SpaceX Surges 9.7% — Is AI Becoming Its Top Business Segment by September Realistic?

SpaceX +9.65%, extending the post-lockup rally. The trigger: Musk forecasting AI becomes its largest segment by September, far sooner than assumed — moving the valuation story from launch and Starlink to compute. The debut print: revenue +92% YoY, a beat; AI losses narrowing faster than expected; AI capex running hot, first flagged as a problem, now read as front-loaded spend. Cathie Wood added on the pullback; JPMorgan reset its target. Value SpaceX on Starlink and launch cash flow, or on AI compute optionality?

+ Follow

+162

TigerClub

08-17 18:30

【Live Recap】🚨Ross Cut AI in June — Here’s Where He Sees the Next Opportunity

Speaker: Ross Dong @Ross_Macro_Trading (Founder of Gongxing Academy and Partner at Morning Cloud Asset Management)Live Date: August 12, 2026 Ross Dong remains bullish on AI as a long-term technology cycle—but that did not stop his fund from cutting semiconductor and AI exposure in June. In this livestream, Ross explained the warning signals behind that decision, why he still sees selective upside in U.S. equities, and where he is gradually putting cash back to work—from hyperscalers and financials to power, energy and other less-crowded parts of the AI value chain. Want a deeper dive? We broke this session into 4 full recap articles: Live Recap 1: Why

【Live Recap】🚨Ross Cut AI in June — Here’s Where He Sees the Next Opportunity

Tiger_comments

08-17 15:25

From RMB 7,000 to RMB 10 Million: Niu Lai Goes Viral as Anthropic Prices in 2028

The viral Chinese animated film Niu Lai and Anthropic’s potential mega-IPO may appear completely unrelated, but both reveal the same market behavior: once people believe future attention, revenue and scale will keep expanding, prices can move far ahead of current quality or profits. Hype can create a valuation, but only cash flow can defend it. The Weekend’s Biggest Surprise Was a Movie Called Niu Lai Anyone who spent time on Chinese social media over the weekend probably saw clips or memes about Niu Lai (《牛来》). The animated film opened on August 5 with almost no promotion and only two core creators. After nine days in theaters, it had earned just RMB 7,169, while nationwide daily screenings had fallen to only 21. Then its rough 3D modeling, stiff animation and unusual dialogue started cir

From RMB 7,000 to RMB 10 Million: Niu Lai Goes Viral as Anthropic Prices in 2028

Maverick AI

08-14

Now it's time for Defense? US Missile Stocks Are Running Low: The Next Defense Trade Is Restocking

Defense stocks have already rallied on higher budgets, Europe rearmament, drones and missile defense.$RTX Corp(RTX)$$Lockheed Martin(LMT)$$Northrop Grumman(NOC)$$Boeing(BA)$ The next theme may be simpler: the US needs to rebuild missile inventories. Recent conflicts have turned a long-known production gap into an urgent supply problem. Citrini Research notes that US missile and interceptor use over a five-month period exceeded any full year since the Gulf War. Air defense is the clearest case. CSIS estimates the Iran conflict consumed about 65% of pre-war US Patr

Now it's time for Defense? US Missile Stocks Are Running Low: The Next Defense Trade Is Restocking

Maverick AI

08-13

CoreWeave Q2: Faster Builds, Better Margins, More Debt

$CoreWeave, Inc.(CRWV)$ shares rose after its Q2 2026 results. Revenue grew 112%, but the key gain was faster power and GPU roll-out. Adjusted operating margin also rose from its Q1 low.$Tradr 2X Long CRWV Daily ETF(CWVX)$$Leverage Shares 2X Long CRWV Daily ETF(CRWG)$$Leverage Shares 2X Long CRWV Daily ETF(CRWG)$ Demand remains strong and near-term supply is sold out. Yet debt, interest and future depreciation keep rising. 1. Sales grew fast, with more gains due in H2 Q2 revenue was $2.58 billion, up 112% year on year and 24% from Q1. The result was close to

CoreWeave Q2: Faster Builds, Better Margins, More Debt

SG DLC News

08-13

DLC Weekly Recap | Top Gainers & Losers

For period 5 to 12 August: $SpaceX 3xLongSG280707(WK4W.SI)$ was the top gainer, rising 122% for the week as $SpaceX(SPCX)$ rallied close to 35% over the same period after plunging the day before on its earnings announcement. $YZJ 5xLongSG280413(R18W.SI)$ was a close second, buoyed by $Yangzijiang Shipbuilding Holdings, Ltd.(YGSHY)$ 's 19% surge. Check latest list for Top Movers for the day in our website home page on dlc.socgen.com This advertisement has not been reviewed by the Monetary Authority of Singapore. This advertisement is distributed by Société Générale, Singapore Branch. This advertisement does not for

DLC Weekly Recap | Top Gainers & Losers

SPOT_ON

08-14

BUY UNDERVALUED ADOBE CHEAP

MasterWU

08-13

SPCX: The Rebound Time is Coming

Hello everyoone! Great timing--after my "bullish now for $SpaceX(SPCX)$" call last week, it has risen over 40%. Following the roadmap pretty well. First target: $170. MPW Mid-week Update Posted: (1) hope you caught that pent-up move from $SpaceX(SPCX)$, as I identified & marked on the chart real time. (2) also, with VIX closed at the lowest level of 2026, the boring summer may be over.

SPCX: The Rebound Time is Coming

SPOT_ON

08-13

STARHUB ROCKET STARTING!!

JC888

08-06

SPCX falls further after Earnings out !

Now that $SpaceX(SPCX)$ Q2 2026 earnings are out, let’s take a look and see whether the post I had shared yesterday holds true. Click here ! for yesterday’s post. In its first earnings report since going public on 12 Jun 2026, SPCX revenue nearly doubled, fueled by its booming Starlink satellite communications and AI businesses, but executives flagged the spending spree underpinning its lofty ambitions ‌is far from over. The company led by Elon Musk said: It expected a $100 billion revenue run-rate by December 2026, Promised a less than one-year payback on new capital deployments for AI compute, and Forecast it would launch at least 1,000 next-generation V3 Starlink satellite

SPCX falls further after Earnings out !

TigerOptions

08-11

Why Rocket Lab’s Record Backlog Cannot Remove Neutron’s Timing Risk

$Rocket Lab USA, Inc.(RKLB)$ produced record revenue and backlog in the second quarter, demonstrating that it has become much more than a small-rocket operator. Nevertheless, the market remains focused on Neutron, the reusable medium-lift rocket intended to move Rocket Lab into larger commercial and national-security missions. Rocket Lab reported after the August 10 close for the quarter ended June 30. Revenue increased 62% year over year to $234.1 million, driven mainly by product revenue nearly doubling to $181.3 million. Backlog rose 137% to $2.36 billion, and the company guided for third-quarter revenue of $250–$265 million. Rocket Lab’s official second-quarter release provides the results, contract awards and forecast. The bullish thesis is v

Why Rocket Lab’s Record Backlog Cannot Remove Neutron’s Timing Risk

JC888

08-04

SPCX : Set to fall further after $100 ?

On the 2nd last day of July 2026, I have shared a post by $Morgan Stanley(MS)$ Adam Jonas warning that $SpaceX(SPCX)$ might fall to $100 per share. click here ! to read the post. When the post was out on 30 Jul 2026 , SPCX’s then share price was $113.50 /share. By the time Fri, 31 Jul 2026 was here, SPCX closed off the month, at $108.37; losing -4.52% from the post’s earlier stock price of $113.50. It wasn’t too long ago that the space technology company founded by the world's richest person, Musk, set the record for the largest IPO in history. For a moment, it be

SPCX : Set to fall further after $100 ?

Marktomarket

08-11

Nvidia Wants US$500 Billion. The Market Started Asking Where the Money Comes From

Hello. The biggest story last night was Nvidia out raising money: it is working with Blackstone, BlackRock, Goldman Sachs, KKR and others on a consortium to fund AI infrastructure, for as much as US$500 billion, to be spent on AI chips, power generation and data centres. $英伟达(NVDA)$ fell 2.86 per cent on the news. It didn't fall because demand is short. It fell because people have started to wonder whether Nvidia is creating that demand itself: it has signed agreements worth hundreds of billions of dollars with participants across the AI ecosystem, lifting overall demand and valuations, while those counterparties themselves depend on the AI boom staying alive. That structure has a name. Circular financing. Jensen Huang answered on

Nvidia Wants US$500 Billion. The Market Started Asking Where the Money Comes From

Mrzorro

08-11

SpaceX Bulls Spar With Bears After Seeing Biggest Short Volume $Space Exploration Technologies Corp(SPCX)$ attracted the biggest short volume among stocks tracked but even that failed to overwhelm a powerful wave of buying that followed the post-lockup rebound. Trading in borrowed SpaceX shares climbed more than 35% to 46.2 million shares Friday, the highest among stocks with a market capital of more than $5 billion tracked. The daily short volume surged as the stock rallied 15.8% that day, strengthening the case for bears to close out their positions and avoid the risk of a squeeze. Shares swung between gains and losses Monday morning after briefly climbing above its IPO price of 135. The rebound from the stock's record low cont

koolgal

08-10

SpaceX vs Rocket Lab: David vs Goliath - Which is a Better Buy?

🌟🌟🌟Forget about the standard tech rivalries. The ultimate billionaire space race has officially entered the public stock market. Which is a better buy: $SpaceX(SPCX)$ or $Rocket Lab USA, Inc.(RKLB)$ ?. This is an agonising high stakes choice. Do you ride with the undisputed dominant industry ruler or place your bets on the scrappy hyper aggressive underdog? Let's pit Rocket Lab against its big brother SpaceX to see which asset is truly the better buy for your hard-earned cash. David vs Goliath (Rocket Lab vs SpaceX) Rocket Lab's market capitalisation is USD 49.5 billion vs SpaceX USD 1.75 trillion. Quarterly revenue Q2 2026: Rocket Lab is USD 231

SpaceX vs Rocket Lab: David vs Goliath - Which is a Better Buy?

Tiger_comments

08-07

SpaceX Rallies 6% After Its Lockup Expiration: Is the Next Opportunity in Space Stocks? SpaceX has finally given the public space sector something it has long lacked: a genuine valuation anchor. On August 6, approximately 911.5 million SpaceX shares became eligible for trading. Investors feared that employees and early shareholders would rush to sell, yet after plunging nearly 14% the previous day, $SpaceX(SPCX)$ rebounded 6.1% to close at $114.92. This does not mean the selling pressure is over. By December 8, tradable shares could rise to roughly 40% of SpaceX’s total shares outstanding, leaving the stock exposed to further supply and volatility. Reuters But the more interesting signal came from the rest of the sector.

flyuphigh

08-07

🚀 $SpaceX(SPCX)$ : From Garage Rockets to Trillion-Dollar Rocket Ship (and the Wild Ride Ahead) Picture this: A company that once almost went bankrupt building rockets that exploded on the pad is now a publicly traded beast (ticker: SPCX) that just reported its first earnings as a public company and is actively trying to catch a 50-story stainless-steel skyscraper falling from the sky with giant mechanical arms. Welcome to SpaceX in August 2026 — where the absurd has become the business plan. The Origin Story (Abridged & Entertaining Version) Elon Musk started SpaceX in 2002 with the modest goal of “making life multiplanetary.” Early days involved a lot of “RUD” (Rapid Unscheduled Disassembly — SpaceX-speak for “the rocket blew up”). Falc

Marktomarket

08-07

The Lock-Up Shoe Dropped. The Guidance One Is Still in the Air.

Hello. The largest first tranche of any IPO lock-up in US market history came free last night: 911.5 million $SpaceX(SPCX)$ insider shares became eligible to sell, taking the freely tradable count from about 639 million to roughly 1.55 billion in one step. The shares rose 6.14 per cent. The day the selling actually happened wasn't last night. It was the day before. On Wednesday the stock fell 13.61 per cent on about 200 million shares, the heaviest turnover since 18 June; last night volume hit 251 million and set another high, yet the price went up. Heavier volume than Wednesday, and the price went the other way — the people who wanted to sell had mostly finished on Wednesday. Someone went back through three comparable cases: in ea

The Lock-Up Shoe Dropped. The Guidance One Is Still in the Air.

Young_on_stocks

08-05

AMD and SpaceX Beat Expectations—So Why Did Both Stocks Sell Off?

AMD fell as much as 7% after hours, while SpaceX dropped about 6%. The earnings reports were not bad. The problem was that neither stock had been priced for a normal beat. AMD came into earnings with expectations set too high. SpaceX is simply spending money too fast. AMD: The Surprise Had Already Been Priced In AMD reported second-quarter revenue of $11.54 billion, up 50% year over year, with adjusted EPS of $1.66. The company also guided for roughly $13 billion in third-quarter revenue. Data center revenue reached $6.72 billion, up 107%, as both EPYC CPUs and Instinct accelerators continued to ramp. Put these numbers on almost any other semiconductor company, and investors would have very little to complain about. AMD still got hit after hours. The first reason was simple: the stock had

AMD and SpaceX Beat Expectations—So Why Did Both Stocks Sell Off?

WallStreet_Tiger

08-06

🎁What the Tigers Say | AI Ambition Comes at a Cost

Hi Tigers 🐯, Welcome to "What the Tigers say." 👋 This week's earnings season put the AI spending question front and center, with $SpaceX(SPCX)$'s first-ever quarterly print and $Tesla Motors(TSLA)$'s Q2 results both beating on growth while capex and margins raised eyebrows. The community dug straight into whether that spending spree can actually justify today's valuations. Before today's session played out, the community was already doing the heavy lifting. Let's rewind to the three sharpest takes from @JC888, @Maverick AI, and

🎁What the Tigers Say | AI Ambition Comes at a Cost

Mrzorro

08-08

SpaceX Options Flash Extreme Risk With Put Volatility Near 2,000% $Space Exploration Technologies Corp(SPCX)$ options are pricing extreme near-term uncertainty, with implied volatility for zero-days-to- expiration (ODTE) put options expiring approaching 2,000% at some strikes following the company's first major lock-up expiration. Traders are paying a steep premium for immediate downside protection after the first major lockup expiration yesterday released as many as 911.5 million shares—more than doubling the shares that are available for trading. Amid an 11% share price advance, the short-dated options market continues to price concentrated event risk. For Friday's expiration the put volatility smile still surges at higher stri

