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7 篇文章

HDV nears record after 17% YTD gain, beating S&P 500’s 10%

2026-07-13 23:47

📌 X Insight Update[x_fin] (2026/07/11 03:54)

2026-07-11 05:42

📌 X Insight Update[x_fin] (2026/06/30 04:49)

2026-06-30 06:20

📌 X Insight Update[x_fin] (2026/06/30 04:49)

2026-06-30 06:02

📌 X Insight Update[x_fin] (2026/06/18 01:15)

2026-06-18 02:54

📌 X Insight Update[x_fin] (2026/06/16 02:00)

2026-06-16 02:57

  • $SPCX has a credible route into the ~$26.5T AI infrastructure TAM through Starship. If AI compute shifts to orbit, SpaceX becomes the only vertically integrated full-stack player across launch, manufacturing, power, and compute. [1](https://x.

📌 X Insight Update[x_fin] (2026/06/05 02:21)

2026-06-05 02:45

  • SpaceX IPO could turn into a major sympathy catalyst. Pricing is reportedly $135/share, targeting a ~$1.75T valuation, with 2025 revenue around $18.7B. If $SPCX starts ripping, rotation could chase public “space economy” names like $RKLB — ~$122.