https://www.bullsignal.net/en/tags/spcx/ Recent content in SPCX on BullSignal | Global Market Intelligence Hugo -- 0.154.5 en Tue, 28 Jul 2026 11:27:29 +0800 https://www.bullsignal.net/en/posts/20260728_112729/ Tue, 28 Jul 2026 11:27:29 +0800 https://www.bullsignal.net/en/posts/20260728_112729/ Hyperscalers look like a classic fear-driven entry after the ROI freakout. The setup is framed as future regret: buyers will likely look back and wonder why they did not buy durin… https://www.bullsignal.net/en/posts/20260728_032748/ Tue, 28 Jul 2026 03:27:48 +0800 https://www.bullsignal.net/en/posts/20260728_032748/ SpaceX Starship got a real tailwind: the FAA confirmed no mishap investigation is needed after Flight 13 . But that is not a free pass for Flight 14 . https://www.bullsignal.net/en/posts/20260728_012759/ Tue, 28 Jul 2026 01:27:59 +0800 https://www.bullsignal.net/en/posts/20260728_012759/ This week is a trend-setting tape. $MSFT , $META , $AAPL , $AMZN , the FOMC interest rate decision , and Warsh's presser are all hitting at once. https://www.bullsignal.net/en/posts/20260727_212724/ Mon, 27 Jul 2026 21:27:24 +0800 https://www.bullsignal.net/en/posts/20260727_212724/ WTI crude futures dumping more than 7% is being read as a short-term tailwind for risk assets. U.S. https://www.bullsignal.net/en/posts/20260724_234755/ Fri, 24 Jul 2026 23:47:55 +0800 https://www.bullsignal.net/en/posts/20260724_234755/ The current market drawdown looks macro-driven, not just a capex / ROI scare. The key setup is a “three-layer macro pressure” regime, with oil prices framed as the core driver. https://www.bullsignal.net/en/posts/20260724_104226/ Fri, 24 Jul 2026 10:42:26 +0800 https://www.bullsignal.net/en/posts/20260724_104226/ $NBIS looks like a prime beneficiary of $GOOGL ’s capacity crunch. Even after doubling quarterly capex , Google still needs third-party compute. https://www.bullsignal.net/en/posts/20260724_010721/ Fri, 24 Jul 2026 01:07:21 +0800 https://www.bullsignal.net/en/posts/20260724_010721/ $TSLA / $SPCX cult-stock loyalty is getting costly. The read-through is simple: narrative-driven holders are paying up when price action turns against the story. 1 https://www.bullsignal.net/en/posts/20260723_133336/ Thu, 23 Jul 2026 13:33:36 +0800 https://www.bullsignal.net/en/posts/20260723_133336/ $TSLA : The dream long-term add zone sits at $250-300 . That is framed as the worst-case scenario , not the base case. https://www.bullsignal.net/en/posts/20260723_042122/ Thu, 23 Jul 2026 04:21:22 +0800 https://www.bullsignal.net/en/posts/20260723_042122/ $SPCX could become "the most important company in global history" by combining launch, Starlink, and AI infrastructure, with orbital and Earth-based data centers supporting low-co… https://www.bullsignal.net/en/posts/20260723_022232/ Thu, 23 Jul 2026 02:22:32 +0800 https://www.bullsignal.net/en/posts/20260723_022232/ Market breadth is improving. Sector rotation is spreading out, and that is a constructive tape signal rather than narrow leadership risk. https://www.bullsignal.net/en/posts/20260722_082233/ Wed, 22 Jul 2026 08:22:33 +0800 https://www.bullsignal.net/en/posts/20260722_082233/ 24-hour markets look structurally unhealthy. More trading hours are not automatically better; nonstop liquidity can amplify fatigue, overtrading, and sloppy execution. 1 https://www.bullsignal.net/en/posts/20260722_042248/ Wed, 22 Jul 2026 04:22:48 +0800 https://www.bullsignal.net/en/posts/20260722_042248/ Moonshot AI limiting Kimi K3 subscriptions is a real demand signal, not a minor ops issue. The 2.8 trillion parameter model is already trained. https://www.bullsignal.net/en/posts/20260722_022311/ Wed, 22 Jul 2026 02:23:11 +0800 https://www.bullsignal.net/en/posts/20260722_022311/ $MRVL is in play after a gap higher. The key trigger is a clean move over 214 ; that level becomes the breakout line to watch. 