{"data":{"themeId":"ed4e12205bf34b65a986ea968dd36ee0","name":"SpaceX Surges 9.7% — Is AI Becoming Its Top Business Segment by September Realistic?","description":"SpaceX +9.65%, extending the post-lockup rally. The trigger: Musk forecasting AI becomes its largest segment by September, far sooner than assumed — moving the valuation story from launch and Starlink to compute. The debut print: revenue +92% YoY, a beat; AI losses narrowing faster than expected; AI capex running hot, first flagged as a problem, now read as front-loaded spend. Cathie Wood added on the pullback; JPMorgan reset its target. Value SpaceX on Starlink and launch cash flow, or on AI compute optionality?","image":"https://community-static.tradeup.com/news/187a191e57cb1313b5da2207a50ecb19","type":0,"style":1,"follow":false,"createTime":1778593696791,"userCounts":162,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":ed4e12205bf34b65a986ea968dd36ee0}&rnconfig={\"headerBarHidden\": true}","subscribe":false,"allowSubscriptionFinancial":false,"subscriberCount":5,"allowFollow":true,"hasReward":true,"rewardScore":1000,"rewardValidDate":1786809600000,"rewardEnd":true,"symbols":[],"tweetCounts":1318,"categoryId":"7a15628ce2174325bddc6229505e0d70","options":[],"votedOptionId":"","totalUserCount":0,"followStatus":false,"themeName":"SpaceX Surges 9.7% — Is AI Becoming Its Top Business Segment by September Realistic?","tweetAmount":1318,"imageIsDefault":false,"aiDerivativeIssues":[]},"tab":"essen","allList":[{"id":597737150984320,"gmtCreate":1786962620421,"gmtModify":1786962655404,"author":{"id":"3527667671414981","authorId":"3527667671414981","name":"TigerClub","avatar":"https://static.tigerbbs.com/c0f6fba0673df1de1c5c31bb2b4f6d4e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667671414981","idStr":"3527667671414981"},"themes":[],"title":"【Live Recap】🚨Ross Cut AI in June — Here’s Where He Sees the Next Opportunity","htmlText":"Speaker: Ross Dong <a target=\"_blank\" href=\"https://ttm.financial/U/4109728230443400\">@Ross_Macro_Trading</a> (Founder of Gongxing Academy and Partner at Morning Cloud Asset Management)Live Date: August 12, 2026 Ross Dong remains bullish on AI as a long-term technology cycle—but that did not stop his fund from cutting semiconductor and AI exposure in June. In this livestream, Ross explained the warning signals behind that decision, why he still sees selective upside in U.S. equities, and where he is gradually putting cash back to work—from hyperscalers and financials to power, energy and other less-crowded parts of the AI value chain. Want a deeper dive? We broke this session into 4 full recap articles: <a target=\"_blank\" href=\"https://ttm.financial/post/596365383434264\">Live Recap 1: Why </a>","listText":"Speaker: Ross Dong <a target=\"_blank\" href=\"https://ttm.financial/U/4109728230443400\">@Ross_Macro_Trading</a> (Founder of Gongxing Academy and Partner at Morning Cloud Asset Management)Live Date: August 12, 2026 Ross Dong remains bullish on AI as a long-term technology cycle—but that did not stop his fund from cutting semiconductor and AI exposure in June. In this livestream, Ross explained the warning signals behind that decision, why he still sees selective upside in U.S. equities, and where he is gradually putting cash back to work—from hyperscalers and financials to power, energy and other less-crowded parts of the AI value chain. Want a deeper dive? We broke this session into 4 full recap articles: <a target=\"_blank\" href=\"https://ttm.financial/post/596365383434264\">Live Recap 1: Why </a>","text":"Speaker: Ross Dong @Ross_Macro_Trading (Founder of Gongxing Academy and Partner at Morning Cloud Asset Management)Live Date: August 12, 2026 Ross Dong remains bullish on AI as a long-term technology cycle—but that did not stop his fund from cutting semiconductor and AI exposure in June. In this livestream, Ross explained the warning signals behind that decision, why he still sees selective upside in U.S. equities, and where he is gradually putting cash back to work—from hyperscalers and financials to power, energy and other less-crowded parts of the AI value chain. Want a deeper dive? We broke this session into 4 full recap articles: Live Recap 1: Why","images":[{"img":"https://community-static.tradeup.com/news/599ae54a2c89313ba7b3a8424f0ec4db"},{"img":"https://community-static.tradeup.com/news/c926220e4bd4087cc8d29c351ff4cc8e"},{"img":"https://community-static.tradeup.com/news/d111b5aa17b25ed210bb96ae4effdeae"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":44,"commentSize":2,"repostSize":3,"link":"https://ttm.financial/post/597737150984320","isVote":1,"tweetType":1,"viewCount":1353,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[{"author":{"id":"4246011378926002","authorId":"4246011378926002","name":"Jerry Lam","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"4246011378926002","idStr":"4246011378926002"},"content":"I would pick ⚡ Power and energy, while retaining a portion of AI core positions. The biggest bottleneck in the next stage of AI may not be just GPU, but power, data center capacity and infrastructure construction speed. The demand for computing power continues to grow, and eventually it will fall to the real power grid, power generation and energy supply. Compared with popular AI software and chips, this line may be less congested. After the recent AI adjustment, I won't be in a hurry to bargain for the bottom with a full warehouse, but I prefer the next callback such as continuing to take the core AI warehouse + increasing energy/industrial exposure + retaining cash. Bottom line: the AI story is still there, but the people who make money in the next stage are not necessarily the only people who sell chips, but also the people who \"power\" AI.","text":"I would pick ⚡ Power and energy, while retaining a portion of AI core positions. The biggest bottleneck in the next stage of AI may not be just GPU, but power, data center capacity and infrastructure construction speed. The demand for computing power continues to grow, and eventually it will fall to the real power grid, power generation and energy supply. Compared with popular AI software and chips, this line may be less congested. After the recent AI adjustment, I won't be in a hurry to bargain for the bottom with a full warehouse, but I prefer the next callback such as continuing to take the core AI warehouse + increasing energy/industrial exposure + retaining cash. Bottom line: the AI story is still there, but the people who make money in the next stage are not necessarily the only people who sell chips, but also the people who \"power\" AI.","html":"I would pick ⚡ Power and energy, while retaining a portion of AI core positions. The biggest bottleneck in the next stage of AI may not be just GPU, but power, data center capacity and infrastructure construction speed. The demand for computing power continues to grow, and eventually it will fall to the real power grid, power generation and energy supply. Compared with popular AI software and chips, this line may be less congested. After the recent AI adjustment, I won't be in a hurry to bargain for the bottom with a full warehouse, but I prefer the next callback such as continuing to take the core AI warehouse + increasing energy/industrial exposure + retaining cash. Bottom line: the AI story is still there, but the people who make money in the next stage are not necessarily the only people who sell chips, but also the people who \"power\" AI."},{"author":{"id":"3581734406950755","authorId":"3581734406950755","name":"Shyon","avatar":"https://static.tigerbbs.com/2a3423cbda71d7a89cd2f2f2d6744330","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"3581734406950755","idStr":"3581734406950755"},"content":"I agree with @Ross_Macro_Trading distinction between being bullish on AI long term and being fully invested at every price. The AI cycle still has years to run, but after the huge semiconductor rally, risk management and valuation matter more. I’d rather accumulate quality names on pullbacks than chase parabolic moves. What interests me most is the next layer of the AI ecosystem, especially power, energy and infrastructure. AI data centres cannot scale without electricity and grid upgrades, so names like $Vistra Energy Corp.(VST)$ and $Constellation Energy Corp(CEG)$ could offer a less crowded way to benefit from the same trend. I’m also keeping hyperscalers and financials on my radar. I’m still bullish on semiconductors and would continue using pullbacks to DCA, but I’m becoming more selective on entry points. The biggest takeaway for me: AI can be a great long-term thesis, but a great company isn’t necessarily a great buy at any price. 📈 @Tiger_comments @TigerStars @TigerClub","text":"I agree with @Ross_Macro_Trading distinction between being bullish on AI long term and being fully invested at every price. The AI cycle still has years to run, but after the huge semiconductor rally, risk management and valuation matter more. I’d rather accumulate quality names on pullbacks than chase parabolic moves. What interests me most is the next layer of the AI ecosystem, especially power, energy and infrastructure. AI data centres cannot scale without electricity and grid upgrades, so names like $Vistra Energy Corp.(VST)$ and $Constellation Energy Corp(CEG)$ could offer a less crowded way to benefit from the same trend. I’m also keeping hyperscalers and financials on my radar. I’m still bullish on semiconductors and would continue using pullbacks to DCA, but I’m becoming more selective on entry points. The biggest takeaway for me: AI can be a great long-term thesis, but a great company isn’t necessarily a great buy at any price. 📈 @Tiger_comments @TigerStars @TigerClub","html":"I agree with @Ross_Macro_Trading distinction between being bullish on AI long term and being fully invested at every price. The AI cycle still has years to run, but after the huge semiconductor rally, risk management and valuation matter more. I’d rather accumulate quality names on pullbacks than chase parabolic moves. What interests me most is the next layer of the AI ecosystem, especially power, energy and infrastructure. AI data centres cannot scale without electricity and grid upgrades, so names like $Vistra Energy Corp.(VST)$ and $Constellation Energy Corp(CEG)$ could offer a less crowded way to benefit from the same trend. I’m also keeping hyperscalers and financials on my radar. I’m still bullish on semiconductors and would continue using pullbacks to DCA, but I’m becoming more selective on entry points. The biggest takeaway for me: AI can be a great long-term thesis, but a great company isn’t necessarily a great buy at any price. 📈 @Tiger_comments @TigerStars @TigerClub"}],"imageCount":9,"langContent":"EN","totalScore":0},{"id":597691293216912,"gmtCreate":1786951505258,"gmtModify":1786951538456,"author":{"id":"3501196737273098","authorId":"3501196737273098","name":"Tiger_comments","avatar":"https://community-static.tradeup.com/news/227887b200e9925968650d5db4a8bfb3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3501196737273098","idStr":"3501196737273098"},"themes":[],"title":"From RMB 7,000 to RMB 10 Million: Niu Lai Goes Viral as Anthropic Prices in 2028","htmlText":"The viral Chinese animated film Niu Lai and Anthropic’s potential mega-IPO may appear completely unrelated, but both reveal the same market behavior: once people believe future attention, revenue and scale will keep expanding, prices can move far ahead of current quality or profits. Hype can create a valuation, but only cash flow can defend it. The Weekend’s Biggest Surprise Was a Movie Called Niu Lai Anyone who spent time on Chinese social media over the weekend probably saw clips or memes about Niu Lai (《牛来》). The animated film opened on August 5 with almost no promotion and only two core creators. After nine days in theaters, it had earned just RMB 7,169, while nationwide daily screenings had fallen to only 21. Then its rough 3D modeling, stiff animation and unusual dialogue started cir","listText":"The viral Chinese animated film Niu Lai and Anthropic’s potential mega-IPO may appear completely unrelated, but both reveal the same market behavior: once people believe future attention, revenue and scale will keep expanding, prices can move far ahead of current quality or profits. Hype can create a valuation, but only cash flow can defend it. The Weekend’s Biggest Surprise Was a Movie Called Niu Lai Anyone who spent time on Chinese social media over the weekend probably saw clips or memes about Niu Lai (《牛来》). The animated film opened on August 5 with almost no promotion and only two core creators. After nine days in theaters, it had earned just RMB 7,169, while nationwide daily screenings had fallen to only 21. Then its rough 3D modeling, stiff animation and unusual dialogue started cir","text":"The viral Chinese animated film Niu Lai and Anthropic’s potential mega-IPO may appear completely unrelated, but both reveal the same market behavior: once people believe future attention, revenue and scale will keep expanding, prices can move far ahead of current quality or profits. Hype can create a valuation, but only cash flow can defend it. The Weekend’s Biggest Surprise Was a Movie Called Niu Lai Anyone who spent time on Chinese social media over the weekend probably saw clips or memes about Niu Lai (《牛来》). The animated film opened on August 5 with almost no promotion and only two core creators. After nine days in theaters, it had earned just RMB 7,169, while nationwide daily screenings had fallen to only 21. Then its rough 3D modeling, stiff animation and unusual dialogue started cir","images":[{"img":"https://community-static.tradeup.com/news/c0d99c977b1663c8071644f620b5929a"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":30,"commentSize":2,"repostSize":1,"link":"https://ttm.financial/post/597691293216912","isVote":1,"tweetType":1,"viewCount":14628,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4194184698932812","authorId":"4194184698932812","name":"苏36","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"4194184698932812","idStr":"4194184698932812"},"content":"My Take: D — Wait I'm bullish on Anthropic and AI, but if the IPO approaches a $2 trillion valuation, I'd rather wait. The key question isn't whether Anthropic is a great company — it's whether the price already assumes too much future growth. Investors are essentially paying today for huge 2028 revenue, while Anthropic still needs to prove that rapid growth can translate into sustainable margins and cash flow. I would watch the IPO valuation, revenue growth, customer concentration and free cash flow first. Great company, but price matters. I'd rather buy after the hype and let the numbers prove the story. @Tiger_comments [真香]","text":"My Take: D — Wait I'm bullish on Anthropic and AI, but if the IPO approaches a $2 trillion valuation, I'd rather wait. The key question isn't whether Anthropic is a great company — it's whether the price already assumes too much future growth. Investors are essentially paying today for huge 2028 revenue, while Anthropic still needs to prove that rapid growth can translate into sustainable margins and cash flow. I would watch the IPO valuation, revenue growth, customer concentration and free cash flow first. Great company, but price matters. I'd rather buy after the hype and let the numbers prove the story. @Tiger_comments [真香]","html":"My Take: D — Wait I'm bullish on Anthropic and AI, but if the IPO approaches a $2 trillion valuation, I'd rather wait. The key question isn't whether Anthropic is a great company — it's whether the price already assumes too much future growth. Investors are essentially paying today for huge 2028 revenue, while Anthropic still needs to prove that rapid growth can translate into sustainable margins and cash flow. I would watch the IPO valuation, revenue growth, customer concentration and free cash flow first. Great company, but price matters. I'd rather buy after the hype and let the numbers prove the story. @Tiger_comments [真香]"},{"author":{"id":"3581734406950755","authorId":"3581734406950755","name":"Shyon","avatar":"https://static.tigerbbs.com/2a3423cbda71d7a89cd2f2f2d6744330","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"3581734406950755","idStr":"3581734406950755"},"content":"I think the comparison between Niu Lai and Anthropic is surprisingly relevant: both show how quickly markets can reprice once expectations of future scale take over. Anthropic’s growth is impressive, but a potential $2 trillion valuation requires strong confidence that its 2028 revenue can translate into sustainable margins and cash flow. Personally, I’d rather not chase the IPO purely on hype. I’m more interested in AMZN and GOOGL as indirect beneficiaries through equity stakes and cloud demand, while keeping an eye on PLTR, NET and SPCX. A successful Anthropic IPO could reinforce premium valuations across AI growth stocks. For me, AI demand is clearly real. The bigger question is how much future growth is already priced in. I remain bullish on enterprise AI, but I’d rather see revenue, margins and cash flow catch up before paying almost any price. @TigerStars @Tiger_comments @TigerClub","text":"I think the comparison between Niu Lai and Anthropic is surprisingly relevant: both show how quickly markets can reprice once expectations of future scale take over. Anthropic’s growth is impressive, but a potential $2 trillion valuation requires strong confidence that its 2028 revenue can translate into sustainable margins and cash flow. Personally, I’d rather not chase the IPO purely on hype. I’m more interested in AMZN and GOOGL as indirect beneficiaries through equity stakes and cloud demand, while keeping an eye on PLTR, NET and SPCX. A successful Anthropic IPO could reinforce premium valuations across AI growth stocks. For me, AI demand is clearly real. The bigger question is how much future growth is already priced in. I remain bullish on enterprise AI, but I’d rather see revenue, margins and cash flow catch up before paying almost any price. @TigerStars @Tiger_comments @TigerClub","html":"I think the comparison between Niu Lai and Anthropic is surprisingly relevant: both show how quickly markets can reprice once expectations of future scale take over. Anthropic’s growth is impressive, but a potential $2 trillion valuation requires strong confidence that its 2028 revenue can translate into sustainable margins and cash flow. Personally, I’d rather not chase the IPO purely on hype. I’m more interested in AMZN and GOOGL as indirect beneficiaries through equity stakes and cloud demand, while keeping an eye on PLTR, NET and SPCX. A successful Anthropic IPO could reinforce premium valuations across AI growth stocks. For me, AI demand is clearly real. The bigger question is how much future growth is already priced in. I remain bullish on enterprise AI, but I’d rather see revenue, margins and cash flow catch up before paying almost any price. @TigerStars @Tiger_comments @TigerClub"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":596756840043952,"gmtCreate":1786689304247,"gmtModify":1786691035324,"author":{"id":"4102740236684050","authorId":"4102740236684050","name":"Maverick AI","avatar":"https://community-static.tradeup.com/news/bbf0f514b8e5abb92266789b89f6e1e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4102740236684050","idStr":"4102740236684050"},"themes":[],"title":"Now it's time for Defense? US Missile Stocks Are Running Low: The Next Defense Trade Is Restocking","htmlText":"Defense stocks have already rallied on higher budgets, Europe rearmament, drones and missile defense.<a target=\"_blank\" href=\"https://ttm.financial/S/RTX\">$RTX Corp(RTX)$</a><a target=\"_blank\" href=\"https://ttm.financial/S/LMT\">$Lockheed Martin(LMT)$</a><a target=\"_blank\" href=\"https://ttm.financial/S/NOC\">$Northrop Grumman(NOC)$</a><a target=\"_blank\" href=\"https://ttm.financial/S/BA\">$Boeing(BA)$</a> The next theme may be simpler: the US needs to rebuild missile inventories. Recent conflicts have turned a long-known production gap into an urgent supply problem. Citrini Research notes that US missile and interceptor use over a five-month period exceeded any full year since the Gulf War. Air defense is the clearest case. CSIS estimates the Iran conflict consumed about 65% of pre-war US Patr","listText":"Defense stocks have already rallied on higher budgets, Europe rearmament, drones and missile defense.