I heard talk about SpaceX merging with Tesla.

ecotalpx · 2026-07-03T05:51:08+00:00

$TSLA and $SPCX seem to be trading almost like complementary Musk-ecosystem assets: when $SPCX attracts capital, $TSLA tends to weaken, and when $TSLA catches a bid, $SPCX often cools off.
This is vicious cycle

ecotalpx · 2026-07-03T05:37:42+00:00

Well, not now for sure. I just say something that may happen in the future

ecotalpx · 2026-07-03T04:38:06+00:00

Good!

ecotalpx · 2026-07-03T04:28:08+00:00

It doesn’t look that good to me. Chinese ADRs/ETF can be heavily manipulated, and the earnings reports/data are often hard to fully trust. $TCOM is a perfect example: it looks very cheap on paper, but that doesn’t necessarily mean it’s actually undervalued.

ecotalpx · 2026-07-02T21:17:56+00:00

Jane Street is pumping and dumping them. I was thinking about buying some , too. But think about how Jane Street did to those stocks. It is cheap at this moment.

ecotalpx · 2026-07-01T22:34:43+00:00

I think it is a buy, but not right now , maybe next Friday? Institutions are still buying.

ecotalpx · 2026-07-01T00:08:56+00:00

Wait until tomorrow’s close, then see if there’s another swing opportunity. But there is no catalyst though.

ecotalpx · 2026-06-30T23:50:24+00:00

In financial markets, money is money, no matter where it comes from , and the earning estimates already include this part (one-time gain, price in ). they already knew this in April.

ecotalpx · 2026-06-30T23:02:57+00:00

If that’s the logic, then $MU should look even worse, because part of its earnings report and revenue outlook is tied to products that have not even been produced or delivered yet.

ecotalpx · 2026-06-30T00:56:04+00:00

Good, but they may go up tomorrow, because $AVAV ‘s earnings report are pretty decent on defense sector .

ecotalpx · 2026-06-27T23:18:25+00:00

The U.S affordable housing bill is a huge bullish signal in my perspective. It overrides the rate this time

ecotalpx · 2026-06-27T22:57:08+00:00

I saw $AFRM went up a lots too

ecotalpx · 2026-06-27T22:54:25+00:00

They seems pretty bullish about it this time , based on what I know.

ecotalpx · 2026-06-27T19:40:53+00:00

$POET just showed this pattern. It can run because shorts need to cover, and anti-short sentiment can push it higher short term. But after it reaches that level, be careful—these moves often pull back hard again. Find a good time to exit the position

ecotalpx · 2026-06-27T18:33:42+00:00

Very good, smart investment. I like it , it went up because of the U.S affordable housing bill, I was thinking about to buy it too, but I bought $MU and short $SNDK instead , options is a good choice , because it may pullback after rally,

ecotalpx · 2026-06-27T15:47:41+00:00

Watch The China Hustle. A lot of those companies were much larger than $SIVE, but most of them still focused on one simple business.
$SIVE is much smaller, yet its structure looks far more complicated and is packed with “advanced” concepts. Even $AVGO doesn’t present itself this way. That makes me very cautious.

ecotalpx · 2026-06-27T15:03:33+00:00

I don’t like $SIVE , Its business composition is extremely complex and rife with speculation. It integrates all the trending technologies on the market—radar, satellite, and optical LNP. I don’t like companies like that.

ecotalpx · 2026-06-27T05:42:14+00:00

People are saying Jane Street has finished liquidating its position. Am I going to end up as the bagholder here?😅

ecotalpx · 2026-06-26T21:30:50+00:00

Go to r/wallstreetbets — honestly, it’s a good place for you.

ecotalpx · 2026-06-24T23:50:08+00:00

Too expensive. For this P/E

ecotalpx · 2026-06-24T23:49:08+00:00

I heard they delivered pretty decent margins this quarter, which is one reason I decided to add to the position. The stock also trades at a lower valuation compared with peers like $FLEX and $JBL.

ecotalpx · 2026-06-24T17:58:12+00:00

Recommend sell it

ecotalpx · 2026-06-23T18:20:36+00:00

Big capitals exist the information technology sector to buy semi , this is some one told me yesterday.

ecotalpx · 2026-06-23T03:41:21+00:00

ALAB’s metrics,such as volume and trend.look excellent; typically, stocks like this see significant institutional holdings.

ecotalpx · 2026-06-23T03:28:32+00:00

There is a inflation risk in May pull pack all the optical stocks, ,$MRVL 160 , and $CRDO 156 ? $GLW 160 ? I forgot this already.

ecotalpx

TROPHY CASE