Moomoo Recap US
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$SpaceX (SPCX.US)$ 's IPO is becoming a stress test for the entire space trade.
A steady final price may help the debut. Huge retail demand shows strong appetite. The rally in public space stocks shows investors are already positioning around the theme.
$Redwire (RDW.US)$ $AST SpaceMobile (ASTS.US)$ $Rocket Lab (RKLB.US)$ $Firefly Aerospace (FLY.US)$ $Destiny Tech100 (DXYZ.US)$ $Tesla (TSLA.US)$ $Amazon (AMZN.US)$ $Alphabet-A (GOOGL.US)$
A steady final price may help the debut. Huge retail demand shows strong appetite. The rally in public space stocks shows investors are already positioning around the theme.
$Redwire (RDW.US)$ $AST SpaceMobile (ASTS.US)$ $Rocket Lab (RKLB.US)$ $Firefly Aerospace (FLY.US)$ $Destiny Tech100 (DXYZ.US)$ $Tesla (TSLA.US)$ $Amazon (AMZN.US)$ $Alphabet-A (GOOGL.US)$
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Moomoo Recap US
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Oracle's AI demand is real, but the market is now asking a harder question: how much cash does $Oracle (ORCL.US)$ need to spend before that demand becomes durable free cash flow?
The bull case is that Oracle is building one of the largest contracted AI cloud backlogs in tech. The bear case is that the company is entering a hyperscaler-style capex cycle while its legacy software base is no longer strong enough to fully offset the pressure.
$PHLX Semiconductor Index (.SOX.US)$ $iShares Semiconductor ETF (SOXX.US)$ $Direxion Daily Semiconductor Bull 3x Shares ETF (SOXL.US)$ $SPDR S&P 500 ETF (SPY.US)$ $Nasdaq Composite Index (.IXIC.US)$ $INVESCO PHLX SEMICONDUCTOR ETF (SOXQ.US)$
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The bull case is that Oracle is building one of the largest contracted AI cloud backlogs in tech. The bear case is that the company is entering a hyperscaler-style capex cycle while its legacy software base is no longer strong enough to fully offset the pressure.
$PHLX Semiconductor Index (.SOX.US)$ $iShares Semiconductor ETF (SOXX.US)$ $Direxion Daily Semiconductor Bull 3x Shares ETF (SOXL.US)$ $SPDR S&P 500 ETF (SPY.US)$ $Nasdaq Composite Index (.IXIC.US)$ $INVESCO PHLX SEMICONDUCTOR ETF (SOXQ.US)$
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Moomoo Recap US
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$Oracle (ORCL.US)$ 's FYQ4 report is a test of whether the market should keep valuing the company as an AI infrastructure winner rather than a legacy software company with heavy CapEx. The most important upside combination would be OCI growth above 95%, RPO moving toward $600 billion, FY27 revenue guidance at or above $90 billion, and CapEx staying below the $100 billion fear line. The key risk is that even strong demand may not be eno...
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Moomoo Recap US
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- 🔵 $Oracle (ORCL.US)$ Q4 (Wed AMC) — RPO, OCI growth, and GPU rentals are the AI cloud litmus test. Beat → semis rip 5–8%. Miss →digestion narrative wins.
- 🔴 Semis Crowded Flush — Retail option vol hit 4.9× the post-2020 mean (record). SPY broke gamma flip 752; put wallsits at 740. Either dealers chase higher, or 740 breaks and we cascade to 720.
- 🟣 $SpaceX (SPCX.US)$ IPO (Thu/Fri) — $135 price, $1.77T cap, $74.4B raise — biggest I...
- 🔴 Semis Crowded Flush — Retail option vol hit 4.9× the post-2020 mean (record). SPY broke gamma flip 752; put wallsits at 740. Either dealers chase higher, or 740 breaks and we cascade to 720.
- 🟣 $SpaceX (SPCX.US)$ IPO (Thu/Fri) — $135 price, $1.77T cap, $74.4B raise — biggest I...
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Moomoo Recap US
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$Broadcom (AVGO.US)$ 's quarter was fundamentally strong, but the stock had already priced in a much bigger AI surprise. Revenue, AI semiconductor sales, earnings and free cash flow all looked powerful, but the market wanted management to raise the ceiling.
The long-term AI story remains intact. Broadcom is still one of the most important custom AI chip and AI networking suppliers outside Nvidia. The near-term risk is valuation: when expectat...
The long-term AI story remains intact. Broadcom is still one of the most important custom AI chip and AI networking suppliers outside Nvidia. The near-term risk is valuation: when expectat...
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Moomoo Recap US
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$Marvell Technology (MRVL.US)$ 's rally makes sense. Jensen Huang gave the stock a rare AI endorsement. Maia 200 reinforced the custom silicon theme. XPU attach and optical interconnects give Marvell two powerful earnings drivers beyond the headline custom AI chip narrative.
But the easy money may already have been made. Marvell is now priced like a major AI infrastructure winner, not a cheap catch-up trade. From here, the next l...
But the easy money may already have been made. Marvell is now priced like a major AI infrastructure winner, not a cheap catch-up trade. From here, the next l...
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Moomoo Recap US
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$Broadcom (AVGO.US)$ , the global leader in AI ASIC chips, will release its FY2026 Q2 earnings report after market close this Wednesday. Market focus is primarily on the potential loss of market share in $Alphabet-C (GOOG.US)$ TPU orders and the ramp-up pace of ASIC orders from other customers, while investors are also anticipating a further upward revision of AI order backlog data.
Broadcom is one of the cleanest AI infrastructure stories outside Nvidia...
Broadcom is one of the cleanest AI infrastructure stories outside Nvidia...
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- Watch 1 · AI Hardware (catalyst week) — GTC and Computex both open Monday, then Broadcom (AVGO) reports Wednesday. Last week SOXX ran +8.46% and AVGO +7.77%; custom silicon and networking lead. Watch: $Broadcom (AVGO.US)$ · $iShares Semiconductor ETF (SOXX.US)$ · $NVIDIA (NVDA.US)$ · $Marvell Technology (MRVL.US)$
- Watch 2 · Software Breakout — The IGV software index is +21%, its strongest stretch since 2001, and has cleared its 200-day. With earnings here, min...
- Watch 2 · Software Breakout — The IGV software index is +21%, its strongest stretch since 2001, and has cleared its 200-day. With earnings here, min...
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Moomoo Recap US OP : Retail orders topped $100B — more than the entire raise. The dawn of a "people's space era," or another crowded top? Drop your take