As a company that was net loss-making at the time of its IPO, $SpaceX (SPCX.US)$ may replicate $Tesla (TSLA.US)$ ’s arduous path to turning profitable. This is especially challenging given the high capital expenditures and R&D spending required by xAI, one of its three major business segments. Intense bullish and bearish sentiment will amplify SpaceX's volatility, creating opportunities for tactical buying o...

$Intel (INTC.US)$ Margin call triggered

As the largest IPO in history, $SpaceX (SPCX.US)$ plans to raise $75 billion at a staggering valuation of $1.77 trillion. Fueled by three top-tier narratives—low-Earth orbit satellites, rocket launch and AI—the offering has seen oversubscription exceed 4x across all platforms, creating peak market sentiment ahead of the listing.
Considering the historical performance of mega-cap tech IPOs from the past decade,...

The semiconductor equipment rally is no longer just a side trade on AI. It is becoming one of the clearest signals that investors are moving upstream from buying AI demand to buying the physical bottlenecks behind that demand.
The move has been broad. Semiconductor equipment leaders including $Applied Materials (AMAT.US)$ , $Lam Research (LRCX.US)$ , $KLA Corp (KLAC.US)$ , $ASML Holding (ASML.US)$ and $ACM Research (ACMR.US)$ all rallied sharply, wh...

Key Takeaways:
• Trump Announces Expected US-Iran Agreement Within Days
• Musk Nears Trillionaire Status as Historic SpaceX IPO Values Firm at $1.77 Trillion
• Rocket Lab and Four Other Companies Join Nasdaq 100 Index
🔔Before the Bell
Stock futures advanced on Friday after Iranian state media reported that a proposed peace agreement would lead to the reopening of the Strait of Hormuz.
$E-mini NASDAQ 100 Futures (SEP6) (NQmain.US)$ went up b...

$Intel (INTC.US)$ It dropped again 😭

$Intel (INTC.US)$ Whether he goes long or short hinges entirely on his whim

$Intel (INTC.US)$ Drops in the mkt like that usually lead to more drops