Musk dropping more merger hints on that All In podcast again lol. Kalshi's got SpaceX Tesla odds at 66% by 2028 now. Feels like this rumour never actually dies, just keeps getting recycled every few months. Not selling my SPCX either way
What's on your mind?
Dell Tech Return RateCleanSparkThis is particularly interesting because CLSK is no longer just a Bitcoin-mining story. It is increasingly becoming a power + data-center + AI/HPC infrastructure story, while still retaining...
The Fed's first rate hike in three years, Nvidia's acquisition of Hugging Face, Starship's first orbital attempt next week — three of this week's hottest questions, plus the key events and next week's calendar. Share your AI chat in the comments to earn 288 task coins.
NVIDIA Return Rate
Traded Value$SpaceX(SPCX.US)The past week has been filled with negative headlines, and sentiment around high-beta growth names is still fragile. Even so, both Tesla and SPCX have held up much better than I expected instead of breaking lower.
I added to my SPCX position when it reclaimed the 20-day moving average. It’s still a small position, but I’m treating that level as a sign that buyers are willing to defend the trend despite the constant bad news.
My takeaway is simple: price matters more than headlines. If a stock can resist selling pressure during weak sentiment, it usually deserves more attention than the news flow itself.
@Captain's Treasure
Go Beyond!
Commemorative$SpaceX(SPCX.US)Context: SpaceX has been relatively steady since my last update, with the price moving slightly lower but without any major change in direction.
My trade: I’m continuing to hold my SpaceX position and staying patient. The market price is now around 146.960, and I haven’t made any changes to my position. For now, I prefer to keep watching how the longer-term story develops rather than reacting to small price movements.
Takeaway: Short-term fluctuations are normal, so I’m focusing more on the bigger picture and giving this position more time to develop. @Captain's Treasure
Nebius Return Rate
MicrosoftOptoelectronics names "ran up" yesterday, I used the inverted commas because in reality, they have fallen a distance away from their all time highs. Swing trade momentum is still relatively high, as seen in the +/- 5% in these stocks.
Apple's foldable iPhone launches tonight (1am SGT) in what Morgan Stanley calls its most consequential event since the iPhone X — but production is reportedly stuck at just hundreds of units a day. Se...
NVIDIA Return Rate
Traded Value$SpaceX(SPCX.US)I sold part of my SPCX position around its IPO price. After the recent rotation, the hardware sector is once again attracting capital on every positive catalyst, and that could put pressure on smaller thematic names like SPCX.
I’m not necessarily bearish on the story itself, but when liquidity starts concentrating back into hardware, other high-beta themes can get ignored quickly. For now, taking some profit near the IPO price feels reasonable and leaves me with room to see how the rotation develops.
My takeaway: when capital starts crowding into one theme again, protecting gains matters more than forcing the next move.
@Captain's Treasure
