JC888
JC888
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avatarJC888
08-02 10:39
Replying to @CHINNY168:Hi thanks for reading my post. Happy to know you liked it. Appreciate it. //@CHINNY168:Great article, would you like to share it?
@JC888:INTC Q2 Earnings Con'td To Beat Wall St ?
avatarJC888
08-02 10:38
Replying to @CHINNY168:Hi thanks for reading my post. Glad you liked it.  Appreciate it.//@CHINNY168:Great article, would you like to share it?
@JC888:INTC Q2 Earnings Con'td To Beat Wall St ?
avatarJC888
08-01 08:13
On Friday, AAPL fell by - 7.35% post quarterly earnings. (see attached) Looks like market didn't like it's weaker than expected Q4 revenue forecast. Shouldn't analysts look at the current economic situation in the US and globally, in part thanks to the Middle East unrest cause by Trump government that's driving inflation (rising prices) into every country's economy. And still expect another set of stellar earnings results? Where's the commonsense?
@JC888:Tech NVDA, AMD, MU $1.6 Trillion Wipe Out
avatarJC888
08-01 08:07
When I first shared this post, SPCX was at $113 per share. As of Friday evening, it's has edged closer to the $100 mark predicted by Ms. (see attached) Will Investors decide if $100 will be a good entry point or should investors be looking towards the Middle East for indications? What do u think?
@JC888:MS : SPCX is $15 from Zero AI value ! True ?
avatarJC888
07-31 13:28
On Thursday when all 3 major composite indexes recovered across the board, SPCX continued it's consolidation. It ended the day - 0.3% lower at $112.20 per share. Looks like investors are really betting against the company. Maybe there is "real" value left in the stock? Or there can be a better entry point at the horizon, with the US Iran tensions rising again? Tough call....
@JC888:MS : SPCX is $15 from Zero AI value ! True ?
avatarJC888
07-31 11:55
Hi, My Idea post for today.  Hope you like it. Help to Repost so that more people will get to read about it ok. Thanks v much..
@JC888:Tech NVDA, AMD, MU $1.6 Trillion Wipe Out
avatarJC888
07-31 10:54

Tech NVDA, AMD, MU $1.6 Trillion Wipe Out

Tech Selloff Deepens On Tue, 28 Jul 2026, selloff in US technology stocks gathered pace. It took the sector’s market value loss to about $1.6 trillion in just over 5 trading sessions. It comes at a time when investors continued to question (a) heavy AI spending, (b) disappointing earnings and (c) rising capex commitments by the industry's largest companies. This latest wave of selling pushed the Nasdaq-100 into correction territory during the session, marking a decline of more than -10% from its most recent record high. The tech index, which tracks the 100 largest non-financial companies listed on the Nasdaq exchange, finished the day -1.0% lower. As pointed out in my previous post (click here ! to savour),
Tech NVDA, AMD, MU $1.6 Trillion Wipe Out
avatarJC888
07-31 10:32
Replying to @CHINNY168:Hi, thanks for reading my post. Thanks for helping to repost so that more people will get to read about it. Thanks. //@CHINNY168:Great article, would you like to share it?
@JC888:US Market down, thanks Semicon & AI ?
avatarJC888
07-31 10:31
Replying to @CHINNY168:Hi, thanks for reading my post. Glad you liked it.   Thanks for helping to repost so that more people will get to read about it. Thanks.//@CHINNY168:Great article, would you like to share it?
@JC888:INTC Q2 Earnings Con'td To Beat Wall St ?
avatarJC888
07-31
Half way into trading on Thursday, SPCX is once again under correction. (see attached) Like the MS's prophecy coming true? What do you think?
@JC888:MS : SPCX is $15 from Zero AI value ! True ?
avatarJC888
07-30
Replying to @AgathaHume:Hi, thanks for reading my post and sharing your views. Agree that SPCX's Starlink still has value but with ongoing Middle East tension that does not seem to go away, I will observe for a while first..//@AgathaHume:I bought the washout, not the headline. Starlink plus launch alone makes 100 look too low to me, AI is a free call option. Too early to write it off?
@JC888:MS : SPCX is $15 from Zero AI value ! True ?
avatarJC888
07-30
Believe that US market is set to rise on Thursday trading (see attached) when US has begun to strike Iran again ?  I don't know.   META is set to fall as (a) Q2 EPS missed forecast, (b) cash flow fell -91% due to capex cash burn and (c) $2.4 billion legal charges & $1.18 billion in severance expenses. AMZN is slated to recover.  Don't believe it too.
@JC888:How is Mag 7 faring in latest AI-run ?
avatarJC888
07-30
Hi, My Pick post for today. Hope you like it. Help to Repost pls - it is important to me & it enables more people to read about it ok. Thanks v much..
@JC888:MS : SPCX is $15 from Zero AI value ! True ?
avatarJC888
07-30

