To The Moon

$特斯拉(TSLA)$   SpaceX Breakdown, Part 3. This time, the key question is valuation. If SpaceX lists at US$135 per share and around US$1.75 trillion valuation, what exactly is the market buying? For many investors, SpaceX used to mean rockets. But the S-1 shows at least three layers: Launch is the technical foundation. Starlink offers a clearer recurring revenue story. AI compute is the newest, and probably the most debated, valuation layer. So the question is no longer just whether SpaceX is a strong company. The bigger question is what kind of company the market decides it is: a space company, a satellite connectivity platform, or an AI infrastructure company? Take a look at the chart.

The offering is projected to be the largest in U.S. history, potentially valuing the company at $1.5 trillion

$特斯拉(TSLA)$   SpaceX S-1 Breakdown, Part 2. This time, it is not just about Musk or rockets. The more interesting question is what SpaceX is actually built on. Based on the S-1, SpaceX no longer looks like only a launch company. One layer is rockets and space missions. One layer is Starlink, turning satellites into recurring connectivity services. Another layer is AI compute, where COLOSSUS / COLOSSUS II may turn compute capacity into a business line. So the IPO story may be shifting from “rockets + Starlink” to “space + connectivity + AI infrastructure.” Take a look at the chart.

$Destiny Tech100 Inc(DXYZ)$  SpaceX was founded in 2002 by Elon Musk. According to its latest 2026 prospectus, the company has evolved from a pure-play aerospace rocket manufacturer into a mega-tech conglomerate that integrates space exploration, global satellite communications (Starlink), next-generation artificial intelligence (xAI), and a global social ecosystem (X / formerly Twitter). Its core business segments and strategic layout include: Aerospace and Launch Services: Designing, manufacturing, and launching the world's most advanced rockets and spacecraft (such as Falcon 9, Falcon Heavy, and the Starship currently under development), aimed at reducing space transportation costs and ultimately enabling humanity to live on multiple plane

$特斯拉(TSLA)$   One interesting detail in SpaceX’s S-1: Musk’s ecosystem is renting COLOSSUS / COLOSSUS II compute capacity to Anthropic. On the surface, Anthropic is a major player in the AI model race. But commercially, this looks more like SpaceX / xAI turning AI compute from a cost-heavy asset into a revenue-generating asset. The S-1 disclosed monthly fees of up to US$1.25 billion, with the term running through May 2029. So SpaceX’s IPO story may no longer be just about rockets and Starlink. AI compute infrastructure is becoming part of the narrative. Take a look at the chart.

$TSLA 20260717 410.0 CALL$ Big drop in tsla stock. Institutions selling to buy SpaceX ipo

Revenue and profit not fantastic like alphabet or amazon 

Hello everyone! Today i want to share some trading ideas with you! 1 Morgan Stanley says legacy memory market is tightening faster than expected with DDR4 pricing potentially rising another 20% in Q3. They now see 19% to 20% supply-demand gap in 2H26 with shortages likely extending through 2027 & 2028 benefiting suppliers $Micron Technology(MU)$, Samsung & SK Hynix. 2 Two weeks before the $Space Exploration Technologies Corp(SPCX)$ IPO, the company has landed $6.4B in Space Force contracts in the same week. The awards cover orbital surveillance to replace airborne radar and a next-gen military communications backbone for the Pentagon. 3

Much awaited and anticipated 

$Tesla Motors(TSLA)$ 個股中的ETF特斯拉 十年前，如果你問一位投資人：「特斯拉是做什麼的？」答案很簡單——電動車。 今天，同一個問題，答案變得複雜起來。它賣車，也賣電池；它做自動駕駛，也做機器人；它有超級電腦，還有一家即將上市的太空公司與它共享同一個靈魂人物。 買一股特斯拉，你買到的不再只是一輛電動車。你買到的是馬斯克手上所有棋子的倒影。 這就是為什麼愈來愈多人稱它為「個股中的ETF」。 一檔股票，七個故事 ETF之所以吸引人，是因為它用一筆錢幫你分散買進一籃子股票。特斯拉剛好相反——它把一籃子生意，全部塞進同一家公司。 電動車是它的現在。能源儲存是它的現金流。自動駕駛是它的賭注。人形機器人是它的想像力。AI晶片是它的武器。低軌衛星是它的影子。而馬斯克本人，是貫穿一切的軸心。 傳統汽車公司拼命降成本，特斯拉在拚下一個十年的技術高地。其他車廠還在煩惱如何賣更多車，特斯拉已經在想如何讓車自己開出去賺錢。 這不是一間車廠，這是一個科技組合。 SpaceX上市：影子變成光 過去很長一段時間，SpaceX對特斯拉股東來說，只是一個「美好的想像」。大家都知道它們有技術交流，都知道馬斯克把兩家公司綁在一起，但SpaceX沒上市，你再看好也買不到。 這個情況將在兩個月後改變。 SpaceX已經秘密提交上市申請，目標估值接近兩兆美元，募資規模打破歷史紀錄。六月中旬，全球投資人將首次能夠同時持有特斯拉與SpaceX。 更重要的是，這兩家公司從未如此緊密。SpaceX使用特斯拉的電池，特斯拉借用SpaceX的材料技術。馬斯克的薪酬與特斯拉股價掛鉤，但他的熱情與聲譽同時投入兩家公司。 當SpaceX的火箭在直播畫面中升空，特斯拉的標誌從未遠離鏡頭。 一加一等於三的化學反應 有人問：

