Posteo

$SPCX Musk spoke, and the stock exploded nearly 40% from its recent low 👀 A single 29-minute call pushed the price from $104 to $146. Whether the valuation makes sense is another question, but the market clearly bought the story. Musk said AI revenue in September will surpass all other businesses combined — “definitely.” The stock jumped 9.7% that day and shorts were squeezed hard. But the numbers deserve attention too. Q2 revenue came in at $7.8B versus $18.3B in capex. Starlink remains the strongest cash generator, while AI, rockets and Starship require massive investment. The long-term AI vision is huge: compute capacity targeting 10GW by year-end and potentially $300–500B in annual revenue. But several major milestones still need to be delivered. ⚠️ Another risk: five upcoming unlock events could release significant new supply into the market. Technically, $146–149 remains key resistance. Buyers are appearing below $140, while $135 is an important level. My view: don’t chase the hype. If $149 keeps rejecting, downside could open toward $140 and potentially $125–130 if $135 breaks. Words can move a stock fast — delivered results have to keep it there. $SPCX $XSPCX #SP500Nears8000 #CPIPPIEaseFedSplit #SandiskLongTermTargets