JoHn_JoHn
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Alright so AVGO nuked the semi sector this week, MU and WDC got dragged down in sympathy, and my portfolio looked like a crime scene. Instead of doom-scrolling, I opened moomoo and went to Markets > ETFs tab. There's this Thematic ETFs section that honestly doesn't get enough attention. It's basically a visual catalog of every trending investment theme — each one is a card with a background image, the theme name, and ...

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JoHn_JoHn
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$Marvell Technology (MRVL.US)$
Why suddenly $Applied Optoelectronics (AAOI.US)$ $Marvell Technology (MRVL.US)$ $Broadcom (AVGO.US)$ $NVIDIA (NVDA.US)$ Drop so much. What happen …
Why suddenly $Applied Optoelectronics (AAOI.US)$ $Marvell Technology (MRVL.US)$ $Broadcom (AVGO.US)$ $NVIDIA (NVDA.US)$ Drop so much. What happen …
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$NVIDIA (NVDA.US)$
Why did NVDA drop again… Lol…
Why did NVDA drop again… Lol…
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JoHn_JoHn
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I'm out 🥂🚀
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JoHn_JoHn
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Standing at the fresh starting point of June 1, 2026, the U.S. stock market is undergoing a historic capital realignment.
Addressing recent market developments, particularly the latest progress on SpaceX’s landmark IPO and its most recent financial results released at the end of May.
🔍 Part One: Debunking the ‘Valuation Adjustment’ Rumor Around SpaceX
1. Clarifying misinterpreted data: SpaceX isn’t lowering its valuation—it’s pricing more rationally.
1.1 Cutting through the noise: According to SpaceX’s latest S-1 filing submitted to the SEC on May 21, 2026, its targeted IPO valuation is clearly anchored between $1.75 trillion and $2 trillion (ticker: SPCX). The earlier market rumors of a ‘valuation cut’ stemmed from early-year speculation that erroneously merged SpaceX’s figures with Elon Musk’s xAI financials, inflating estimates to $2.2 trillion. This deliberate ‘braking’ actually creates room for secondary-market speculation.
1.2 Will other space stocks drop as a result? Quite the opposite—the valuation ceiling has just been forcibly raised! SpaceX has disclosed stunning financials for the first time: full-year 2025 revenue reached $18.7 billion (with Starlink alone contributing $11.4 billion and a gross margin of 61%). This directly...
Addressing recent market developments, particularly the latest progress on SpaceX’s landmark IPO and its most recent financial results released at the end of May.
🔍 Part One: Debunking the ‘Valuation Adjustment’ Rumor Around SpaceX
1. Clarifying misinterpreted data: SpaceX isn’t lowering its valuation—it’s pricing more rationally.
1.1 Cutting through the noise: According to SpaceX’s latest S-1 filing submitted to the SEC on May 21, 2026, its targeted IPO valuation is clearly anchored between $1.75 trillion and $2 trillion (ticker: SPCX). The earlier market rumors of a ‘valuation cut’ stemmed from early-year speculation that erroneously merged SpaceX’s figures with Elon Musk’s xAI financials, inflating estimates to $2.2 trillion. This deliberate ‘braking’ actually creates room for secondary-market speculation.
1.2 Will other space stocks drop as a result? Quite the opposite—the valuation ceiling has just been forcibly raised! SpaceX has disclosed stunning financials for the first time: full-year 2025 revenue reached $18.7 billion (with Starlink alone contributing $11.4 billion and a gross margin of 61%). This directly...
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$NVIDIA (NVDA.US)$
Tot is up but down haha …
Tot is up but down haha …
JoHn_JoHn
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