rklb

Warning of Space Heat: Some institutions take Tesla as a lesson: the electric vehicle sector generally surged around the time Tesla was included in the S&P 500 in 2020, but smaller EV companies experienced a sharp pullback after a big surge. SpaceX's high valuation will indeed drive the space sector's "concept premium," but the market will ultimately test every company's fundamentals

SpaceX: The Rocket Story Is Proven, but the AI Bet Could Make or Break the Stock SpaceX may be one of the most important IPO stories of this tech cycle. But for investors, the key question is not whether SpaceX is a great company. The real question is whether the stock can justify the valuation investors may be asked to pay. Based on the preliminary filing and related summaries, SpaceX is no longer just a rocket company. It is becoming a three-part platform: Starlink connectivity, launch infrastructure, and AI.  The Simple Framework: Proven, Semi-Proven, Unproven Starlink / Connectivity is the most proven part of the company. It generated about $11.387 billion in 2025 revenue, or roughly 61% of SpaceX’s total revenue. More importantly, it is the core profit engine, with about $7.168 b

If SpaceX ever decides to list publicly in the US, were not talking about just another IPO. We're talking about the IPO. The kind that doesn't just break records, it rewrites how markets price the future. Why This IPO Would Be Different? Most IPOs are about monetising an existing business. SpaceX is different. It isa platform on top of multiple exponential bets: - Launch dominance (Falcon 9, Starship) - Satellite infrastructure (Starlink) - Long-term: logistics beyond Earth --------- This isnt a“company going public.” It's the financialisation of a space economy backbone. If you try to benchmark it against traditional aerospace like Boeing or Lockheed Martin, you’re already thinking too small. The closer comparison? A mix of telecom + cloud + defense + logistics + deep tech. The Valuation

Space sector still feels super speculative but long term I think RKLB has one of the better risk/reward setups compared to a lot of the hype names.

In the latest week, US-Iran negotiations remained deadlocked. On May 18, Trump said that the military action against Iran originally scheduled for May 19 would be postponed, indicating that the US-Iran standoff did not escalate further this week. At the same time, the US publicly stated that the talks with Iran had made “significant progress,” while also saying that a “Plan B” was already prepared, which suggests that the substantive differences between the two sides have not been resolved. In addition to the ongoing market pricing of disruptions stemming from the Middle East situation, investors are also closely watching the progress of SpaceX, Elon Musk’s space company, which could potentially stage the “largest IPO in history.” As of 3:00 p.m. on May 21, 2026, the weekly performance of

Hi Tigers🐯, “This may be the IPO that turns space from a dream trade into a benchmark sector.” SpaceX is reportedly targeting a Nasdaq listing as early as June 12, with a potential valuation of around $1.75 trillion, which could make it the biggest IPO in history. The news has already put space-related stocks back on investors’ radar. So the question is simple: If SpaceX(SPCX) becomes the anchor of the space economy, which public space names get repriced first? Let’s dig in. ① The Launch Club The most direct comparison. $Rocket Lab(RKLB)$ $Firefly Aerospace(FLY)$ Translation for us: SpaceX sets the ceiling, but Rocket Lab(RKLB) may become the easiest public-market comparison

how can I invest in the spcx ipo?

