the previous high, the more you need to guard against a spike-and-fall. Don’t blindly chase higher just because the news looks strong.#波场主网激活TVM布拉格大阪兼容
1. SpaceX announced a major expansion of Starbase.
SpaceX plans to invest about $100 billion (USD) into building a large space base in Louisiana by 2035, and the market has started repricing SpaceX’s long-term growth potential.
2. The AI narrative continues to heat up.
SpaceX plans to move forward with AI satellites carrying Nvidia chips. Nvidia, due to its earnings report, has reignited the AI narrative, connecting the popular themes of “SpaceX + Starlink + AI computing power,” and further boosting market imagination.
3. Capital has flowed back into SPCX.
SPCX previously went through a lock-up release and valuation controversies. Recently, the price has returned above the IPO price, and market sentiment has been somewhat restored.
SpaceX expansion + AI satellite expectations + Starlink growth = SPCX is being actively traded again by funds.
But take note: however, there will still be a lock-up release on September 9, so there remains a significant risk of downside pressure in the short term.
My view: short-term sentiment is somewhat bullish, but the closer you get to the previous high, the more you need to guard against a spike-and-fall. Don’t blindly chase higher just because the news looks strong.#波场主网激活TVM布拉格大阪兼容
