$SpaceX(SPCX.US)$Super Micro Computer(SMCI.US)both are future stocks, good to invest now and forget to get 100x in short time Longbridge is very good platform to use
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$SpaceX(SPCX.US)totally close on this, move on to the next
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I fully expect $SpaceX(SPCX.US) to make an all-equity offer at a healthy premium to acquire $Tesla(TSLA.US) sometime this year. It makes Elon’s life easier, and there are clearly shared synergies. My point: Many $Tesla(TSLA.US) shareholders will sell on any deal announcement rather than wait the 6-12 months for any deal to close. And most will not have to fortitude to stomach the approximate 50% SPCX dilution and watching the value of the SPCX equity to be delivered for their TSLA shares decline prior to any deal close.
It shouldn’t be lost on anyone how poorly $Tesla(TSLA.US) shares have performed YTD (TSLA -24% vs NDX +19%) despite high odds of this deal occurring. - V
📌☕️In generic as a whole it was a good week rebounding back to normal pace. Interesting stocks such as SNDK and MU always hit the Top ranking. NVDA is swinging as per its norm. Am losing my patience on it😆 Will need to focus on MRVL and Intel more for next week. Tesla and SPCX are catching up for more. Nebius and CoreWeave shall see later session to wrap up for this rebounding steady and soft week, finally call another TGIF as am waiting to chill more🇺🇸🇰🇷🤺🏇🚀💪✅🆙🌍🌟💫
Featured☕️ [Task Coins Giveaway] Daily Market Talk — Reddit Joins S&P 500 as CDL Profit TriplesReddit will join the S&P 500 next week, and its stock jumped after hours on the news, capping a record-setting session for US stocks. In Singapore, $CityDev(C09.SG) surged about 9% after first-half pr...
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$SpaceX(SPCX.US)New position in SpaceX. I’m treating this more as a long-term growth exposure rather than a short term trade.
The main thesis for me is still Starlink. The recurring subscription model, growing global coverage and potential expansion into direct-to-cell give SpaceX something beyond just the launch business. At the same time, launch frequency and reusable rockets continue to strengthen their cost advantage.
Valuation is definitely not cheap and expectations are already high, so I’m not expecting a straight line up from here. I’ll keep the position controlled and see how the market prices the next stage of growth.
For now, starting small at around 141.74 and watching how it develops. @Captain's Treasure
Trade Showcase: Trade, Show & Earn Rewards! - D
CoreWeave, Nebius: Compute price hikes, sponsor support—how long can NVDA's favorites keep their edge?
Over the past two days, the rally in new cloud platforms such as $Nebius(NBIS.US) and $Coreweave(CRWV.US), together with recent results and earnings calls, underscores that AI cloud demand is clearly outstripping supply.
However, at Nebius, 1–3 yr medium-term contracts price compute at $20–25bn/GW, and to secure better pricing the company withholds some retail capacity to auction to customers, selling to the highest bidder. Those lots have cleared at up to $50bn/GW...CoreWeaveHot topic - V
$SpaceX(SPCX.US)
$Tesla(TSLA.US)
Standby me when the sky turn cold, just released fr EM 🤺🏆🚀🏇
Go watch very cool video I guess created from Grok latest version
THE most entertaining CEO 🌍❤️
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$SIVE announces a $3.4M development program with SemiNex!
For CPO, DFB laser arrays, and optical amplifiers. Early production is targeted H2 2027 (in line with early scale up CPO timelines)Seemed weird to me at first given product overlap, since SemiNex is a much smaller Series B company... But then I got reminded of a less explicit version of $SpaceX(SPCX.US) + Cursor relationship (derisking by working together first). There's probably something interesting Sivers found in this company. - V
The most entertaining outcome is the most likely one of his repeated fave line🇬🇧🤣🤣🤣
$Tesla(TSLA.US)
$SpaceX(SPCX.US)
THAT man whom always turn things around is HIM💪🤺🚀🏆🌍💰
- V
📌On a whole, most stocks rebounded after the CPI breakout at 3.4% annually in particular to SKHY ever since it was launched and CoreWeave vs Big tech. SPCX finally rebounded to touch high of US150. MSFT goes bit downward. Intel is rebounding back after a long haul. USD20 Bn is worth trying. Hope this continue later last session for the soft week !🤺🇺🇸🇰🇷🏆🆙✅🚀💪☕️
Featured☕️ [Task Coins Giveaway] Daily Market Talk — AI-Infra Stocks Explode as CoreWeave Surges 19%AI-infrastructure stocks went vertical Wednesday: $Coreweave(CRWV.US) surged 19.5%, $Super Micro Computer(SMCI.US) jumped about 20%, $Nebius(NBIS.US) soared over 30%, and $Lumentum(LITE.US) climbed 14...