SpaceX has filed for an IPO on Nasdaq, with the ticker symbol $SPCX. Lead Underwriters: $Goldman Sachs(GS)$ , $Morgan Stanley(MS)$ , $Bank of America(BAC)$ , $Citigroup(C)$ , and $JPMorgan Chase(JPM)$ This filing provides the first comprehensive overview of the merged company, comprising SpaceX, Starlink, X, and xAI. 2025 Revenue: $18.67 billion, a 30% increase 2025 Net Loss: $4.94 billion, compared to a profit of $791 million in 2024 2025 Capital Expenditures: $20.7 billion, of which $12.7 billion is for Artificial Intelligence Q1 Revenue: $4.694 billion Q1 Operating Loss: $1.943 billio

The Astronomical Event of the Century: The Launch of SpaceX IPO 🌟🌟🌟The grandest event in modern market history is officially lifting off.  The public S-1 filing for the historic SpaceX IPO is happening today - May 21 2026, setting the stage for a record shattering June 12 debut. The sheer scale of this launch is utterly dizzying.  Led by a heavyweight banking syndicate featuring Goldman Sachs, Morgan Stanley and JP Morgan Chase, Elon Musk's aerospace giant is looking to pull off a monumental USD 75 billion capital raise at an "out of this world" targeting valuation of USD 1.75 trillion to USD 2 trillion. This single IPO is poised to absolutely suck the oxygen out of the global listing pipeline, creating a historic liquidity event that dwarfs Saudi Aramco's legendary USD 29 b

$特斯拉(TSLA)$   SpaceX Breakdown, Part 3. This time, the key question is valuation. If SpaceX lists at US$135 per share and around US$1.75 trillion valuation, what exactly is the market buying? For many investors, SpaceX used to mean rockets. But the S-1 shows at least three layers: Launch is the technical foundation. Starlink offers a clearer recurring revenue story. AI compute is the newest, and probably the most debated, valuation layer. So the question is no longer just whether SpaceX is a strong company. The bigger question is what kind of company the market decides it is: a space company, a satellite connectivity platform, or an AI infrastructure company? Take a look at the chart.

The offering is projected to be the largest in U.S. history, potentially valuing the company at $1.5 trillion

$Destiny Tech100 Inc(DXYZ)$  SpaceX was founded in 2002 by Elon Musk. According to its latest 2026 prospectus, the company has evolved from a pure-play aerospace rocket manufacturer into a mega-tech conglomerate that integrates space exploration, global satellite communications (Starlink), next-generation artificial intelligence (xAI), and a global social ecosystem (X / formerly Twitter). Its core business segments and strategic layout include: Aerospace and Launch Services: Designing, manufacturing, and launching the world's most advanced rockets and spacecraft (such as Falcon 9, Falcon Heavy, and the Starship currently under development), aimed at reducing space transportation costs and ultimately enabling humanity to live on multiple plane

$特斯拉(TSLA)$   SpaceX S-1 Breakdown, Part 2. This time, it is not just about Musk or rockets. The more interesting question is what SpaceX is actually built on. Based on the S-1, SpaceX no longer looks like only a launch company. One layer is rockets and space missions. One layer is Starlink, turning satellites into recurring connectivity services. Another layer is AI compute, where COLOSSUS / COLOSSUS II may turn compute capacity into a business line. So the IPO story may be shifting from “rockets + Starlink” to “space + connectivity + AI infrastructure.” Take a look at the chart.

$特斯拉(TSLA)$   One interesting detail in SpaceX’s S-1: Musk’s ecosystem is renting COLOSSUS / COLOSSUS II compute capacity to Anthropic. On the surface, Anthropic is a major player in the AI model race. But commercially, this looks more like SpaceX / xAI turning AI compute from a cost-heavy asset into a revenue-generating asset. The S-1 disclosed monthly fees of up to US$1.25 billion, with the term running through May 2029. So SpaceX’s IPO story may no longer be just about rockets and Starlink. AI compute infrastructure is becoming part of the narrative. Take a look at the chart.

Hello everyone! Today i want to share some trading ideas with you! 1 Morgan Stanley says legacy memory market is tightening faster than expected with DDR4 pricing potentially rising another 20% in Q3. They now see 19% to 20% supply-demand gap in 2H26 with shortages likely extending through 2027 & 2028 benefiting suppliers $Micron Technology(MU)$, Samsung & SK Hynix. 2 Two weeks before the $Space Exploration Technologies Corp(SPCX)$ IPO, the company has landed $6.4B in Space Force contracts in the same week. The awards cover orbital surveillance to replace airborne radar and a next-gen military communications backbone for the Pentagon. 3

$TSLA 20260717 410.0 CALL$ Big drop in tsla stock. Institutions selling to buy SpaceX ipo

