- OtherneutralThe commercial space sector has become more competitive; peers release monthly progress updates, whereas RKLB updates far less frequently and often only with negative news, making it look worse in terms of transparency.Source
- RKLBneutrallong-termThe host believes RKLB will not go bankrupt; its three fundamental pillars—existing satellite manufacturing (Space Systems), the Electron rocket, and the newly acquired Ereidian business—remain solid and provide a baseline for the stock. However, the repeated Neutron rocket delay severely caps the near-term upside. He is fully invested with about half his portfolio in RKLB, added to his position in the sell-off, and sold puts, showing confidence in the company's survival, but he has no clear answer on how high the stock can rise before Neutron succeeds.Source
Money or Life 美股频道
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- ASTSbullishshort-termAfter news that SpaceX/Starlink would acquire spectrum sent ASTS lower, the host viewed it as oversold and bought it with his large account, but weak market sentiment quickly hit his stop-loss and he was forced to exit with a loss of over $20,000. He admits this was a relatively failed trade and reminds himself to be more cautious about adding positions like ASTS unless there is a compelling reason.Source
- RKLBbullishlong-termIn the entire space sector, RKLB is the best company in the host's view (possibly without equal, since he no longer counts SpaceX as a space stock). Even though the whole space sector is weak, the Neutron rocket has zero chance of launching this year, and there is no near-term catalyst, he has no hesitation holding his over-40% position for the long term and will not sell a large amount at current levels.Source
- SPCEbullishlong-termThe host views Virgin Galactic (SPCE, mis-transcribed as SpaceX) as one of his core long-term holdings. He previously sold 20%–30% of his position around $17, then bought it back as planned when the stock pulled back to the 20-day moving average; his position is now equal to RKLB (both over 40%). He is very satisfied with his judgment, the price action, and the fundamentals, and plans to hold long term.Source
- AI Capexpositive for stockslong-termAlthough the AI infrastructure sector fell sharply over the past two days and making money in the short term is much harder than before, the host believes the sector's investment value has not changed; strategically he is firmly bullish, and as long as one has patience and holds on, the upward industry trend can still generate profits, but tactically one must manage position sizing and mindset and avoid chasing highs and selling lows.Source
- Otherpositive for stockslong-termThe host relatively favors an AI infrastructure company he calls '美国光' (American optical), believing it is cheap within the sector and, unlike peers, has not aggressively raised prices on long-term loyal customers but has been very restrained; he believes such good companies will still make money in the future.Source
- ASMLbullishlong-termASML is one of the companies the host traditionally regards as a good AI infrastructure name. Although making money in the AI infrastructure sector in the short term has become much harder, he believes the sector's investment value has not changed, and good companies like ASML will still make money for investors in the future; ASML is scheduled to report earnings tonight.Source
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- GDSbullishlong-termGDS retained 19.4% of DayOne and recouped nearly all its investment; after DayOne's IPO, this stake will become a pure benefit and attraction for GDS.Source
- OtherneutralThe host believes STT, a Singapore state-linked investment firm under Temasek, is strong state capital backing DayOne.Source
- Otherpositive for stockslong-termBased on contracted capacity, DayOne's revenue is projected to grow rapidly, reaching about $4.5B annualized revenue by end-2028; the growth rate and absolute revenue are worth anticipating.Source
- Otherpositive for stocksDayOne's data center execution capability is commendable; for example, its first Johor phase was delivered in about 10 months, faster than the industry average.Source
- Otherpositive for stocksIf listed at a $20B valuation, DayOne would surpass many small-cap US peers and become the leader among them.Source
- OtherneutralUsing multiple valuation metrics, DayOne's $20B IPO valuation is roughly on par with US peers—not expensive and not cheap.Source
- OtherneutralThe host stresses that delivery capability is the lifeblood of DayOne-like data center companies and is the most important factor when investing in such firms, bar none.Source
- Otherpositive for stockslong-termThe host believes the close binding between ByteDance and DayOne is not a problem but a positive, because ByteDance is DayOne's core customer and future growth driver; risks exist but opportunities are greater.Source
- Otherpositive for stockslong-termThe host is very bullish on ByteDance and the development of all its overseas short-video platform businesses, believing that although risks exist, he sees more opportunities.Source
We only capture views expressed in public videos, each linked to its verbatim quote. Inclusion is not endorsement and not investment advice.