@omgitsbunnie 100x seems ambitious, but if anyone can pull off a surprise pivot, it's them. Still feels like betting on a wildcard more than a sure thing.
Goldman Sachs just dropped a huge number on the SpaceX AI angle.
They're predicting SpaceX's AI revenue could jump 100x by 2030.
That's not a minor upgrade.
That's a complete shift in the story. 🔥
Everyone keeps seeing SpaceX as just a rocket company.
Nope.
SpaceX is turning into:
satellites
Starlink
space infrastructure
AI data networks
global connectivity
future compute distribution
If AI needs data, compute, and worldwide infrastructure, then SpaceX might become one of the most critical private players in the whole AI game.
That's why folks are glued to the SpaceX / $TSLA / $SPCX story.
Rockets were just step one.
AI infrastructure could be the real mega story. 🚀
🚨 $TSM has been moving a ton over the last couple of days.
It shot up from around $417 to almost $449, showing some serious short-term momentum. That tells you people still believe in semiconductors and AI chips.
Then it dropped back to $427, but bounced almost right back to $447. 📈
So what's that mean?
Buyers are still jumping in when it dips, and the uptrend isn't totally broken yet.
Technically, the first support to watch is:
$432 to $439
That's a key short-term zone. If $TSM drops there and holds, it could be a spot to watch for small positions. 🎯
If it holds, this could just be a normal pullback after a big run, and it might test $449 again.
But if that support breaks, things could get weaker.
Next real support would be around:
$419 to $422
If it falls past the first zone and heads there, expect stronger selling and a deeper drop. With $TSM's size, more downside could mean more value lost. ⚠️
And it's not just $TSM.
The whole market is pulling back. $SPX, $NDX, $QQQ are all under pressure, and tech stocks are cooling off together.
$SMH is a key ETF to keep an eye on.
If it keeps weakening, money is leaving semi stocks, which puts more pressure on $TSM.
If $QQQ and $SMH calm down, $TSM has a better shot at attracting buyers back. 📊
Long-term, nothing's really changed for $TSM.
They're still the top dog in advanced chip manufacturing, with big clients like $NVDA, $AAPL, $AMD, $AVGO, and $QCOM.
AI chips, data centers, high-performance computing, phone chips, and process upgrades are still the big drivers. 🚀
My take is simple:
Don't chase after a big move.
Just watch that $432–$439 zone.
If it holds, it's a potential watch spot for small positions.
If it breaks, next stop is $419–$422.
Also watch if $SPX, $NDX, $QQQ, and $SMH can stabilize.
$TSM's long-term story is solid, but short-term price action has to deal with market pressure, sector cooling, and profit-taking.
⚠️ This is just market analysis, not financial advice. Do your own homework.
$PLTR’s move over the last couple of days isn’t just a simple pullback anymore.
It shot up from around $132 to nearly $163, showing some crazy short-term strength.
But after that run, it quickly dropped back to about $140, which means people are taking profits at the highs. 📉
Right now, the key level isn’t $163 or $140.
The real spot to watch is the $136–$139 support zone. ���
This area will tell us if the rally was just hype or if the bullish trend can keep going.
If $136–$139 holds, buyers are still in the game, and the market still believes in $PLTR’s AI software story. A bounce is still possible.
But if it breaks, the short-term setup gets weak. Late buyers might sell off, and the stock could look for lower support. Market cap pressure might grow too.
This pullback isn’t just about $PLTR.
The whole U.S. market is under pressure:
$SPX is fading.
$NDX / $QQQ are dropping.
AI growth names are cooling off.
Expensive software stocks are getting repriced.
Short-term money is fleeing high-beta plays.
So $PLTR’s drop comes down to two things:
First, it ran up too fast and needs to settle.
Second, the broader market and tech vibe are cooling down.
Long term, I still don’t see $PLTR as just another software company.
Its real edge is in:
AI data analytics.
Government and defense.
Enterprise AI platforms.
Big institutional decisions.
Sticky customer ties.
In the AI age, whoever controls data controls decisions.
That’s the long-term story behind $PLTR. 🚀
My take is simple:
Don’t chase blindly right now.
Watch $136–$139 carefully.
If support holds, there’s still a rebound chance.
If it breaks, short-term risk will climb.
$PLTR’s long-term story is solid, but short-term action needs to respect technical support and market pressure.
⚠️ This is just market analysis, not advice. Do your own research.
@meloncurls21 Breakouts on 15-min charts can be deceiving if the broader market isn't backing it. I'd want to see volume confirmation before jumping in.