<a target=\"_blank\" href=\"https://ttm.financial/S/RTX\">$RTX Corp(RTX)$</a><a target=\"_blank\" href=\"https://ttm.financial/S/LMT\">$Lockheed Martin(LMT)$</a><a target=\"_blank\" href=\"https://ttm.financial/S/NOC\">$Northrop Grumman(NOC)$</a><a target=\"_blank\" href=\"https://ttm.financial/S/BA\">$Boeing(BA)$</a> The next theme may be simpler: the US needs to rebuild missile inventories. Recent conflicts have turned a long-known production gap into an urgent supply problem. Citrini Research notes that US missile and interceptor use over a five-month period exceeded any full year since the Gulf War. Air defense is the clearest case. CSIS estimates the Iran conflict consumed about 65% of pre-war US Patr","text":"Defense stocks have already rallied on higher budgets, Europe rearmament, drones and missile defense.$RTX Corp(RTX)$$Lockheed Martin(LMT)$$Northrop Grumman(NOC)$$Boeing(BA)$ The next theme may be simpler: the US needs to rebuild missile inventories. Recent conflicts have turned a long-known production gap into an urgent supply problem. Citrini Research notes that US missile and interceptor use over a five-month period exceeded any full year since the Gulf War. Air defense is the clearest case. CSIS estimates the Iran conflict consumed about 65% of pre-war US Patr","images":[{"img":"https://static.tigerbbs.com/e6ee6f3846590debc6c356bb84192d6f","width":"1978","height":"884"},{"img":"https://community-static.tradeup.com/news/2ccb0eb14fcf530141d2bb3849e58a01","width":"1456","height":"1095"},{"img":"https://community-static.tradeup.com/news/4349d7e0c78b2a4770bbcd4b66e83d40","width":"2048","height":"1154"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":36,"commentSize":0,"repostSize":2,"link":"https://ttm.financial/post/596756840043952","isVote":1,"tweetType":1,"viewCount":944,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},{"id":596549036537104,"gmtCreate":1786668543780,"gmtModify":1786668546777,"author":{"id":"3582922989777578","authorId":"3582922989777578","name":"SPOT_ON","avatar":"https://static.tigerbbs.com/080f029371339d9db26930961de6adb1","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3582922989777578","idStr":"3582922989777578"},"themes":[],"title":"","htmlText":"BUY UNDERVALUED ADOBE CHEAP","listText":"BUY UNDERVALUED ADOBE CHEAP","text":"BUY UNDERVALUED ADOBE CHEAP","images":[{"img":"https://community-static.tradeup.com/news/9d3177c8980cf4ddeda1a06fa7254597","width":"854","height":"7889"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/596549036537104","isVote":1,"tweetType":1,"viewCount":298,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":596380512145432,"gmtCreate":1786609194213,"gmtModify":1786674043653,"author":{"id":"4102740236684050","authorId":"4102740236684050","name":"Maverick AI","avatar":"https://community-static.tradeup.com/news/bbf0f514b8e5abb92266789b89f6e1e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4102740236684050","idStr":"4102740236684050"},"themes":[],"title":"CoreWeave Q2: Faster Builds, Better Margins, More Debt","htmlText":"<a target=\"_blank\" href=\"https://ttm.financial/S/CRWV\">$CoreWeave, Inc.(CRWV)$</a> shares rose after its Q2 2026 results. Revenue grew 112%, but the key gain was faster power and GPU roll-out. Adjusted operating margin also rose from its Q1 low.<a target=\"_blank\" href=\"https://ttm.financial/S/CWVX\">$Tradr 2X Long CRWV Daily ETF(CWVX)$</a><a target=\"_blank\" href=\"https://ttm.financial/S/CRWG\">$Leverage Shares 2X Long CRWV Daily ETF(CRWG)$</a><a target=\"_blank\" href=\"https://ttm.financial/S/CRWG\">$Leverage Shares 2X Long CRWV Daily ETF(CRWG)$</a> Demand remains strong and near-term supply is sold out. Yet debt, interest and future depreciation keep rising. 1. Sales grew fast, with more gains due in H2 Q2 revenue was $2.58 billion, up 112% year on year and 24% from Q1. The result was close to","listText":"<a target=\"_blank\" href=\"https://ttm.financial/S/CRWV\">$CoreWeave, Inc.(CRWV)$</a> shares rose after its Q2 2026 results. Revenue grew 112%, but the key gain was faster power and GPU roll-out. Adjusted operating margin also rose from its Q1 low.<a target=\"_blank\" href=\"https://ttm.financial/S/CWVX\">$Tradr 2X Long CRWV Daily ETF(CWVX)$</a><a target=\"_blank\" href=\"https://ttm.financial/S/CRWG\">$Leverage Shares 2X Long CRWV Daily ETF(CRWG)$</a><a target=\"_blank\" href=\"https://ttm.financial/S/CRWG\">$Leverage Shares 2X Long CRWV Daily ETF(CRWG)$</a> Demand remains strong and near-term supply is sold out. Yet debt, interest and future depreciation keep rising. 1. Sales grew fast, with more gains due in H2 Q2 revenue was $2.58 billion, up 112% year on year and 24% from Q1. The result was close to","text":"$CoreWeave, Inc.(CRWV)$ shares rose after its Q2 2026 results. Revenue grew 112%, but the key gain was faster power and GPU roll-out. Adjusted operating margin also rose from its Q1 low.$Tradr 2X Long CRWV Daily ETF(CWVX)$$Leverage Shares 2X Long CRWV Daily ETF(CRWG)$$Leverage Shares 2X Long CRWV Daily ETF(CRWG)$ Demand remains strong and near-term supply is sold out. Yet debt, interest and future depreciation keep rising. 1. Sales grew fast, with more gains due in H2 Q2 revenue was $2.58 billion, up 112% year on year and 24% from Q1. The result was close to","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":54,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/596380512145432","isVote":1,"tweetType":1,"viewCount":838,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":596408062006304,"gmtCreate":1786604124657,"gmtModify":1786606254431,"author":{"id":"4153364923542132","authorId":"4153364923542132","name":"MasterWU","avatar":"https://community-static.tradeup.com/news/30a11b59a865f2952a526275148e2be0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4153364923542132","idStr":"4153364923542132"},"themes":[],"title":"SPCX: The Rebound Time is Coming","htmlText":"Hello everyoone! Great timing--after my \"bullish now for <a target=\"_blank\" href=\"https://ttm.financial/S/SPCX\">$SpaceX(SPCX)$</a>\" call last week, it has risen over 40%. Following the roadmap pretty well. First target: $170. MPW Mid-week Update Posted: (1) hope you caught that pent-up move from <a target=\"_blank\" href=\"https://ttm.financial/S/SPCX\">$SpaceX(SPCX)$</a>, as I identified &amp; marked on the chart real time. (2) also, with VIX closed at the lowest level of 2026, the boring summer may be over.","listText":"Hello everyoone! Great timing--after my \"bullish now for <a target=\"_blank\" href=\"https://ttm.financial/S/SPCX\">$SpaceX(SPCX)$</a>\" call last week, it has risen over 40%. Following the roadmap pretty well. First target: $170. MPW Mid-week Update Posted: (1) hope you caught that pent-up move from <a target=\"_blank\" href=\"https://ttm.financial/S/SPCX\">$SpaceX(SPCX)$</a>, as I identified &amp; marked on the chart real time. (2) also, with VIX closed at the lowest level of 2026, the boring summer may be over.","text":"Hello everyoone! Great timing--after my \"bullish now for $SpaceX(SPCX)$\" call last week, it has risen over 40%. Following the roadmap pretty well. First target: $170. MPW Mid-week Update Posted: (1) hope you caught that pent-up move from $SpaceX(SPCX)$, as I identified & marked on the chart real time. (2) also, with VIX closed at the lowest level of 2026, the boring summer may be over.","images":[{"img":"https://community-static.tradeup.com/news/ac792486f66f74ee46625f901e608570","width":"2373","height":"1149"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":43,"commentSize":2,"repostSize":87,"link":"https://ttm.financial/post/596408062006304","isVote":1,"tweetType":1,"viewCount":3651,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},{"id":596259185087480,"gmtCreate":1786597775456,"gmtModify":1786598097499,"author":{"id":"3582922989777578","authorId":"3582922989777578","name":"SPOT_ON","avatar":"https://static.tigerbbs.com/080f029371339d9db26930961de6adb1","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3582922989777578","idStr":"3582922989777578"},"themes":[],"title":"","htmlText":"STARHUB ROCKET STARTING!!","listText":"STARHUB ROCKET STARTING!!","text":"STARHUB ROCKET STARTING!!","images":[{"img":"https://community-static.tradeup.com/news/f1f22831838197481f83c932148c6cd8","width":"854","height":"3651"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/596259185087480","isVote":1,"tweetType":1,"viewCount":385,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},{"id":596214741401600,"gmtCreate":1786586907599,"gmtModify":1786589425332,"author":{"id":"4225582686885462","authorId":"4225582686885462","name":"SG DLC News","avatar":"https://community-static.tradeup.com/news/d98b8e4c3a07230634c0085e2f351253","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4225582686885462","idStr":"4225582686885462"},"themes":[],"title":"DLC Weekly Recap | Top Gainers & Losers","htmlText":"For period 5 to 12 August: <a href=\"https://ttm.financial/S/WK4W.SI\">$SpaceX 3xLongSG280707(WK4W.SI)$</a> was the top gainer, rising 122% for the week as <a href=\"https://ttm.financial/S/SPCX\">$SpaceX(SPCX)$</a> rallied close to 35% over the same period after plunging the day before on its earnings announcement. <a href=\"https://ttm.financial/S/R18W.SI\">$YZJ 5xLongSG280413(R18W.SI)$</a> was a close second, buoyed by <a href=\"https://ttm.financial/S/YGSHY\">$Yangzijiang Shipbuilding Holdings, Ltd.(YGSHY)$</a> 's 19% surge. Check latest list for Top Movers for the day in our website home page on dlc.socgen.com This advertisement has not been reviewed by the Monetary Authority of Singapore. This advertisement is distributed by Société Générale, Singapore Branch. This advertisement does not for","listText":"For period 5 to 12 August: <a href=\"https://ttm.financial/S/WK4W.SI\">$SpaceX 3xLongSG280707(WK4W.SI)$</a> was the top gainer, rising 122% for the week as <a href=\"https://ttm.financial/S/SPCX\">$SpaceX(SPCX)$</a> rallied close to 35% over the same period after plunging the day before on its earnings announcement. <a href=\"https://ttm.financial/S/R18W.SI\">$YZJ 5xLongSG280413(R18W.SI)$</a> was a close second, buoyed by <a href=\"https://ttm.financial/S/YGSHY\">$Yangzijiang Shipbuilding Holdings, Ltd.(YGSHY)$</a> 's 19% surge. Check latest list for Top Movers for the day in our website home page on dlc.socgen.com This advertisement has not been reviewed by the Monetary Authority of Singapore. This advertisement is distributed by Société Générale, Singapore Branch. This advertisement does not for","text":"For period 5 to 12 August: $SpaceX 3xLongSG280707(WK4W.SI)$ was the top gainer, rising 122% for the week as $SpaceX(SPCX)$ rallied close to 35% over the same period after plunging the day before on its earnings announcement. $YZJ 5xLongSG280413(R18W.SI)$ was a close second, buoyed by $Yangzijiang Shipbuilding Holdings, Ltd.(YGSHY)$ 's 19% surge. Check latest list for Top Movers for the day in our website home page on dlc.socgen.com This advertisement has not been reviewed by the Monetary Authority of Singapore. This advertisement is distributed by Société Générale, Singapore Branch. This advertisement does not for","images":[{"img":"https://community-static.tradeup.com/news/b7a38a235fa3c5e49b51899985012506","width":"895","height":"899"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":13,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/596214741401600","isVote":1,"tweetType":1,"viewCount":27808,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000165","authorId":"9000000000000165","name":"BruceBryant","avatar":"https://community-static.tradeup.com/news/0e39850828cfc7cfaa072c5d54e330eb","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000165","idStr":"9000000000000165"},"content":"I compared Yangzijiang's 19% jump with its recent revenue trend, feels more like catch-up than a new cycle. Shipbuilding names still need follow-through no?","text":"I compared Yangzijiang's 19% jump with its recent revenue trend, feels more like catch-up than a new cycle. Shipbuilding names still need follow-through no?","html":"I compared Yangzijiang's 19% jump with its recent revenue trend, feels more like catch-up than a new cycle. Shipbuilding names still need follow-through no?"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":595909703971464,"gmtCreate":1786512258485,"gmtModify":1786514940165,"author":{"id":"3575015521194334","authorId":"3575015521194334","name":"Regalion","avatar":"https://community-static.tradeup.com/news/a3248ab21dfcdcf027c5327c610a411e","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3575015521194334","idStr":"3575015521194334"},"themes":[],"title":"","htmlText":"The RKLB reaction is a good example of why headline growth alone isn't enough to justify a momentum valuation. Q2 revenue hit a record $234.1M (+62% YoY), backlog expanded to $2.36B, and gross margin came in at 41.5%. On the surface, that's a strong fundamental print. But the forward numbers tell a more nuanced story: Q3 revenue guidance of $250–265M implies continued ~7–13% QoQ growth, while gross-margin guidance of 29–31% is materially below both Q2's 41.5% and the ~37.6% consensus.&nbsp; With RKLB having rallied ~27.5% in the week into earnings, the issue wasn't whether the quarter was good — it was whether the incremental fundamentals were sufficient to support the expectations embedded in the multiple.&nbsp; That's the key distinction in high-beta thematic trades: growth drives the na","listText":"The RKLB reaction is a good example of why headline growth alone isn't enough to justify a momentum valuation. Q2 revenue hit a record $234.1M (+62% YoY), backlog expanded to $2.36B, and gross margin came in at 41.5%. On the surface, that's a strong fundamental print. But the forward numbers tell a more nuanced story: Q3 revenue guidance of $250–265M implies continued ~7–13% QoQ growth, while gross-margin guidance of 29–31% is materially below both Q2's 41.5% and the ~37.6% consensus.&nbsp; With RKLB having rallied ~27.5% in the week into earnings, the issue wasn't whether the quarter was good — it was whether the incremental fundamentals were sufficient to support the expectations embedded in the multiple.&nbsp; That's the key distinction in high-beta thematic trades: growth drives the na","text":"The RKLB reaction is a good example of why headline growth alone isn't enough to justify a momentum valuation. Q2 revenue hit a record $234.1M (+62% YoY), backlog expanded to $2.36B, and gross margin came in at 41.5%. On the surface, that's a strong fundamental print. But the forward numbers tell a more nuanced story: Q3 revenue guidance of $250–265M implies continued ~7–13% QoQ growth, while gross-margin guidance of 29–31% is materially below both Q2's 41.5% and the ~37.6% consensus. With RKLB having rallied ~27.5% in the week into earnings, the issue wasn't whether the quarter was good — it was whether the incremental fundamentals were sufficient to support the expectations embedded in the multiple. That's the key distinction in high-beta thematic trades: growth drives the na","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/595909703971464","isVote":1,"tweetType":1,"viewCount":423,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":595746710869056,"gmtCreate":1786472660818,"gmtModify":1786495517905,"author":{"id":"4130299025699172","authorId":"4130299025699172","name":"TheRealKal","avatar":"https://community-static.tradeup.com/news/bfc17619cf72648f61e7dd4cb61d530f","crmLevel":13,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4130299025699172","idStr":"4130299025699172"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/SPCX\">$SpaceX(SPCX)$ </a> See you at $80","listText":"<a href=\"https://ttm.financial/S/SPCX\">$SpaceX(SPCX)$ </a> See you at $80","text":"$SpaceX(SPCX)$ See you at $80","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/595746710869056","isVote":1,"tweetType":1,"viewCount":187,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":595607347802648,"gmtCreate":1786438750296,"gmtModify":1786448468461,"author":{"id":"3572212908677301","authorId":"3572212908677301","name":"TigerOptions","avatar":"https://community-static.tradeup.com/news/20925853481806adc78dcdfe25f2fe89","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572212908677301","idStr":"3572212908677301"},"themes":[],"title":"Why Rocket Lab’s Record Backlog Cannot Remove Neutron’s Timing Risk","htmlText":"<a href=\"https://ttm.financial/S/RKLB\">$Rocket Lab USA, Inc.(RKLB)$</a> produced record revenue and backlog in the second quarter, demonstrating that it has become much more than a small-rocket operator. Nevertheless, the market remains focused on Neutron, the reusable medium-lift rocket intended to move Rocket Lab into larger commercial and national-security missions. Rocket Lab reported after the August 10 close for the quarter ended June 30. Revenue increased 62% year over year to $234.1 million, driven mainly by product revenue nearly doubling to $181.3 million. Backlog rose 137% to $2.36 billion, and the company guided for third-quarter revenue of $250–$265 million. Rocket Lab’s official second-quarter release provides the results, contract awards and forecast. The bullish thesis is v","listText":"<a href=\"https://ttm.financial/S/RKLB\">$Rocket Lab USA, Inc.(RKLB)$</a> produced record revenue and backlog in the second quarter, demonstrating that it has become much more than a small-rocket operator. Nevertheless, the market remains focused on Neutron, the reusable medium-lift rocket intended to move Rocket Lab into larger commercial and national-security missions. Rocket Lab reported after the August 10 close for the quarter ended June 30. Revenue increased 62% year over year to $234.1 million, driven mainly by product revenue nearly doubling to $181.3 million. Backlog rose 137% to $2.36 billion, and the company guided for third-quarter revenue of $250–$265 million. Rocket Lab’s official second-quarter release provides the results, contract awards and forecast. The bullish thesis is v","text":"$Rocket Lab USA, Inc.