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#RKLB #SPACEX RKLB has increased nearly 40 times in 2 years It has surged another 30% consecutively these past two days Bought #RKLB a few months ago, now the profits are substantial At that time, I was deeply attracted by #ElonMusk's Mars vision The universe is vast and dazzling Humans stepping foot on Mars Guys naturally love these kinds of stories, "conquering" the universe, the vision is grand enough Since I can't participate in #SpaceX, I had to buy #RKLB and #PL, which also belong to the aerospace sector Recently, with the hype around #SpaceX's upcoming #IPO, the commercial aerospace sector has surged again, making it one of the hottest sectors after #AI RKLB's Q1 earnings report was explosive: Q1 revenue about $200.3M, year-over-year +63.5% GAAP gross margin 38.2% non-GAAP gross margin 43.0% Q2 revenue guidance $225M-$240M, higher than previous consensus Revenue scale is stepping up, the company is no longer just an early-stage concept stock Orders and visibility: Backlog about $2.2B, quarter-over-quarter +20.2% Disclosed 31 Electron/HASTE contracts Disclosed 5 Neutron exclusive launch contracts Launch manifest exceeds 70 missions, future revenue visibility improved RKLB has recently been revalued by the market from a "high-volatility commercial aerospace concept stock" to an "aerospace infrastructure company with revenue, backlog, defense orders, and Neutron option value"

#LITE #STX #SNDK #WDC Photovoltaic giant #LITE surged 17% yesterday after being added to the Nasdaq 100 index I compiled a list of stocks recently included in the Nasdaq 100 index Comparing the price changes before and after the announcement It can be seen that AI sector stocks like SanDisk, Seagate, and Western Digital have all risen sharply From the data perspective We need to separate the index inclusion effect from the market/industry trends: The excess returns in the storage chain mainly come from the AI storage cycle, industry revaluation, and significant profit expectations; the index buying is just a catalyst Biopharmaceuticals, on the other hand, are suppressed by fundamentals and risk appetite

#SpaceX #USStocks #IPO #CryptoCat Did Musk cut xAI? It was actually included in the SpaceX IPO story! If ordinary people want to get in, they must understand these three things! The upcoming absolute hotspot is an IPO you must participate in SpaceX's new share offering has already doubled! Last year, #CRCL went public and rose 5 times in a week That was also my biggest profit in US stocks last year This time, you can't miss SpaceX

#Nasdaq #BTC Over the past year, the exchange rates of BTC and Nasdaq have been falling. In other words, Bitcoin has been on a downward trend, while Nasdaq has been on an upward trend. So why is Bitcoin so difficult, and why is it so hard for us? In a declining industry, no matter how hard we try, the results are often disappointing. In a rising industry, even if we take it easy, the industry will still push us forward. Buying Nasdaq in the past year has been like jumping in an elevator, going higher and higher, while buying Bitcoin has been like jumping from the highest point of a drop tower, falling lower and lower.

Be someone who understands trends; a stock that has risen 10 times can continue to rise another 10 times. Many crypto traders entering the US stock market still have their minds stuck in the crypto world. The biggest problem is not that they can't understand the trend, but that they bring the crypto mindset of "someone is always out to cut me" over. When your long position just made a profit, you're afraid of a sudden dip the next second; when your short position just gained, you're afraid of a sudden spike the next second. Over time, people develop a physiological fear: at the slightest movement, they want to run. But many main trends in the US stock market are not about cutting each other off; they are driven by industry cycles, earnings realization, and capital consensus. If you always view the US stock market with a knockoff mentality, you'll mistake normal pullbacks for market dumps and trend fluctuations for distribution. In the end, it's not that the market doesn't offer opportunities, but that you can't hold onto them yourself.

A counterintuitive cold fact: The more the bride price is given, the faster the marriage ends. The more money spent on education, the more education fails. So, the more frequently you watch the market, what's the result?

#BTC #ETH Looking back at crypto, the current sentiment feels very pessimistic. The entire industry seems to be falling apart, with most well-known traders leaving. Most of the altcoin market is defined as scam projects; no matter how much hype they have, in reality, they do nothing and just run away after raising funds—air coins. Retail investors have also been hurt badly, full of doubts and confusion. Coupled with last year's black swan events, crypto traders have been liquidated or exited as needed, basically all damaged. There are no new retail investors entering anymore. Exchanges keep listing US stock tokens. In my understanding, exchanges are at the top of the entire food chain because they have all the data. Exchanges have already made their choices; we ordinary people just need to prepare to follow the trend. But I am not overly pessimistic about the industry, just like BTC currently rising amid doubts. Starting from 60,000, the BTC position built by dollar-cost averaging in spot has not sold a single share. In the last bear market, with #FTX crashing and #LUNA crashing, that was true despair, faith collapsed, but no one could have imagined that in the following three years, BTC would hit new highs every year, achieving an 8x increase. I don't know what the new narrative of the next bull market will be, but I know crypto's volatility is enough, and the next round will have new stories to tell. The important thing is to know that we can still make money in crypto. Be prepared and wait quietly for the flowers to bloom

#zec #SNDK Is ZEC the crypto version of SanDisk??? ZEC has almost become our community coin. Since last year's live stream, it has provided a very smooth trend. Compared to this trend, it really exploded. The profits also exploded similarly

BlackRock's CEO recently put forward a very explosive idea: In the future, a brand new asset class will emerge, called computing power futures. Computing power might one day be traded on the market like oil, grain, and natural gas. This statement actually carries a lot of information. In the industrial era, the most important resource was energy; in the AI era, the most important might be computing power. In the past, people competed for oil fields, mines, and natural gas; in the future, the competition might be for GPUs, data centers, electricity, and network bandwidth. Because AI requires training, inference, and running applications, all of which depend on computing power. Therefore, computing power in the future may not just be a cost for tech companies but could become a new type of resource that can be priced, traded, and financialized. In other words: The "oil" of the AI era might be computing power

Many crypto traders who enter the US stock market still have their minds stuck in the crypto world The biggest problem is not that they can't understand the price movements But that they bring the crypto mindset of "someone is always trying to take advantage of me" over When your long position just made a profit, you're afraid of a sudden spike down; when your short position is floating in profit, you're afraid of a sudden spike up Over time, people develop a physiological fear: at the slightest sign of volatility, they want to run But many main trends in the US stock market are not about mutual cutting, but driven by industry cycles, earnings realization, and capital consensus If you keep looking at the US stock market with a knockoff mindset, you'll mistake normal pullbacks for dumps and trend fluctuations for distribution In the end, it's not that the market doesn't offer opportunities, but that you can't hold onto them $INTC $SNDK $MU