Revenue and profit not fantastic like alphabet or amazon 

In the latest week, US-Iran negotiations remained deadlocked. On May 18, Trump said that the military action against Iran originally scheduled for May 19 would be postponed, indicating that the US-Iran standoff did not escalate further this week. At the same time, the US publicly stated that the talks with Iran had made “significant progress,” while also saying that a “Plan B” was already prepared, which suggests that the substantive differences between the two sides have not been resolved. In addition to the ongoing market pricing of disruptions stemming from the Middle East situation, investors are also closely watching the progress of SpaceX, Elon Musk’s space company, which could potentially stage the “largest IPO in history.” As of 3:00 p.m. on May 21, 2026, the weekly performance of

The Astronomical Event of the Century: The Launch of SpaceX IPO 🌟🌟🌟The grandest event in modern market history is officially lifting off.  The public S-1 filing for the historic SpaceX IPO is happening today - May 21 2026, setting the stage for a record shattering June 12 debut. The sheer scale of this launch is utterly dizzying.  Led by a heavyweight banking syndicate featuring Goldman Sachs, Morgan Stanley and JP Morgan Chase, Elon Musk's aerospace giant is looking to pull off a monumental USD 75 billion capital raise at an "out of this world" targeting valuation of USD 1.75 trillion to USD 2 trillion. This single IPO is poised to absolutely suck the oxygen out of the global listing pipeline, creating a historic liquidity event that dwarfs Saudi Aramco's legendary USD 29 b

SpaceX: The Rocket Story Is Proven, but the AI Bet Could Make or Break the Stock SpaceX may be one of the most important IPO stories of this tech cycle. But for investors, the key question is not whether SpaceX is a great company. The real question is whether the stock can justify the valuation investors may be asked to pay. Based on the preliminary filing and related summaries, SpaceX is no longer just a rocket company. It is becoming a three-part platform: Starlink connectivity, launch infrastructure, and AI.  The Simple Framework: Proven, Semi-Proven, Unproven Starlink / Connectivity is the most proven part of the company. It generated about $11.387 billion in 2025 revenue, or roughly 61% of SpaceX’s total revenue. More importantly, it is the core profit engine, with about $7.168 b

$Tesla Motors(TSLA)$ 個股中的ETF特斯拉 十年前，如果你問一位投資人：「特斯拉是做什麼的？」答案很簡單——電動車。 今天，同一個問題，答案變得複雜起來。它賣車，也賣電池；它做自動駕駛，也做機器人；它有超級電腦，還有一家即將上市的太空公司與它共享同一個靈魂人物。 買一股特斯拉，你買到的不再只是一輛電動車。你買到的是馬斯克手上所有棋子的倒影。 這就是為什麼愈來愈多人稱它為「個股中的ETF」。 一檔股票，七個故事 ETF之所以吸引人，是因為它用一筆錢幫你分散買進一籃子股票。特斯拉剛好相反——它把一籃子生意，全部塞進同一家公司。 電動車是它的現在。能源儲存是它的現金流。自動駕駛是它的賭注。人形機器人是它的想像力。AI晶片是它的武器。低軌衛星是它的影子。而馬斯克本人，是貫穿一切的軸心。 傳統汽車公司拼命降成本，特斯拉在拚下一個十年的技術高地。其他車廠還在煩惱如何賣更多車，特斯拉已經在想如何讓車自己開出去賺錢。 這不是一間車廠，這是一個科技組合。 SpaceX上市：影子變成光 過去很長一段時間，SpaceX對特斯拉股東來說，只是一個「美好的想像」。大家都知道它們有技術交流，都知道馬斯克把兩家公司綁在一起，但SpaceX沒上市，你再看好也買不到。 這個情況將在兩個月後改變。 SpaceX已經秘密提交上市申請，目標估值接近兩兆美元，募資規模打破歷史紀錄。六月中旬，全球投資人將首次能夠同時持有特斯拉與SpaceX。 更重要的是，這兩家公司從未如此緊密。SpaceX使用特斯拉的電池，特斯拉借用SpaceX的材料技術。馬斯克的薪酬與特斯拉股價掛鉤，但他的熱情與聲譽同時投入兩家公司。 當SpaceX的火箭在直播畫面中升空，特斯拉的標誌從未遠離鏡頭。 一加一等於三的化學反應 有人問：

SpaceX has filed for an IPO on Nasdaq, with the ticker symbol $SPCX. Lead Underwriters: $Goldman Sachs(GS)$ , $Morgan Stanley(MS)$ , $Bank of America(BAC)$ , $Citigroup(C)$ , and $JPMorgan Chase(JPM)$ This filing provides the first comprehensive overview of the merged company, comprising SpaceX, Starlink, X, and xAI. 2025 Revenue: $18.67 billion, a 30% increase 2025 Net Loss: $4.94 billion, compared to a profit of $791 million in 2024 2025 Capital Expenditures: $20.7 billion, of which $12.7 billion is for Artificial Intelligence Q1 Revenue: $4.694 billion Q1 Operating Loss: $1.943 billio

