---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/42840550.md"
description: "$SpaceX(SPCX.US) is the only tech company with certainty that will definitely exist in ten years and is expected to get better and better, or rather, a future ticket. But its price is too expensive, suitable only for long-term holding. The only major bearish factor is if Elon Musk passes away.$SK Hynix(SKHY.US)$Sandisk(SNDK.US)$Micron Tech(MU.US)$Taiwan Semiconductor(TSM.US) Many institutions say chips and memory chips are cyclical industries, which can only be described as carving a mark on the boat to find the sword. AI, autonomous driving, robots, etc., all see exponential explosive growth for chips, and AI itself iterates exponentially. Even if hardware prices pull back, future demand will grow exponentially.$Oracle(ORCL.US) I remain consistently bearish on 'Bone Dissolving Man' (Oracle), unless the cash flow breakage materializes as a concrete negative event. At that time, the stock price might conservatively drop to around $60, and then buy.$XL2CSOPHYNIX(07709.HK)$XL2CSOPSMSN(07747.HK) I still say this: apart from the US stock market, do not touch other garbage markets; the risk is too high. Do not touch options either, unless you have inside information."
datetime: "2026-07-22T01:07:43.000Z"
locales:
  - [en](https://longbridge.com/en/topics/42840550.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/42840550.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/42840550.md)
author: "[超级无敌大牛子](https://longbridge.com/en/profiles/11392570.md)"
---

# $SpaceX(SPCX.US) is the only tech company with cer…


### Related Stocks

- [SPCX.US](https://longbridge.com/en/quote/SPCX.US.md)
- [ORCL.US](https://longbridge.com/en/quote/ORCL.US.md)
- [MU.US](https://longbridge.com/en/quote/MU.US.md)
- [TSM.US](https://longbridge.com/en/quote/TSM.US.md)
- [07709.HK](https://longbridge.com/en/quote/07709.HK.md)
- [UXSD.SG](https://longbridge.com/en/quote/UXSD.SG.md)
- [ORCL-D.US](https://longbridge.com/en/quote/ORCL-D.US.md)

## Comments (8)

- **就是爱妮 · 2026-07-22T15:47:13.000Z**: Where does spcx get its certainty from? 😅
- **威鳳霖雨 · 2026-07-22T13:58:00.000Z**: The name fits the content.
- **edkk · 2026-07-22T06:19:38.000Z**: ORCL looks so weak?
- **涅槃重生 · 2026-07-22T02:49:38.000Z · 👍 9**: Boss, show us your return rate for this year, and then I'll evaluate whether what you said is correct?
- **BadgerWang · 2026-07-22T01:38:06.000Z**: Indeed
- **道可道99 · 2026-07-22T01:19:15.000Z**: Bullish
  - **超级无敌大牛子** (2026-07-22T01:39:40.000Z): Call 🐮 Bro
  - **道可道99** (2026-07-22T02:04:18.000Z): Haha, Brother Niu 🥹