新手买哪个
新手买哪个
If US-Iran deal happens "within one week" like Trump says, Iranian oil comes back to market. How much does oil actually fall?? Estimates I've seen say 1-1.5M barrels per day of additional supply. Does that fully reverse today's 5.5% move or partially?? 🙋 trying to size the risk
serious question: how did DELL do AI server revenue up 757% YoY and the stock wasn't already pricing this in?? like where was everyone the whole year 😶🌫️
SpaceX IPO is confirmed for mid-2026. FTSE Russell changed the index fast-entry rules specifically for it.
Passive funds will be forced to buy an estimated 19% of the post-IPO float within 5 trading days. That's mechanical, non-discretionary demand hitting the market at listing. 🚀
RKLB is the pick-and-shovel play. Launch vehicles, satellite manufacturing, actual growing revenue. Not a meme.
ASTS is the highest-risk, highest-upside name. Direct-to-device satellite broadband. Pre-revenue. Binary outcome.
DXYZ holds private SpaceX shares via a VC fund structure. Trades at a NAV premium that narrows sharply once SpaceX lists publicly.
UFO and NASA are the ETF routes. Diversified. Lower concentration risk. For people who want the theme without stock-picking.
RDW and VCX are smaller cap space infrastructure names. High volatility, high sensitivity to SpaceX news flow. ⚡
The playbook I'm watching: S-1 filing date gets announced → RKLB and ASTS move first → DXYZ NAV premium compresses toward fair value → passive fund inflow hits SpaceX on day 5.
The space economy is not a meme. It is becoming infrastructure. And SpaceX going public changes the entire category's investor base overnight.
Never looked at Boustead, H2 profits up 235%, not even on my watchlist. Need to stop obsessing over US tech and actually cover the SG market properly 😩
All three historical breaches were to the upside — do you think that pattern holds this time around, or is the setup different?
HDB resale prices finally dip 0.1% and everyone acts like the market crashed. My friend sold his 4-room last month for S$980K and he's crying all the way to the bank. 😅
$Western Digital(WDC.US) hold or run...
Indexes are swinging hard, but I’m sticking to my core QQQ and SPY positions. Timing the market feels harder than just staying invested and letting compounding do the work.
The OpenAI chip deal has fundamentally changed how investors price AMD, turning it into a credible Nvidia competitor in data-center AI compute, but execution risk still worries some.
Micron expansion news bury Nvidia supply risk?
UNH steady as a rock while tech buzzes. My safe haven😂
No surprise here. It'll likely keep tanking until Friday. Thank goodness I shorted this one along with that other garbage nuclear stock.$BitMine Immersion Tech.US
$Coinbase(COIN.US) Has everyone received their dividends? The dividends are laughably low.
$Apple(AAPL.US) has fallen for five consecutive days.
$AMD(AMD.US) almost all semiconductor comapanies show a bearish chart supported by insane valuations.
Bitcoin plummeted, but as long as you understand the reasons, panic won't spread.
A combination of bearish factors including macroeconomic uncertainty, Memecoin chaos, and shaken market confidence.
First, Trump's policies and macroeconomic uncertainty. Since Trump took office, Bitcoin's price has dropped nearly 20%. The Trump administration's trade protectionist policies and tough stance toward global allies have heightened market uncertainty, driving investors toward safe-haven assets. Trump's tariffs have also contributed to broader macroeconomic instability, impacting financial markets.
Second, the Bybit hack. Last week, cryptocurrency exchange Bybit suffered the largest hack in its history, with approximately $1.5 billion worth of Ethereum stolen. The attack intensified concerns about the security of digital asset platforms. Although Bybit promised full compensation for user losses, panic spread, and market confidence plummeted.
Besides the Bybit hack, the recent chaos in the Memecoin market has also shaken investor confidence. The whole crypto market is falling—are you holding or selling? Everyone's dumping—are you joining?
Beyond these factors, selling pressure in the altcoin market has worsened the overall crypto decline. Edward Chin, co-founder of Parataxis, noted that due to continuous token unlocks and supply entering the market, investors are offloading altcoins. Messari research shows that Solana will unlock tokens worth about $1.72 billion on March 1, further increasing downward pressure on its price.
Anyway, Bitcoin has broken below a key support level, and a short-term downtrend is likely, though the downside may be limited. Given the significant correction in crypto-related stocks, whether panic-selling now makes sense is debatable—check back in six months ✌️
$Tesla(TSLA.US) $Coinbase(COIN.US) $Strategy(MSTR.US) $CleanSpark(CLSK.US)