1 $COIN has finally broken out of a choppy base. https://www.bullsignal.net/en/posts/20260722_002822/ Wed, 22 Jul 2026 00:28:22 +0800 https://www.bullsignal.net/en/posts/20260722_002822/ Equity upside looks driven by late-stage deleveraging , not a broken fundamental story. Korean equities are framed as the key deleveraging bellwether; once forced selling fades an… https://www.bullsignal.net/en/posts/20260721_102236/ Tue, 21 Jul 2026 10:22:36 +0800 https://www.bullsignal.net/en/posts/20260721_102236/ $ACN still looks like a patience trade. The setup keeps flirting with a breakout, but the name has not given clean follow-through yet. https://www.bullsignal.net/en/posts/20260721_022302/ Tue, 21 Jul 2026 02:23:02 +0800 https://www.bullsignal.net/en/posts/20260721_022302/ ASML low-NA EUV shipments growing 30% in both CY27 and CY28 understates the real capacity impact. https://www.bullsignal.net/en/posts/20260720_082220/ Mon, 20 Jul 2026 08:22:20 +0800 https://www.bullsignal.net/en/posts/20260720_082220/ Big earnings stretch is a key inflection point. Broad indices held support on Friday, while many crowded names and recently hot sectors have pulled back into major support and dem… https://www.bullsignal.net/en/posts/20260718_222326/ Sat, 18 Jul 2026 22:23:26 +0800 https://www.bullsignal.net/en/posts/20260718_222326/ Glass substrates look like an inevitable packaging endgame. The near-term debate is timing, not direction. https://www.bullsignal.net/en/posts/20260718_102246/ Sat, 18 Jul 2026 10:22:46 +0800 https://www.bullsignal.net/en/posts/20260718_102246/ $AAPL is doing the heavy lifting. $SPX would likely be trading around 7,250-7,300 without $AAPL printing ATHs almost every day this week. https://www.bullsignal.net/en/posts/20260718_042216/ Sat, 18 Jul 2026 04:22:16 +0800 https://www.bullsignal.net/en/posts/20260718_042216/ $TSM is turning into one of the cleanest AI manufacturing plays. HPC revenue rose 20% sequentially and now makes up 66% of total revenue . https://www.bullsignal.net/en/posts/20260717_031049/ Fri, 17 Jul 2026 03:10:49 +0800 https://www.bullsignal.net/en/posts/20260717_031049/ Defense beats hero mode when setups start breaking. No need to be all-in all the time. The key tell is when “good patterns” stop working; that is the cue to lower exposure and rec… https://www.bullsignal.net/en/posts/20260717_010613/ Fri, 17 Jul 2026 01:06:13 +0800 https://www.bullsignal.net/en/posts/20260717_010613/ $MU is sitting on a key support zone around $850-$870’s . The line in the sand is clear: this area has to hold. https://www.bullsignal.net/en/posts/20260713_234706/ Mon, 13 Jul 2026 23:47:06 +0800 https://www.bullsignal.net/en/posts/20260713_234706/ $ROBN : Partial profit-taking makes sense after a 100%+ move in common shares, while leaving a runner keeps upside exposure alive. https://www.bullsignal.net/en/posts/20260713_014217/ Mon, 13 Jul 2026 01:42:17 +0800 https://www.bullsignal.net/en/posts/20260713_014217/ Futures likely open moderately red unless another typical Sunday Axios peace-talk headline or Sunday “Taco” tweet hits the tape. The setup is headline-sensitive, not clean risk-on. https://www.bullsignal.net/en/posts/20260710_234218/ Fri, 10 Jul 2026 23:42:18 +0800 https://www.bullsignal.net/en/posts/20260710_234218/ China’s first successful rocket launch-and-landing is not just a headline. It points to a faster global space race, putting $SPCX, $RKLB, $ASTS, $PL, $RDW, $VOYG, $FLY, $LUNR, $BK… https://www.bullsignal.net/en/posts/20260710_194235/ Fri, 10 Jul 2026 19:42:35 +0800 https://www.bullsignal.net/en/posts/20260710_194235/ MiniMax could become attractive on further high-volume downside. The setup: diluted market cap around 90 billion , post-unlock volume has clearly expanded, chips may be getting fl… https://www.bullsignal.net/en/posts/20260710_094252/ Fri, 10 Jul 2026 09:42:52 +0800 https://www.bullsignal.net/en/posts/20260710_094252/ $VIX is sitting near its 2026 lows , but the setup points to a possible vol wake-up in the next couple of weeks. Complacency trade looks crowded. https://www.bullsignal.net/en/posts/20260709_234220/ Thu, 09 Jul 2026 23:42:20 +0800 https://www.bullsignal.net/en/posts/20260709_234220/ Semis are trading like geopolitical beta. The sharp read: the sector only needed a return to war-risk headlines to start pumping again. https://www.bullsignal.net/en/posts/20260709_034715/ Thu, 09 Jul 2026 03:47:15 +0800 https://www.bullsignal.net/en/posts/20260709_034715/ Markets held the must-hold levels. The tape got stretched and bent, but did not break. Plenty of names are bouncing from key support after big pullbacks, but the bounce still need… https://www.bullsignal.net/en/posts/20260708_034201/ Wed, 08 Jul 2026 03:42:01 +0800 https://www.bullsignal.net/en/posts/20260708_034201/ AI infrastructure is leaning hard on debt financing: more than 80B has already been raised, and the read-through is that everyone is borrowing to chase the AI buildout. https://www.bullsignal.net/en/posts/20260708_014213/ Wed, 08 Jul 2026 01:42:13 +0800 https://www.bullsignal.net/en/posts/20260708_014213/ The tape is ugly after the overnight