橙子Joyce

SpaceX’s Starship achieves its first orbital deployment! xAI merger brings a $40 billion computing power options window—why is SpaceX valued at $1.9 trillion?
Today, SpaceX marks a milestone moment: the third-generation Starship (B21+S41) successfully completes its first orbit insertion, and releases 26 V3 Starlink satellites at once—signaling that Starship has officially entered revenue-generating commercial flights!
Although one of the six engines malfunctioned, shortening the mission from 6 orbits (10 hours) to 2 orbits (3 hours), it still achieved the most critical first flight in Starship history!
1. V3 satellite capacity soars: the backbone of the space network takes shape
Performance leap: a single V3 Starlink satellite delivers a downlink capacity of 1 Tbps (10x that of V2), and the payload capacity per Starship launch is equivalent to 20 times that of a Falcon 9.
Scale advantage: each unit weighs 2 tons—Falcon 9 can no longer handle that. As Musk has planned, in the future a fully loaded single launch can carry 60 satellites, with a target of 100,000 satellites in orbit!
2. Computing power leasing explodes in popularity: AI becomes the second growth curve
Since SpaceX acquired xAI and merged it into SpaceXAI in February this year for $25 billion, the business model has been upgraded dramatically:
Incredible large orders: five customers—including Anthropic (about $1.25 billion per month) and Google Cloud (about $920 million per month)—have generated an annualized run-rate of approximately $40.8 billion in computing power contracts!
Orbital data centers: SpaceX has applied for up to 1 million in-orbit computing satellites, with plans to have Starship carry them into position by the end of next year, building a true space-based compute network.
Revenue mix overtakes Starlink: estimates suggest the computing business will account for 35% of revenue in 2026, and in 2027 it will surpass Starlink to become the company’s most profitable “crown jewel.”
3. A $1.9 trillion valuation—too expensive or not?
Earnings support: Q2 revenue hit $7.8 billion (up 92% year over year). The CFO said the company will push for $100 billion ARR (annual recurring revenue) by the end of 2026.
Elevated valuation: based on expected 2027 revenue, the price-to-sales ratio (P/S) remains near 20x, with a forward P/E of about 204x.

Due to failures, Blue Origin (New Glenn) and ULA (Vulcan/Centaur—“Fire God”) have been grounded, leaving competitors far behind. NASA’s Artemis moon program is also highly dependent on Starship.

Starship reaching orbit is not only a breakthrough in spaceflight history—it’s also a capital frenzy of “AI computing power + space communications.” As SpaceX starts deploying space data centers in 2027, the company is evolving from a rocket manufacturer into a space-compute and communications infrastructure giant at monopoly-level scale!
$SPCX.US

🚀🚀🚀🚀September 28, 2026, 21:00–23:16 (minutes) — my first live stream, successfully concluded ✨✨✨✨✨

🌞🌞 Deep cultivation of financial markets: over 10 years of US stock market research & investment strategy｜WEB3 project research｜over 10 years investing in BTC.ETH｜several years investing in BNB.SOL｜several years investing in precious metals—gold. silver. copper｜long-term value investors｜✨✨
Finally! My first official live stream came to a perfect end, filled with warmth and moving emotion.

Before going live, I was actually nervous and uneasy. My mind was full of uncertainty. I was afraid my performance wouldn’t be perfect on my first try, and I worried no one would stay or listen.

But when the moment to start arrived, seeing all of you stream in one by one with familiar faces, watching the constantly jumping chat messages, warm comments, repeated boosts, gifts, and companionship—I was instantly healed.

Turns out I was never working or fighting alone.

A special thank-you to every family member who came specifically to support me today, as well as to the brothers and sisters who kept staying quietly, accompanied me the whole time, and never left.

Every time you stayed, every interaction, every heartfelt encouragement, and that gentle line—“The sweet melon is so delicious!”—are the most precious and warm acknowledgments I received today.

The 2.0K listening data may look like just simple numbers,
but behind them are your heavy trust, preference, and support.

As it was my first time going live, there are still many shortcomings and many places to improve.

But because of your tolerance, companionship, and encouragement, my first live stream became complete—lively, warm, and tender.

With a thousand words, only gratitude ❤️
Thank you to every friend for showing up and showing support. Thank you to all of you who stayed with me.

The journey of live streaming has just begun. The road ahead is long, and my original intention remains unchanged.
In every live stream to come, I hope you’ll still stay by my side and witness it with me!

