云帆启航

$BTC the experts are all shorting; every day they watch you guys take profit. The rookies can only wait for a big crash and snatch a little rebound.

$BTC each time you can only wait for a big drop and then a rebound—pig manure

$BTC When others eat meat, chives can only be eaten a little after a big plunge to get a rebound—hog dung

$SEI trash is just trash,

It looks like $SEI is teaming up with Xiaomi to preload the SEI wallet.

$H This coin is being messed up like this, let's treat this dead horse like it's alive and hope for the best.

$DOGE Even Old Ma can miss the mark sometimes. It's clear there's unlimited minting going on, with 5 billion being pumped out each year. The total supply is only 100 billion, so in a few years, it’ll surpass that cap. In 10 years, we're looking at 500 billion in circulation. The more you HODL, the lower the value gets.

Bought at $DOGE 0.1, looks like it's a bust.

$DOGE bought this, now it's just a roll of the dice. It's been 4 years and they've mined hundreds of billions already. Old Ma can't even control it now; he only has 20 billion Dogecoin, and the miners are set to pump out over 5 billion each year.

With $DOGE , you can mint over 10 million coins in a day; in the crypto space, there's never enough cash for him.

This coin, $DOGE , is inflating by 5 billion every year. Why hasn’t it been delisted yet? The crypto space is pouring money into it, but it’s still not enough; it keeps diluting endlessly.

$SPCX The rise in US stocks is also a dip that was traded.

$SPCX The stock market is all a mirage
PS (Price-to-Sales Ratio) = Market Cap ÷ Annual Revenue, it only looks at how much cash the company is raking in (the flow), regardless of whether it's in the red or green.

SPCX (SpaceX) 90 - 110x
Cambricon 80x
Palantir (PLTR) 63x
OpenAI 34x
Anthropic 21x
NVIDIA (NVDA) 20x
DigitalOcean (DOCN) 15.6x
QingCloud 12.91x
Google (GOOGL) 11x
Apple (AAPL) 10x
Microsoft (MSFT) 10x
Average in software and programming industry 7.69x
Meta (META) 7.5x
Average of the Sci-Tech 50 Index 7x
Average of the NASDAQ Index 5x
Alibaba (BABA) 1.6x

$SPCX SPCX's current P/S is about 90x, while Apple's is around 8x, and Nvidia's is about 20x, showing a significant gap.

A 90x P/S means the price is already pricing in expectations for high growth over the coming years. If the performance doesn't meet these expectations, the valuation could face some serious correction pressure.

For your info only, not financial advice.

The current P/S of $SPCX SPCX is around 90x, while Apple is about 8x and Nvidia is around 20x, showing a significant gap.

A 90x P/S means the price already reflects expectations of high growth for many years to come; if the performance doesn't meet these expectations, the valuation could face some correction pressure.

For reference only, not investment advice.

$SPCX SPCX is Musk's new launch, a "Space + Starlink + AI" conglomerate, currently priced at $156, with an IPO issue price of $135. It’s a play on short-term hype, but the long-term narrative is solid.

SPCX recently tanked 31% from $225 to $156, with the immediate catalyst being the announcement of a $20 billion bond issuance right after the IPO, raising market fears about cash flow issues. Plus, with a massive internal stock unlock coming at the end of July, there’s significant short-term sell pressure.

The long-term logic of profit from Starlink and AI computing revenue growth is still intact; however, in the short term (2-3 months), the valuation remains steep (PS over 90x). The unlock pressure needs to be digested, and it’s likely to oscillate in the $135-$170 range, with a return above $200 requiring time and performance validation.

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SPCX: You're buying into the future, but it’s going to be a grind in the short term.

If $SPCX doesn't work out, I'll just sell my space phone and use Starlink; at least it'll pump a bit.

We can only rely on Starlink for $SPCX , let's see if it can pump Starlink to the moon.

How the heck did $BABA pump up?

$SPCX The wealth code often isn't favored at the latest; it lacks those traits. The chances for a 100x or 1000x pump are slim.