gap-down. Recent leaders are getting hit, high-beta is getting smoked, but software is still showing relative strength. https://www.bullsignal.net/en/posts/20260706_040709/ Mon, 06 Jul 2026 04:07:09 +0800 https://www.bullsignal.net/en/posts/20260706_040709/ $AMD has a credible path toward $100B in annual revenue by 2028 . The re-rating started with GPU commitments from $META , $ORCL , and OpenAI , but the second leg is the CPU bottle… https://www.bullsignal.net/en/posts/20260702_020124/ Thu, 02 Jul 2026 02:01:24 +0800 https://www.bullsignal.net/en/posts/20260702_020124/ $META ripped more than 11% after reports of a cloud infrastructure push to sell access to AI compute. https://www.bullsignal.net/en/posts/20260630_035403/ Tue, 30 Jun 2026 03:54:03 +0800 https://www.bullsignal.net/en/posts/20260630_035403/ $NVDA is still weak and sitting right on the 200dma . The key line is simple: it needs to close back above the 200dma today. https://www.bullsignal.net/en/posts/20260629_020228/ Mon, 29 Jun 2026 02:02:28 +0800 https://www.bullsignal.net/en/posts/20260629_020228/ Frontier AI moat compression is the key risk. Chinese models are closing the output-quality gap at ultra-low cost, so the old moat starts fading. https://www.bullsignal.net/en/posts/20260627_220204/ Sat, 27 Jun 2026 22:02:04 +0800 https://www.bullsignal.net/en/posts/20260627_220204/ CBRS may have a near-term catalyst: GPT’s official post quietly points to GPT5.6 launching on the Cerebras platform in July , with up to 750 tokens/second for selected customers. https://www.bullsignal.net/en/posts/20260626_215738/ Fri, 26 Jun 2026 21:57:38 +0800 https://www.bullsignal.net/en/posts/20260626_215738/ $AMZN raising GPU instance prices by 20% next month is a clean read-through: AI compute scarcity is turning into pricing power across the stack. https://www.bullsignal.net/en/posts/20260626_114623/ Fri, 26 Jun 2026 11:46:23 +0800 https://www.bullsignal.net/en/posts/20260626_114623/ Micron no longer looks like a clean entry after the earnings-driven rip. Price has reached 1250美元 , leaving only 20% upside to the 1500目标价 , while the bear-case drawdown is still… https://www.bullsignal.net/en/posts/20260626_060053/ Fri, 26 Jun 2026 06:00:53 +0800 https://www.bullsignal.net/en/posts/20260626_060053/ $SPX could see an "immaculate week" (all red) for the first time since April 2024. Historically, that pattern led to a 2.5% pop in the next 3 days. https://www.bullsignal.net/en/posts/20260626_040147/ Fri, 26 Jun 2026 04:01:47 +0800 https://www.bullsignal.net/en/posts/20260626_040147/ $SPX looks close to a July-cycle bottom. A possible flush to 7255 is still on deck, but the risk/reward is shifting toward building the July trade rather than chasing downside. https://www.bullsignal.net/en/posts/20260626_022605/ Fri, 26 Jun 2026 02:26:05 +0800 https://www.bullsignal.net/en/posts/20260626_022605/ Recent trades being underwater points to a choppy tape . Long exposure should stay light. No need to add risk while setups are not working. 1 https://www.bullsignal.net/en/posts/20260626_015905/ Fri, 26 Jun 2026 01:59:05 +0800 https://www.bullsignal.net/en/posts/20260626_015905/ The data is not a “market crash” setup. It is a “Fed still can’t cut yet” setup. Inflation and activity remain too hot: PCE inflation: 4.1% YoY , Core PCE: 3. https://www.bullsignal.net/en/posts/20260625_020258/ Thu, 25 Jun 2026 02:02:58 +0800 https://www.bullsignal.net/en/posts/20260625_020258/ Oil is unwinding the war-risk premium as ships restart Strait of Hormuz crossings and US/Iran talks look less hostile. https://www.bullsignal.net/en/posts/20260624_102122/ Wed, 24 Jun 2026 10:21:22 +0800 https://www.bullsignal.net/en/posts/20260624_102122/ $SPCX credit demand is a major risk-on tell. A planned $20B debt offering reportedly pulled $89B of peak demand , more than 4x oversubscribed . That is not just financing. https://www.bullsignal.net/en/posts/20260624_095623/ Wed, 24 Jun 2026 09:56:23 +0800 https://www.bullsignal.net/en/posts/20260624_095623/ Quantum stocks are a barbell trade: they can mint generational winners or torch late buzzword chasers. https://www.bullsignal.net/en/posts/20260624_092539/ Wed, 24 Jun 2026 09:25:39 +0800 https://www.bullsignal.net/en/posts/20260624_092539/ When a stock gaps below the stop, the cleaner play is to avoid panic-selling the open and let the first 30-60 minutes print a real intraday low before acting. https://www.bullsignal.net/en/posts/20260624_090144/ Wed, 24 Jun 2026 09:01:44 +0800 