The two stocks that will benefit to space x IPO:
•Micron (MU) — not a direct space play. The logic is purely sentiment: MU is up ~898% over 12 months and has become an AI-trade bellwether, so a hot SpaceX debut = broad risk-on = MU rides higher. Susquehanna’s $1,750 target gets cited (DRAM up 50–60% QoQ, NAND up 75–100%). Thin connection, honestly — it’s a “rising tide” argument.
•Rocket Lab (RKLB) — the real comp. Launch + satellite production, just won a Space Force GEO contract. Up ~74% YTD but down ~20% from highs, partly on the May 28 Blue Origin pad explosion and partly on SpaceX’s lowered IPO price rippling through space-tech valuations. Trading at ~77x forward sales / ~$70B cap, so very growth-dependent.
One thing to keep in mind: this is an opinion piece, and it holds MU. The “SpaceX up = everything up” framing is a narrative, not a mechanism.
$MU $RKLB $QQQ
@JJames0817@elonmusk Use AI and ask how does space x make a profit .. they actually haven’t turned the profit quite yet so the company is way overvalued at over $1 trillion mostly hype due to the musk/Tesla factor and it being a monopoly of its industry
What a day to be an options trader...
Does it matter if it's going up or down as long as the market is moving quickly there is plenty of money to be made, if you're ready and know the basics of option trading then please.. do the following,
Get alerts, you're going to want to follow @TheOwlsCapital and get on the Discord.. can't stress this enough, trying to trade off of information straight from X, is not enough. You need up-to-date, minute by minute alerts on the analysts own plays that you can watch/follow.
spy 727 puts alerted at .89 entry ran 1000%
tsla 395 puts ran 650-800% from alerted entry
SPX bears crushed it today as well, saw a few make over 100k.
$TSLA $SPY $MRVL
Oh yeah, to see how tight and compact the living was I can only imagine what it was like in those ships during a battle with explosions and guns going off all around… no ear protection
Spent part of the day at the battleship USSNC.
First time on a battlefield ship, yet alone one that was involved in 15 battles. Wild to see the quarters they lived in, size of the ecosystem, and the proximity to the shells they were compared to today.
Why i am still bullish on $NOW
⚠️RSI(14) at 68.13 — just under overbought (70). It had spiked up near 70 on the run-up, and today's candle is pulling it back. Translation: the rally got stretched, and today is some air coming out.
⚠️MACD strongly positive (7.32 vs signal 4.10), green histogram — still bullish on the daily. ⚠️MACD is a slower signal, so it hasn't rolled over from one red day. The trend momentum is still up.
PVT flipped green and spiking — volume had been confirming the recovery (buyers showing up). Today's heavy volume (33M) on a red candle is the caution flag — that's distribution, not accumulation.
⚠️ Today's candle is a meaningful rejection — up over the recent run, then dumped −7.6% to close on the lows with the day's biggest volume. That's the kind of candle that can mark a short-term top after a sharp run.
⚠️ RSI near 70 + a high-volume reversal is a classic "rally got ahead of itself" combo. The daily trend is still up, but this is a warning the easy part of the bounce may be over.
⚠️ The conflict to resolve: trend indicators (MAs, MACD) still say up; today's price action and volume say short-term exhaustion. When fast price action disagrees with slower trend indicators, the next 1–2 candles usually settle it.
$PANW Palo Alto Networks
🟢Raises FY2026 Adj EPS Guidance from $3.65-$3.70 to $3.77-$3.79 vs $3.69 Est.
🟢Raises FY2026 Revenue Guidance from $11.280B-$11.310B to $11.415B-$11.425B vs $11.295B Est.