See you in the next live stream—don’t miss it! ✨✨✨✨✨✨✨✨✨✨

On September 28 (US Eastern Time), AMD announced that it will acquire World Labs, a space intelligence startup founded by AI pioneer Fei-Fei Li and where she serves as CEO, in an all-stock deal valued at about $8.2 billion.

📌 Key highlights at a glance
Leadership changes: The transaction is expected to be completed by the end of 2026. At that time, Fei-Fei Li will join AMD as Executive Vice President and Chief Scientist, reporting directly to CEO Lisa Su.

Business focus: World Labs focuses on space intelligence and World Models. It can generate and simulate interactive 3D environments from text, images, and video, providing synthetic data to support robot learning and simulation.

Strategic shift: AMD is transitioning from a single-chip manufacturer to a builder of an AI ecosystem, internalizing top model research as the core engine driving the design of future chips and computing platforms.

⚔️ Benchmarking NVIDIA and seizing the physical AI frontier
Amid the trend of combining generative AI with robotics, “space intelligence” is seen as the key to reaching AGI.

NVIDIA’s current status: It has already launched open-weight world models such as Cosmos, building a strong physical AI simulation ecosystem.

AMD’s breakthrough: Previously, models were limited to text and video. With the acquisition of World Labs, AMD fills the crucial missing piece for understanding the physical world and 3D simulation, significantly strengthening its ability to compete across the hardware-to-software, end-to-end integrated ecosystem.

💡 Summary: AI competition is shifting from simply “large language models” toward understanding “physical, spatial, and 3D environments.” AMD’s heavy bet this time is not only a hard-core integration of technology—it’s also a key move to counter NVIDIA’s moat!

$NVDA.US
$AMD.US
$INTC.US

📉 Market Update: Soaring FOMC rate-hike expectations trigger a double plunge in gold and silver!

📌 Market Snapshot
On Monday, the precious metals market saw a sharp pullback. Gold (XAUUSD) fell 3.5%, while silver (XAGUSD) tumbled 4.5%. Risk appetite was dampened, and capital rapidly rotated into high-yield assets.

💡 Key Drivers Explained

1. Continued rise in Fed rate-hike expectations: The CME FedWatch tool shows the probability of a 25-basis-point hike at the Oct 28 FOMC meeting has risen to 68.1% (up from 64.2% on Friday and 57.6% a week ago). Higher rates significantly increase the opportunity cost of holding non-yielding assets (gold/silver).

2. U.S. Treasury yields hit a 19-year high: The yield on the 10-year U.S. Treasury rose by 4.5 basis points to 5.22%, reaching the highest level since 2007. The strong “attraction” effect is clearly weighing on precious metals.

🗓 Major macro watch for this week (watch volatility)

Wednesday: The U.S. BEA releases PCE inflation data—this is the inflation gauge the Fed favors most and will directly affect rate decisions.

Friday: The U.S. BLS publishes the September non-farm payrolls report. The strength or weakness of the labor market will determine the direction of subsequent macro developments.

#Gold #Silver #FederalReserve #FOMC #宏观经济
$XAU
$XAUT

[Major News] SpaceX’s “Starship” achieves successful orbit insertion for the first time! Is Musk going to build AI data centers in space? 🚀

SpaceX’s massive reusable rocket “Starship” (Starship) has reached a historic milestone, successfully entering Earth orbit for the first time! Although a failure in one of the upper-stage engines caused the mission to end early, Starship still deployed 26 third-generation (V3) “Starlink” satellites without issue, showcasing impressive payload capacity.

💡 Key takeaways:
📡 Boosting mobile communications: More powerful V3 satellites will help expand Starlink’s services into the mobile wireless communications market. Currently, Starlink already has over 11,000 satellites and serves more than 12 million users.

🤖 Space AI data center: Musk plans that in the future, by launching Starships at high frequency, StarMind AI computing satellites will be deployed in orbit to build a massive space-based AI data center. With abundant solar energy and the heat-dissipation advantages of space vacuum, it could directly break through the power and cooling bottlenecks on Earth.

⏱️ Goal: “one flight per hour”: Musk says it will take another 2–3 years before Starship can achieve one launch per hour. At that time, its operating costs will be far lower than those of terrestrial data centers.

📈 Capital markets are optimistic: According to FactSet data, 76% of analysts give SpaceX a “Buy” rating, with an average target price of about $224.

From controlling most of the world’s launch missions (with 165 Falcon 9 launches in 2025), to laying out space computing power and communication networks, SpaceX is redefining the boundaries of commercial spaceflight and artificial intelligence.

