SPCX 2X Long ETF

$SpaceX(SPCX.US)

This morning my coffee ☕️break will talk about the extreme pessimistic stock where I shall named as Alien or on a positive note shall say Gen Z investment. Knowing it isn’t for immediate or near term returns. It could span over 2 years to turn from red to green.

Next,

Cause vs Effect Mindset Change💭🤔

Last session it is a near miss for $Micron Tech(MU.US)

And that of $Sandisk(SNDK.US)

What will be my mean of re-entry I have already crunched its nos. Since they are heading towards downtrend, for once, no room for negotiation they need to meet my nos this first time.

Revenue growth trajectory: if growth remains strong despite price drops the sell off may be sentiment driven.

I expect $Tesla(TSLA.US) to fall below $300/share and $SpaceX(SPCX.US) to break $100/share in the coming weeks on valuation concerns. Both trade at FY’26 P/E in excess of 175x which seems excessive as AI-related valuations continue to unravel.

$SpaceX(SPCX.US) is a magnet to the downside. We retail folks have to stop believing everything he says and start thinking how market has valued companies historically, especially growth companies.

Just today, so far:

Breaking: Rep. Jared Moskowitz (D) disclosed up to $240,000 worth of trades

Oil prices are rising, it's like buying options or shorting stocks. If you guess right, you take profits. But as time passes, it will cause a rapid discount. Be careful, the volatility is huge.

$SpaceX(SPCX.US) | Raymond James reiterates 𝐒𝐭𝐫𝐨𝐧𝐠 𝐁𝐮𝐲 on 𝐒𝐩𝐚𝐜𝐞𝐗, maintains 𝐏𝐓 𝐚𝐭 $𝟖𝟎𝟎

MAS policy tightening strengthens the SGD and keeps interest rates elevated—benefiting Singapore banks via resilient interest margins and wealth inflows, while headwinding S-REITs through higher refinancing costs.

This week's Fed meeting, would he increase the rate this time ? or do you think the interest rate will remain or down ? Let's wait and see later

Iran announced that they are not "at a full scale war with US". Markets recovered slightly following the news as oil tumbles back between $90 and $100. I wouldn't take anything for granted, especially when we are in the midst of earnings season, where volatility is completely expected and normal. With more big cap companies reporting this week and the past trend of Capex dragging down share prices, I won't be surprised to see more dips coming.

The outcome of the peace negotiations is still up in the air, when Trump is one of the parties involved. I expect local banks to hit new high as the next earnings are expected to be good.

Brent crude oil is falling significantly back to around $90, following a pause in strikes by the US and Iran over the weekend, although negotiations are ongoing rather than an official ceasefire; it closed at $96.28 on Friday after trading above $100 for several weeks.

The 顺势 (following the trend) decline in oil prices is a positive development for energy-importing Singapore.

Global energy costs in June impacted consumer prices, leading to high core inflation in Singapore. Consequently, the Monetary Authority of Singapore has tightened monetary policy, creating a chain reaction.

$Micron Tech(MU.US)

MU is well positioned for continued growth, fueled by AI infrastructure demand and tight memory supply. Analysts expect a return to record highs within months, but volatility and supply expansions risks remain.

On a whole, I am in favour to this trade.

This week I supposed to take a glance of a few good others such as

$Marvell Tech(MRVL.US)

$Intel(INTC.US)

$SpaceX(SPCX.US)

Where almost all turned ❤️

They always said, bite the bullet and hold your 🐎

Hope this works to close drying July!⬆️🆙🙏😝😅😹🎯🥳⚖️🔥

$SpaceX(SPCX.US)

🤖 Is SpaceX’s AI Being Valued At Zero?

That’s the big question facing SPCX as it keeps sliding post‑IPO.

⏰ The $100 Inflection Point:

The idea that hitting $100 means SpaceX’s AI business is worth zero comes directly from top Morgan Stanley analyst Adam Jonas.

At that price level, the market would effectively value all AI projects including Grok and the Cursor acquisition at absolutely nothing.

⏰ Why The Doubt?

Investors worry about the massive capital needed for AI infrastructure, especially compared to the proven cash flow from its Space & Starlink operations.

⏰Where It Stands Now:

After peaking at $225.64, shares have fallen sharply to ~$110.85 (well below the $135 IPO price) .

⏰ More Supply Coming:

Coming 6 August brings the first major lock‑up expiry, releasing up to 911.5 million shares. It is effectively doubling current free float and adding more pressure.

Even so, Morgan Stanley stays bullish with a $300 price target, calling current levels an attractive entry point.

They point to recent wins like the 13th Starship test flight and next year’s NASA moon mission as proof execution stays firmly on track.

Is the market overreacting or has the AI hype run too far ahead? 🛰️🤔

$SpaceX(SPCX.US)Holding SpaceX reinforces my conviction in backing companies that redefine entire industries rather than simply compete within them. I believe its leadership in reusable rockets, Starlink, and space exploration creates a durable competitive advantage with extraordinary long-term potential. While I recognize the risks of high capital requirements and ambitious execution, I remain confident that innovation, strategic vision, and expanding commercial opportunities will continue to drive value. For me, this is more than an investment—it’s a belief in the future of humanity’s expansion beyond Earth.

$SpaceX(SPCX.US)watching price action,will start buying slowly in once below $100 if possible.

$SpaceX(SPCX.US)$Sandisk(SNDK.US)

SanDisk is a short candidate because its valuation appears stretched after a strong rally, leaving little room for disappointment. If earnings or guidance fall short of high market expectations, investors may take profits, leading to a sharp price correction. The cyclical nature of the NAND memory market also adds downside risk.