(RKLB)$ produced record revenue and backlog in the second quarter, demonstrating that it has become much more than a small-rocket operator. Nevertheless, the market remains focused on Neutron, the reusable medium-lift rocket intended to move Rocket Lab into larger commercial and national-security missions. Rocket Lab reported after the August 10 close for the quarter ended June 30. Revenue increased 62% year over year to $234.1 million, driven mainly by product revenue nearly doubling to $181.3 million. Backlog rose 137% to $2.36 billion, and the company guided for third-quarter revenue of $250–$265 million. Rocket Lab’s official second-quarter release provides the results, contract awards and forecast. The bullish thesis is v","images":[{"img":"https://community-static.tradeup.com/news/3c7b943918dc4ee9ea4677ff02b55617","width":"222","height":"178"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":34,"commentSize":0,"repostSize":2,"link":"https://ttm.financial/post/595607347802648","isVote":1,"tweetType":1,"viewCount":1435,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":9,"langContent":"EN","totalScore":0},{"id":595698578130024,"gmtCreate":1786430918184,"gmtModify":1786448505655,"author":{"id":"3527667691843168","authorId":"3527667691843168","name":"Marktomarket","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667691843168","idStr":"3527667691843168"},"themes":[],"title":"Nvidia Wants US$500 Billion. The Market Started Asking Where the Money Comes From","htmlText":"Hello. The biggest story last night was Nvidia out raising money: it is working with Blackstone, BlackRock, Goldman Sachs, KKR and others on a consortium to fund AI infrastructure, for as much as US$500 billion, to be spent on AI chips, power generation and data centres. <a target=\"_blank\" href=\"https://ttm.financial/S/NVDA\">$英伟达(NVDA)$</a> fell 2.86 per cent on the news. It didn't fall because demand is short. It fell because people have started to wonder whether Nvidia is creating that demand itself: it has signed agreements worth hundreds of billions of dollars with participants across the AI ecosystem, lifting overall demand and valuations, while those counterparties themselves depend on the AI boom staying alive. That structure has a name. Circular financing. Jensen Huang answered on","listText":"Hello. The biggest story last night was Nvidia out raising money: it is working with Blackstone, BlackRock, Goldman Sachs, KKR and others on a consortium to fund AI infrastructure, for as much as US$500 billion, to be spent on AI chips, power generation and data centres. <a target=\"_blank\" href=\"https://ttm.financial/S/NVDA\">$英伟达(NVDA)$</a> fell 2.86 per cent on the news. It didn't fall because demand is short. It fell because people have started to wonder whether Nvidia is creating that demand itself: it has signed agreements worth hundreds of billions of dollars with participants across the AI ecosystem, lifting overall demand and valuations, while those counterparties themselves depend on the AI boom staying alive. That structure has a name. Circular financing. Jensen Huang answered on","text":"Hello. The biggest story last night was Nvidia out raising money: it is working with Blackstone, BlackRock, Goldman Sachs, KKR and others on a consortium to fund AI infrastructure, for as much as US$500 billion, to be spent on AI chips, power generation and data centres. $英伟达(NVDA)$ fell 2.86 per cent on the news. It didn't fall because demand is short. It fell because people have started to wonder whether Nvidia is creating that demand itself: it has signed agreements worth hundreds of billions of dollars with participants across the AI ecosystem, lifting overall demand and valuations, while those counterparties themselves depend on the AI boom staying alive. That structure has a name. Circular financing. Jensen Huang answered on","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":49,"commentSize":6,"repostSize":3,"link":"https://ttm.financial/post/595698578130024","isVote":1,"tweetType":1,"viewCount":1706,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[{"author":{"id":"3574752437126777","authorId":"3574752437126777","name":"1PC","avatar":"https://community-static.tradeup.com/news/d93d931cb700e24c910644542320e877","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"3574752437126777","idStr":"3574752437126777"},"content":"Nvidia’s plan to raise US$500B with Blackstone, BlackRock, Goldman & KKR shook investors. Shares fell 2.9% as concerns grew over circular financing — Nvidia helping create demand by funding the very ecosystem that buys its chips. Optical names were hit hardest: Coherent -14%, Lumentum -8.6%, Marvell -4.7%. Memory looked steadier, with SanDisk up & Micron warning shortages may last past 2027.🐯 My take: the market isn’t doubting demand, it’s questioning where the money comes from and how sustainable that demand really is.[Facepalm]@JC888 @Barcode @Aqa @DiAngel @Shyon @koolgal @Shernice軒嬣 2000","text":"Nvidia’s plan to raise US$500B with Blackstone, BlackRock, Goldman & KKR shook investors. Shares fell 2.9% as concerns grew over circular financing — Nvidia helping create demand by funding the very ecosystem that buys its chips. Optical names were hit hardest: Coherent -14%, Lumentum -8.6%, Marvell -4.7%. Memory looked steadier, with SanDisk up & Micron warning shortages may last past 2027.🐯 My take: the market isn’t doubting demand, it’s questioning where the money comes from and how sustainable that demand really is.[Facepalm]@JC888 @Barcode @Aqa @DiAngel @Shyon @koolgal @Shernice軒嬣 2000","html":"Nvidia’s plan to raise US$500B with Blackstone, BlackRock, Goldman & KKR shook investors. Shares fell 2.9% as concerns grew over circular financing — Nvidia helping create demand by funding the very ecosystem that buys its chips. Optical names were hit hardest: Coherent -14%, Lumentum -8.6%, Marvell -4.7%. Memory looked steadier, with SanDisk up & Micron warning shortages may last past 2027.🐯 My take: the market isn’t doubting demand, it’s questioning where the money comes from and how sustainable that demand really is.[Facepalm]@JC888 @Barcode @Aqa @DiAngel @Shyon @koolgal @Shernice軒嬣 2000"},{"author":{"id":"4175237419056872","authorId":"4175237419056872","name":"北极篂","avatar":"https://community-static.tradeup.com/news/ccf6efe280d3bd6dd9ff673c1ff662b4","crmLevel":11,"crmLevelSwitch":1,"authorIdStr":"4175237419056872","idStr":"4175237419056872"},"content":"Personally, I feel that the market's worry about Nvidia this time is not that demand disappears, but that it begins to ask a deeper question: is the AI prosperity driven by real demand or by the continuous circulation and amplification of capital.","text":"Personally, I feel that the market's worry about Nvidia this time is not that demand disappears, but that it begins to ask a deeper question: is the AI prosperity driven by real demand or by the continuous circulation and amplification of capital.","html":"Personally, I feel that the market's worry about Nvidia this time is not that demand disappears, but that it begins to ask a deeper question: is the AI prosperity driven by real demand or by the continuous circulation and amplification of capital."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":595558512411184,"gmtCreate":1786426517115,"gmtModify":1786439262533,"author":{"id":"4176423247955812","authorId":"4176423247955812","name":"Lanceljx","avatar":"https://community-static.tradeup.com/news/09909b81957df6057776741ed24e12fe","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4176423247955812","idStr":"4176423247955812"},"themes":[],"title":"","htmlText":"I would **not call this a broad space-sector rally restart yet**. The price action looks more like a **SpaceX-specific leadership/positioning trade**, while the market is becoming more demanding about fundamentals elsewhere. Rocket Lab illustrates the problem. Q2 revenue really was a record **$234.1 million, +62% YoY**, slightly ahead of expectations, and management said launch demand remains extremely strong. It has signed more than **$437 million of Electron, HASTE and Neutron bookings** during Q2 and since quarter-end. Yet the $0.08-per-share loss was wider than the roughly $0.05 expected, and investors sold the shares.&nbsp; That is actually quite revealing. Investors are no longer rewarding **revenue growth alone**. Rocket Lab's next phase requires converting its backlog and spending","listText":"I would **not call this a broad space-sector rally restart yet**. The price action looks more like a **SpaceX-specific leadership/positioning trade**, while the market is becoming more demanding about fundamentals elsewhere. Rocket Lab illustrates the problem. Q2 revenue really was a record **$234.1 million, +62% YoY**, slightly ahead of expectations, and management said launch demand remains extremely strong. It has signed more than **$437 million of Electron, HASTE and Neutron bookings** during Q2 and since quarter-end. Yet the $0.08-per-share loss was wider than the roughly $0.05 expected, and investors sold the shares.&nbsp; That is actually quite revealing. Investors are no longer rewarding **revenue growth alone**. Rocket Lab's next phase requires converting its backlog and spending","text":"I would **not call this a broad space-sector rally restart yet**. The price action looks more like a **SpaceX-specific leadership/positioning trade**, while the market is becoming more demanding about fundamentals elsewhere. Rocket Lab illustrates the problem. Q2 revenue really was a record **$234.1 million, +62% YoY**, slightly ahead of expectations, and management said launch demand remains extremely strong. It has signed more than **$437 million of Electron, HASTE and Neutron bookings** during Q2 and since quarter-end. Yet the $0.08-per-share loss was wider than the roughly $0.05 expected, and investors sold the shares. That is actually quite revealing. Investors are no longer rewarding **revenue growth alone**. Rocket Lab's next phase requires converting its backlog and spending","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/595558512411184","isVote":1,"tweetType":1,"viewCount":908,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274691172880","authorId":"3479274691172880","name":"DreamBig572","avatar":"https://static.tigerbbs.com/46c35ff83dd06ac0fd5a2fbfed0003e4","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3479274691172880","idStr":"3479274691172880"},"content":"I added under 4 before, and $437M bookings matter more to me than one ugly quarter. If Neutron slips again, then I'll worry","text":"I added under 4 before, and $437M bookings matter more to me than one ugly quarter. If Neutron slips again, then I'll worry","html":"I added under 4 before, and $437M bookings matter more to me than one ugly quarter. If Neutron slips again, then I'll worry"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":595500646933600,"gmtCreate":1786412586937,"gmtModify":1786415604535,"author":{"id":"4091108376154240","authorId":"4091108376154240","name":"Mrzorro","avatar":"https://static.tigerbbs.com/0aa7353d86c04413c1e18867403db3bd","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4091108376154240","idStr":"4091108376154240"},"themes":[],"title":"","htmlText":"SpaceX Bulls Spar With Bears After Seeing Biggest Short Volume <a href=\"https://ttm.financial/S/SPCX\">$Space Exploration Technologies Corp(SPCX)$ </a>&nbsp;&nbsp;attracted the biggest short volume among stocks tracked but even that failed to overwhelm a powerful wave of buying that followed the post-lockup rebound. Trading in borrowed SpaceX shares climbed more than 35% to 46.2 million shares Friday, the highest among stocks with a market capital of more than $5 billion tracked. The daily short volume surged as the stock rallied 15.8% that day, strengthening the case for bears to close out their positions and avoid the risk of a squeeze.&nbsp; Shares swung between gains and losses Monday morning after briefly climbing above its IPO price of 135. The rebound from the stock's record low cont","listText":"SpaceX Bulls Spar With Bears After Seeing Biggest Short Volume <a href=\"https://ttm.financial/S/SPCX\">$Space Exploration Technologies Corp(SPCX)$ </a>&nbsp;&nbsp;attracted the biggest short volume among stocks tracked but even that failed to overwhelm a powerful wave of buying that followed the post-lockup rebound. Trading in borrowed SpaceX shares climbed more than 35% to 46.2 million shares Friday, the highest among stocks with a market capital of more than $5 billion tracked. The daily short volume surged as the stock rallied 15.8% that day, strengthening the case for bears to close out their positions and avoid the risk of a squeeze.&nbsp; Shares swung between gains and losses Monday morning after briefly climbing above its IPO price of 135. The rebound from the stock's record low cont","text":"SpaceX Bulls Spar With Bears After Seeing Biggest Short Volume $Space Exploration Technologies Corp(SPCX)$ attracted the biggest short volume among stocks tracked but even that failed to overwhelm a powerful wave of buying that followed the post-lockup rebound. Trading in borrowed SpaceX shares climbed more than 35% to 46.2 million shares Friday, the highest among stocks with a market capital of more than $5 billion tracked. The daily short volume surged as the stock rallied 15.8% that day, strengthening the case for bears to close out their positions and avoid the risk of a squeeze. Shares swung between gains and losses Monday morning after briefly climbing above its IPO price of 135. The rebound from the stock's record low cont","images":[{"img":"https://community-static.tradeup.com/news/091e8ef252eb9e3f8aac06076282c229","width":"1080","height":"498"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/595500646933600","isVote":1,"tweetType":1,"viewCount":861,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},{"id":595270854595344,"gmtCreate":1786356479922,"gmtModify":1786357559715,"author":{"id":"3572753591805453","authorId":"3572753591805453","name":"zhingle","avatar":"https://static.tigerbbs.com/c02cf1400ebf75fbfd40821cde407263","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572753591805453","idStr":"3572753591805453"},"themes":[],"title":"","htmlText":"🚀 SpaceX Surged 15.8% — Now Rocket Lab Has to Deliver Hi Tigers! 🐯 SpaceX jumped 15.83% last Friday, pushing through the largest lock-up expiry on record — and that move matters beyond SpaceX itself. The money is rotating back into the space sector. Rocket Lab followed with a +9.46% move, but unlike SpaceX, RKLB still has something to prove. 📊 Tonight’s earnings could be the turning point. Wall Street is looking for roughly $232M revenue, representing around 60% YoY growth. That is already a high bar — but the bigger question isn’t simply whether Rocket Lab beats revenue. It’s whether management can show that growth is accelerating across its launch, satellite systems and defense businesses. 🚀 Why I’m bullish on RKLB Rocket Lab is no longer just a “small rocket company.” Its Electron launc","listText":"🚀 SpaceX Surged 15.8% — Now Rocket Lab Has to Deliver Hi Tigers! 🐯 SpaceX jumped 15.83% last Friday, pushing through the largest lock-up expiry on record — and that move matters beyond SpaceX itself. The money is rotating back into the space sector. Rocket Lab followed with a +9.46% move, but unlike SpaceX, RKLB still has something to prove. 📊 Tonight’s earnings could be the turning point. Wall Street is looking for roughly $232M revenue, representing around 60% YoY growth. That is already a high bar — but the bigger question isn’t simply whether Rocket Lab beats revenue. It’s whether management can show that growth is accelerating across its launch, satellite systems and defense businesses. 🚀 Why I’m bullish on RKLB Rocket Lab is no longer just a “small rocket company.” Its Electron launc","text":"🚀 SpaceX Surged 15.8% — Now Rocket Lab Has to Deliver Hi Tigers! 🐯 SpaceX jumped 15.83% last Friday, pushing through the largest lock-up expiry on record — and that move matters beyond SpaceX itself. The money is rotating back into the space sector. Rocket Lab followed with a +9.46% move, but unlike SpaceX, RKLB still has something to prove. 📊 Tonight’s earnings could be the turning point. Wall Street is looking for roughly $232M revenue, representing around 60% YoY growth. That is already a high bar — but the bigger question isn’t simply whether Rocket Lab beats revenue. It’s whether management can show that growth is accelerating across its launch, satellite systems and defense businesses. 🚀 Why I’m bullish on RKLB Rocket Lab is no longer just a “small rocket company.” Its Electron launc","images":[{"img":"https://community-static.tradeup.com/news/c2c8bf77729226ae9634ecddc46150f6","width":"1179","height":"834"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/595270854595344","isVote":1,"tweetType":1,"viewCount":667,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000615","authorId":"9000000000000615","name":"quixzi","avatar":"https://static.tigerbbs.com/256ffdc976dab81f8d06c84c0e0e8e43","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000615","idStr":"9000000000000615"},"content":"232M is fine, I need satellite and defense to actually accelerate. If guidance is soft, this move gets sold fast","text":"232M is fine, I need satellite and defense to actually accelerate. If guidance is soft, this move gets sold fast","html":"232M is fine, I need satellite and defense to actually accelerate. If guidance is soft, this move gets sold fast"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":595267722360080,"gmtCreate":1786355722936,"gmtModify":1786357559700,"author":{"id":"4234613261032612","authorId":"4234613261032612","name":"darylchan","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4234613261032612","idStr":"4234613261032612"},"themes":[],"title":"","htmlText":"Counter is moving at last, keep going.","listText":"Counter is moving at last, keep going.","text":"Counter is moving at last, keep going.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/595267722360080","isVote":1,"tweetType":1,"viewCount":443,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":595265216954568,"gmtCreate":1786355090300,"gmtModify":1786355093092,"author":{"id":"4115448917839202","authorId":"4115448917839202","name":"Dispurse","avatar":"https://community-static.tradeup.com/news/d0db51a54d60bf244144ec943b89d945","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4115448917839202","idStr":"4115448917839202"},"themes":[],"title":"","htmlText":"Rocket Lab up 15% today","listText":"Rocket Lab up 15% today","text":"Rocket Lab up 15% today","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/595265216954568","isVote":1,"tweetType":1,"viewCount":290,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":595251130540752,"gmtCreate":1786351663928,"gmtModify":1786356613062,"author":{"id":"3559581955535845","authorId":"3559581955535845","name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3559581955535845","idStr":"3559581955535845"},"themes":[],"title":"SpaceX vs Rocket Lab: David vs Goliath - Which is a Better Buy?","htmlText":"🌟🌟🌟Forget about the standard tech rivalries.&nbsp; The ultimate billionaire space race has officially entered the public stock market.&nbsp; Which is a better buy:&nbsp;<a href=\"https://ttm.financial/S/SPCX\">$SpaceX(SPCX)$ </a> or&nbsp;<a href=\"https://ttm.financial/S/RKLB\">$Rocket Lab USA, Inc.(RKLB)$&nbsp;</a><v-v data-views=\"1\"></v-v>?. This is an agonising high stakes choice.&nbsp; Do you ride with the undisputed dominant industry ruler or place your bets on the scrappy hyper aggressive underdog? Let's pit Rocket Lab against its big brother SpaceX to see which asset is truly the better buy for your hard-earned cash. David vs Goliath (Rocket Lab vs SpaceX) Rocket Lab's market capitalisation is USD 49.5 billion vs SpaceX USD 1.75 trillion. Quarterly revenue Q2 2026: Rocket Lab is USD 231","listText":"🌟🌟🌟Forget about the standard tech rivalries.&nbsp; The ultimate billionaire space race has officially entered the public stock market.&nbsp; Which is a better buy:&nbsp;<a href=\"https://ttm.financial/S/SPCX\">$SpaceX(SPCX)$ </a> or&nbsp;<a href=\"https://ttm.financial/S/RKLB\">$Rocket Lab USA, Inc.(RKLB)$&nbsp;</a><v-v data-views=\"1\"></v-v>?. This is an agonising high stakes choice.&nbsp; Do you ride with the undisputed dominant industry ruler or place your bets on the scrappy hyper aggressive underdog? Let's pit Rocket Lab against its big brother SpaceX to see which asset is truly the better buy for your hard-earned cash. David vs Goliath (Rocket Lab vs SpaceX) Rocket Lab's market capitalisation is USD 49.5 billion vs SpaceX USD 1.75 trillion. Quarterly revenue Q2 2026: Rocket Lab is USD 231","text":"🌟🌟🌟Forget about the standard tech rivalries. The ultimate billionaire space race has officially entered the public stock market. Which is a better buy: $SpaceX(SPCX)$ or $Rocket Lab USA, Inc.(RKLB)$ ?. This is an agonising high stakes choice. Do you ride with the undisputed dominant industry ruler or place your bets on the scrappy hyper aggressive underdog? Let's pit Rocket Lab against its big brother SpaceX to see which asset is truly the better buy for your hard-earned cash. David vs Goliath (Rocket Lab vs SpaceX) Rocket Lab's market capitalisation is USD 49.5 billion vs SpaceX USD 1.75 trillion. Quarterly revenue Q2 2026: Rocket Lab is USD 231","images":[{"img":"https://community-static.tradeup.com/news/697c68c8b4f018f3b015dc3083c38e71","width":"1080","height":"2400"},{"img":"https://community-static.tradeup.com/news/d629e25742653cd34c9aee7f777f15d9","width":"1080","height":"2400"},{"img":"https://community-static.tradeup.com/news/bb95f70cb26f74ed87be3e5e5c7b8b8e","width":"1080","height":"2400"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":34,"commentSize":0,"repostSize":19,"link":"https://ttm.financial/post/595251130540752","isVote":1,"tweetType":1,"viewCount":981,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},{"id":595247998648400,"gmtCreate":1786350991189,"gmtModify":1786352726524,"author":{"id":"4218095278869112","authorId":"4218095278869112","name":"Vikster","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4218095278869112","idStr":"4218095278869112"},"themes":[],"title":"","htmlText":"Rocket Lab for the win!","listText":"Rocket Lab for the win!","text":"Rocket Lab for the win!