MS : SPCX is $15 from Zero AI value ! True ?

. $SpaceX(SPCX)$ stock story since its June 2026 IPO has been dramatic. On Fri, 12 Jun 2026, SPCX shares debuted at $160.95, then briefly soared past $200, hitting an all-time-high of $225.64 on 16 Jun 2026, and then (without warning) collapsed to nearly $115 by late July 2026, erasing over a trillion dollars in market value, in the process. (see below) As of 27 Jul 2026 endday On Mon, 27 Jul 2026, it continues to slide, pushing closer to the $100 mark that $Morgan Stanley(MS)$ warned. (see above) It showed that market is willing to push closer to the threshold where that “worthless AI” framing becomes more than just a provocative headline. Morgan Stanley Says. MS, MD & Global Auto & Shared Mobility
MS : SPCX is $15 from Zero AI value ! True ?
avatarJC888
07-30
On Wednesday when the 3 composite indexes all fell, META was part of the reason dragging the tech index down. Investors are still rotating out of AI related stocks.
@JC888:How is Mag 7 faring in latest AI-run ?
avatarJC888
07-30
US  market fell sharply on Wed, 29 Jul 2026, driven by 3 key factors: (1) US Fed holding interest rates steady with a divided vote as predicted , (2) surging oil prices from renewed Middle East conflict, and (3)  continued sell-off in AI and semiconductor stocks. (see attached)
@JC888:US market hit by War & AI Capex Worries.
avatarJC888
07-29
Meta is expected to make gains when trading commences and Amazon is expected to dip further. (see attached) But will this remain the same till 4pm when trading ends for Wednesday and when FOMC meeting concludes this 2nd day.  Will there be an interest hike ?  I really don't think so, Warsh will stay "loyal" to him.
@JC888:How is Mag 7 faring in latest AI-run ?
avatarJC888
07-29
US pre-market has just taken a turn for the worse as US (again) decided to gang up with Saudi Arabia and commenced cross fire with Iran again.  Not that Iran is right in this case.   To me, it has escalated to who will control the Straits of Hormuz eventually, as I had mentioned in my past post. Whatever it is, brace for a bloodshed again this Wednesday.
@JC888:US market hit by War & AI Capex Worries.
avatarJC888
07-29
Hi @Wallstreet Tiger - thank you for selecting my post in your discussion.  I think all 3 of us have a commonality and that is like it or not, AI is here to stay.  Thanks.
@WallStreet_Tiger:🎁What the Tigers Say | 📈 𝗜𝘀 𝗧𝗵𝗲 𝗔𝗜 𝗥𝗼𝘁𝗮𝘁𝗶𝗼𝗻 𝗢𝘃𝗲𝗿?
avatarJC888
07-29
On Tue, 28 Jul 2026, Nasdaq continued to consolidate as investors "selectively" rotate out of AI and Storage related stocks. 3 of 7 Mag 7 succumb to the Nasdaq pressure and was dragged down. They were META, AMZN and TSLA.  Funnily enough it's the 2 shortlisted companies with "most" cash-flow-per-share estimates for 2027. (see attached) 4 of 7 Mag 7 bucked the trend and rose. GOOG (+1.89%) & MSFT (+1.09%) were the top 2 gainers (by percentage).
@JC888:How is Mag 7 faring in latest AI-run ?

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