Caspian
214 posts
Caspian
@Calligraph11663
Stay in the market, never lose your bearings.
NFA เข้าร่วม Şubat 2026
95 กำลังติดตาม87 ผู้ติดตาม
全世界发射量第二高的火箭公司。第一很好，第二页很好。不要二选一，但市场在二选一，我不认为这是正常现象，这是一种不成熟的情绪选择。市场会冷静下来，会看到小火箭，这种不健康的走法不可持续。
陈逸峰@chenyif07159814
@hanking66 仙人你很多观点我都很受教，但rklb的逻辑我没有理解到，可以说下为什么这么看涨么？
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@AshCrypto tbh the SpaceX timeline is brutal in a different way though
at least ETH gave u 8 years of cope
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$100,000 invested in $ETH 8.5 years ago is now worth $130,000.
$100,000 invested in SpaceX 3 days ago is now worth $160,000.
Wasted 8 fucking years for this.
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I can say this with absolute certainty: Investors will only realise they missed out on $MU in 2028.
We did our thing by telling them to research and not look at how much it has run already.
History has shown a few lessons with stocks like these. $NVDA being the greatest example.
AI needs GPUs, CPUs AND HBM. 🫡
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Best guess from me is that SpaceX is down >50% in a year
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🚀 Art of the First Day: SpaceX Edition
$SPCX proved the power of the Art of the First Day.
It opened at $150, and never broke it. True sign of power for an IPO.
Put in a higher low, then broke out thru the $176.52 Day 1 high. That showed FOMO.
Then it cleared $188, and gapped up today and held it. Even more FOMO.
Hit $225.64 this morning. I'm down to 20% of my swing long.
This is why we follow technicals and not opinions.
We all heard the valuation arguments but the price action sent another message from the start.
I'll be covering $SPCX in my free newsletter so make sure you follow along:
💌 t3live.com/rd
And once the stock is trading for more days and we have daily moving averages, we'll be doing more trend analysis work on it.
In the meantime, let's focus on spotting FEAR and FOMO as they come.
You can watch an Art of the First Day video tutorial below.
Scott Redler@RedDogT3
The Art of the First Day - SpaceX Edition $SPCX comes public Friday in its record-setting $1.75 billion IPO. The question is how to trade it? The Art of the First Day answers by focusing on 2 things: -Where fear sets in -Where FOMO sets in You can argue all day about valuation and growth potential. But the the price action will show you where real demand and supply are. That's how we get paid. I've used the Art of the First Day in countless names over the years - everything from $CBRS to $COIN to $HOOD to $META and even oldies like $LNKD and $TWTR. And you can learn it here for free:
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@JohnIdiku99 @Faridatu001 How about $10,000? Won’t you sell it? Lol
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BREAKING: SpaceX, $SPCX, officially surpasses Microsoft to become the 4th largest public company in the world, now worth $2.95 trillion.
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@SpireDomePillar @elonmusk but what plants can do for us by using solar energy lol
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@elonmusk Crazy that plants have worked it out but somehow we can’t.
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@elonmusk @SciGuySpace “if there’s not a new company that enters space, we’ll never be a truly space bearing civilization.”—Elon Musk
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@SciGuySpace Space will be many orders of magnitude bigger than anything on Earth
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$60 billion is more than SpaceX has spent on rockets and spacecraft to date. Just a wild number that reinforces the company’s focus going forward.
SpaceX@SpaceX
SpaceX has exercised the option to acquire @cursor_ai in an all-stock transaction with the goal of building the world’s most useful AI models. For the past few months, SpaceXAI has been jointly training a model with Cursor, which will be released in Cursor and Grok Build soon. We look forward to working closely with the Cursor team to advance our frontier AI capabilities
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About $BE New energy enjoys long-term growth momentum, with wind power, photovoltaic power, energy storage and hydrogen energy as its three core industrial tracks.
Distributed self-contained clean power generation stands out as an emerging high-growth sector.
Bloom Energy is a leading enterprise in the new energy segments of hydrogen energy and distributed energy storage power generation.
Its high-temperature fuel cell technology serves as a critical supporting solution for the consumption of wind and photovoltaic power as well as zero-carbon power supply for AI computing infrastructure.
The company fully benefits from the dual dividends of global energy transition and computing power infrastructure construction, making it a representative growth firm in niche new energy sectors.
Caspian@Calligraph11663
AI data centers are expected to consume more than 600 TWh of electricity in 2026, accounting for 6% of the United States! Data centers are reshaping the pattern of electricity demand. I believe we can build positions in $BE in batches from now until the end of this year with high certainty. This is especially suitable for investors who have profited handsomely yet feel wary of the overvalued storage sector. Here is a fact-based analysis: —Demand: AI data centers are expected to consume over 600 TWh of electricity in 2026, accounting for 6% of total national power usage. U.S. commercial electricity demand growth has been revised up to 5%, driven almost entirely by data centers. —Sector shift: Power utilities are evolving from cyclical stocks into dual-asset plays: AI infrastructure plus defensive high-dividend stocks, bringing strong growth certainty. —Capital flow: Top institutions including Goldman Sachs and Morgan Stanley have been increasing their holdings in power stocks since Q4 2025, as the sector remains significantly underweighted.
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