Do you think Musk’s grand plan for “space computing power” will pay off? Share your thoughts in the comments!👇
#SpaceX #Starship #Musk #AI data center #商业航天
$NVDA.US

$SPCX.US

NVIDIA announced that it has increased its share repurchase authorization by $150 billion, bringing the total amount of the repurchase program to $235 billion. The company expects to carry out the repurchase plan before fiscal year 2028.

NVIDIA also announced the launch of an open AI agent security platform, designed to cover security management for AI agents from testing to deployment. The platform includes open-source software OpenShell and a reference system design called Sentry. OpenShell is responsible for setting operating boundaries for AI agents, tracking actions, and enforcing security policies; Sentry continuously monitors agent behavior based on NVIDIA BlueField-4 DPU. If it detects out-of-bounds behavior, it can isolate and stop the agent within milliseconds. NVIDIA said that more than 100 institutions have already participated in related technology collaborations.
————————————————————————We continue to invest in $NVDA, $TSM.US , $SPCX
$NVDA.US

$SPCX.US

SpaceX’s 14th Starship flight test (Flight 14) scheduled for Monday, September 28, 2026. This mission is a major turning point for the Starship program, moving from “suborbital testing” to “true orbital operations.” The key takeaways can be summarized as follows:
1. Key breakthrough: First attempt at orbital insertion and satellite deployment
Unlike the previous 13 suborbital tests (which burned up after reentering the atmosphere), this test will for the first time attempt to reach a real atmospheric orbit and deploy 26 next-generation Starlink V3 (Starlink V3) satellites.
* Much greater capacity: Each Starlink V3 satellite is expected to provide downlink capacity of about 1 Tbps. The 26 satellites to be deployed are expected to add roughly 26 Tbps of new capacity directly to the Starlink constellation.
* New operational milestone: If the test flight and deployment succeed, it will demonstrate that Starship has genuine operational capability, and will also lay the groundwork for more frequent launches, spacecraft recovery, and large-scale commercial deployments.
2. Mission timing and flight trajectory
* Launch window: Opens at 12:15 UTC (20:15 Beijing time this evening), with a 75-minute window.
* Launch site: Launch Complex 2 at Starbase in Texas.
* Flight plan: The overall mission is planned to last about 10 hours. After orbital insertion, Starship will circle the Earth approximately six times, then perform a controlled splashdown in the Pacific Ocean west of Chile. The Super Heavy booster is planned to splash down in the Gulf of Mexico (no launch tower catch will be conducted for this mission).
3. Current progress and uncertainties
With only about 7 hours remaining before the launch window opens, whether the rocket can successfully lift off and achieve its objectives still depends on the weather conditions on launch day, the progress of propellant loading, and the Federal Aviation Administration (FAA)’s final approval.
$SPCX.US

🔥 TSMC’s 2nm is being crazily抢bed by global giants!
Production capacity is ramping up ahead of schedule in a huge surge, and the semiconductor titan’s dominance is being maxed out!
The AI and HPC (high-performance computing) boom is exploding—recent reports say chip powerhouses worldwide, including Apple, Nvidia, AMD, Qualcomm, and MediaTek, have recently placed additional reservations for TSMC’s 2nm capacity, with an increase of as much as 10%-20%!

To meet this sudden surge in orders, TSMC is accelerating its capacity expansion at an “all-time fastest” pace:

⚡ 2nm capacity rockets—targeting an early on-time milestone
• Original plan: monthly production capacity of about 90,000–100,000 wafers by the end of this year.
• Latest leak: by the end of this year, monthly capacity will directly sprint to 120,000 wafers! (the expansion target originally set for 2027 is achieved early)

• Official confirmation: this year will be the first time that five 2nm fabs will ramp up and go into volume production at the same time (two in Hsinchu + three in Kaohsiung). The speed and scale at which new capacity comes online far exceed the 3nm buildout of the same period in the past!

📈 3nm remains rock-solid—advancing on two fronts
• In the Tainan Science Park (Nanke), 3nm monthly capacity in Q4 this year is close to 180,000 wafers; optimistic expectations are that by 2027 it could reach around 200,000–210,000 wafers.

• Three new 3nm fabs will be added across Taiwan, the United States, and Japan, continuously strengthening TSMC’s absolute dominance in leading-edge manufacturing.

