The hottest name during tonight’s U.S. market session was $SPCX —after earnings came out, its tokenized market surged by double digits.
Key details (around 22:05 Shanghai time / during the session):
• SpaceX Q3 revenue was about $14.6 billion, up 161% year over year and well above expectations; net profit was about $4.4 billion, marking its first profitable quarter since listing
• Revenue from the Super Intelligence (AI) business was about $7.56 billion, while recurring Starlink revenue continues to bolster the valuation story
• On the earnings call, Musk said that “considering a merger with Tesla” made sense; the two companies’ boards have set up independent committees to discuss it
• In the same theme, $NVDA was up around 1–2%, while $GOOGL was relatively weak, down about 2%+
On Binance bStocks, $SPCX 24h was also among the top gainers—the traditional and on-chain markets are both pricing in “space + AI.”
Which do you favor tonight: SPCX riding the AI + Starlink story, or NVDA continuing to sell the picks and shovels?
(Just my personal observations; not investment advice.)
Key details (around 22:05 Shanghai time / during the session):
• SpaceX Q3 revenue was about $14.6 billion, up 161% year over year and well above expectations; net profit was about $4.4 billion, marking its first profitable quarter since listing
• Revenue from the Super Intelligence (AI) business was about $7.56 billion, while recurring Starlink revenue continues to bolster the valuation story
• On the earnings call, Musk said that “considering a merger with Tesla” made sense; the two companies’ boards have set up independent committees to discuss it
• In the same theme, $NVDA was up around 1–2%, while $GOOGL was relatively weak, down about 2%+
On Binance bStocks, $SPCX 24h was also among the top gainers—the traditional and on-chain markets are both pricing in “space + AI.”
Which do you favor tonight: SPCX riding the AI + Starlink story, or NVDA continuing to sell the picks and shovels?
(Just my personal observations; not investment advice.)