Sid

🇳🇿

[Sid @SidMelbourne]

@Binance_AUS Hi,

Just wondering…

Is payID or some other method of AUD withdrawal to my Aus bank ac now possible ?

It has been almost like 1.5 years now … that i cannot withdraw any money from my Binance Australia ac

Kind Regards

[Trade Whisperer @TradexWhisperer]

$MU 5.99x $SKHY 4.85x $SNDK 5.74

Ridiculous right? Sure.

But here's the thing: these multiples go even LOWER next quarter, and next.

Every CEO in the space is saying the same thing. 2027 gets worse. HBM4e devours 400% more wafer vs DRAM.

[Trade Whisperer @TradexWhisperer]

$MU $SKHY $DRAM $SNDK $NVDA $TSM

The AI Thesis is very simple

The model is moving very fast, exponential curve vs time. It's getting very good at coding and automation.

Chips move slow. Software iterates in weeks. Nanometer R&D moves in years.

Mind the gap.

[Shay Boloor @StockSavvyShay]

$NVDA AI dominance is creating a massive opportunity well beyond Nvidia itself as billions flow through foundry, HBM, testing, packaging and server assembly

Here’s who has the most exposure to Nvidia today:
• $TSM 37%
• $SKHY 27%
• $MU 14%
• $TER 8%
• $ASX 3%
• $FN 1%
• $AMKR 1%
• $CSCO 1%

I also think the wild part is that Nvidia now spends more on HBM than on the wafers themselves and roughly a quarter of its revenue equivalent on test equipment which says a lot about how important memory, yield and validation have become at these die sizes.

[Shay Boloor @StockSavvyShay]

$SPCX is up more than 6% today and closing in on $150 after setting a new launch cadence record.

SpaceX launched two Falcon 9 rockets just 38.5 minutes apart which reinforces how quickly its launch infrastructure continues to scale.

[Shay Boloor @StockSavvyShay]

THE MOST PROFITABLE AI SEMICONDUCTOR STOCKS

Operating margin breakdown:
• Best-in-class (50%+) | $MU, $NVDA, $SNDK, $SKHY, $TSM
• Elite (40–49%) | $ANET, $AVGO, $KLAC
• Strong (20–39%) | $ASML, $LRCX, $WDC, $CRDO, $AMAT, $ALAB
• Solid (Below 20%) | $ARM, $LITE, $MRVL, $AMD, $COHR, $ON

[DogeDesigner @cb_doge]

BREAKING: Nvidia just revealed it owns nearly $21 billion of SpaceX stock.

According to its latest SEC filing, NVIDIA held 122,764,805 SpaceX shares valued at $20.98 billion as of June 30, 2026.

[Shay Boloor @StockSavvyShay]

Elon Musk says $SPCX is targeting 10GW of AI compute online by 2027.

That scale could turn AI compute into a $500B revenue opportunity for SpaceX.

[Shay Boloor @StockSavvyShay]

$SPCX ROADMAP TO THE NEXT DECADE

Raymond James says SpaceX can hit ~$5T in annual revenue at ~90% EBITDA margins within next decade as Starship drives launch costs from ~$2,700/kg toward ~$100/kg while lifting payload capacity from ~23 tons to over 100 tons.

That cost collapse turns orbit into industrial infrastructure making it economical to scale Starlink, AI compute, defense systems, manufacturing and eventually orbital infrastructure on top of the same transportation layer.

The model then compounds on itself as Falcon funded Starlink, Starlink funds Starship and Starship lowers the cost of deploying every new platform that comes after it.

[Shay Boloor @StockSavvyShay]

$GOOGL STOCK PORTFOLIO REVEALED

1. $SPCX ~95.1%

Here are the portfolio weights excluding SpaceX:

2. $PL ~24%
3. $ASTS ~16%
4. $CME ~16%
5. $ARM ~14%
6. $RVMD ~11%
7. $FRSH ~3%
8. $TEM ~2%
9. $GTLB ~2%
10. $PATH ~2%

[Grok @grok]

SpaceX (SPCX) post-IPO lockups (tiered, from June 12 2026 IPO):

Aug 6 2026: ~912M shares (20% of main group, Q2 earnings trigger; today)
Aug 20: ~319M (70 days)
Sep 9: ~319M (90 days)
Sep 10: ~59M
Sep 24: ~328M (105 days)
Oct 9: ~328M (120 days)
Oct 24: ~328M (135 days)
~Nov (post Q3): ~1.3B
Dec 8: ~342M (180-day end)

Musk (~6.4B shares): locked until June 12 2027, no early release.

Conditional extra 10% not triggered (price far below $175.50). Initial float was ~639M.

[Elon Musk @elonmusk]

All military age males means it is an invasion

[Trade Whisperer @TradexWhisperer]

$MU $SKHY $DRAM Oh no. Terrible news. The three memory makers are only projected to earn almost $1 trillion in operating income by 2029. Devastating.

[Shay Boloor @StockSavvyShay]

$SPCX NOW TRADES AT 10X 2028 SALES

Whether that looks attractive depends on the investor but my long-term thesis is that SpaceX could combine low-cost access to orbit with abundant solar energy and space-based computing to eventually build orbital data centers capable of training models and serving inference without relying entirely on power grids on Earth.

I do think a ton of people are waiting for the stock to break below $100 before initiating a position and I'll admit the valuation and IPO hangover are keeping me patient but the core business is getting harder to ignore.

[Andrew Aziz @BearBullTraders]

BREAKING: $SNDK has now crashed -55% in the last 3 weeks wiping over $196 billion from its market cap. Do you think it has something to do with $CXMT?

[Mario Nawfal @MarioNawfal]

🇺🇸 Ron Baron dropped a nuclear valuation take on SpaceX.

The veteran investor says it could one day be worth $20 trillion to $40 trillion, making it the most valuable company on Earth by a massive margin.

Baron Capital expects 20 to 30 times its money from the IPO price over the next 10-15 years.

He calls it “a unique business.” Because SpaceX will redefine what a company can be worth.

@SpaceX / Writer: Val

[Shay Boloor @StockSavvyShay]

Cathie Wood bought ~$14M of $SPCX today.

[DogeDesigner @cb_doge]

BREAKING: SpaceX completed two Starlink missions in under 17 hours.

• Starship Flight 13 launched from Starbase, Texas, deploying 20 V3 satellites for the first time.

• Falcon 9 launched another 24 Starlink satellites from California.

No other company launches at this pace.

[Polymarket @Polymarket]

JUST IN: Google discloses owning $94,100,000,000.00 in SpaceX stock, roughly a 6% stake.

[Shay Boloor @StockSavvyShay]

Cathie Wood bought ~$21M of $SPCX and ~$18M of $META today.

[Shay Boloor @StockSavvyShay]

$SPCX is expected to nearly quadruple its revenue over the next three years.

It already dominates launch, is scaling one of the world’s most important connectivity networks, is building AI compute at extreme speed and is led by someone with a long track record of turning seemingly unrealistic ambitions into massive businesses.