“I would assume that the initial early base of space investors are not loyal to market fundamentals, they’re loyal to Elon and his dream”
SpaceX Passes First Lockup Expiry Test With $500 Billion Rally
“Many investors are simply unwilling to buy SpaceX shares in the interim based on fundamentals and the lock-up overhang that’s going to exist until December”
SpaceX’s $101 Billion Unlock Heaps Pressure on Battered Shares
“Caterpillar’s record order rates underscore that the physical foundation required to support digital infrastructure continues to expand, regardless of seasonal market chatter”
Caterpillar Surges as Data Center Boom Drives Profit Growth
“We have to realize how much perfection has been priced into the stock”
Micron Earnings Take on New Gravity With Market on Edge Over AI