💡 Chips are the “digital oil” of the AI era, and TSMC is the world’s strongest refinery for compute infrastructure. By rapidly expanding on both 2nm and 3nm, TSMC is not only capturing the AI compute boom—but also firmly locking in absolute leadership in the global semiconductor arena through technical barriers and scale advantages!
—————————————————————————We continue investing in $ASML.US、$TSM.US
$ASML.US
$TSM.US

🚀 Musk Frenziedly Hammers “Compute Power”! SpaceXAI Colossus 2 Plans to Add 660,000 NVIDIA Blackwell GPUs by Year-End

Elon Musk has once again raised the ceiling of the AI compute arms race. SpaceXAI’s Colossus data center in Memphis is undergoing a massive expansion. Musk said that Phase 2, Colossus 2, will roll out 660,000 of NVIDIA’s latest Blackwell GB300 GPUs ahead of year-end.

📌 Key highlights at a glance
The empire of compute surges: Musk calls Colossus a compute “super factory.” Phase 1, Colossus 1, is currently running roughly 230,000 GPUs (mainly H100, with a small number of GB200). Phase 2, Colossus 2, will fully shift to the more powerful Blackwell GB300 (equipped with Blackwell Ultra GPU cores).

Phased deployment plan:
Current base: 110,000 GB200 and 440,000 GB300 already in operation.
Sprint milestone: This week, 220,000 GB300 will be launched; add another 220,000 by the end of November. It’s expected that the final batch of 220,000 will be fully deployed by the end of December.
By then, the total number of GB300 in Colossus 2 alone will reach 1.1 million—an unrivaled scale of compute power globally.

Benchmarking industry giants: Musk said plainly that SpaceXAI has been around for just 3 years, while Anthropic and OpenAI have 6 years and 10 years of history, respectively. He predicts that top-tier models (such as GPT-6-level) will be released within 2–3 months. If the current acceleration momentum is maintained, SpaceXAI could overtake within about 6 months and take the lead position in the industry.

💡 Crypto/AI perspective: As the scarcest “hard currency” in today’s AI wave, compute power not only determines how quickly top large models iterate, but also serves as a core anchor driving the strong growth of decentralized compute (DePIN) and the AI + Web3 narrative. By pushing data center construction at an “extreme speed,” Musk is reshaping the competitive landscape across AI and computing infrastructure.
$SPCX.US
$NVDA.US
$META.US

✨Orange Joyce｜Live stream opening announcement✨
⏰Time: 2026年9月28日 21:00–23:00

⏰From now on, daily live stream time will be 21:00–23:00

📌Theme: US stock investment strategy analysis and operations

Highlights:
✅ The underlying logic of the US stock market and judging market style

✅ Comparison of different strategies: value investing, growth stocks, swing trading

✅ Practical ideas for position management, take-profit and stop-loss

✅ Key risk points in US stock trading, with advice to avoid pitfalls

Everyone is welcome to join the livestream to chat and discuss!

Hello everyone, welcome to stream.
Today’s topic: US stock investment strategy analysis and trading practice.
We’ll discuss popular strategies, position management and risk control.
$SPCX.US
$NVDA.US
$META.US

The highlight of next week’s data releases is undoubtedly the U.S. nonfarm payrolls employment report to be released on Friday. The report includes three key figures: nonfarm payroll employment, the unemployment rate, and average hourly earnings. These data points are directly tied to the Federal Reserve’s interest-rate path and are crucial employment indicators ahead of the October policy meeting.

Wednesday 20:15: U.S. ADP Employment Change (September);
Wednesday 20:30: U.S. Core PCE Price Index (year-over-year, August);
Thursday 16:00: Remarks by Bank of England Governor Bailey;
Thursday 20:30: U.S. Initial Jobless Claims (for the week ending September 26);
Thursday 21:30: Remarks by ECB President Lagarde;
Friday 20:30: U.S. Nonfarm Payrolls report and the unemployment rate (September);

Federal Reserve officials will begin a series of public appearances starting from Wednesday morning. Chicago Fed President Goolsbee (2027 FOMC voting member) and St. Louis Fed President Musalem (2028 FOMC voting member) plan to give speeches, while New York Fed President Williams (2027 FOMC permanent voting member) will deliver a keynote address at the University at Buffalo. On Thursday, Fed Governor Cook, Minneapolis Fed President Kashkari, and Richmond Fed President Barkin will all give remarks; on Friday, Williams and Dallas Fed President Logan also have public events scheduled.
$BZ

$CL
$XAU

AI Agents ignite a structural market rally—has market cap concentration hit a new high?

