战无不胜

如果用一个词来形容我的交易生涯 —— epic

[战无不胜 @BitcoinZXY]

我也选$SPCX

[战无不胜 @BitcoinZXY]

AI 初创公司 Midjourney 正在转向医疗保健领域，推出了一款全身超声设备，该公司声称其性能超越了 MRI 技术。

[战无不胜 @BitcoinZXY]

True

[ᴛʀᴀᴄᴇʀ @DeFiTracer]

🚨 BREAKING:

MICHAEL BURRY, THE MAN WHO PREDICTED THE 2008 CRASH, JUST SAID:

"WITH ANY LUCK, $SPCX WILL SETTLE HERE IN THE MID-$200S."

HE ALSO HOLDS $1 BILLION AI SHORT: $912M IN $PLTR (+35% ALREADY) AND $187M IN $NVDA

HE DEFINITELY KNOWS SOMETHING...

[战无不胜 @BitcoinZXY]

冲！

[zoomer @zoomerfied]

[ ZOOMER ]

SPACEX OVERTAKES MICROSOFT TO BECOME THE FOURTH HIGHEST VALUED COMPANY IN THE WORLD: MARKET

[战无不胜 @BitcoinZXY]

全力push $SPCX

[战无不胜 @BitcoinZXY]

SpaceX花600亿美元收购Cursor，我认为很多人低估了这笔交易。

这不是一次软件收购。

而是一次开发者生态争夺战。

过去20年：

Windows定义PC时代，

iPhone定义移动互联网时代。

未来10年：

谁掌握AI开发者入口，

谁就有机会定义Agent时代。

Cursor的价值从来不是写代码。

而是数��万开发者、海量代码数据，以及AI时代最核心的工作流入口。

对于SpaceX来说，

火箭负责连接太空，

Starlink负责连接全球，

Grok负责连接智能，

而Cursor负责连接开发者。

至此，马斯克的版图已经不再是一家火箭公司。

而是在构建一个横跨：

🚀 太空

🛰️ 通信

🖥️ 算力

🤖 AI

👨‍💻 Agent

的超级科技帝国。

宁愿乐观地犯错，也不愿悲观地正确。

[战无不胜 @BitcoinZXY]

@Money_or_Life_X 追高才是抄底

[战无不胜 @BitcoinZXY]

一句话总结

这帖子的主线是对的：SpaceX 上市后，真正值得跟踪的是它持续烧钱采购形成的供应链外溢。但严谨做法不是照单全收名单，而是把供应商分成“已公告实锤”“高可信间接”“券商/自媒体推演”“纯概念”四档，再结合估值和订单兑现来筛。

[战无不胜 @BitcoinZXY]

这帖子的核心逻辑是：不要只盯着 SpaceX 本体 IPO，而是沿着 SpaceX 的资本开支、星链终端、火箭制造、AI 算力、工业气体和关键材料去找“卖铲子”的供应链公司。这个框架是成立的，但帖子里把“确定受益”“传闻供应”“估值故事”混在一起了，必须分层看。

原帖在说什么

原帖标题是“SpaceX 没中签？那看看 SpaceX 的完整供应链”，转载页注明“文章：nini@X”。文章认为 SpaceX 上市首日追高压力大，原因是 IPO 定价 135 美元、上市后冲到 160 美元附近，估值很高；更好的打法是找 SpaceX 背后的供应商。文章把供应商分三类：短期无法替代、可替代但切换成本高、稳定量产降成本型供应商。

[nini @nini_incrypto_]

https://t.co/fPyZpmtH08

[战无不胜 @BitcoinZXY]

投资层面的判断

这条帖子的方向是“产业链映射”，不是完整投资研究。它适合拿来做候选池，不适合直接拿来下单。

更稳的研究顺序应该是：

先确认是否有 SpaceX 直接合同或公司公告。
再看 SpaceX 相关收入占公司总收入比例。
再看毛利率、产能、客户集中度和估值。
最后判断市场是否已经把故事一次性打满。

当前 SpaceX 本体已经交易到约 192.5 美元，较 135 美元 IPO 价高很多；供应链股如果也被情绪带动，短期可���存在“先讲故事、后等业绩”的风险。

[Elon Musk @elonmusk]

Make our Sun sentient to understand the Universe and extend the light of consciousness to the stars

[战无不胜 @BitcoinZXY]

🥳

[Elon Musk @elonmusk]

Interesting analysis

[战无不胜 @BitcoinZXY]

这种预测纯属虚构

[Reflection🪩 @0xReflection]

🚨 THE US REGULATORY SYSTEM JUST BROKE

In 48 hours, SpaceX goes public at $1.77 TRILLION - the biggest IPO ever

I've been trading for over a decade, and I have never seen them rewrite the rulebook like this

Nasdaq, MSCI, and the biggest brokers in America all bent their own rules for ONE private company

That doesn't happen by accident

Let me show you exactly what they did:

First, Fidelity dropped its minimum account size from $500,000 to $2,000

A 99.6% cut

Think about that:

The most exclusive door on Wall Street, thrown wide open to millions of small investors - days before the biggest debut in history.

Ask yourself one question

Why do they suddenly want YOU in?

Because somebody needs people to sell to.

SpaceX reserved 30% of the deal for retail

THREE TIMES the normal share

And even then, most people didn't get a full allocation.

So to grab more at Thursday's open, they're dumping everything else TODAY to raise cash.

That's half of the selling you're seeing.

The other half? The smart money front-running July.

Here's the trick:

SpaceX doesn't join the Nasdaq 100 on day one.

It joins 15 days later, because Nasdaq cut its own waiting period from 3 months to 15 days

Just for this.

The moment it joins, every QQQ fund on Earth is FORCED to buy.

$22–27 billion in automatic buying.

Translation: imagine 50 buses all forced to pull into the same gas station on the same morning.

The funds know the stampede is coming.

So they're selling now to free up cash for it. Retail selling. Institutions selling. At the exact same time.

THAT is your selloff.

Now here's the part nobody will say out loud:

When the most connected money on the planet builds a $1.7T exit door and hands the keys to the smallest investors in the market…

That's NOT generosity

That's distribution at the top.

We've seen this movie twice:

➮ 2000 Dotcom
➮ 2021 SPAC mania

Insiders cash out at insane valuations while the crowd chases the hype.

The math ain't mathing.

So you've got two choices in the next 48 hours:

Chase the most expensive IPO in history at the open…

Or read the prospectus and realize you might BE the exit.

The next few days will be INSANE, but don't worry - I'll break down every move as it happens, like I always do.

Like it or not, I called every major top and bottom of the last decade publicly. I'll call this one too.

Many people are going to wish they followed me before June 12, 2026.

Soon, you'll understand why.

[战无不胜 @BitcoinZXY]

6月12日 $spcx 我会全力以赴

[战无不胜 @BitcoinZXY]

Hhh

[战无不胜 @BitcoinZXY]

@Kev_Capital_TA Okkk

[战无不胜 @BitcoinZXY]

沃伦·巴菲特的 $BRK.A 正在资助超大规模 AI 建设