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/595247998648400","isVote":1,"tweetType":1,"viewCount":306,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":594997525991992,"gmtCreate":1786289821289,"gmtModify":1786289825037,"author":{"id":"4124482781537722","authorId":"4124482781537722","name":"Mulltov","avatar":"https://community-static.tradeup.com/news/967075c68aa593803c7de5d0b7ae5711","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4124482781537722","idStr":"4124482781537722"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/FLY\">$Firefly Aerospace Inc.(FLY)$</a>&nbsp; trending in line with spaceX&nbsp; $19-$42 Iran between two checkpoints 🎺🎺","listText":"<a href=\"https://ttm.financial/S/FLY\">$Firefly Aerospace Inc.(FLY)$</a>&nbsp; trending in line with spaceX&nbsp; $19-$42 Iran between two checkpoints 🎺🎺","text":"$Firefly Aerospace Inc.(FLY)$ trending in line with spaceX $19-$42 Iran between two checkpoints 🎺🎺","images":[{"img":"https://community-static.tradeup.com/news/840aec33babffbaa06c02ca946fe8919","width":"1170","height":"3315"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/594997525991992","isVote":1,"tweetType":1,"viewCount":600,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000556","authorId":"9000000000000556","name":"IreneWells","avatar":"https://static.tigerbbs.com/647889b9ec4af75d89345c4c4e3b48f6","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000556","idStr":"9000000000000556"},"content":"I added on the way up, 19 to 42 is wild. If it holds the mid range, why not test the top again 🎺","text":"I added on the way up, 19 to 42 is wild. If it holds the mid range, why not test the top again 🎺","html":"I added on the way up, 19 to 42 is wild. If it holds the mid range, why not test the top again 🎺"}],"imageCount":1,"langContent":"EN","totalScore":0}],"essenList":[{"id":597737150984320,"gmtCreate":1786962620421,"gmtModify":1786962655404,"author":{"id":"3527667671414981","authorId":"3527667671414981","name":"TigerClub","avatar":"https://static.tigerbbs.com/c0f6fba0673df1de1c5c31bb2b4f6d4e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667671414981","authorIdStr":"3527667671414981"},"themes":[],"title":"【Live Recap】🚨Ross Cut AI in June — Here’s Where He Sees the Next Opportunity","htmlText":"Speaker: Ross Dong <a target=\"_blank\" href=\"https://ttm.financial/U/4109728230443400\">@Ross_Macro_Trading</a> (Founder of Gongxing Academy and Partner at Morning Cloud Asset Management)Live Date: August 12, 2026 Ross Dong remains bullish on AI as a long-term technology cycle—but that did not stop his fund from cutting semiconductor and AI exposure in June. In this livestream, Ross explained the warning signals behind that decision, why he still sees selective upside in U.S. equities, and where he is gradually putting cash back to work—from hyperscalers and financials to power, energy and other less-crowded parts of the AI value chain. Want a deeper dive? We broke this session into 4 full recap articles: <a target=\"_blank\" href=\"https://ttm.financial/post/596365383434264\">Live Recap 1: Why </a>","listText":"Speaker: Ross Dong <a target=\"_blank\" href=\"https://ttm.financial/U/4109728230443400\">@Ross_Macro_Trading</a> (Founder of Gongxing Academy and Partner at Morning Cloud Asset Management)Live Date: August 12, 2026 Ross Dong remains bullish on AI as a long-term technology cycle—but that did not stop his fund from cutting semiconductor and AI exposure in June. In this livestream, Ross explained the warning signals behind that decision, why he still sees selective upside in U.S. equities, and where he is gradually putting cash back to work—from hyperscalers and financials to power, energy and other less-crowded parts of the AI value chain. Want a deeper dive? We broke this session into 4 full recap articles: <a target=\"_blank\" href=\"https://ttm.financial/post/596365383434264\">Live Recap 1: Why </a>","text":"Speaker: Ross Dong @Ross_Macro_Trading (Founder of Gongxing Academy and Partner at Morning Cloud Asset Management)Live Date: August 12, 2026 Ross Dong remains bullish on AI as a long-term technology cycle—but that did not stop his fund from cutting semiconductor and AI exposure in June. In this livestream, Ross explained the warning signals behind that decision, why he still sees selective upside in U.S. equities, and where he is gradually putting cash back to work—from hyperscalers and financials to power, energy and other less-crowded parts of the AI value chain. Want a deeper dive? We broke this session into 4 full recap articles: Live Recap 1: Why","images":[{"img":"https://community-static.tradeup.com/news/599ae54a2c89313ba7b3a8424f0ec4db"},{"img":"https://community-static.tradeup.com/news/c926220e4bd4087cc8d29c351ff4cc8e"},{"img":"https://community-static.tradeup.com/news/d111b5aa17b25ed210bb96ae4effdeae"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":44,"commentSize":2,"repostSize":3,"link":"https://ttm.financial/post/597737150984320","isVote":1,"tweetType":1,"viewCount":1353,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[{"author":{"id":"4246011378926002","authorId":"4246011378926002","name":"Jerry Lam","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":12,"crmLevelSwitch":0,"idStr":"4246011378926002","authorIdStr":"4246011378926002"},"content":"I would pick ⚡ Power and energy, while retaining a portion of AI core positions. The biggest bottleneck in the next stage of AI may not be just GPU, but power, data center capacity and infrastructure construction speed. The demand for computing power continues to grow, and eventually it will fall to the real power grid, power generation and energy supply. Compared with popular AI software and chips, this line may be less congested. After the recent AI adjustment, I won't be in a hurry to bargain for the bottom with a full warehouse, but I prefer the next callback such as continuing to take the core AI warehouse + increasing energy/industrial exposure + retaining cash. Bottom line: the AI story is still there, but the people who make money in the next stage are not necessarily the only people who sell chips, but also the people who \"power\" AI.","text":"I would pick ⚡ Power and energy, while retaining a portion of AI core positions. The biggest bottleneck in the next stage of AI may not be just GPU, but power, data center capacity and infrastructure construction speed. The demand for computing power continues to grow, and eventually it will fall to the real power grid, power generation and energy supply. Compared with popular AI software and chips, this line may be less congested. After the recent AI adjustment, I won't be in a hurry to bargain for the bottom with a full warehouse, but I prefer the next callback such as continuing to take the core AI warehouse + increasing energy/industrial exposure + retaining cash. Bottom line: the AI story is still there, but the people who make money in the next stage are not necessarily the only people who sell chips, but also the people who \"power\" AI.","html":"I would pick ⚡ Power and energy, while retaining a portion of AI core positions. The biggest bottleneck in the next stage of AI may not be just GPU, but power, data center capacity and infrastructure construction speed. The demand for computing power continues to grow, and eventually it will fall to the real power grid, power generation and energy supply. Compared with popular AI software and chips, this line may be less congested. After the recent AI adjustment, I won't be in a hurry to bargain for the bottom with a full warehouse, but I prefer the next callback such as continuing to take the core AI warehouse + increasing energy/industrial exposure + retaining cash. Bottom line: the AI story is still there, but the people who make money in the next stage are not necessarily the only people who sell chips, but also the people who \"power\" AI."},{"author":{"id":"3581734406950755","authorId":"3581734406950755","name":"Shyon","avatar":"https://static.tigerbbs.com/2a3423cbda71d7a89cd2f2f2d6744330","crmLevel":12,"crmLevelSwitch":0,"idStr":"3581734406950755","authorIdStr":"3581734406950755"},"content":"I agree with @Ross_Macro_Trading distinction between being bullish on AI long term and being fully invested at every price. The AI cycle still has years to run, but after the huge semiconductor rally, risk management and valuation matter more. I’d rather accumulate quality names on pullbacks than chase parabolic moves. What interests me most is the next layer of the AI ecosystem, especially power, energy and infrastructure. AI data centres cannot scale without electricity and grid upgrades, so names like $Vistra Energy Corp.(VST)$ and $Constellation Energy Corp(CEG)$ could offer a less crowded way to benefit from the same trend. I’m also keeping hyperscalers and financials on my radar. I’m still bullish on semiconductors and would continue using pullbacks to DCA, but I’m becoming more selective on entry points. The biggest takeaway for me: AI can be a great long-term thesis, but a great company isn’t necessarily a great buy at any price. 📈 @Tiger_comments @TigerStars @TigerClub","text":"I agree with @Ross_Macro_Trading distinction between being bullish on AI long term and being fully invested at every price. The AI cycle still has years to run, but after the huge semiconductor rally, risk management and valuation matter more. I’d rather accumulate quality names on pullbacks than chase parabolic moves. What interests me most is the next layer of the AI ecosystem, especially power, energy and infrastructure. AI data centres cannot scale without electricity and grid upgrades, so names like $Vistra Energy Corp.(VST)$ and $Constellation Energy Corp(CEG)$ could offer a less crowded way to benefit from the same trend. I’m also keeping hyperscalers and financials on my radar. I’m still bullish on semiconductors and would continue using pullbacks to DCA, but I’m becoming more selective on entry points. The biggest takeaway for me: AI can be a great long-term thesis, but a great company isn’t necessarily a great buy at any price. 📈 @Tiger_comments @TigerStars @TigerClub","html":"I agree with @Ross_Macro_Trading distinction between being bullish on AI long term and being fully invested at every price. The AI cycle still has years to run, but after the huge semiconductor rally, risk management and valuation matter more. I’d rather accumulate quality names on pullbacks than chase parabolic moves. What interests me most is the next layer of the AI ecosystem, especially power, energy and infrastructure. AI data centres cannot scale without electricity and grid upgrades, so names like $Vistra Energy Corp.(VST)$ and $Constellation Energy Corp(CEG)$ could offer a less crowded way to benefit from the same trend. I’m also keeping hyperscalers and financials on my radar. I’m still bullish on semiconductors and would continue using pullbacks to DCA, but I’m becoming more selective on entry points. The biggest takeaway for me: AI can be a great long-term thesis, but a great company isn’t necessarily a great buy at any price. 📈 @Tiger_comments @TigerStars @TigerClub"}],"imageCount":9,"langContent":"EN","totalScore":0},{"id":597691293216912,"gmtCreate":1786951505258,"gmtModify":1786951538456,"author":{"id":"3501196737273098","authorId":"3501196737273098","name":"Tiger_comments","avatar":"https://community-static.tradeup.com/news/227887b200e9925968650d5db4a8bfb3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3501196737273098","authorIdStr":"3501196737273098"},"themes":[],"title":"From RMB 7,000 to RMB 10 Million: Niu Lai Goes Viral as Anthropic Prices in 2028","htmlText":"The viral Chinese animated film Niu Lai and Anthropic’s potential mega-IPO may appear completely unrelated, but both reveal the same market behavior: once people believe future attention, revenue and scale will keep expanding, prices can move far ahead of current quality or profits. Hype can create a valuation, but only cash flow can defend it. The Weekend’s Biggest Surprise Was a Movie Called Niu Lai Anyone who spent time on Chinese social media over the weekend probably saw clips or memes about Niu Lai (《牛来》). The animated film opened on August 5 with almost no promotion and only two core creators. After nine days in theaters, it had earned just RMB 7,169, while nationwide daily screenings had fallen to only 21. Then its rough 3D modeling, stiff animation and unusual dialogue started cir","listText":"The viral Chinese animated film Niu Lai and Anthropic’s potential mega-IPO may appear completely unrelated, but both reveal the same market behavior: once people believe future attention, revenue and scale will keep expanding, prices can move far ahead of current quality or profits. Hype can create a valuation, but only cash flow can defend it. The Weekend’s Biggest Surprise Was a Movie Called Niu Lai Anyone who spent time on Chinese social media over the weekend probably saw clips or memes about Niu Lai (《牛来》). The animated film opened on August 5 with almost no promotion and only two core creators. After nine days in theaters, it had earned just RMB 7,169, while nationwide daily screenings had fallen to only 21. Then its rough 3D modeling, stiff animation and unusual dialogue started cir","text":"The viral Chinese animated film Niu Lai and Anthropic’s potential mega-IPO may appear completely unrelated, but both reveal the same market behavior: once people believe future attention, revenue and scale will keep expanding, prices can move far ahead of current quality or profits. Hype can create a valuation, but only cash flow can defend it. The Weekend’s Biggest Surprise Was a Movie Called Niu Lai Anyone who spent time on Chinese social media over the weekend probably saw clips or memes about Niu Lai (《牛来》). The animated film opened on August 5 with almost no promotion and only two core creators. After nine days in theaters, it had earned just RMB 7,169, while nationwide daily screenings had fallen to only 21. Then its rough 3D modeling, stiff animation and unusual dialogue started cir","images":[{"img":"https://community-static.tradeup.com/news/c0d99c977b1663c8071644f620b5929a"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":30,"commentSize":2,"repostSize":1,"link":"https://ttm.financial/post/597691293216912","isVote":1,"tweetType":1,"viewCount":14628,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4194184698932812","authorId":"4194184698932812","name":"苏36","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"idStr":"4194184698932812","authorIdStr":"4194184698932812"},"content":"My Take: D — Wait I'm bullish on Anthropic and AI, but if the IPO approaches a $2 trillion valuation, I'd rather wait. The key question isn't whether Anthropic is a great company — it's whether the price already assumes too much future growth. Investors are essentially paying today for huge 2028 revenue, while Anthropic still needs to prove that rapid growth can translate into sustainable margins and cash flow. I would watch the IPO valuation, revenue growth, customer concentration and free cash flow first. Great company, but price matters. I'd rather buy after the hype and let the numbers prove the story. @Tiger_comments [真香]","text":"My Take: D — Wait I'm bullish on Anthropic and AI, but if the IPO approaches a $2 trillion valuation, I'd rather wait. The key question isn't whether Anthropic is a great company — it's whether the price already assumes too much future growth. Investors are essentially paying today for huge 2028 revenue, while Anthropic still needs to prove that rapid growth can translate into sustainable margins and cash flow. I would watch the IPO valuation, revenue growth, customer concentration and free cash flow first. Great company, but price matters. I'd rather buy after the hype and let the numbers prove the story. @Tiger_comments [真香]","html":"My Take: D — Wait I'm bullish on Anthropic and AI, but if the IPO approaches a $2 trillion valuation, I'd rather wait. The key question isn't whether Anthropic is a great company — it's whether the price already assumes too much future growth. Investors are essentially paying today for huge 2028 revenue, while Anthropic still needs to prove that rapid growth can translate into sustainable margins and cash flow. I would watch the IPO valuation, revenue growth, customer concentration and free cash flow first. Great company, but price matters. I'd rather buy after the hype and let the numbers prove the story. @Tiger_comments [真香]"},{"author":{"id":"3581734406950755","authorId":"3581734406950755","name":"Shyon","avatar":"https://static.tigerbbs.com/2a3423cbda71d7a89cd2f2f2d6744330","crmLevel":12,"crmLevelSwitch":0,"idStr":"3581734406950755","authorIdStr":"3581734406950755"},"content":"I think the comparison between Niu Lai and Anthropic is surprisingly relevant: both show how quickly markets can reprice once expectations of future scale take over. Anthropic’s growth is impressive, but a potential $2 trillion valuation requires strong confidence that its 2028 revenue can translate into sustainable margins and cash flow. Personally, I’d rather not chase the IPO purely on hype. I’m more interested in AMZN and GOOGL as indirect beneficiaries through equity stakes and cloud demand, while keeping an eye on PLTR, NET and SPCX. A successful Anthropic IPO could reinforce premium valuations across AI growth stocks. For me, AI demand is clearly real. The bigger question is how much future growth is already priced in. I remain bullish on enterprise AI, but I’d rather see revenue, margins and cash flow catch up before paying almost any price. @TigerStars @Tiger_comments @TigerClub","text":"I think the comparison between Niu Lai and Anthropic is surprisingly relevant: both show how quickly markets can reprice once expectations of future scale take over. Anthropic’s growth is impressive, but a potential $2 trillion valuation requires strong confidence that its 2028 revenue can translate into sustainable margins and cash flow. Personally, I’d rather not chase the IPO purely on hype. I’m more interested in AMZN and GOOGL as indirect beneficiaries through equity stakes and cloud demand, while keeping an eye on PLTR, NET and SPCX. A successful Anthropic IPO could reinforce premium valuations across AI growth stocks. For me, AI demand is clearly real. The bigger question is how much future growth is already priced in. I remain bullish on enterprise AI, but I’d rather see revenue, margins and cash flow catch up before paying almost any price. @TigerStars @Tiger_comments @TigerClub","html":"I think the comparison between Niu Lai and Anthropic is surprisingly relevant: both show how quickly markets can reprice once expectations of future scale take over. Anthropic’s growth is impressive, but a potential $2 trillion valuation requires strong confidence that its 2028 revenue can translate into sustainable margins and cash flow. Personally, I’d rather not chase the IPO purely on hype. I’m more interested in AMZN and GOOGL as indirect beneficiaries through equity stakes and cloud demand, while keeping an eye on PLTR, NET and SPCX. A successful Anthropic IPO could reinforce premium valuations across AI growth stocks. For me, AI demand is clearly real. The bigger question is how much future growth is already priced in. I remain bullish on enterprise AI, but I’d rather see revenue, margins and cash flow catch up before paying almost any price. @TigerStars @Tiger_comments @TigerClub"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":596756840043952,"gmtCreate":1786689304247,"gmtModify":1786691035324,"author":{"id":"4102740236684050","authorId":"4102740236684050","name":"Maverick AI","avatar":"https://community-static.tradeup.com/news/bbf0f514b8e5abb92266789b89f6e1e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4102740236684050","authorIdStr":"4102740236684050"},"themes":[],"title":"Now it's time for Defense? US Missile Stocks Are Running Low: The Next Defense Trade Is Restocking","htmlText":"Defense stocks have already rallied on higher budgets, Europe rearmament, drones and missile defense.