https://www.bullsignal.net/en/posts/20260624_090144/ KOSPI ’s overnight -10% crash looks ugly on the tape, but the move only reset the index to where it traded ten days ago . https://www.bullsignal.net/en/posts/20260624_082008/ Wed, 24 Jun 2026 08:20:08 +0800 https://www.bullsignal.net/en/posts/20260624_082008/ SoftBank / Masayoshi Son vs. Elon Musk’s $SPCX orbital data center idea : the near-term AI race is still an Earth-based compute land grab. https://www.bullsignal.net/en/posts/20260624_074941/ Wed, 24 Jun 2026 07:49:41 +0800 https://www.bullsignal.net/en/posts/20260624_074941/ KOSPI -10% overnight looks scary, but the move only took the index back to where it traded ten days ago . The tape is violent, not necessarily broken. https://www.bullsignal.net/en/posts/20260624_071858/ Wed, 24 Jun 2026 07:18:58 +0800 https://www.bullsignal.net/en/posts/20260624_071858/ Masayoshi Son’s pushback on Elon Musk’s $SPCX orbital data center idea is a clear “earth-first” compute thesis: the AI race gets won by whoever builds massive terrestrial capacity… https://www.bullsignal.net/en/posts/20260624_064534/ Wed, 24 Jun 2026 06:45:34 +0800 https://www.bullsignal.net/en/posts/20260624_064534/ The AI compute race likely gets won on Earth first, not in orbit. $SPCX -style orbital data centers may save power, but launch, maintenance, and communication costs can overwhelm… https://www.bullsignal.net/en/posts/20260624_061033/ Wed, 24 Jun 2026 06:10:33 +0800 https://www.bullsignal.net/en/posts/20260624_061033/ AI compute race still looks Earth-first, not orbit-first. The key pushback on $SPCX orbital data centers is simple: launch, maintenance, and communication costs eat the power-savi… https://www.bullsignal.net/en/posts/20260624_053925/ Wed, 24 Jun 2026 05:39:25 +0800 https://www.bullsignal.net/en/posts/20260624_053925/ USD/EUR looks late-cycle on the move. The structure is turning bearish: price has been grinding higher inside a stretched rising channel, and the latest leg looks more like exhaus… https://www.bullsignal.net/en/posts/20260624_050956/ Wed, 24 Jun 2026 05:09:56 +0800 https://www.bullsignal.net/en/posts/20260624_050956/ USD/EUR looks late-cycle rather than early-breakout. Price action has been grinding higher inside a stretched rising channel, and the latest leg looks more like exhaustion than a… https://www.bullsignal.net/en/posts/20260624_043552/ Wed, 24 Jun 2026 04:35:52 +0800 https://www.bullsignal.net/en/posts/20260624_043552/ USD/EUR looks tactically exhausted. The latest push sits inside a stretched rising channel, and the move reads more like a blow-off leg than a clean new impulse. https://www.bullsignal.net/en/posts/20260624_040436/ Wed, 24 Jun 2026 04:04:36 +0800 https://www.bullsignal.net/en/posts/20260624_040436/ USD/EUR looks late-cycle on the move. The stretched rising channel now reads more like an exhaustion leg than a clean new impulse, so the setup is turning bearish rather than brea… https://www.bullsignal.net/en/posts/20260624_033006/ Wed, 24 Jun 2026 03:30:06 +0800 https://www.bullsignal.net/en/posts/20260624_033006/ USD/EUR looks tired. The push higher is stretched inside a rising channel, and the latest leg feels more like exhaustion than a clean new impulse. https://www.bullsignal.net/en/posts/20260624_025904/ Wed, 24 Jun 2026 02:59:04 +0800 https://www.bullsignal.net/en/posts/20260624_025904/ USD/EUR looks tactically bearish. The pair has been grinding higher inside a stretched rising channel, and the latest push looks more like an exhaustion leg than a clean fresh imp… https://www.bullsignal.net/en/posts/20260624_022514/ Wed, 24 Jun 2026 02:25:14 +0800 https://www.bullsignal.net/en/posts/20260624_022514/ USD/EUR looks late-cycle on the upside. The move is stretched inside a rising channel, and the latest leg reads more like exhaustion than a clean new impulse. https://www.bullsignal.net/en/posts/20260624_015430/ Wed, 24 Jun 2026 01:54:30 +0800 https://www.bullsignal.net/en/posts/20260624_015430/ USD/EUR looks late-cycle on the move. The rising channel is stretched, and the latest push reads more like an exhaustion leg than a clean new impulse. https://www.bullsignal.net/en/posts/20260624_012456/ Wed, 24 Jun 2026 01:24:56 +0800 https://www.bullsignal.net/en/posts/20260624_012456/ USD/EUR looks like it has likely finished its move. The structure is turning bearish: price has been grinding higher inside a stretched rising channel, and the latest push looks m… https://www.bullsignal.net/en/posts/20260624_005409/ Wed, 24 Jun 2026 00:54:09 +0800 https://www.bullsignal.net/en/posts/20260624_005409/ USD/EUR looks tactically exhausted. Price has been grinding higher inside a stretched rising channel, and the latest leg reads more like a blow-off move than a clean new impulse. https://www.bullsignal.net/en/posts/20260624_002349/ Wed, 24 Jun 2026 00:23:49 +0800 https://www.bullsignal.net/en/posts/20260624_002349/ USD/EUR looks vulnerable after a stretched move higher. The rising channel feels exhausted, more like a final squeeze than a clean new impulse. https://www.bullsignal.net/en/posts/20260623_235435/ Tue, 23 Jun 2026 23:54:35 +0800 https://www.bullsignal.net/en/posts/20260623_235435/ USD/EUR looks late-cycle on the upside. The move is stretched inside a rising channel, and the latest push looks more like an exhaustion leg than a fresh impulse. https://www.bullsignal.net/en/posts/20260623_232428/ Tue, 23 Jun 2026 23:24:28 +0800 https://www.bullsignal.net/en/posts/20260623_232428/ USD/EUR looks tactically bearish. The latest push sits inside a stretched rising channel and reads more like a final exhaustion leg than a fresh clean impulse. https://www.bullsignal.net/en/posts/20260623_225018/ Tue, 23 Jun 2026 22:50:18 +0800 https://www.bullsignal.net/en/posts/20260623_225018/ USD/EUR looks late-cycle rather than breakout-ready. Price has been grinding higher inside a stretched rising channel, and the latest push looks more like an exhaustion leg than a… https://www.bullsignal.net/en/posts/20260623_221559/ Tue, 23 Jun 2026 22:15:59 +0800 https://www.bullsignal.net/en/posts/20260623_221559/ USD/EUR looks tactically bearish. The move higher is stretched inside a rising channel, and the latest push looks more like an exhaustion leg than a clean new impulse. https://www.bullsignal.net/en/posts/20260623_214433/ Tue, 23 Jun 2026 21:44:33 +0800 https://www.bullsignal.net/en/posts/20260623_214433/ USD/EUR looks vulnerable. The move higher is stretched inside a rising channel, and the latest push looks more like an exhaustion leg than a fresh impulse. https://www.bullsignal.net/en/posts/20260623_212108/ Tue, 23 Jun 2026 21:21:08 +0800 https://www.bullsignal.net/en/posts/20260623_212108/ USD/EUR looks like it may have finished its move. The setup is turning bearish: price has been grinding higher in a stretched rising channel, and the latest push looks more like a… https://www.bullsignal.net/en/posts/20260623_110456/ Tue, 23 Jun 2026 11:04:56 +0800 https://www.bullsignal.net/en/posts/20260623_110456/ “Stock picker’s market” means dispersion is doing the heavy lifting. Broad index beta is less useful; the edge shifts to finding individual names with clean setups and relative st… https://www.bullsignal.net/en/posts/20260623_085358/ Tue, 23 Jun 2026 08:53:58 +0800 https://www.bullsignal.net/en/posts/20260623_085358/ $SPCX chart action looks structurally ugly — “failed rocket launch” captures the setup: momentum has broken, and the tape is treating the name like a busted launch rather than a c… https://www.bullsignal.net/en/posts/20260623_011931/ Tue, 23 Jun 2026 01:19:31 +0800 https://www.bullsignal.net/en/posts/20260623_011931/ SpaceX / $SPCX still looks pricey at $167 for a company that is not yet profitable. Good company, bad entry. https://www.bullsignal.net/en/posts/20260622_025525/ Mon, 22 Jun 2026 02:55:25 +0800 https://www.bullsignal.net/en/posts/20260622_025525/ $MU growth is no longer just a cyclical memory rebound. The key setup is operating income scaling from $1B to $160B in less than 3 years . https://www.bullsignal.net/en/posts/20260619_185335/ Fri, 19 Jun 2026 18:53:35 +0800 https://www.bullsignal.net/en/posts/20260619_185335/ Nebius has lost all pre-market gains and broken below $280 . This is not an obvious add zone yet. https://www.bullsignal.net/en/posts/20260619_085336/ Fri, 19 Jun 2026 08:53:36 +0800 https://www.bullsignal.net/en/posts/20260619_085336/ Orbital AI data centers are moving from sci-fi pitch to commercialization track. The tell is not hype, but insurance talks. https://www.bullsignal.net/en/posts/20260619_045309/ Fri, 19 Jun 2026 04:53:09 +0800 https://www.bullsignal.net/en/posts/20260619_045309/ $PLTR does not look wildly overpriced on a growth-adjusted basis. The 2026 forward PE is 88 , but consensus EPS is expected to grow 96% by the end of 2026 . https://www.bullsignal.net/en/posts/20260619_025329/ Fri, 19 Jun 2026 02:53:29 +0800 https://www.bullsignal.net/en/posts/20260619_025329/ US housing affordability is not just a wallet problem. It is becoming a