What's on your mind?
What the Feds say in their minutes prior to the labour data last week will show how hawkish or actually dovish they are. I believe the markets will be reading them to look at their possible moves.
The S&P 500 and Nasdaq closed at records again, and SpaceX is reportedly lining up US$40B of debt to buy Nvidia chips. Under the surface it was messier: Seagate sank -9.2% while nuclear power names ri...
The Feds will release their minutes tonight and that makes the markets’ direction a teeny weeny tricky. Those minutes reflect what they thought prior to the labour data. So a dovish one might encourage the bulls. However the markets look leggy here and are due a pullback.
The S&P 500 and Nasdaq closed at records again, and SpaceX is reportedly lining up US$40B of debt to buy Nvidia chips. Under the surface it was messier: Seagate sank -9.2% while nuclear power names ri...
looks like we need to look over this and next week closely also see how banks
results comes up and fed direction lets see ans go in as a step
The S&P 500 and Nasdaq closed at records again, and SpaceX is reportedly lining up US$40B of debt to buy Nvidia chips. Under the surface it was messier: Seagate sank -9.2% while nuclear power names ri...
The S&P 500 and Nasdaq closed at records again, and SpaceX is reportedly lining up US$40B of debt to buy Nvidia chips. Under the surface it was messier: Seagate sank -9.2% while nuclear power names ri...
$NVIDIA(NVDA.US)
NVIDIA: Is China Slowly Opening the Door?
The NVIDIA-China story may be getting interesting again.
China has reportedly signalled that companies such as Alibaba and ByteDance could be allowed to buy NVIDIA’s new RTX Pro 5500 chips. It is still early days, but I see this as more than just another GPU sale.
For NVDA shareholders, the bigger question is whether this becomes the first crack in the wall that has largely shut NVIDIA out of China’s advanced AI market.
The numbers show what is at stake. NVIDIA generated $215.9 billion in FY2026 revenue, up 65%, with $120.1 billion in net income and $96.6 billion in free cash flow. Data Center revenue alone reached $193.7 billion, up 68%. Yet NVIDIA’s FY2027 outlook assumed no Data Center compute revenue from China.
That makes any reopening potentially meaningful.
But I would not call this a breakthrough yet. The RTX Pro 5500 is not NVIDIA’s flagship AI accelerator, and U.S. export restrictions remain firmly in place. There is still a huge gap between allowing selected products into China and Washington loosening its grip on advanced AI technology.
At around $228.86, NVDA trades at roughly 29x FY2026 earnings. Technically, the picture remains constructive, with the stock above its 50-day and 200-day moving averages and RSI around 59—positive momentum without looking stretched.
For shareholders, the real prize is not the RTX Pro 5500 itself. It is what comes next.
If China gradually regains access to more NVIDIA computing products, the market could be underestimating an additional growth avenue. For now, I see this as a potential opening of the door—not the door being fully opened.
Not financial advice.
Breaking: Michael Burry updated his portfolio for tax-loss harvesting
He:• Swapped Lululemon $Lululemon(LULU.US) for Deckers $Deckers Outdoor(DECK.US)• Sold Fannie Mae $Federal National Mortgage Association(FNMA.US)• Bought Freddie Mac $Freddie Mac(FMCC.US)• Swapped Sprouts Farmers Market $Sprouts Farmers(SFM.US) for 2028 calls• Swapped Zoetis $Zoetis(ZTS.US) stock for 2029 calls• Added MetLife $MetLife(MET.US) 2029 puts• Bought more JD $JD.com(JD.US) 2029 calls• Bought more BYD $BYDFF common stock• Still waiting for lower prices on Alibaba $Alibaba(BABA.US)• Holding Fiserv $Fiserv, Inc.(FISV.US), no changesBurry says the fourth quarter "brings extra pressure on stocks that are down a lot," per his SubstackSpaceX's surge highlights growing appetite for foundational AI and satellite infrastructure despite multi-decade high Treasury yields. While rich valuations and elevated interest rates increase short-term drawdown risk, SpaceX’s unique intersection of orbital scale and network connectivity positions it as a long-term strategic core, rendering dip-buying attractive for patient capital.
SpaceX ripped +7.6% after Morgan Stanley called it one of the cheapest ways to own space and AI, putting Musk back above $1 trillion. Nvidia closed at a record and dragged the Nasdaq to one too. The c...
Space, planet, October 2026, play rocket related stocks could bring some profit but only to some people. SpaceX, Let us see how far to the moon
SpaceX ripped +7.6% after Morgan Stanley called it one of the cheapest ways to own space and AI, putting Musk back above $1 trillion. Nvidia closed at a record and dragged the Nasdaq to one too. The c...
Is SpaceX Worth It Or Overpriced?
Morgan Stanley maintains a roaring USD 300 price target, citing a narrow window of opportunity for retail investors to buy before major catalysts land:
Starship Flight 15: Scheduled for late October or early November. If the launch pad successfully catches the upper stage of the largest rocket ever built, it will be the single largest positive catalyst since SpaceX IPO.
Q3 Earnings: Expected in late October, it will shine a light on the high margin revenue being unlocked by the Starlink network.
My Take
If you are looking for defensive stability, it is best to sit on the sidelines. But if you have a multi year horizon and want a piece of pure growth cosmic infrastructure that doubles as an AI play, SpaceX remains a high conviction addition to your portfolio before the next flight clears the tower.
Which side are you on: Defensive or Offensive on SpaceX?
SpaceX ripped +7.6% after Morgan Stanley called it one of the cheapest ways to own space and AI, putting Musk back above $1 trillion. Nvidia closed at a record and dragged the Nasdaq to one too. The c...
SpaceX in my opinion is a big risk medium reward type of stock. Couple of red flags here: Just IPO not long ago without proving sustainability and profitability, too much hype from the rich etc. Swing trades could be done for those experiences traders but a no no for me
SpaceX ripped +7.6% after Morgan Stanley called it one of the cheapest ways to own space and AI, putting Musk back above $1 trillion. Nvidia closed at a record and dragged the Nasdaq to one too. The c...
