---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/43163981.md"
description: "Let me reiterate: the current US stock market bubble is huge; stock price fluctuations have nothing to do with fundamentals.Just like the recent 'Magnificent Seven', their rise is purely due to capital rotation into older stocks, not because the Seven's performance was explosive.So you can see Microsoft surging, Amazon surging, and even Meta crashing first and now recovering almost completely—it's simply a matter of capital rotation.So how should we characterize SpaceX as a stock? Is it a high-quality stock with strong fundamentals? Definitely not. Is it a stock that has been hyped in a previous round? Yes. But now that it has broken its IPO price, the bubble isn't that big anymore, and the upside is full of trapped investors (bagholders).So what will its trend be under these circumstances? It will inevitably surge then fall back, replicating the trend of CRCL's first earnings report. So I choose to buy now, place a night session sell order, and just sit back waiting to collect profits.Finally, at this stage, be cautious about buying long-term options. It's 2026, not 2024 or 2025. Buying long-term is still gambling; if it grinds down for a year, it goes to zero.$SpaceX(SPCX.US)"
datetime: "2026-08-03T15:03:42.000Z"
locales:
  - [en](https://longbridge.com/en/topics/43163981.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/43163981.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/43163981.md)
author: "[股神小顾](https://longbridge.com/en/profiles/13638348.md)"
---

# Let me reiterate: the current US stock market bubb…


### Related Stocks

- [SPCX.US](https://longbridge.com/en/quote/SPCX.US.md)
- [MSFT.US](https://longbridge.com/en/quote/MSFT.US.md)
- [AMZN.US](https://longbridge.com/en/quote/AMZN.US.md)
- [META.US](https://longbridge.com/en/quote/META.US.md)
- [CRCL.US](https://longbridge.com/en/quote/CRCL.US.md)
- [MSFL.US](https://longbridge.com/en/quote/MSFL.US.md)
- [MSFO.US](https://longbridge.com/en/quote/MSFO.US.md)
- [MSFD.US](https://longbridge.com/en/quote/MSFD.US.md)
- [MSFU.US](https://longbridge.com/en/quote/MSFU.US.md)
- [MSFX.US](https://longbridge.com/en/quote/MSFX.US.md)
- [MSFY.US](https://longbridge.com/en/quote/MSFY.US.md)
- [AMZU.US](https://longbridge.com/en/quote/AMZU.US.md)
- [UXSD.SG](https://longbridge.com/en/quote/UXSD.SG.md)

## Comments (29)

- **announce · 2026-08-04T14:08:12.000Z**: As expected, a contrarian indicator
- **幻想日进斗金 · 2026-08-04T05:33:22.000Z · 👍 1**: Can I still buy US stocks now? I was thinking of adding to my position.
  - **卖飞专业户** (2026-08-04T05:33:48.000Z): You can buy, you can buy. Turn on the 🇭🇰 card and set the 🪜 to global mode, give it a try.
- **不要频繁浇花 · 2026-08-04T02:39:29.000Z**: Makes sense. Long the Nasdaq.
- **精神科主任普京 · 2026-08-04T02:12:59.000Z**: Warren Buffett, if you ever get bullish on Microsoft, please let us know~It's currently my largest holding; small retail investors can't withstand major market volatility.
- **价投&值资 · 2026-08-03T20:18:49.000Z**: Xiao Gu, what price did you set for the night session sell order?
- **休.生.開 · 2026-08-03T18:45:21.000Z**: Watch you make a comeback
- **好食 · 2026-08-03T16:35:07.000Z**: Buy HSBC.
- **股魔大霍 · 2026-08-03T16:16:51.000Z**: I partially agree, but the bubble is still quite large.
- **bradj · 2026-08-03T15:53:28.000Z**: How about selling long-dated options?
- **飞翔的马兰开花 · 2026-08-03T15:43:32.000Z · 👍 3**: How to solve magic problems
  - **momoM** (2026-08-04T03:18:32.000Z): 搞一张 hk📱卡
- **浩浩荡荡地 · 2026-08-03T15:34:05.000Z · 👍 1**: Teacher, can we buy some HSBC! Can you bring HSBC down to half the price?
- **人民艺术家 · 2026-08-03T15:29:06.000Z**: The problem is, you predicted so accurately, why did you miss the rally four times in a row? As soon as you left last Friday, Meta took off.
- **Shanzha · 2026-08-03T15:14:15.000Z · 👍 4**: Gu Shen has improved. The analysis is well-founded, with less chicken soup.
- **黑化的交易员 · 2026-08-03T15:12:57.000Z · 👍 1**: I'm really done with this. The hedging I did tonight was a complete waste of time. I won't make any moves unless the 'gods' give the word.
- **山巅资本 · 2026-08-03T15:11:28.000Z**: I saw the Old Gods coming, so I sold a few calls. It seems like I made a profit now.
- **loki · 2026-08-03T15:06:33.000Z**: Space is doomed
- **加杠杆做多中国 · 2026-08-03T15:06:18.000Z**: Short meta
- **股神小顾 · 2026-08-03T15:06:06.000Z · 👍 1**: Just treat the US stock 'Magnificent Seven' as A-share dividend stocks.
  - **素时听风** (2026-08-03T15:24:58.000Z): I agree with this point. Those that rose first are dumped first, while those that fell first rise later, regardless of whether earnings are good or bad, and regardless of whether AI spending increases