demographic drag. Since 2000, US home prices have tripled , up +200% , while fertility fell to 1. https://www.bullsignal.net/en/posts/20260618_225849/ Thu, 18 Jun 2026 22:58:49 +0800 https://www.bullsignal.net/en/posts/20260618_225849/ SpaceX at 200+ dollars was pure narrative-chasing, with no fundamental support. After a 7% single-day drop below 180 dollars , the setup still looks valuation-heavy: great story,… https://www.bullsignal.net/en/posts/20260618_205540/ Thu, 18 Jun 2026 20:55:40 +0800 https://www.bullsignal.net/en/posts/20260618_205540/ GLM-5.2 / Zhipu is not just a model upgrade. The bigger trade is margin migration. Open-source GLM5. https://www.bullsignal.net/en/posts/20260618_185326/ Thu, 18 Jun 2026 18:53:26 +0800 https://www.bullsignal.net/en/posts/20260618_185326/ KOSPI 9000 reads like a clean bullish target, not a data dump. The core call: Korea’s equity tape still has room to run after a vertical rally. 1 https://www.bullsignal.net/en/posts/20260618_085325/ Thu, 18 Jun 2026 08:53:25 +0800 https://www.bullsignal.net/en/posts/20260618_085325/ Samsung preferred looks mispriced: it is trading at a 40% discount to the common shares, which screens as too cheap for a preferred/common spread. https://www.bullsignal.net/en/posts/20260618_005329/ Thu, 18 Jun 2026 00:53:29 +0800 https://www.bullsignal.net/en/posts/20260618_005329/ $SPCX / Cursor / $PLTR : Cursor being valued at $60B is a tell. Durable AI value is shifting toward the data layer . Compute gets commoditized as supply comes online. https://www.bullsignal.net/en/posts/20260617_225902/ Wed, 17 Jun 2026 22:59:02 +0800 https://www.bullsignal.net/en/posts/20260617_225902/ Crypto exchanges could front-run traditional finance by offering 24/7 tokenized U.S. stocks before legacy players modernize settlement. https://www.bullsignal.net/en/posts/20260617_125906/ Wed, 17 Jun 2026 12:59:06 +0800 https://www.bullsignal.net/en/posts/20260617_125906/ $HIMS looks like it is coiling, with upside levels mapped at $32 ish first and $41 ish second. Clean momentum setup. https://www.bullsignal.net/en/posts/20260617_085328/ Wed, 17 Jun 2026 08:53:28 +0800 https://www.bullsignal.net/en/posts/20260617_085328/ Intel 18A-P is the next credibility test for $INTC ’s foundry comeback. The node entered risk production on schedule, with up to 9% higher performance or 18% lower power than Inte… https://www.bullsignal.net/en/posts/20260617_065333/ Wed, 17 Jun 2026 06:53:33 +0800 https://www.bullsignal.net/en/posts/20260617_065333/ CLARITY Act is not a magic pump button. The real bull case is cleaner institutional on-ramp. The biggest blocker is the excuse: “We don’t know what the rules are. https://www.bullsignal.net/en/posts/20260617_045414/ Wed, 17 Jun 2026 04:54:14 +0800 https://www.bullsignal.net/en/posts/20260617_045414/ $CRWV looks like a prime candidate for a future U.S. government AI stake if Washington starts investing directly in AI companies. https://www.bullsignal.net/en/posts/20260617_025412/ Wed, 17 Jun 2026 02:54:12 +0800 https://www.bullsignal.net/en/posts/20260617_025412/ $SPCX adding over $250B in market cap in one day is being priced as validation of the SpaceX AI narrative. https://www.bullsignal.net/en/posts/20260617_005410/ Wed, 17 Jun 2026 00:54:10 +0800 https://www.bullsignal.net/en/posts/20260617_005410/ Innovative drugs need a cautious setup. The 2025 bull run was driven by the BD wave, because China’s innovative-drug R&D assets could exit across the full lifecycle, similar to th… https://www.bullsignal.net/en/posts/20260616_225847/ Tue, 16 Jun 2026 22:58:47 +0800 https://www.bullsignal.net/en/posts/20260616_225847/ SpaceX / xAI / Cursor : The capital-markets playbook looks aggressive. In April , after SpaceX had just merged with xAI at a $1.2 trillion valuation, it locked in Cursor first. https://www.bullsignal.net/en/posts/20260616_225348/ Tue, 16 Jun 2026 22:53:48 +0800 https://www.bullsignal.net/en/posts/20260616_225348/ $SPCX is trading like the public-market proxy for three narratives at once: launch, satellite internet, and orbital compute. https://www.bullsignal.net/en/posts/20260616_165425/ Tue, 16 Jun 2026 16:54:25 +0800 https://www.bullsignal.net/en/posts/20260616_165425/ $SPCX has turned into a hype train, but the clean takeaway is position sizing and circle of competence. https://www.bullsignal.net/en/posts/20260616_125344/ Tue, 16 Jun 2026 12:53:44 +0800 https://www.bullsignal.net/en/posts/20260616_125344/ $SPCX is already trading like a momentum proxy for