刚刚

Reposted content, for reference only
First, the conclusion: trading difficulty surges, with higher risk
Macro, micro & short-term leveraged funds—everyone is engaged in a fight to the death
A battlefield where gods and maniacs both take part
Next week’s event roundup:
Tuesday: AMD earnings report
Wednesday: ADP employment data & Sandisk earnings report
Friday: Non-farm payrolls employment data
First, the macro picture:
Last week, everyone was focused on the FOMC and memory chips, while international oil prices were quietly brewing next week’s risks. WTI U.S. crude oil has started to pick up again, compounded by Warsh’s unclear hawkish/dovish stance. The probability of a 25BP rate hike for September priced by Polymarket has been climbing, reaching 60%. Previously, the priced probability was only 40%. Next week, we face even greater macro pressure than last week—especially with economic data on Wednesday & Friday; the pressure from Monday & Tuesday won’t just dissipate.

Innate & uniquely scarce
After observing for the past few days, my conviction about SPCX is becoming clearer: this isn’t just any ordinary IPO; it’s more like a trading event that maximizes 'scarcity, sentiment, and chip structure' all at once. The company has priced at $135/share, issuing 555,555,555 shares, raising $75B, which corresponds to a valuation of about $1.77T, and will start trading with SPCX as the ticker on Nasdaq.$SPCX
Honestly, when SpaceX said the IPO price would be $135, I was shocked because that's way too low. Shouldn't this stock be hitting $1000? Here are three reasons I'm bullish: