Direxion Daily SpaceX Bull 2X ETF

$SpaceX(SPCX.US) | Needham 𝗿𝗲𝗶𝘁𝗲𝗿𝗮𝘁𝗲𝘀 𝗕𝘂𝘆 on 𝗦𝗽𝗮𝗰𝗲𝗫, PT $𝟮𝟱𝟬

$SpaceX(SPCX.US)SPCX had a pretty interesting day. Starship Flight 14 successfully launched and reached orbit for the first time, but the stock still sold off as Treasury yields spiked. Good news on the company side, but the macro backdrop clearly mattered more in the short term.

I decided to add a little more at this level. The launch itself was a meaningful milestone, so I’m willing to look past the short-term reaction and keep building the position gradually.

Sometimes even genuinely good news gets ignored when rates are moving hard. I’d rather focus on whether the underlying story keeps progressing than expect the stock to react immediately.

@Captain's Treasure

Anthropic's massive valuation target alongside a $42B loss shows that AI infrastructure spending is still going full throttle, regardless of high costs. It's a high-stakes game where only the strongest will survive in the long run

Anthropic’s massive $42 billion loss highlights the immense capital intensity of frontier AI models. A $2 trillion valuation target amid soaring Treasury yields forces a stark choice: pay a premium for hyper-growth scale or wait until multi-decade rate pressure forces financial discipline across unproven, capital-hungry balance sheets.

I wouldn’t buy into Anthropic’s IPO yet since the company has such high net loss now, shall stay on the sidelines and see what happens.

I wouldn't buy straight into Anthropic's IPO despite preferring them over OpenAI. Historically, companies's stock price have mostly fallen after IPOs and takes an average of 2 to 3 years before rising steadily above the initial IPO price. Besides, with the uncertainty of AI development's pace, I wouldn't want to increase too much exposure.

maybe anthropic same as spcx. dont fomo. dont chase at the start. wait for retrace then buy so that wont get stucked at high price.

After Monday US market, I think the week will be choppy after the drop before any big movements. As for the new IPO, a new batch of pump then dump awaits. DCA if you like the company and prefer the thrill and rides.