Lightspeed Ventures, LLC
+52.97%
3M Return
$146.985
-0.500 (-0.34%)At close
Space Exploration Technologies Corp. designs, manufactures, launches, and operates products and services built on technologies, including rockets and spacecraft. The Company's segments include Space, Connectivity, and AI. Its Space segment designs, manufactures, and launches reusable rockets to provide access to space. Its Connectivity segment operates broadband data and communications network powered by approximately 10,200 Starlink broadband and mobile satellites in Low-Earth orbit, delivering connectivity to consumer, enterprises, and government customers over 167 countries, territories, and other markets. In its AI (artificial intelligence) segment, it operates a vertically integrated AI platform spanning its truth-seeking frontier model Grok, AI solutions for consumer and enterprise customers, X-its real-time information, entertainment, and free-speech platform and AI computational infrastructure.
Space Exploration Technologies Corp (SPCX) is a good buy right now due to its recent profitability milestone, achieving $0.35 EPS in Q3 2026, and a significant projected revenue surge to between $500 billion and $1 trillion by 2027. The current price of $147.49 is well below the average analyst price target of $254, indicating substantial upside potential. However, the main risk is the upcoming lockup expiration on December 8, 2026, which could allow significant insider selling and pressure the stock price.
SpaceX Reports Doubling Revenue, Strong AI Growth in Latest Quarter

SpaceX Secures $40 Billion Debt Financing for AI GPUs

Anthropic IPO: Founders' Control Structure Raises Investor Concerns
SpaceX's Q3 AI Revenue Reaches $7.6 Billion, Surpassing Starlink
Musk Warns of Death and Consolidation in AI Cloud Industry
Space Exploration Technologies Corp. designs, manufactures, launches, and operates products and services built on technologies, including rockets and spacecraft. The Company's segments include Space, Connectivity, and AI. Its Space segment designs, manufactures, and launches reusable rockets to provide access to space. Its Connectivity segment operates broadband data and communications network powered by approximately 10,200 Starlink broadband and mobile satellites in Low-Earth orbit, delivering connectivity to consumer, enterprises, and government customers over 167 countries, territories, and other markets. In its AI (artificial intelligence) segment, it operates a vertically integrated AI platform spanning its truth-seeking frontier model Grok, AI solutions for consumer and enterprise customers, X-its real-time information, entertainment, and free-speech platform and AI computational infrastructure. It operates in the Technology sector.
Space Exploration Technologies Corp (SPCX) is a good buy right now due to its recent profitability milestone, achieving $0.35 EPS in Q3 2026, and a significant projected revenue surge to between $500 billion and $1 trillion by 2027. The current price of $147.49 is well below the average analyst price target of $254, indicating substantial upside potential. However, the main risk is the upcoming lockup expiration on December 8, 2026, which could allow significant insider selling and pressure the stock price.


Whales are holding on despite losses, while market makers are sharpening their knives! Is $SPCX a bull trap? Good news exhausted becomes bad news—don't take on the market maker's falling knife with Musk faith! View and cases: Looking at the liquidation chart, short orders are densely clustered above 155, while longs below 145 are suffering heavily. The whale data is very strange: 367 shorts are profitable, while 62 longs are trapped at 151. Capital flows have seen large outflows over the long term, and the short-term rally at the current price of 149 is purely a bull trap. With the $40 billion GPU financing good news, the market maker's intent is obvious—reverse downward and liquidate the longs! Trading suggestion: Aggressive entry at the current price, conservative entry on a rebound to 150-151, target 145-142. Want to keep up with the information rhythm right away? [@老张说趋势](gt://mention/g13wOlHpFtcb2h6n1E) continues to follow up. #美股财报季 #GateWCTCS9全球交易赛
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What matters most this week isn't US stocks—it's the dollar. One sentence from the Fed and global assets all have to reshuffle? If global financial markets were a mahjong table, the dollar would be the player who can change the game at any moment. The moment the Fed speaks, gold, stocks, and crypto assets may all adjust their strategies. There are three key questions for the dollar this week: what the Fed says, how strong the US economy is, and whether inflation has actually come down. If the Fed stays vigilant on inflation, GDP comes in strong, and PCE runs above expectations, the market may think rates need to stay higher for longer. That would support the dollar, while gold and some higher-risk assets could come under pressure. Conversely, if inflation eases and growth cools, and the market bets again on future easing, the dollar could lose some of its rate advantage, giving gold and risk assets room to breathe. But don't assume a stronger dollar means all assets must fall. Markets sometimes price things in ahead of time, and the actual release can trigger the opposite move. Recently the market has also been watching central bank policy guidance closely, not just whether rates change. My take: if you ask who deserves to be the "hidden director" of this week's market moves, the dollar absolutely belongs near the top of the list; but if you ask who will see the first big swing, it still depends on positioning in each market and the gap between expectations and the actual data. Trading isn't about guessing what the central bank is thinking—it's about watching whether the market applauds or throws a cup after hearing it. Final poll: who breaks out first this week? Which market do you think is most likely to see the first big move? $BTC: high-risk asset, volatility amplifier US stocks: dual test from rates and earnings Gold: safe haven vs. rates head-on Dollar: the风向标 for central bank policy What do you think is the most critical driver? Macro data and rates: Fed, GDP, and PCE Tech giant earnings and valuations Risk-off sentiment and geopolitical risk Positioning and technicals $SPCX #MacroKeyWeek
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This page is for research only and is not investment advice. Models can be wrong. Past performance does not guarantee future results.