<a target=\"_blank\" href=\"https://ttm.financial/S/RTX\">$RTX Corp(RTX)$</a><a target=\"_blank\" href=\"https://ttm.financial/S/LMT\">$Lockheed Martin(LMT)$</a><a target=\"_blank\" href=\"https://ttm.financial/S/NOC\">$Northrop Grumman(NOC)$</a><a target=\"_blank\" href=\"https://ttm.financial/S/BA\">$Boeing(BA)$</a> The next theme may be simpler: the US needs to rebuild missile inventories. Recent conflicts have turned a long-known production gap into an urgent supply problem. Citrini Research notes that US missile and interceptor use over a five-month period exceeded any full year since the Gulf War. Air defense is the clearest case. CSIS estimates the Iran conflict consumed about 65% of pre-war US Patr","listText":"Defense stocks have already rallied on higher budgets, Europe rearmament, drones and missile defense.<a target=\"_blank\" href=\"https://ttm.financial/S/RTX\">$RTX Corp(RTX)$</a><a target=\"_blank\" href=\"https://ttm.financial/S/LMT\">$Lockheed Martin(LMT)$</a><a target=\"_blank\" href=\"https://ttm.financial/S/NOC\">$Northrop Grumman(NOC)$</a><a target=\"_blank\" href=\"https://ttm.financial/S/BA\">$Boeing(BA)$</a> The next theme may be simpler: the US needs to rebuild missile inventories. Recent conflicts have turned a long-known production gap into an urgent supply problem. Citrini Research notes that US missile and interceptor use over a five-month period exceeded any full year since the Gulf War. Air defense is the clearest case. CSIS estimates the Iran conflict consumed about 65% of pre-war US Patr","text":"Defense stocks have already rallied on higher budgets, Europe rearmament, drones and missile defense.$RTX Corp(RTX)$$Lockheed Martin(LMT)$$Northrop Grumman(NOC)$$Boeing(BA)$ The next theme may be simpler: the US needs to rebuild missile inventories. Recent conflicts have turned a long-known production gap into an urgent supply problem. Citrini Research notes that US missile and interceptor use over a five-month period exceeded any full year since the Gulf War. Air defense is the clearest case. CSIS estimates the Iran conflict consumed about 65% of pre-war US Patr","images":[{"img":"https://static.tigerbbs.com/e6ee6f3846590debc6c356bb84192d6f","width":"1978","height":"884"},{"img":"https://community-static.tradeup.com/news/2ccb0eb14fcf530141d2bb3849e58a01","width":"1456","height":"1095"},{"img":"https://community-static.tradeup.com/news/4349d7e0c78b2a4770bbcd4b66e83d40","width":"2048","height":"1154"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":36,"commentSize":0,"repostSize":2,"link":"https://ttm.financial/post/596756840043952","isVote":1,"tweetType":1,"viewCount":944,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},{"id":596380512145432,"gmtCreate":1786609194213,"gmtModify":1786674043653,"author":{"id":"4102740236684050","authorId":"4102740236684050","name":"Maverick AI","avatar":"https://community-static.tradeup.com/news/bbf0f514b8e5abb92266789b89f6e1e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4102740236684050","authorIdStr":"4102740236684050"},"themes":[],"title":"CoreWeave Q2: Faster Builds, Better Margins, More Debt","htmlText":"<a target=\"_blank\" href=\"https://ttm.financial/S/CRWV\">$CoreWeave, Inc.(CRWV)$</a> shares rose after its Q2 2026 results. Revenue grew 112%, but the key gain was faster power and GPU roll-out. Adjusted operating margin also rose from its Q1 low.<a target=\"_blank\" href=\"https://ttm.financial/S/CWVX\">$Tradr 2X Long CRWV Daily ETF(CWVX)$</a><a target=\"_blank\" href=\"https://ttm.financial/S/CRWG\">$Leverage Shares 2X Long CRWV Daily ETF(CRWG)$</a><a target=\"_blank\" href=\"https://ttm.financial/S/CRWG\">$Leverage Shares 2X Long CRWV Daily ETF(CRWG)$</a> Demand remains strong and near-term supply is sold out. Yet debt, interest and future depreciation keep rising. 1. Sales grew fast, with more gains due in H2 Q2 revenue was $2.58 billion, up 112% year on year and 24% from Q1. The result was close to","listText":"<a target=\"_blank\" href=\"https://ttm.financial/S/CRWV\">$CoreWeave, Inc.(CRWV)$</a> shares rose after its Q2 2026 results. Revenue grew 112%, but the key gain was faster power and GPU roll-out. Adjusted operating margin also rose from its Q1 low.<a target=\"_blank\" href=\"https://ttm.financial/S/CWVX\">$Tradr 2X Long CRWV Daily ETF(CWVX)$</a><a target=\"_blank\" href=\"https://ttm.financial/S/CRWG\">$Leverage Shares 2X Long CRWV Daily ETF(CRWG)$</a><a target=\"_blank\" href=\"https://ttm.financial/S/CRWG\">$Leverage Shares 2X Long CRWV Daily ETF(CRWG)$</a> Demand remains strong and near-term supply is sold out. Yet debt, interest and future depreciation keep rising. 1. Sales grew fast, with more gains due in H2 Q2 revenue was $2.58 billion, up 112% year on year and 24% from Q1. The result was close to","text":"$CoreWeave, Inc.(CRWV)$ shares rose after its Q2 2026 results. Revenue grew 112%, but the key gain was faster power and GPU roll-out. Adjusted operating margin also rose from its Q1 low.$Tradr 2X Long CRWV Daily ETF(CWVX)$$Leverage Shares 2X Long CRWV Daily ETF(CRWG)$$Leverage Shares 2X Long CRWV Daily ETF(CRWG)$ Demand remains strong and near-term supply is sold out. Yet debt, interest and future depreciation keep rising. 1. Sales grew fast, with more gains due in H2 Q2 revenue was $2.58 billion, up 112% year on year and 24% from Q1. The result was close to","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":54,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/596380512145432","isVote":1,"tweetType":1,"viewCount":838,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":596214741401600,"gmtCreate":1786586907599,"gmtModify":1786589425332,"author":{"id":"4225582686885462","authorId":"4225582686885462","name":"SG DLC News","avatar":"https://community-static.tradeup.com/news/d98b8e4c3a07230634c0085e2f351253","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4225582686885462","authorIdStr":"4225582686885462"},"themes":[],"title":"DLC Weekly Recap | Top Gainers & Losers","htmlText":"For period 5 to 12 August: <a href=\"https://ttm.financial/S/WK4W.SI\">$SpaceX 3xLongSG280707(WK4W.SI)$</a> was the top gainer, rising 122% for the week as <a href=\"https://ttm.financial/S/SPCX\">$SpaceX(SPCX)$</a> rallied close to 35% over the same period after plunging the day before on its earnings announcement. <a href=\"https://ttm.financial/S/R18W.SI\">$YZJ 5xLongSG280413(R18W.SI)$</a> was a close second, buoyed by <a href=\"https://ttm.financial/S/YGSHY\">$Yangzijiang Shipbuilding Holdings, Ltd.(YGSHY)$</a> 's 19% surge. Check latest list for Top Movers for the day in our website home page on dlc.socgen.com This advertisement has not been reviewed by the Monetary Authority of Singapore. This advertisement is distributed by Société Générale, Singapore Branch. This advertisement does not for","listText":"For period 5 to 12 August: <a href=\"https://ttm.financial/S/WK4W.SI\">$SpaceX 3xLongSG280707(WK4W.SI)$</a> was the top gainer, rising 122% for the week as <a href=\"https://ttm.financial/S/SPCX\">$SpaceX(SPCX)$</a> rallied close to 35% over the same period after plunging the day before on its earnings announcement. <a href=\"https://ttm.financial/S/R18W.SI\">$YZJ 5xLongSG280413(R18W.SI)$</a> was a close second, buoyed by <a href=\"https://ttm.financial/S/YGSHY\">$Yangzijiang Shipbuilding Holdings, Ltd.(YGSHY)$</a> 's 19% surge. Check latest list for Top Movers for the day in our website home page on dlc.socgen.com This advertisement has not been reviewed by the Monetary Authority of Singapore. This advertisement is distributed by Société Générale, Singapore Branch. This advertisement does not for","text":"For period 5 to 12 August: $SpaceX 3xLongSG280707(WK4W.SI)$ was the top gainer, rising 122% for the week as $SpaceX(SPCX)$ rallied close to 35% over the same period after plunging the day before on its earnings announcement. $YZJ 5xLongSG280413(R18W.SI)$ was a close second, buoyed by $Yangzijiang Shipbuilding Holdings, Ltd.(YGSHY)$ 's 19% surge. Check latest list for Top Movers for the day in our website home page on dlc.socgen.com This advertisement has not been reviewed by the Monetary Authority of Singapore. This advertisement is distributed by Société Générale, Singapore Branch. This advertisement does not for","images":[{"img":"https://community-static.tradeup.com/news/b7a38a235fa3c5e49b51899985012506","width":"895","height":"899"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":13,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/596214741401600","isVote":1,"tweetType":1,"viewCount":27808,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000165","authorId":"9000000000000165","name":"BruceBryant","avatar":"https://community-static.tradeup.com/news/0e39850828cfc7cfaa072c5d54e330eb","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000165","authorIdStr":"9000000000000165"},"content":"I compared Yangzijiang's 19% jump with its recent revenue trend, feels more like catch-up than a new cycle. Shipbuilding names still need follow-through no?","text":"I compared Yangzijiang's 19% jump with its recent revenue trend, feels more like catch-up than a new cycle. Shipbuilding names still need follow-through no?","html":"I compared Yangzijiang's 19% jump with its recent revenue trend, feels more like catch-up than a new cycle. Shipbuilding names still need follow-through no?"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":596549036537104,"gmtCreate":1786668543780,"gmtModify":1786668546777,"author":{"id":"3582922989777578","authorId":"3582922989777578","name":"SPOT_ON","avatar":"https://static.tigerbbs.com/080f029371339d9db26930961de6adb1","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582922989777578","authorIdStr":"3582922989777578"},"themes":[],"title":"","htmlText":"BUY UNDERVALUED ADOBE CHEAP","listText":"BUY UNDERVALUED ADOBE CHEAP","text":"BUY UNDERVALUED ADOBE CHEAP","images":[{"img":"https://community-static.tradeup.com/news/9d3177c8980cf4ddeda1a06fa7254597","width":"854","height":"7889"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/596549036537104","isVote":1,"tweetType":1,"viewCount":298,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":596408062006304,"gmtCreate":1786604124657,"gmtModify":1786606254431,"author":{"id":"4153364923542132","authorId":"4153364923542132","name":"MasterWU","avatar":"https://community-static.tradeup.com/news/30a11b59a865f2952a526275148e2be0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4153364923542132","authorIdStr":"4153364923542132"},"themes":[],"title":"SPCX: The Rebound Time is Coming","htmlText":"Hello everyoone! Great timing--after my \"bullish now for <a target=\"_blank\" href=\"https://ttm.financial/S/SPCX\">$SpaceX(SPCX)$</a>\" call last week, it has risen over 40%. Following the roadmap pretty well. First target: $170. MPW Mid-week Update Posted: (1) hope you caught that pent-up move from <a target=\"_blank\" href=\"https://ttm.financial/S/SPCX\">$SpaceX(SPCX)$</a>, as I identified &amp; marked on the chart real time. (2) also, with VIX closed at the lowest level of 2026, the boring summer may be over.","listText":"Hello everyoone! Great timing--after my \"bullish now for <a target=\"_blank\" href=\"https://ttm.financial/S/SPCX\">$SpaceX(SPCX)$</a>\" call last week, it has risen over 40%. Following the roadmap pretty well. First target: $170. MPW Mid-week Update Posted: (1) hope you caught that pent-up move from <a target=\"_blank\" href=\"https://ttm.financial/S/SPCX\">$SpaceX(SPCX)$</a>, as I identified &amp; marked on the chart real time. (2) also, with VIX closed at the lowest level of 2026, the boring summer may be over.","text":"Hello everyoone! Great timing--after my \"bullish now for $SpaceX(SPCX)$\" call last week, it has risen over 40%. Following the roadmap pretty well. First target: $170. MPW Mid-week Update Posted: (1) hope you caught that pent-up move from $SpaceX(SPCX)$, as I identified & marked on the chart real time. (2) also, with VIX closed at the lowest level of 2026, the boring summer may be over.","images":[{"img":"https://community-static.tradeup.com/news/ac792486f66f74ee46625f901e608570","width":"2373","height":"1149"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":43,"commentSize":2,"repostSize":87,"link":"https://ttm.financial/post/596408062006304","isVote":1,"tweetType":1,"viewCount":3651,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},{"id":596259185087480,"gmtCreate":1786597775456,"gmtModify":1786598097499,"author":{"id":"3582922989777578","authorId":"3582922989777578","name":"SPOT_ON","avatar":"https://static.tigerbbs.com/080f029371339d9db26930961de6adb1","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582922989777578","authorIdStr":"3582922989777578"},"themes":[],"title":"","htmlText":"STARHUB ROCKET STARTING!!","listText":"STARHUB ROCKET STARTING!!","text":"STARHUB ROCKET STARTING!!","images":[{"img":"https://community-static.tradeup.com/news/f1f22831838197481f83c932148c6cd8","width":"854","height":"3651"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/596259185087480","isVote":1,"tweetType":1,"viewCount":385,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},{"id":593780405698568,"gmtCreate":1785987223902,"gmtModify":1786160400088,"author":{"id":"3570103090255456","authorId":"3570103090255456","name":"JC888","avatar":"https://community-static.tradeup.com/news/1f15eae4f682dc4cb91bfca455452752","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570103090255456","authorIdStr":"3570103090255456"},"themes":[],"title":"SPCX falls further after Earnings out !","htmlText":"Now that <a href=\"https://ttm.financial/S/SPCX\">$SpaceX(SPCX)$</a> Q2 2026 earnings are out, let’s take a look and see whether the post I had shared yesterday holds true. Click <a href=\"https://ttm.financial/post/593063498850464\" target=\"_blank\">here !</a> for yesterday’s post. In its first earnings report since going public on 12 Jun 2026, SPCX revenue nearly doubled, fueled by its booming Starlink satellite communications and AI businesses, but executives flagged the spending spree underpinning its lofty ambitions ‌is far from over. The company led by Elon Musk said: It expected a $100 billion revenue run-rate by December 2026, Promised a less than one-year payback on new capital deployments for AI compute, and Forecast it would launch at least 1,000 next-generation V3 Starlink satellite","listText":"Now that <a href=\"https://ttm.financial/S/SPCX\">$SpaceX(SPCX)$</a> Q2 2026 earnings are out, let’s take a look and see whether the post I had shared yesterday holds true. Click <a href=\"https://ttm.financial/post/593063498850464\" target=\"_blank\">here !</a> for yesterday’s post. In its first earnings report since going public on 12 Jun 2026, SPCX revenue nearly doubled, fueled by its booming Starlink satellite communications and AI businesses, but executives flagged the spending spree underpinning its lofty ambitions ‌is far from over. The company led by Elon Musk said: It expected a $100 billion revenue run-rate by December 2026, Promised a less than one-year payback on new capital deployments for AI compute, and Forecast it would launch at least 1,000 next-generation V3 Starlink satellite","text":"Now that $SpaceX(SPCX)$ Q2 2026 earnings are out, let’s take a look and see whether the post I had shared yesterday holds true. Click here ! for yesterday’s post. In its first earnings report since going public on 12 Jun 2026, SPCX revenue nearly doubled, fueled by its booming Starlink satellite communications and AI businesses, but executives flagged the spending spree underpinning its lofty ambitions ‌is far from over. The company led by Elon Musk said: It expected a $100 billion revenue run-rate by December 2026, Promised a less than one-year payback on new capital deployments for AI compute, and Forecast it would launch at least 1,000 next-generation V3 Starlink satellite","images":[{"img":"https://community-static.tradeup.com/news/7cd793c713a3590246d833f516549043","width":"1220","height":"728"},{"img":"https://community-static.tradeup.com/news/bdccd8d0b2d411bed095721b15214e25","width":"653","height":"183"},{"img":"https://community-static.tradeup.com/news/6fb0567e18ed2102be2e1aa17a0e29cb","width":"806","height":"236"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":141,"commentSize":16,"repostSize":154,"link":"https://ttm.financial/post/593780405698568","isVote":1,"tweetType":1,"viewCount":3969,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3570103090255456","authorId":"3570103090255456","name":"JC888","avatar":"https://community-static.tradeup.com/news/1f15eae4f682dc4cb91bfca455452752","crmLevel":12,"crmLevelSwitch":1,"idStr":"3570103090255456","authorIdStr":"3570103090255456"},"content":"This just in - US prominent multinational investment bank & financial services - Piper Sandler has cut SPCX's price target from $156 to a moderated $140 /share. Despite the revision, its latest PT is still higher than Wed closing price of $108. Does that mean there is upside to SPCX in the near term or is Piper Sandler looking into the future, given that breakeven is not even close yet. Investors who are still interested in SPCX, something to dig further, perhaps ?","text":"This just in - US prominent multinational investment bank & financial services - Piper Sandler has cut SPCX's price target from $156 to a moderated $140 /share. Despite the revision, its latest PT is still higher than Wed closing price of $108. Does that mean there is upside to SPCX in the near term or is Piper Sandler looking into the future, given that breakeven is not even close yet. Investors who are still interested in SPCX, something to dig further, perhaps ?","html":"This just in - US prominent multinational investment bank & financial services - Piper Sandler has cut SPCX's price target from $156 to a moderated $140 /share. Despite the revision, its latest PT is still higher than Wed closing price of $108. Does that mean there is upside to SPCX in the near term or is Piper Sandler looking into the future, given that breakeven is not even close yet. Investors who are still interested in SPCX, something to dig further, perhaps ?"},{"author":{"id":"3570103090255456","authorId":"3570103090255456","name":"JC888","avatar":"https://community-static.tradeup.com/news/1f15eae4f682dc4cb91bfca455452752","crmLevel":12,"crmLevelSwitch":1,"idStr":"3570103090255456","authorIdStr":"3570103090255456"},"content":"With 1 min to go before Thu, 08 Aug 2026 trading commences, will SPCX really fall below $100 mark as both S&P 500 and Nasdaq composite futures indexes in the red ? I will be interested to know if there be massive sell down of SPCX as the first of three lockup cycle expires. What do you think ?","text":"With 1 min to go before Thu, 08 Aug 2026 trading commences, will SPCX really fall below $100 mark as both S&P 500 and Nasdaq composite futures indexes in the red ? I will be interested to know if there be massive sell down of SPCX as the first of three lockup cycle expires. What do you think ?","html":"With 1 min to go before Thu, 08 Aug 2026 trading commences, will SPCX really fall below $100 mark as both S&P 500 and Nasdaq composite futures indexes in the red ? I will be interested to know if there be massive sell down of SPCX as the first of three lockup cycle expires. What do you think ?"}],"imageCount":14,"langContent":"EN","totalScore":0},{"id":595607347802648,"gmtCreate":1786438750296,"gmtModify":1786448468461,"author":{"id":"3572212908677301","authorId":"3572212908677301","name":"TigerOptions","avatar":"https://community-static.tradeup.com/news/20925853481806adc78dcdfe25f2fe89","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572212908677301","authorIdStr":"3572212908677301"},"themes":[],"title":"Why Rocket Lab’s Record Backlog Cannot Remove Neutron’s Timing Risk","htmlText":"<a href=\"https://ttm.financial/S/RKLB\">$Rocket Lab USA, Inc.(RKLB)$</a> produced record revenue and backlog in the second quarter, demonstrating that it has become much more than a small-rocket operator. Nevertheless, the market remains focused on Neutron, the reusable medium-lift rocket intended to move Rocket Lab into larger commercial and national-security missions. Rocket Lab reported after the August 10 close for the quarter ended June 30. Revenue increased 62% year over year to $234.1 million, driven mainly by product revenue nearly doubling to $181.3 million. Backlog rose 137% to $2.36 billion, and the company guided for third-quarter revenue of $250–$265 million. Rocket Lab’s official second-quarter release provides the results, contract awards and forecast. The bullish thesis is v","listText":"<a href=\"https://ttm.financial/S/RKLB\">$Rocket Lab USA, Inc.