late-stage private tech. The key tell: it is only 70% away from becoming the world’s largest company. https://www.bullsignal.net/en/posts/20260616_105242/ Tue, 16 Jun 2026 10:52:42 +0800 https://www.bullsignal.net/en/posts/20260616_105242/ $SPCX is still in a post-IPO “safe window” trade. The core setup: low float + index inclusion can fuel another leg, while strong business expectations provide the fundamental bid. https://www.bullsignal.net/en/posts/20260616_085304/ Tue, 16 Jun 2026 08:53:04 +0800 https://www.bullsignal.net/en/posts/20260616_085304/ $SPCX / SpaceX looks like a short-term FOMO tape after an “unreal 2 sessions.” The key call: it “might hit $200/share after hours / overnight ,” implying momentum is still driving… https://www.bullsignal.net/en/posts/20260616_025744/ Tue, 16 Jun 2026 02:57:44 +0800 https://www.bullsignal.net/en/posts/20260616_025744/ $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… https://www.bullsignal.net/en/posts/20260616_005807/ Tue, 16 Jun 2026 00:58:07 +0800 https://www.bullsignal.net/en/posts/20260616_005807/ $AMD $160 LEAP calls became a classic paper-hands lesson. The position was down 90% , then bounced to +20% , but the exit came too early just to “escape alive. https://www.bullsignal.net/en/posts/20260615_205351/ Mon, 15 Jun 2026 20:53:51 +0800 https://www.bullsignal.net/en/posts/20260615_205351/ $TSM expanding its materials, components, and equipment supply chain for CoPoS advanced packaging points to real demand, not just concept hype. https://www.bullsignal.net/en/posts/20260614_045258/ Sun, 14 Jun 2026 04:52:58 +0800 https://www.bullsignal.net/en/posts/20260614_045258/ A potential U.S.–Iran peace deal could be risk-on rather than “sell the news.” The key setup is positioning: the market already got a big pullback before the headline, instead of… https://www.bullsignal.net/en/posts/20260614_005328/ Sun, 14 Jun 2026 00:53:28 +0800 https://www.bullsignal.net/en/posts/20260614_005328/ Sovereign AI has shifted from optional to mandatory. The reported U.S. order cutting off global access to Fable5 and Mythos5 only three days after launch, over an alleged “narrow… https://www.bullsignal.net/en/posts/20260613_225411/ Sat, 13 Jun 2026 22:54:11 +0800 https://www.bullsignal.net/en/posts/20260613_225411/ Anthropic / Fable5 / Mythos5 : the forced global access ban frames frontier AI models as strategic national-security assets, not ordinary software. https://www.bullsignal.net/en/posts/20260613_105323/ Sat, 13 Jun 2026 10:53:23 +0800 https://www.bullsignal.net/en/posts/20260613_105323/ The market is not in full euphoria yet . The read is simple: current conditions still do not look “silly,” so the risk-on tape may have more room before true froth kicks in. 1 https://www.bullsignal.net/en/posts/20260613_065245/ Sat, 13 Jun 2026 06:52:45 +0800 https://www.bullsignal.net/en/posts/20260613_065245/ $SMMT looks like a “follow the money” setup. The key tell is the massive $100M insider buys by the two co-CEOs at the lows . https://www.bullsignal.net/en/posts/20260613_025313/ Sat, 13 Jun 2026 02:53:13 +0800 https://www.bullsignal.net/en/posts/20260613_025313/ $SPCX hype looks crowded, but the first print was underwhelming: “only up 20%” after going live. https://www.bullsignal.net/en/posts/20260612_225329/ Fri, 12 Jun 2026 22:53:29 +0800 https://www.bullsignal.net/en/posts/20260612_225329/ $RKLB , $NBIS , and $ALAB joining the Nasdaq 100 validates a thematic growth portfolio built early: Rocket Lab was first bought at $3B market cap , Nebius around $10B , and Astera… https://www.bullsignal.net/en/posts/20260612_205344/ Fri, 12 Jun 2026 20:53:44 +0800 https://www.bullsignal.net/en/posts/20260612_205344/ Grvt is positioning itself less as a pure yield product and more as an on-chain wealth management layer. https://www.bullsignal.net/en/posts/20260612_155345/ Fri, 12 Jun 2026 15:53:45 +0800 https://www.bullsignal.net/en/posts/20260612_155345/ Microsoft remains structurally unavoidable for mature enterprises. Small tech startups under 50 people can skip Microsoft products to cut costs, but scaled companies are deeply ti… https://www.bullsignal.net/en/posts/20260612_095318/ Fri, 12 Jun 2026 09:53:18 +0800 https://www.bullsignal.net/en/posts/20260612_095318/ $SPCX / SpaceX IPO goes live into a messy but bullish-volatility setup: broad market pullback, same-day reversal, and a potential Iran peace deal create wild tape conditions into… https://www.bullsignal.net/en/posts/20260612_075306/ Fri, 12 Jun 2026 07:53:06 +0800 