AMTD IDEA OV

I think a single day’s movement is not a good predictor of future performance. Although it suggests the good earnings have been priced in this time, I think there is still a chance for further upside before demand exhaustion. I’m more worried about the effect of an interest rate hike on tech stocks.

Independent analysts use different methods to value SpaceX and I agree with Morningstar’s view. The current valuation depends heavily on future growth from Starship, Starlink, and xAI and not on its existing profits. In fact, SpaceX posted a net loss of $49.4 billion in 2025. Who ready care?

Would you be willing to risk your capital on this? Personally, I would rather invest in other GREAT companies. — that way, I can sleep well at night like a baby 😆.

Anyway check out the full infographic overview below for the latest updates on SpaceX 👇

Expectations may have been too high leading to a reality check. but AI infrastructure development and deployment is still a theme for the next decade as more bottlenecks are resolved like power, water, chip supply.