Virtuoso

Self made multi-millionaire. $RKLB and $GOOGL believer

[Ace from Money or Life 美股频道 @Money_or_Life_X]

$RKLB 大家可以看到，自 2024 年下半年均线密集的情况改变以来，股价从未跌破 60 周均线。

目前 60 周均线的价格在 67 左右，而在 67 上方有半年的筹码峰 70，现在的股价是 75。所以 67 到 70 这个小小的区间能不能守住，我认为是非常重要的。如果跌破之后，下方的底就几乎没有了，可能要去 40 到 48 左右的位置了。

[Terry Chen @hackbearterry]

台積電 Q2財報成績很好，HPC需求還在加速成長，2奈米開始量產爬坡📈

[KanekoaTheGreat @KanekoaTheGreat]

In December 2007, a Barcelona newspaper ran a charity raffle to pick a local baby for a UNICEF calendar shoot.

The winning family brought their 5-month-old son.

The 20-year-old Barca player assigned to bathe him was Lionel Messi.

The baby was Lamine Yamal.

Nobody thought about the photo for 15 years.

Then the baby debuted for Barcelona at 15. Won the Euros at 16 while still doing homework. Took over Messi's number 10 shirt.

On Sunday they meet in the World Cup Final.

Messi is 39. It's likely his last one.

Yamal turned 19 two days ago. It's his first.

The baby Messi held in his hands is now trying to take the trophy out of them.

[Restructuring__ @Restructuring__]

Appaloosa (David Tepper) keeps killing it

1) One of the few large funds without down years through the last drawdown

2) Destroying the S&P

3) 2026 returns include 40% of book in cash, invested capital is up 50%+

[Enrich Trades @enrichtrades]

$MU

The trend has been broken

Long-term thesis doesn’t change - still trading at a 0.4x PEG

Downside in the short-term feels like a clean play as long as we continue to break PDL

[Cassandra Unchained @michaeljburry]

One day there will be an announcement that lands like Thor’s hammer. Clarity will be brought amidst either tears of joy or tears of despair.

$FNMA $FMCC

[郭明錤｜Ming-Chi Kuo @mingchikuo]

This structural shift suggests that Amazon has been preparing for the long-term expansion of AI compute, and that it does not see AI compute oversupply as a real issue.

[海伦子Hellen @peng_hellen]

非常精彩的一个访谈，基本概括了所有Rocket Lab收购Iridium投资者们关心的问题。Peter Beck和COO Adam Spice齐上阵。

精简几个重点：1，在技术和应用场景上，Starlink和Rocket lab的卫星有明显差异。

Starlink等宽带星座使用的频段在恶劣天气下稳定性较弱，而Rocket Lab的L波段具备真正的全球覆盖能力，信号穿透性强，抗干扰，不受恶劣天气影响，也是“无GPS信号区域”的替代方案，所以它的客户是以稳定信号为刚需的群体，比如军事国防，航空航海，工业物流，精准农业等等。

Iridium的L波段频谱，也是唯一一个在全球所有地区都能落地的。

2，火箭运力极度紧缺。SpaceX的拼车发射订单已经排到了2028年以后，直接推动了电子与未来中子火箭的需求。

即使未来有新的火箭投入使用，首要任务也是先发射自家的卫星。（重点的话重复说：拥有自主发射能力很重要，否则卫星做的再好也极其被动。）

3，Peter Beck和Adam Spice都不喜欢债务，但为了避免过度稀释现有股东的股权，还是采用了股票+现金的方式收购，所以公司有了36亿美元的bridge loan（快短贵的贷款方式），底气是Iridium稳定且未来强劲的现金流。

但是不排除将来股价高位的时候将部分债务转化为股权。

4，收购Iridium让中子火箭“落地即跑”，跳过了耗时的商业计划，几乎瞬间让公司规模翻倍，立即带来现金流。（复制了SpaceX最高明的星链+猎鹰九号互惠双赢的模式）。

同时Iridium借用Rocket Lab的高度垂直整合和发射能力，可以让原本搁置的创新想法迅速孵化。

5，完美的时机，Rocket Lab刚好利用之前的股价大涨，以个位数级别的股权稀释完成了这比交易。

如果是在一年前，Rocket Lab可能没有足够的实力支撑这次收购。

而Iridium过去一年的市值涨的离谱，因为市场开始意识到了频谱资源的稀缺性，SpaceX开始接触EchoStar，亚马逊找上了Globalstar，频谱市场就是“抢椅子游戏”。如果收购再晚一年，Iridium会更贵， RKLB也许会错失这个机会。

总而言之，就像Peter Beck自己说的，这是一笔1+1等于3的收购， Rocket Lab也终有实力拿下Iridium。

Iridium是初代太空开创者，比SpaceX更早的实现了星座盈利。

但访谈中Peter Beck强调了RKLB并不想一夜之间成为大众互联网提供者，公司的重心依然是成为中立供应商，成为整个太空行业的支撑。

Talking Rocket Lab's New Era with Sir Peter Beck and Adam Spice https://t.co/qG0phqLHGp via @YouTube

[Virtuoso @mirageseeker]

@BourbonCap $META should just copy WeChat and Line, and just come up with its payment function first.

[Virtuoso @mirageseeker]

@Tsla99T $META 基本面怎么看，这东西 K 线趋势还在往下砸。。。

[Massimo @Rainmaker1973]

Possibly the the most outrageous solo goal scored by Zlatan Ibrahimovic

[Virtuoso @mirageseeker]

@Money_or_Life_X $SATS 跌到什么 lvl 会考虑进场？

[zerohedge @zerohedge]

Goldman Delta 1 head on recent drop in compute rental prices

"For me, the most important metric remains compute rental prices. The market’s central premise has been that compute is scarce. If scarcity persists, prices should remain firm and justify continued capex. If supply rises and rental prices continue to drift lower, that is a direct challenge to the shortage narrative. The first place that pain shows up is hardware. ORNN H100 index rolling over last couple days worth watching. The beneficiaries are the companies selling the complete platform and monetizing usage rather than simply selling picks and shovels. My working conclusion remains that hyperscalers are the structural winners through this phase. The first moment they demonstrate they can deliver equivalent output with lower spend, the market will reward them. The bigger risk sits further upstream in the hardware and infrastructure stack where expectations remain built around persistent scarcity."

[haruka no yume【はるかのゆめ】 @haruka_no_yume]

🇯🇵 Japanese actress Satomi Ishihara threw a ceremonial first pitch years ago at Tokyo Dome.

It wasn't the best pitch... but a lot of people were impressed by her "tornado style" throw and posture.

[Virtuoso @mirageseeker]

@Money_or_Life_X 感觉之前太多人 short它 hedging，后续会转成 value 来 hold

[Virtuoso @mirageseeker]

@Maggie191919 @grok 这个50倍的电力股是什么

[Virtuoso @mirageseeker]

@realPureNomad US Gov

[Virtuoso @mirageseeker]

@interjc Plus 英文

[Virtuoso @mirageseeker]

@TheProfInvestor What about just buying the ETF $QTUM