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Featured$SpaceX(SPCX.US)
SpaceX shares jumped 11% and the rally is not just about launches, it is about the company’s bold push into AI leadership.
Wall Street is starting to see SpaceX as a vertically integrated tech giant and not just an aerospace firm.
What is driving the momentum now?
• Grok 4.6 launched: A flagship AI model that matches top rivals at a lower cost
• Grok Bot beta: New “AI teammates” capable of handling complex and multi-step workflows
• $60B Cursor acquisition: A game‑changing move to boost enterprise AI capabilities
Morgan Stanley highlighted SpaceX’s unique advantage. It has a combining Starlink’s global connectivity with proprietary data infrastructure to create a powerful competitive moat.
Elon Musk even projects AI revenue could surpass all other revenue streams as soon as next month! 🙄
Please refer to the infographic for the full story on how SpaceX is reshaping the AI landscape!
- K
$SpaceX(SPCX.US)
Happy to see my position in SpaceX moving in the right direction with green returns.
My conviction comes from its unmatched fundamentals—rapid expansion of Starlink, steady progress on Starship, and strong backing from top-tier global institutions like Temasek. Short-term price movements don’t bother me; I’m staying invested for the incredible long-term growth. 🚀💪
@Longbridge Singapore
Trade Showcase: Trade, Show & Earn Rewards! - S
$SpaceX(SPCX.US) updated chart. Put the first group into let it ride. Still have trade shares and the goal with more cushion is to get 100% to let it ride.
Source: Sunrise Trader
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$SpaceX(SPCX.US)
I am still sitting on some unrealised losses on SpaceX now. I do not regret owing it. I know that I am investing in a company with truly transformative long-term potential. The daily price swings are just noise.
What gives me extra conviction?
Temasek Holdings is also a SpaceX investor. If one of the world’s most respected long-term institutional investors has backed it, I am happy to hold firm alongside them.🤭
I am also confident with its fundamentals. The Starlink’s growth, the Starship programme and the AI infrastructure push. I am playing the long game, not trading every tick. 🚀💪 Are you ?
Trade Showcase: Trade, Show & Earn Rewards! - D
US Jul CPI due at 20:30 tonight; BYD Qin Max Flash-Charge goes on sale tomorrow | Daily News Recap
0812 | Dolphin Research Watchlist: 🐬 Macro/Industry 1) At 8:30 a.m. ET on Wed (8:30 p.m. Beijing), the U.S. Bureau of Labor Statistics will release Jul CPI. The print lands just weeks before the Sep FOMC.
Consensus looks for headline CPI at +3.4% YoY and core at +2.5% YoY. A hotter print would raise the odds of a Sep hike, pressuring U.S. equities, gold, and USTs.🐬 Single stocks. 1) $BYD COMPANY(01211.HK): the Qin Max fast-charging sedan is slated to launch on Aug 13...Today’s Key News Recap - S
$Super Micro Computer(SMCI.US) 2027 guidance was actually unholy: $65-$72 billion FY 2027 revenue guidance...
vs. ~$52.4B expected, a casual +$16.1B above consensus. SMCI logged a massive $60B+ in news order from this earnings. That timeline is also interesting when they announced a plan to co-build $SpaceX(SPCX.US) + xAI DCs "within a year" back in June..But if SMCI sustain 10-15% gross margins off that ~$70B revenue guidance... I think there's a lot of room for rerating given MC is ~$20B (NFA, I have short term positions in SMCI now from this ER). Most important thing is learning about 2027 margins from call today. - H
$SpaceX(SPCX.US)I received a small fractional share of SpaceX through Longbridge’s referral programme, which introduced me to the company as an investment. I’m increasingly bullish given its strong position in space, Starlink’s growth and Elon Musk’s ability to drive ambitious innovation. The combination of technological leadership, scale and multiple growth opportunities gives SpaceX compelling long-term potential.
Trade Showcase: Trade, Show & Earn Rewards! - D
HOOD: Is the 'Robin Hood' of US retail investors really Trump's lost cause?
Many readers asked Dolphin Research to update its take on the Q2 results of the US retail broker $Robinhood(HOOD.US). I went through the numbers and have a few key points. First, the $25k equity requirement for day trading was lifted on Jun 4.
Second, within the Trump account program, Robinhood provides the white-label front-end app and customer support. These two developments reminded the market of the benefits of having the Trump admin.'s backing...+3
Financial AnalysisRobinhood