$SPCX
$SPCX (SPCX) in Serenity's X Posts
Recent Serenity posts mentioning $SPCX
Excerpts with links to the original public posts on X.
Thu Oct 22 12:05:45 +0000 2026I don't own $ASTS and not advice, but if you're capitulating just because a stock price went down.. There's little investment thesis or conviction in the first place. People always have multi-year ideas like $RKLB becoming the next $SPCX or AST becoming the next Starlink…Tue Oct 20 23:16:56 +0000 2026Divergence between fundamental demand and valuations are now at extreme levels. You're seeing accelerating procurement from $SMCI to $SPCX vs. collapsing equity prices on $AAOI to colo players. After ERs, I think Oct 2026 will be seen as a DeepSeek / April tariff opportunityTue Oct 20 22:35:49 +0000 2026Yeah not sure how anyone thinks it's over on AI semis like $NVDA GPUs, memory, to photonics, after $SPCX earnings. - Previous Q4 capex outlook ~$18.4B... Now $35–40 billion Q4 capex guidance, basically doubling previous outlook "Q3 and Q4 capex should be similar to Q2's…Thu Oct 15 06:15:24 +0000 2026It's interesting to see Elon interacting with finance X accounts out of the blue. Then amplifying $CRWV financing concerns, Chinese memory flooding, to AI investors being gamblers recently. With $SPCX and $TSLA, I do think Elon is a visionary but from how it looks from the…