(RKLB)$</a> produced record revenue and backlog in the second quarter, demonstrating that it has become much more than a small-rocket operator. Nevertheless, the market remains focused on Neutron, the reusable medium-lift rocket intended to move Rocket Lab into larger commercial and national-security missions. Rocket Lab reported after the August 10 close for the quarter ended June 30. Revenue increased 62% year over year to $234.1 million, driven mainly by product revenue nearly doubling to $181.3 million. Backlog rose 137% to $2.36 billion, and the company guided for third-quarter revenue of $250–$265 million. Rocket Lab’s official second-quarter release provides the results, contract awards and forecast. The bullish thesis is v","text":"$Rocket Lab USA, Inc.(RKLB)$ produced record revenue and backlog in the second quarter, demonstrating that it has become much more than a small-rocket operator. Nevertheless, the market remains focused on Neutron, the reusable medium-lift rocket intended to move Rocket Lab into larger commercial and national-security missions. Rocket Lab reported after the August 10 close for the quarter ended June 30. Revenue increased 62% year over year to $234.1 million, driven mainly by product revenue nearly doubling to $181.3 million. Backlog rose 137% to $2.36 billion, and the company guided for third-quarter revenue of $250–$265 million. Rocket Lab’s official second-quarter release provides the results, contract awards and forecast. The bullish thesis is v","images":[{"img":"https://community-static.tradeup.com/news/3c7b943918dc4ee9ea4677ff02b55617","width":"222","height":"178"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":34,"commentSize":0,"repostSize":2,"link":"https://ttm.financial/post/595607347802648","isVote":1,"tweetType":1,"viewCount":1435,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":9,"langContent":"EN","totalScore":0},{"id":593063498850464,"gmtCreate":1785814709795,"gmtModify":1785976800163,"author":{"id":"3570103090255456","authorId":"3570103090255456","name":"JC888","avatar":"https://community-static.tradeup.com/news/1f15eae4f682dc4cb91bfca455452752","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570103090255456","authorIdStr":"3570103090255456"},"themes":[],"title":"SPCX : Set to fall further after $100 ?","htmlText":"On the 2nd last day of July 2026, I have shared a post by <a href=\"https://ttm.financial/S/MS\">$Morgan Stanley(MS)$</a> Adam Jonas warning that <a href=\"https://ttm.financial/S/SPCX\">$SpaceX(SPCX)$</a> might fall to $100 per share. click <a href=\"https://ttm.financial/post/591272634041112\" target=\"_blank\">here !</a><a href=\"https://ttm.financial/post/591272634041112\" target=\"_blank\"> </a>to read the post. When the post was out on 30 Jul 2026 , SPCX’s then share price was $113.50 /share. By the time Fri, 31 Jul 2026 was here, SPCX closed off the month, at $108.37; losing -4.52% from the post’s earlier stock price of $113.50. It wasn’t too long ago that the space technology company founded by the world's richest person, Musk, set the record for the largest IPO in history. For a moment, it be","listText":"On the 2nd last day of July 2026, I have shared a post by <a href=\"https://ttm.financial/S/MS\">$Morgan Stanley(MS)$</a> Adam Jonas warning that <a href=\"https://ttm.financial/S/SPCX\">$SpaceX(SPCX)$</a> might fall to $100 per share. click <a href=\"https://ttm.financial/post/591272634041112\" target=\"_blank\">here !</a><a href=\"https://ttm.financial/post/591272634041112\" target=\"_blank\"> </a>to read the post. When the post was out on 30 Jul 2026 , SPCX’s then share price was $113.50 /share. By the time Fri, 31 Jul 2026 was here, SPCX closed off the month, at $108.37; losing -4.52% from the post’s earlier stock price of $113.50. It wasn’t too long ago that the space technology company founded by the world's richest person, Musk, set the record for the largest IPO in history. For a moment, it be","text":"On the 2nd last day of July 2026, I have shared a post by $Morgan Stanley(MS)$ Adam Jonas warning that $SpaceX(SPCX)$ might fall to $100 per share. click here ! to read the post. When the post was out on 30 Jul 2026 , SPCX’s then share price was $113.50 /share. By the time Fri, 31 Jul 2026 was here, SPCX closed off the month, at $108.37; losing -4.52% from the post’s earlier stock price of $113.50. It wasn’t too long ago that the space technology company founded by the world's richest person, Musk, set the record for the largest IPO in history. For a moment, it be","images":[{"img":"https://community-static.tradeup.com/news/362a73819cc327c76d6b859a9501526f","width":"651","height":"252"},{"img":"https://community-static.tradeup.com/news/a91d48d2a9a9f5c1b4d3b2582bed2f22","width":"802","height":"394"},{"img":"https://community-static.tradeup.com/news/77a02b6e5e90d95d12f0b1c447702285","width":"892","height":"244"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":148,"commentSize":21,"repostSize":264,"link":"https://ttm.financial/post/593063498850464","isVote":1,"tweetType":1,"viewCount":5353,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3574752437126777","authorId":"3574752437126777","name":"1PC","avatar":"https://community-static.tradeup.com/news/d93d931cb700e24c910644542320e877","crmLevel":12,"crmLevelSwitch":0,"idStr":"3574752437126777","authorIdStr":"3574752437126777"},"content":"Nice Sharing 😁 @Barcode @Shyon @Aqa @DiAngel @koolgal @Shernice軒嬣 2000","text":"Nice Sharing 😁 @Barcode @Shyon @Aqa @DiAngel @koolgal @Shernice軒嬣 2000","html":"Nice Sharing 😁 @Barcode @Shyon @Aqa @DiAngel @koolgal @Shernice軒嬣 2000"},{"author":{"id":"3570103090255456","authorId":"3570103090255456","name":"JC888","avatar":"https://community-static.tradeup.com/news/1f15eae4f682dc4cb91bfca455452752","crmLevel":12,"crmLevelSwitch":1,"idStr":"3570103090255456","authorIdStr":"3570103090255456"},"content":"On Tue (on the run up to Q2 earnings release) SPCX rose by +9.43% to end the day at $125.33. The key question is will this price level holds, considering Thu, 06 Aug 2026 will be the first of 3 tranches of SPCX shares being unlocked and ready to flood the market. Will it ? Can't wait for the drama to unfold or don't unfold. What do you think ?","text":"On Tue (on the run up to Q2 earnings release) SPCX rose by +9.43% to end the day at $125.33. The key question is will this price level holds, considering Thu, 06 Aug 2026 will be the first of 3 tranches of SPCX shares being unlocked and ready to flood the market. Will it ? Can't wait for the drama to unfold or don't unfold. What do you think ?","html":"On Tue (on the run up to Q2 earnings release) SPCX rose by +9.43% to end the day at $125.33. The key question is will this price level holds, considering Thu, 06 Aug 2026 will be the first of 3 tranches of SPCX shares being unlocked and ready to flood the market. Will it ? Can't wait for the drama to unfold or don't unfold. What do you think ?"}],"imageCount":13,"langContent":"EN","totalScore":0},{"id":595698578130024,"gmtCreate":1786430918184,"gmtModify":1786448505655,"author":{"id":"3527667691843168","authorId":"3527667691843168","name":"Marktomarket","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667691843168","authorIdStr":"3527667691843168"},"themes":[],"title":"Nvidia Wants US$500 Billion. The Market Started Asking Where the Money Comes From","htmlText":"Hello. The biggest story last night was Nvidia out raising money: it is working with Blackstone, BlackRock, Goldman Sachs, KKR and others on a consortium to fund AI infrastructure, for as much as US$500 billion, to be spent on AI chips, power generation and data centres. <a target=\"_blank\" href=\"https://ttm.financial/S/NVDA\">$英伟达(NVDA)$</a> fell 2.86 per cent on the news. It didn't fall because demand is short. It fell because people have started to wonder whether Nvidia is creating that demand itself: it has signed agreements worth hundreds of billions of dollars with participants across the AI ecosystem, lifting overall demand and valuations, while those counterparties themselves depend on the AI boom staying alive. That structure has a name. Circular financing. Jensen Huang answered on","listText":"Hello. The biggest story last night was Nvidia out raising money: it is working with Blackstone, BlackRock, Goldman Sachs, KKR and others on a consortium to fund AI infrastructure, for as much as US$500 billion, to be spent on AI chips, power generation and data centres. <a target=\"_blank\" href=\"https://ttm.financial/S/NVDA\">$英伟达(NVDA)$</a> fell 2.86 per cent on the news. It didn't fall because demand is short. It fell because people have started to wonder whether Nvidia is creating that demand itself: it has signed agreements worth hundreds of billions of dollars with participants across the AI ecosystem, lifting overall demand and valuations, while those counterparties themselves depend on the AI boom staying alive. That structure has a name. Circular financing. Jensen Huang answered on","text":"Hello. The biggest story last night was Nvidia out raising money: it is working with Blackstone, BlackRock, Goldman Sachs, KKR and others on a consortium to fund AI infrastructure, for as much as US$500 billion, to be spent on AI chips, power generation and data centres. $英伟达(NVDA)$ fell 2.86 per cent on the news. It didn't fall because demand is short. It fell because people have started to wonder whether Nvidia is creating that demand itself: it has signed agreements worth hundreds of billions of dollars with participants across the AI ecosystem, lifting overall demand and valuations, while those counterparties themselves depend on the AI boom staying alive. That structure has a name. Circular financing. Jensen Huang answered on","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":49,"commentSize":6,"repostSize":3,"link":"https://ttm.financial/post/595698578130024","isVote":1,"tweetType":1,"viewCount":1706,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[{"author":{"id":"3574752437126777","authorId":"3574752437126777","name":"1PC","avatar":"https://community-static.tradeup.com/news/d93d931cb700e24c910644542320e877","crmLevel":12,"crmLevelSwitch":0,"idStr":"3574752437126777","authorIdStr":"3574752437126777"},"content":"Nvidia’s plan to raise US$500B with Blackstone, BlackRock, Goldman & KKR shook investors. Shares fell 2.9% as concerns grew over circular financing — Nvidia helping create demand by funding the very ecosystem that buys its chips. Optical names were hit hardest: Coherent -14%, Lumentum -8.6%, Marvell -4.7%. Memory looked steadier, with SanDisk up & Micron warning shortages may last past 2027.🐯 My take: the market isn’t doubting demand, it’s questioning where the money comes from and how sustainable that demand really is.[Facepalm]@JC888 @Barcode @Aqa @DiAngel @Shyon @koolgal @Shernice軒嬣 2000","text":"Nvidia’s plan to raise US$500B with Blackstone, BlackRock, Goldman & KKR shook investors. Shares fell 2.9% as concerns grew over circular financing — Nvidia helping create demand by funding the very ecosystem that buys its chips. Optical names were hit hardest: Coherent -14%, Lumentum -8.6%, Marvell -4.7%. Memory looked steadier, with SanDisk up & Micron warning shortages may last past 2027.🐯 My take: the market isn’t doubting demand, it’s questioning where the money comes from and how sustainable that demand really is.[Facepalm]@JC888 @Barcode @Aqa @DiAngel @Shyon @koolgal @Shernice軒嬣 2000","html":"Nvidia’s plan to raise US$500B with Blackstone, BlackRock, Goldman & KKR shook investors. Shares fell 2.9% as concerns grew over circular financing — Nvidia helping create demand by funding the very ecosystem that buys its chips. Optical names were hit hardest: Coherent -14%, Lumentum -8.6%, Marvell -4.7%. Memory looked steadier, with SanDisk up & Micron warning shortages may last past 2027.🐯 My take: the market isn’t doubting demand, it’s questioning where the money comes from and how sustainable that demand really is.[Facepalm]@JC888 @Barcode @Aqa @DiAngel @Shyon @koolgal @Shernice軒嬣 2000"},{"author":{"id":"4175237419056872","authorId":"4175237419056872","name":"北极篂","avatar":"https://community-static.tradeup.com/news/ccf6efe280d3bd6dd9ff673c1ff662b4","crmLevel":11,"crmLevelSwitch":1,"idStr":"4175237419056872","authorIdStr":"4175237419056872"},"content":"Personally, I feel that the market's worry about Nvidia this time is not that demand disappears, but that it begins to ask a deeper question: is the AI prosperity driven by real demand or by the continuous circulation and amplification of capital.","text":"Personally, I feel that the market's worry about Nvidia this time is not that demand disappears, but that it begins to ask a deeper question: is the AI prosperity driven by real demand or by the continuous circulation and amplification of capital.","html":"Personally, I feel that the market's worry about Nvidia this time is not that demand disappears, but that it begins to ask a deeper question: is the AI prosperity driven by real demand or by the continuous circulation and amplification of capital."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":595500646933600,"gmtCreate":1786412586937,"gmtModify":1786415604535,"author":{"id":"4091108376154240","authorId":"4091108376154240","name":"Mrzorro","avatar":"https://static.tigerbbs.com/0aa7353d86c04413c1e18867403db3bd","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4091108376154240","authorIdStr":"4091108376154240"},"themes":[],"title":"","htmlText":"SpaceX Bulls Spar With Bears After Seeing Biggest Short Volume <a href=\"https://ttm.financial/S/SPCX\">$Space Exploration Technologies Corp(SPCX)$ </a>&nbsp;&nbsp;attracted the biggest short volume among stocks tracked but even that failed to overwhelm a powerful wave of buying that followed the post-lockup rebound. Trading in borrowed SpaceX shares climbed more than 35% to 46.2 million shares Friday, the highest among stocks with a market capital of more than $5 billion tracked. The daily short volume surged as the stock rallied 15.8% that day, strengthening the case for bears to close out their positions and avoid the risk of a squeeze.&nbsp; Shares swung between gains and losses Monday morning after briefly climbing above its IPO price of 135. The rebound from the stock's record low cont","listText":"SpaceX Bulls Spar With Bears After Seeing Biggest Short Volume <a href=\"https://ttm.financial/S/SPCX\">$Space Exploration Technologies Corp(SPCX)$ </a>&nbsp;&nbsp;attracted the biggest short volume among stocks tracked but even that failed to overwhelm a powerful wave of buying that followed the post-lockup rebound. Trading in borrowed SpaceX shares climbed more than 35% to 46.2 million shares Friday, the highest among stocks with a market capital of more than $5 billion tracked. The daily short volume surged as the stock rallied 15.8% that day, strengthening the case for bears to close out their positions and avoid the risk of a squeeze.&nbsp; Shares swung between gains and losses Monday morning after briefly climbing above its IPO price of 135. The rebound from the stock's record low cont","text":"SpaceX Bulls Spar With Bears After Seeing Biggest Short Volume $Space Exploration Technologies Corp(SPCX)$ attracted the biggest short volume among stocks tracked but even that failed to overwhelm a powerful wave of buying that followed the post-lockup rebound. Trading in borrowed SpaceX shares climbed more than 35% to 46.2 million shares Friday, the highest among stocks with a market capital of more than $5 billion tracked. The daily short volume surged as the stock rallied 15.8% that day, strengthening the case for bears to close out their positions and avoid the risk of a squeeze. Shares swung between gains and losses Monday morning after briefly climbing above its IPO price of 135. The rebound from the stock's record low cont","images":[{"img":"https://community-static.tradeup.com/news/091e8ef252eb9e3f8aac06076282c229","width":"1080","height":"498"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/595500646933600","isVote":1,"tweetType":1,"viewCount":861,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},{"id":595251130540752,"gmtCreate":1786351663928,"gmtModify":1786356613062,"author":{"id":"3559581955535845","authorId":"3559581955535845","name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3559581955535845","authorIdStr":"3559581955535845"},"themes":[],"title":"SpaceX vs Rocket Lab: David vs Goliath - Which is a Better Buy?","htmlText":"🌟🌟🌟Forget about the standard tech rivalries.&nbsp; The ultimate billionaire space race has officially entered the public stock market.&nbsp; Which is a better buy:&nbsp;<a href=\"https://ttm.financial/S/SPCX\">$SpaceX(SPCX)$ </a> or&nbsp;<a href=\"https://ttm.financial/S/RKLB\">$Rocket Lab USA, Inc.(RKLB)$&nbsp;</a><v-v data-views=\"1\"></v-v>?. This is an agonising high stakes choice.&nbsp; Do you ride with the undisputed dominant industry ruler or place your bets on the scrappy hyper aggressive underdog? Let's pit Rocket Lab against its big brother SpaceX to see which asset is truly the better buy for your hard-earned cash. David vs Goliath (Rocket Lab vs SpaceX) Rocket Lab's market capitalisation is USD 49.5 billion vs SpaceX USD 1.75 trillion. Quarterly revenue Q2 2026: Rocket Lab is USD 231","listText":"🌟🌟🌟Forget about the standard tech rivalries.&nbsp; The ultimate billionaire space race has officially entered the public stock market.&nbsp; Which is a better buy:&nbsp;<a href=\"https://ttm.financial/S/SPCX\">$SpaceX(SPCX)$ </a> or&nbsp;<a href=\"https://ttm.financial/S/RKLB\">$Rocket Lab USA, Inc.(RKLB)$&nbsp;</a><v-v data-views=\"1\"></v-v>?. This is an agonising high stakes choice.&nbsp; Do you ride with the undisputed dominant industry ruler or place your bets on the scrappy hyper aggressive underdog? Let's pit Rocket Lab against its big brother SpaceX to see which asset is truly the better buy for your hard-earned cash. David vs Goliath (Rocket Lab vs SpaceX) Rocket Lab's market capitalisation is USD 49.5 billion vs SpaceX USD 1.75 trillion. Quarterly revenue Q2 2026: Rocket Lab is USD 231","text":"🌟🌟🌟Forget about the standard tech rivalries. The ultimate billionaire space race has officially entered the public stock market. Which is a better buy: $SpaceX(SPCX)$ or $Rocket Lab USA, Inc.