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TraderS | 缺德道人
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美股开盘之后再次验证看法，AI三傻直接拉稀了，$SPCX 稍微插针后就快速拉回并上涨
继续延伸的话，可能是这样的：七月跟存储是正相关（一起挨打），八九月是脱钩（各走各的），十月是负相关——存储跌它涨
那么等到存储跌到底的时候，可能就是SPCX的顶，在总流动性没有太大改观之前，大概会是一个此消彼长的逻辑
而SPCX这时上涨也有可能是为下一个IPO——Anthropic铺路，虽然加上OpenAI的御三家是互相竞争的对手，但在上市这件事上尤其是估值方面三家其实是需要报团取暖的。$OPENAI $ANTHROPIC
TraderS | 缺德道人
Right now, the three AI dummies, SanDisk, Micron, and Hynix are all pulling back but we haven't seen the bottom yet. $SPCX is not only surging wildly but it's also absurd that it's rallying on the basis of space computing power.
This might indicate that capital is flowing from "falsifiable AI" to "unfalsifiable AI," meaning the stories on Earth have been told and are hard to continue, so now only space stories can be told.
After Anthropic goes public next month, especially by 2027, the AI sector will definitely shift completely from narrative-driven to profit-driven, and by then, possibly only SPCX will survive the profit-driven shakeout.
One more advantage of this approach is that while US stocks, US Treasuries, and corporate bonds compete for liquidity, SPCX's 40 billion bond issuance last week actually rose instead of falling because it was for Starmind orbital AI satellites and Memphis computing power to buy Nvidia chips, which sharply contrasts with the sharp drop caused by the corporate bond issuance at its IPO.
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