Meta’s Muse model has become the biggest catalyst in this week’s market. The release of this Agentic AI product has added $220 billion to Meta’s market value in a single week, bringing its total market cap back above the $2 trillion mark, and lifting the entire AI industry chain across the board. — The semiconductor sector led the way, boosted by increased demand for hardware driven by “inference economics,” and Agentic AI-related stocks collectively benefited.

Muse is only the first among many players entering the space. In the coming weeks and months, competing products from Google and OpenAI will emerge one after another.

This week, credit spreads for hyperscale cloud computing companies widened noticeably, while their stock valuations still hovered at elevated levels.

The median forward P/E ratio of AI infrastructure stocks has fallen from 32x in April 2026 to 22x currently, and some pessimistic expectations have already been priced in.
—————————————————————————We continue to invest in $SPCX, $META, $GOOGL
$META.US

$SPCX.US

$GOOGL.US

Do you want to know what percentage of U.S. adults hold stocks?

The latest authoritative population data (publicly researched as of 2026)
58% of U.S. adults own stock assets, about 156 million adults.

Federal Reserve 2022 Survey of Consumer Finances (SCF): 76.14 million U.S. households hold stocks (broad definition), accounting for 58% of all households.

ICI Investment Company Institute estimates: about 130 million individual investors participate in funds and hold equity-type investments.

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$META.US
$AAPL.US

#Is the Fed’s October rate hike settled? Expected to hike 25 basis points?

① Since the Fed’s recent first rate hike in three years, several officials have called for further tightening of policy;

② On just Friday alone, three Fed officials released hawkish signals and issued warnings about inflation risks;

③ According to CME’s “FedWatch,” the current probability of a 25-basis-point hike at the Fed’s October meeting is 64.2%.

On Friday, Beth Hammack, president of the Cleveland Fed, said she worries that persistently high inflation could gradually lead the public to view high prices as the norm—and that the Fed must not allow this to happen.

With economic growth staying strong and the job market stable, she expressed concern about inflationary pressure related to demand and noted that capital expenditures will pose inflation pressure for some time.

Hammack warned that if progress in lowering inflation stalls, inflation expectations could shift. She also said that regarding how artificial intelligence will affect inflation, many long-standing questions remain unanswered.

Jeffrey Schmid, president of the Kansas City Fed, said the inflation rate is still above the Fed’s 2% target, and policymakers have not fully resolved the inflation problem.

On Friday, New York Fed president John Williams again emphasized the grim inflation situation and warned that in efforts to bring inflation back to the 2% target, the Fed cannot ignore ongoing supply shocks.

Williams said the labor market is not currently a source of inflation pressure, and added that tariffs themselves typically do not cause persistent inflation. More concerning, he said, is that repeated supply shocks may keep pushing prices higher, making inflation harder to return to the target level.

Last Thursday, Philadelphia Fed president Anna Paulson also said that if the economy evolves as expected, the Fed may need to hike rates further to bring inflation back to the 2% target level.

According to CME’s “FedWatch,” the current probability that the Fed will keep the policy rate unchanged at 3.75%-4.00% in the October meeting is 35.8%, while the probability of a 25-basis-point hike is 64.2%.

Earlier this month, the Fed raised rates, lifting the target range by 25 basis points to between 3.75% and 4%. Officials are expected to hike again before year-end, though market participants expect the size of the Fed’s hikes to exceed this level.

【Iranian President: Supports Restoring the Memorandum of Understanding, Will Create Conditions for Substantive Talks】

Iran’s President Pezeshkian said that Iran supports the restoration of the “Islamabad Memorandum of Understanding” and will resolve differences through dialogue and diplomatic means. Pezeshkian said that Iran attaches importance to restoring related consensus, fulfilling the commitments already reached, and creating the necessary conditions to advance “serious, substantive, and result-oriented negotiations.” He said Iran will continue to promote constructive cooperation on issues such as respecting national sovereignty, easing tensions, and safeguarding peace and stability in the region.
$SOL
$DOGE
$BTC

Creating the Xinghe Community, for me, is a wonderful journey forward. The romance of Xinghe lies in the countless starlights converging. A community is not a stage for any one person alone, but a place where every like-minded partner shines. From conceiving the name, refining the community culture, to inviting partners to join, I have come to deeply understand the power of building together. Here, we respect differences, communicate openly, learn from one another, and keep each other company. May every member keep their own light, and when we gather together, we will form a vast, boundless star river. In the long road ahead, we will walk hand in hand with one heart, growing together.