(RKLB)$ ?. This is an agonising high stakes choice. Do you ride with the undisputed dominant industry ruler or place your bets on the scrappy hyper aggressive underdog? Let's pit Rocket Lab against its big brother SpaceX to see which asset is truly the better buy for your hard-earned cash. David vs Goliath (Rocket Lab vs SpaceX) Rocket Lab's market capitalisation is USD 49.5 billion vs SpaceX USD 1.75 trillion. Quarterly revenue Q2 2026: Rocket Lab is USD 231","images":[{"img":"https://community-static.tradeup.com/news/697c68c8b4f018f3b015dc3083c38e71","width":"1080","height":"2400"},{"img":"https://community-static.tradeup.com/news/d629e25742653cd34c9aee7f777f15d9","width":"1080","height":"2400"},{"img":"https://community-static.tradeup.com/news/bb95f70cb26f74ed87be3e5e5c7b8b8e","width":"1080","height":"2400"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":34,"commentSize":0,"repostSize":19,"link":"https://ttm.financial/post/595251130540752","isVote":1,"tweetType":1,"viewCount":981,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},{"id":594318246859880,"gmtCreate":1786093923245,"gmtModify":1786965111449,"author":{"id":"3501196737273098","authorId":"3501196737273098","name":"Tiger_comments","avatar":"https://community-static.tradeup.com/news/227887b200e9925968650d5db4a8bfb3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3501196737273098","authorIdStr":"3501196737273098"},"themes":[],"title":"","htmlText":"SpaceX Rallies 6% After Its Lockup Expiration: Is the Next Opportunity in Space Stocks? SpaceX has finally given the public space sector something it has long lacked: a genuine valuation anchor. On August 6, approximately 911.5 million SpaceX shares became eligible for trading. Investors feared that employees and early shareholders would rush to sell, yet after plunging nearly 14% the previous day, <a href=\"https://ttm.financial/S/SPCX\">$SpaceX(SPCX)$</a> rebounded 6.1% to close at $114.92. This does not mean the selling pressure is over. By December 8, tradable shares could rise to roughly 40% of SpaceX’s total shares outstanding, leaving the stock exposed to further supply and volatility. Reuters But the more interesting signal came from the rest of the sector.","listText":"SpaceX Rallies 6% After Its Lockup Expiration: Is the Next Opportunity in Space Stocks? SpaceX has finally given the public space sector something it has long lacked: a genuine valuation anchor. On August 6, approximately 911.5 million SpaceX shares became eligible for trading. Investors feared that employees and early shareholders would rush to sell, yet after plunging nearly 14% the previous day, <a href=\"https://ttm.financial/S/SPCX\">$SpaceX(SPCX)$</a> rebounded 6.1% to close at $114.92. This does not mean the selling pressure is over. By December 8, tradable shares could rise to roughly 40% of SpaceX’s total shares outstanding, leaving the stock exposed to further supply and volatility. Reuters But the more interesting signal came from the rest of the sector.","text":"SpaceX Rallies 6% After Its Lockup Expiration: Is the Next Opportunity in Space Stocks? SpaceX has finally given the public space sector something it has long lacked: a genuine valuation anchor. On August 6, approximately 911.5 million SpaceX shares became eligible for trading. Investors feared that employees and early shareholders would rush to sell, yet after plunging nearly 14% the previous day, $SpaceX(SPCX)$ rebounded 6.1% to close at $114.92. This does not mean the selling pressure is over. By December 8, tradable shares could rise to roughly 40% of SpaceX’s total shares outstanding, leaving the stock exposed to further supply and volatility. Reuters But the more interesting signal came from the rest of the sector.","images":[{"img":"https://community-static.tradeup.com/news/905f538838b45f50d369daf8412020c1"}],"top":1,"highlighted":1,"essential":2,"paper":1,"likeSize":139,"commentSize":1,"repostSize":7,"link":"https://ttm.financial/post/594318246859880","isVote":1,"tweetType":1,"viewCount":13017,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":593922165600416,"gmtCreate":1786032154935,"gmtModify":1786093602595,"author":{"id":"3567900334449295","authorId":"3567900334449295","name":"flyuphigh","avatar":"https://static.tigerbbs.com/eb5c25ecda1f89ac01158a7158e5ac2e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567900334449295","authorIdStr":"3567900334449295"},"themes":[],"title":"","htmlText":"🚀 <a href=\"https://ttm.financial/S/SPCX\">$SpaceX(SPCX)$&nbsp;</a>: From Garage Rockets to Trillion-Dollar Rocket Ship (and the Wild Ride Ahead) Picture this: A company that once almost went bankrupt building rockets that exploded on the pad is now a publicly traded beast (ticker: SPCX) that just reported its first earnings as a public company and is actively trying to catch a 50-story stainless-steel skyscraper falling from the sky with giant mechanical arms. Welcome to SpaceX in August 2026 — where the absurd has become the business plan. The Origin Story (Abridged &amp; Entertaining Version) Elon Musk started SpaceX in 2002 with the modest goal of “making life multiplanetary.” Early days involved a lot of “RUD” (Rapid Unscheduled Disassembly — SpaceX-speak for “the rocket blew up”). Falc","listText":"🚀 <a href=\"https://ttm.financial/S/SPCX\">$SpaceX(SPCX)$&nbsp;</a>: From Garage Rockets to Trillion-Dollar Rocket Ship (and the Wild Ride Ahead) Picture this: A company that once almost went bankrupt building rockets that exploded on the pad is now a publicly traded beast (ticker: SPCX) that just reported its first earnings as a public company and is actively trying to catch a 50-story stainless-steel skyscraper falling from the sky with giant mechanical arms. Welcome to SpaceX in August 2026 — where the absurd has become the business plan. The Origin Story (Abridged &amp; Entertaining Version) Elon Musk started SpaceX in 2002 with the modest goal of “making life multiplanetary.” Early days involved a lot of “RUD” (Rapid Unscheduled Disassembly — SpaceX-speak for “the rocket blew up”). Falc","text":"🚀 $SpaceX(SPCX)$ : From Garage Rockets to Trillion-Dollar Rocket Ship (and the Wild Ride Ahead) Picture this: A company that once almost went bankrupt building rockets that exploded on the pad is now a publicly traded beast (ticker: SPCX) that just reported its first earnings as a public company and is actively trying to catch a 50-story stainless-steel skyscraper falling from the sky with giant mechanical arms. Welcome to SpaceX in August 2026 — where the absurd has become the business plan. The Origin Story (Abridged & Entertaining Version) Elon Musk started SpaceX in 2002 with the modest goal of “making life multiplanetary.” Early days involved a lot of “RUD” (Rapid Unscheduled Disassembly — SpaceX-speak for “the rocket blew up”). Falc","images":[{"img":"https://community-static.tradeup.com/news/e4e3c7728515ceae954a41ecb8b35df5","width":"1320","height":"1221"},{"img":"https://community-static.tradeup.com/news/70dbf33cfe40131739bf453eca781dfc","width":"1200","height":"630"},{"img":"https://community-static.tradeup.com/news/8ea791508489455fffe237713925ad0e","width":"1294","height":"2112"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":42,"commentSize":2,"repostSize":1,"link":"https://ttm.financial/post/593922165600416","isVote":1,"tweetType":1,"viewCount":1651,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4184996406754972","authorId":"4184996406754972","name":"Ahmbis","avatar":"https://community-static.tradeup.com/news/b6f722534790bd3d0a00080ae69e954f","crmLevel":12,"crmLevelSwitch":0,"idStr":"4184996406754972","authorIdStr":"4184996406754972"},"content":"SpaceX is a stock that you buy for your children Future.","text":"SpaceX is a stock that you buy for your children Future.","html":"SpaceX is a stock that you buy for your children Future."}],"imageCount":3,"langContent":"EN","totalScore":0},{"id":594271464710168,"gmtCreate":1786094290054,"gmtModify":1786096983217,"author":{"id":"3527667691843168","authorId":"3527667691843168","name":"Marktomarket","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667691843168","authorIdStr":"3527667691843168"},"themes":[],"title":"The Lock-Up Shoe Dropped. The Guidance One Is Still in the Air.","htmlText":"Hello. The largest first tranche of any IPO lock-up in US market history came free last night: 911.5 million <a target=\"_blank\" href=\"https://ttm.financial/S/SPCX\">$SpaceX(SPCX)$</a> insider shares became eligible to sell, taking the freely tradable count from about 639 million to roughly 1.55 billion in one step. The shares rose 6.14 per cent. The day the selling actually happened wasn't last night. It was the day before. On Wednesday the stock fell 13.61 per cent on about 200 million shares, the heaviest turnover since 18 June; last night volume hit 251 million and set another high, yet the price went up. Heavier volume than Wednesday, and the price went the other way — the people who wanted to sell had mostly finished on Wednesday. Someone went back through three comparable cases: in ea","listText":"Hello. The largest first tranche of any IPO lock-up in US market history came free last night: 911.5 million <a target=\"_blank\" href=\"https://ttm.financial/S/SPCX\">$SpaceX(SPCX)$</a> insider shares became eligible to sell, taking the freely tradable count from about 639 million to roughly 1.55 billion in one step. The shares rose 6.14 per cent. The day the selling actually happened wasn't last night. It was the day before. On Wednesday the stock fell 13.61 per cent on about 200 million shares, the heaviest turnover since 18 June; last night volume hit 251 million and set another high, yet the price went up. Heavier volume than Wednesday, and the price went the other way — the people who wanted to sell had mostly finished on Wednesday. Someone went back through three comparable cases: in ea","text":"Hello. The largest first tranche of any IPO lock-up in US market history came free last night: 911.5 million $SpaceX(SPCX)$ insider shares became eligible to sell, taking the freely tradable count from about 639 million to roughly 1.55 billion in one step. The shares rose 6.14 per cent. The day the selling actually happened wasn't last night. It was the day before. On Wednesday the stock fell 13.61 per cent on about 200 million shares, the heaviest turnover since 18 June; last night volume hit 251 million and set another high, yet the price went up. Heavier volume than Wednesday, and the price went the other way — the people who wanted to sell had mostly finished on Wednesday. Someone went back through three comparable cases: in ea","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":117,"commentSize":0,"repostSize":7,"link":"https://ttm.financial/post/594271464710168","isVote":1,"tweetType":1,"viewCount":1905,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":593429952902576,"gmtCreate":1785877075941,"gmtModify":1785917930999,"author":{"id":"4245312935821372","authorId":"4245312935821372","name":"Young_on_stocks","avatar":"https://community-static.tradeup.com/news/dfb4799002b9db1320239f93b5eb7bfe","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4245312935821372","authorIdStr":"4245312935821372"},"themes":[],"title":"AMD and SpaceX Beat Expectations—So Why Did Both Stocks Sell Off?","htmlText":"AMD fell as much as 7% after hours, while SpaceX dropped about 6%. The earnings reports were not bad. The problem was that neither stock had been priced for a normal beat. AMD came into earnings with expectations set too high. SpaceX is simply spending money too fast. AMD: The Surprise Had Already Been Priced In AMD reported second-quarter revenue of $11.54 billion, up 50% year over year, with adjusted EPS of $1.66. The company also guided for roughly $13 billion in third-quarter revenue. Data center revenue reached $6.72 billion, up 107%, as both EPYC CPUs and Instinct accelerators continued to ramp. Put these numbers on almost any other semiconductor company, and investors would have very little to complain about. AMD still got hit after hours. The first reason was simple: the stock had","listText":"AMD fell as much as 7% after hours, while SpaceX dropped about 6%. The earnings reports were not bad. The problem was that neither stock had been priced for a normal beat. AMD came into earnings with expectations set too high. SpaceX is simply spending money too fast. AMD: The Surprise Had Already Been Priced In AMD reported second-quarter revenue of $11.54 billion, up 50% year over year, with adjusted EPS of $1.66. The company also guided for roughly $13 billion in third-quarter revenue. Data center revenue reached $6.72 billion, up 107%, as both EPYC CPUs and Instinct accelerators continued to ramp. Put these numbers on almost any other semiconductor company, and investors would have very little to complain about. AMD still got hit after hours. The first reason was simple: the stock had","text":"AMD fell as much as 7% after hours, while SpaceX dropped about 6%. The earnings reports were not bad. The problem was that neither stock had been priced for a normal beat. AMD came into earnings with expectations set too high. SpaceX is simply spending money too fast. AMD: The Surprise Had Already Been Priced In AMD reported second-quarter revenue of $11.54 billion, up 50% year over year, with adjusted EPS of $1.66. The company also guided for roughly $13 billion in third-quarter revenue. Data center revenue reached $6.72 billion, up 107%, as both EPYC CPUs and Instinct accelerators continued to ramp. Put these numbers on almost any other semiconductor company, and investors would have very little to complain about. AMD still got hit after hours. The first reason was simple: the stock had","images":[{"img":"https://community-static.tradeup.com/news/0713ba17607a318f0ce243e80154904c","width":"1254","height":"1254"},{"img":"https://community-static.tradeup.com/news/91cef57f6a029a9cb1284c6bec414a30","width":"1254","height":"1254"},{"img":"https://community-static.tradeup.com/news/2583fe5b29076e66ae4789a4abaa49fb","width":"1254","height":"1254"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":24,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/593429952902576","isVote":1,"tweetType":1,"viewCount":1341,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4243426647434722","authorId":"4243426647434722","name":"Investing Leon","avatar":"https://community-static.tradeup.com/news/ce9384c23155414f0a6191dfd331ff55","crmLevel":1,"crmLevelSwitch":0,"idStr":"4243426647434722","authorIdStr":"4243426647434722"},"content":"AMD's expectations have been pulled too high. It is likely to report well, but the stock price is still down","text":"AMD's expectations have been pulled too high. It is likely to report well, but the stock price is still down","html":"AMD's expectations have been pulled too high. It is likely to report well, but the stock price is still down"}],"imageCount":3,"langContent":"EN","totalScore":0},{"id":593968316978736,"gmtCreate":1786008602684,"gmtModify":1786008758393,"author":{"id":"9000000000000419","authorId":"9000000000000419","name":"WallStreet_Tiger","avatar":"https://community-static.tradeup.com/news/1fdbba25bcf5dea3f281241ba1320d10","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000419","authorIdStr":"9000000000000419"},"themes":[],"title":"🎁What the Tigers Say | AI Ambition Comes at a Cost","htmlText":"Hi Tigers 🐯, Welcome to \"What the Tigers say.\" 👋 This week's earnings season put the AI spending question front and center, with <a target=\"_blank\" href=\"https://ttm.financial/S/SPCX\">$SpaceX(SPCX)$</a>'s first-ever quarterly print and <a target=\"_blank\" href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a>'s Q2 results both beating on growth while capex and margins raised eyebrows. The community dug straight into whether that spending spree can actually justify today's valuations. Before today's session played out, the community was already doing the heavy lifting. Let's rewind to the three sharpest takes from <a target=\"_blank\" href=\"https://ttm.financial/U/3570103090255456\">@JC888</a>, <a target=\"_blank\" href=\"https://ttm.financial/U/4102740236684050\">@Maverick AI</a>, and","listText":"Hi Tigers 🐯, Welcome to \"What the Tigers say.\" 👋 This week's earnings season put the AI spending question front and center, with <a target=\"_blank\" href=\"https://ttm.financial/S/SPCX\">$SpaceX(SPCX)$</a>'s first-ever quarterly print and <a target=\"_blank\" href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a>'s Q2 results both beating on growth while capex and margins raised eyebrows. The community dug straight into whether that spending spree can actually justify today's valuations. Before today's session played out, the community was already doing the heavy lifting. Let's rewind to the three sharpest takes from <a target=\"_blank\" href=\"https://ttm.financial/U/3570103090255456\">@JC888</a>, <a target=\"_blank\" href=\"https://ttm.financial/U/4102740236684050\">@Maverick AI</a>, and","text":"Hi Tigers 🐯, Welcome to \"What the Tigers say.\" 👋 This week's earnings season put the AI spending question front and center, with $SpaceX(SPCX)$'s first-ever quarterly print and $Tesla Motors(TSLA)$'s Q2 results both beating on growth while capex and margins raised eyebrows. The community dug straight into whether that spending spree can actually justify today's valuations. Before today's session played out, the community was already doing the heavy lifting. Let's rewind to the three sharpest takes from @JC888, @Maverick AI, and","images":[{"img":"https://community-static.tradeup.com/news/2c4623a8588b7eb6fd571cfce9b7922a"},{"img":"https://community-static.tradeup.com/news/e8d863c81b2c1f0749c4593bfb196838"},{"img":"https://community-static.tradeup.com/news/39f42b7699214a72e0a15980a7d35a19"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":17,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/593968316978736","isVote":1,"tweetType":1,"viewCount":2372,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3570103090255456","authorId":"3570103090255456","name":"JC888","avatar":"https://community-static.tradeup.com/news/1f15eae4f682dc4cb91bfca455452752","crmLevel":12,"crmLevelSwitch":1,"idStr":"3570103090255456","authorIdStr":"3570103090255456"},"content":"Hi @WallStreet_Tiger thank you for selecting my post to feature. It will be an interesting Thursday to find out if early investors and employees will bail on SPCX. If they do, it implies alot about sentiments towards SPCX, no?","text":"Hi @WallStreet_Tiger thank you for selecting my post to feature. It will be an interesting Thursday to find out if early investors and employees will bail on SPCX. If they do, it implies alot about sentiments towards SPCX, no?","html":"Hi @WallStreet_Tiger thank you for selecting my post to feature. It will be an interesting Thursday to find out if early investors and employees will bail on SPCX. If they do, it implies alot about sentiments towards SPCX, no?"}],"imageCount":3,"langContent":"EN","totalScore":0},{"id":594615752053128,"gmtCreate":1786196636180,"gmtModify":1786196806469,"author":{"id":"4091108376154240","authorId":"4091108376154240","name":"Mrzorro","avatar":"https://static.tigerbbs.com/0aa7353d86c04413c1e18867403db3bd","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4091108376154240","authorIdStr":"4091108376154240"},"themes":[],"title":"","htmlText":"SpaceX Options Flash Extreme Risk With Put Volatility Near 2,000% <a href=\"https://ttm.financial/S/SPCX\">$Space Exploration Technologies Corp(SPCX)$ </a>&nbsp;&nbsp;options are pricing extreme near-term uncertainty, with implied volatility for zero-days-to- expiration (ODTE) put options expiring approaching 2,000% at some strikes following the company's first major lock-up expiration.&nbsp; Traders are paying a steep premium for immediate downside protection after the first major lockup expiration yesterday released as many as 911.5 million shares—more than doubling the shares that are available for trading. Amid an 11% share price advance, the short-dated options market continues to price concentrated event risk. For Friday's expiration the put volatility smile still surges at higher stri","listText":"SpaceX Options Flash Extreme Risk With Put Volatility Near 2,000% <a href=\"https://ttm.financial/S/SPCX\">$Space Exploration Technologies Corp(SPCX)$ </a>&nbsp;&nbsp;options are pricing extreme near-term uncertainty, with implied volatility for zero-days-to- expiration (ODTE) put options expiring approaching 2,000% at some strikes following the company's first major lock-up expiration.&nbsp; Traders are paying a steep premium for immediate downside protection after the first major lockup expiration yesterday released as many as 911.5 million shares—more than doubling the shares that are available for trading. Amid an 11% share price advance, the short-dated options market continues to price concentrated event risk. For Friday's expiration the put volatility smile still surges at higher stri","text":"SpaceX Options Flash Extreme Risk With Put Volatility Near 2,000% $Space Exploration Technologies Corp(SPCX)$ options are pricing extreme near-term uncertainty, with implied volatility for zero-days-to- expiration (ODTE) put options expiring approaching 2,000% at some strikes following the company's first major lock-up expiration. Traders are paying a steep premium for immediate downside protection after the first major lockup expiration yesterday released as many as 911.5 million shares—more than doubling the shares that are available for trading. Amid an 11% share price advance, the short-dated options market continues to price concentrated event risk. For Friday's expiration the put volatility smile still surges at higher stri","images":[{"img":"https://community-static.tradeup.com/news/20ec9341b07b904e2a6125177eaf01e5","width":"975","height":"1008"},{"img":"https://community-static.tradeup.com/news/4579606b0c32c22120668686f95b9db1","width":"954","height":"954"},{"img":"https://community-static.tradeup.com/news/ad31c79bb5001de8b403b452c5023a4c","width":"976","height":"1182"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/594615752053128","isVote":1,"tweetType":1,"viewCount":919,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0}]}