📌 X Insight Update[x_fin] (2026/07/17 11:34)
- Memory/storage remains a left-side accumulation trade. The first add zone was 820, with the next level at 750. The thesis is simple: fundamentals have not changed, so waiting to chase again at 1000 is poor trade location.
📌 X Insight Update[x_fin] (2026/06/13 00:53)
- $SPCX hype looks crowded, but the first print was underwhelming: “only up 20%” after going live. That reads like a softer-than-expected launch versus the pre-IPO moonshot narrative. 5
- SpaceX at $165 implies a **$2.