https://www.bullsignal.net/en/posts/20260612_075306/ Stay nimble. This tape is not a market for complacency or victory laps. Flexibility matters more than conviction when conditions shift fast. 1 Trade the plan, not the feed. https://www.bullsignal.net/en/posts/20260611_015337/ Thu, 11 Jun 2026 01:53:37 +0800 https://www.bullsignal.net/en/posts/20260611_015337/ $LMND has a conservative fair value estimate of $120 . The setup is framed as a margin-of-safety trade: big red days matter less if intrinsic value still sits far above spot. 1 https://www.bullsignal.net/en/posts/20260610_235809/ Wed, 10 Jun 2026 23:58:09 +0800 https://www.bullsignal.net/en/posts/20260610_235809/ Nasdaq 100 is frothy but not yet dot-com insane. It is trading 63% above its 200-week moving average , while in 2000 it reached 198% above trend . https://www.bullsignal.net/en/posts/20260610_095308/ Wed, 10 Jun 2026 09:53:08 +0800 https://www.bullsignal.net/en/posts/20260610_095308/ $SPX bull case is back on the tape: the correction is called over, froth has been washed out, hedges are already crowded, and the next upside target is 8,000 . https://www.bullsignal.net/en/posts/20260610_035309/ Wed, 10 Jun 2026 03:53:09 +0800 https://www.bullsignal.net/en/posts/20260610_035309/ Breadth is quietly improving under the surface: more stocks are above their respective 20, 50 and 200 day moving averages than yesterday. https://www.bullsignal.net/en/posts/20260610_013634/ Wed, 10 Jun 2026 01:36:34 +0800 https://www.bullsignal.net/en/posts/20260610_013634/ $QQQ flipping red is a “stay nimble” tape. Stops were moved up into the morning pop, so the playbook is defense first, not chasing strength. https://www.bullsignal.net/en/posts/20260609_075321/ Tue, 09 Jun 2026 07:53:21 +0800 https://www.bullsignal.net/en/posts/20260609_075321/ After Friday’s selloff, the tape should not be chased. Recent setups now need to re-prove themselves because overhead supply is sitting above the market. Patience beats FOMO here. https://www.bullsignal.net/en/posts/20260609_035840/ Tue, 09 Jun 2026 03:58:40 +0800 https://www.bullsignal.net/en/posts/20260609_035840/ $AAPL WWDC felt like a non-event. Siri AI had no real surprise, the rollout is pushed to autumn, and it will not be available in the EU or China . https://www.bullsignal.net/en/posts/20260605_223511/ Fri, 05 Jun 2026 22:35:11 +0800 https://www.bullsignal.net/en/posts/20260605_223511/ The May U.S. jobs report was not a labor-market break. Nonfarm Payrolls +172K vs Est. +80K and Unemployment Rate 4.3% vs Est. 4. https://www.bullsignal.net/en/posts/20260605_204059/ Fri, 05 Jun 2026 20:40:59 +0800 https://www.bullsignal.net/en/posts/20260605_204059/ If the chip sector is reduced to a single-stock call, NVIDIA stays the first pick. The lane split is clear: NVIDIA owns the GPU narrative, Broadcom owns the TPU narrative, but bro… https://www.bullsignal.net/en/posts/20260605_043541/ Fri, 05 Jun 2026 04:35:41 +0800 https://www.bullsignal.net/en/posts/20260605_043541/ $PLTR edge is not just model access. The real scarce layer is Palantir’s Ontology , which maps enterprise data, business logic, and actions into usable AI workflows. https://www.bullsignal.net/en/posts/20260605_024532/ Fri, 05 Jun 2026 02:45:32 +0800 https://www.bullsignal.net/en/posts/20260605_024532/ 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 . https://www.bullsignal.net/en/posts/20260531_002233/ Sun, 31 May 2026 00:22:33 +0800 https://www.bullsignal.net/en/posts/20260531_002233/ The SpaceX IPO in two weeks could drag market attention away from launch hype and toward the real cash layer in space: recurring connectivity revenue from orbit. https://www.bullsignal.net/en/posts/20260529_120034/ Fri, 29 May 2026 12:00:34 +0800 https://www.bullsignal.net/en/posts/20260529_120034/ $CIFR remains in breakout mode. Entries around $18/$19 have already pushed to $25s this week , and the name is now testing prior highs. https://www.bullsignal.net/en/posts/20260522_000738/ Fri, 22 May 2026 00:07:38 +0800 https://www.bullsignal.net/en/posts/20260522_000738/ $ARKK looks structurally broken versus $QQQ . A fresh 52 week low relative to the $QQQ and nearing an all time low relative to the $QQQ suggest prolonged underperformance, with li… https://www.bullsignal.net/en/posts/20260521_121739/ Thu, 21 May 2026 12:17:39 +0800 https://www.bullsignal.net/en/posts/20260521_121739/ $NVDA earnings call takeaway: the bigger signal is not just another AI capex leg, but a robotics leg getting pulled forward.