Author notes SpaceX is exciting but provides no specific bullish catalyst. SPCX up 8.34% and recently surpassed Amazon in market cap post-IPO, currently trading at $208.56 with $2.54T market cap. Strong momentum but author's comment is descriptive of attention/narrative shift rather than a buy thesis.
行情 $203.25 ▲5.5844%
新闻 Orbit Shift: Sizing Up The Impact Of SpaceX And Mega IPOs · Apple: 4 Potential Headwinds
Author notes Tesla getting less attention but does not express bearish view or provide negative catalyst. TSLA down 0.26% at $410.10 with $1.54T market cap, earnings approaching July 21. External news shows Cathie Wood dumping TSLA even as SpaceX buzz occurs. Author's observation is about narrative/attention rather than fundamental deterioration.