Hi Tigers🐯, “This may be the IPO that turns space from a dream trade into a benchmark sector.” SpaceX is reportedly targeting a Nasdaq listing as early as June 12, with a potential valuation of around $1.75 trillion, which could make it the biggest IPO in history. The news has already put space-related stocks back on investors’ radar. So the question is simple: If SpaceX(SPCX) becomes the anchor of the space economy, which public space names get repriced first? Let’s dig in. ① The Launch Club The most direct comparison. $Rocket Lab(RKLB)$ $Firefly Aerospace(FLY)$ Translation for us: SpaceX sets the ceiling, but Rocket Lab(RKLB) may become the easiest public-market comparison

If SpaceX ever decides to list publicly in the US, were not talking about just another IPO. We're talking about the IPO. The kind that doesn't just break records, it rewrites how markets price the future. Why This IPO Would Be Different? Most IPOs are about monetising an existing business. SpaceX is different. It isa platform on top of multiple exponential bets: - Launch dominance (Falcon 9, Starship) - Satellite infrastructure (Starlink) - Long-term: logistics beyond Earth --------- This isnt a“company going public.” It's the financialisation of a space economy backbone. If you try to benchmark it against traditional aerospace like Boeing or Lockheed Martin, you’re already thinking too small. The closer comparison? A mix of telecom + cloud + defense + logistics + deep tech. The Valuation

Hello everyone! Today i want to share some AI stories with you! 1 $Rocket Lab USA, Inc.(RKLB)$ proved with Electron that it can take a rocket program from first launch to industrial cadence by becoming the fastest commercially developed rocket in history to reach 50 launches (beating SpaceX Falcon 9 by a year). That same manufacturing system is now being applied to Neutron which is approaching first flight in Q42026 with a $2.2B backlog already in place. Rocket Lab is the only company outside SpaceX that has proven it can scale a launch program to this level of cadence and Neutron is where that capability gets monetized at a much larger scale. 2 President Trump filed 3,600+ trades during Q1 and the biggest winners are heavily tilte

$Direxion Daily TSLA Bull 2X Shares(TSLL)$ Space X將股票拆細一舉三得 為針對Space X上市股份僅佔整體股份3-5%,納指100不惜「搬龍門」 移船就墈,取消流通股比例不低於10%的門檻.與及企業須等待三個月至一年時間限制. 對此,Space X欣然接受,並進一步透露上市歷程,其上市时间表已经非常清晰： 项目 计划安排 路演启动 最早2026年6月4日 IPO定价 最早2026年6月11日 上市交易 计划2026年6月12日在纳斯达克上市，股票代码“SPCX” 募资规模 计划募资高达750亿美元 公司估值 估值预计超过2万亿美元，这有望使其成为有史以来规模最大的IP 惟上市股票畢竟太少,知名投資評論人Jim Carmer提出警告,Space X 股票會因供不應求成為泡沫,對此,Space X管理層在上市前作出臨時修改.為一拆五,每股公允價值從526.59美元調整為105.318美元。 將股份臨時拆細,便能防止股價成為泡沫嗎?筆者對此提議甚有保留,Space X上市本身已是萬眾觸目的事情,一般股民可以劃分為參與者和觀觀者,若股價定立於526.59,比特斯拉的現價還要高,一般人都會顯得猶疑,只作出觀望而不作矣與買賣Space X,原因是成本太重購買數量少,就算賺了亦無肉食. 反而現在將股份拆細為一拆五,將股價急降至散戶心動價邊緣的105.31美元,必然引起散戶心思思購買,將股份拆細五份四,可能引起散戶高度參與的數,恐怕數目不止於五倍,在參與者急增的情況下,泡沫可能更快形成.可謂一舉三得. 不過,股份是否成為並不是股東們的主要考慮,他們只關心股票流通量,大量散戶參與勢將股價搶得更高,對此,擁有不少Space X IPO的特斯拉,與及

Warning of Space Heat: Some institutions take Tesla as a lesson: the electric vehicle sector generally surged around the time Tesla was included in the S&P 500 in 2020, but smaller EV companies experienced a sharp pullback after a big surge. SpaceX's high valuation will indeed drive the space sector's "concept premium," but the market will ultimately test every company's fundamentals

Much awaited and anticipated 

rklb