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แสดงความคิดเห็นเกี่ยวกับหุ้น · 12 มิ.ย. 19:27
$NVIDIA (NVDA.US)$ I'll separate this into **(A) metaphysical reading** and **(B) market/investment reality**.

## A. Qi Men, Yi Jing & Tarot Reading (Symbolic Only)

Looking at the plate you posted:

### Key Signs

* **开门 (Open Door)** appears in a prominent position.
* **生门 (Growth Door)** is also active.
* **景门 (Outlook / Public Attention)** is visible.
* **惊门 (Shock)** and **伤门 (Injury)** are present.

Symbolically this is not a "disaster" chart.

It is more:

> Huge attention, huge excitement, huge volatility.

### For tonight (10am EST launch/open)

Metaphysically:

**Positive reaction probability:** ~60–70%

**Wild volatility probability:** ~80%

**Immediate collapse probability:** ~20–30%

The chart resembles:

> "Open Door + Growth Door but accompanied by Shock."

Which often means:

> Strong opening, emotional participation, large swings.

---

## Tarot Interpretation

The strongest archetypes are:

### Wheel of Fortune

* Major turning point.
* Massive public attention.

### The Fool

* Excitement.
* Speculation.
* Fear of missing out (FOMO).

### The Tower (partial influence)

* Valuation shocks possible.

Meaning:

The listing can succeed while still becoming very volatile.

---

## B. Market Reality

Based on current reports:

* SpaceX is listing at approximately **US$1.77 trillion valuation**. ([Reuters][1])
* Google is paying approximately **US$920 million per month** for AI compute capacity. ([TechCrunch][2])
* Google also owns a stake in SpaceX worth over US$100 billion at current valuations. ([MarketWatch][3])

### Is it overpriced?

That depends on which business you're valuing.

If valuing:

* Rockets only → extremely expensive.
* Starlink only → expensive.
* AI infrastructure only → expensive.

But investors are valuing:

* Starlink
* Launches
* Defense
* AI compute
* xAI/Grok
* Future AI infrastructure

all together. ([Wikipedia][4])

### My assessment

| View | Assessment |
| -------------------- | ------------------ |
| Cheap | No |
| Fairly valued | Difficult argument |
| Expensive | Yes |
| Can still go higher? | Yes |

Tesla taught investors:

> Expensive and overvalued are not always the same thing.

---

# Impact on Tech Stocks Tonight

Most likely beneficiaries:

| Stock | Impact |
| ----- | -------- |
| NVDA | Positive |
| TSM | Positive |
| AVGO | Positive |
| ANET | Positive |
| MU | Positive |
| RMBS | Positive |

Reason:

The Google-SpaceX deal implies enormous AI infrastructure spending. ([TechCrunch][2])

---

# Impact on Non-Tech Stocks

Tonight:

Likely neutral.

Potential slight negative impact on:

* Utilities
* Consumer staples
* Defensive sectors

if money rotates toward AI excitement.

---

# This Week

### Bullish Scenario (55–60%)

SpaceX trades strongly.

Then:

* AI stocks rally.
* AI infrastructure stocks rally.
* Retail FOMO increases.

Most likely winners:

* NVDA
* ANET
* AVGO
* TSM

### Neutral Scenario (25–30%)

SpaceX opens strong then consolidates.

Tech remains stable.

### Bearish Scenario (15–20%)

Market decides valuation is too extreme.

SpaceX weakens.

Some profit-taking hits AI names.

---

# For Your Portfolio

Among your holdings:

| Stock | Likely Sensitivity |
| --------- | ------------------ |
| ANET (12) | High Positive |
| AVGO (11) | High Positive |
| TSM (8) | Positive |
| RMBS (11) | Moderate Positive |
| INTC (6) | Small Positive |
| NVDA | Strong Positive |

So if the SpaceX story is received well tonight, the names most likely to benefit in the short term are actually **NVDA, ANET, AVGO, and TSMC**, because they are the "picks and shovels" behind the AI compute boom rather than the IPO itself.

### Combined Metaphysical Reading

For tonight and this week:

* Positive opening sentiment: **65%**
* Highly volatile trading: **80%**
* Tech outperforming non-tech: **60–70%**
* SpaceX already priced aggressively: **Yes**
* SpaceX still capable of rising despite appearing expensive: **Yes**

The chart looks more like:

> **"Strong debut, strong attention, but not a calm straight-line move."**

rather than

> **"Immediate collapse after listing."**

[1]: https://www.reuters.com/world/musks-spacex-prices-record-75-billion-ipo-135-share-2026-06-11/?utm_source=chatgpt.com "Musk's SpaceX prices record $75 billion IPO at $135 a share"
[2]: https://techcrunch.com/2026/06/05/google-will-pay-spacex-920m-per-month-for-compute/?utm_source=chatgpt.com "Google will pay SpaceX $920M per month for compute"
[3]: https://www.marketwatch.com/livecoverage/spacex-ipo-stock-price-trading-elon-musk-spcx/card/google-is-a-major-winner-and-enabler-of-spacex-s-ipo-ozbFCQLKc76DZBQimNMu?utm_source=chatgpt.com "Google is a major winner - and enabler - of SpaceX's IPO"
[4]: https://en.wikipedia.org/wiki/SpaceXAI?utm_source=chatgpt.com "SpaceXAI"
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