想依据消息面交易就是鬼扯。 今天这个Turboquant还有SpaceX 4月IPO的消息，要么是无根无据要么干脆就是假新闻。 结果存储大跌，火箭起飞。 $MU $SNDK $RKLB $FLY 所以市场对消息面的消化和解读，根本就是不能预测和判断的，除非已经看到了结果。

Many rockets will launch next week! 1. SpaceX (Rocket: Falcon 9) … 2. Rocket Lab (Rocket: Electron) $RKLB • Targeting Feb 24: Rocket Lab is scheduled to launch from Wallops Island, Virginia. The mission has a fantastic name—"That's Not A Knife" (a nod to the company's New Zealand roots and Australian payload)—and will carry a scramjet-powered hypersonic test vehicle for the Defense Innovation Unit.  3. Firefly Aerospace (Rocket: Firefly Alpha) $FLY • Targeting Feb 27: Firefly is aiming to launch their "Stairway to Seven" mission from Vandenberg Space Force Base in California into Low Earth Orbit.  4. Space One (Rocket: KAIROS) • Targeting Mid-Week (~Feb 25): This Japanese private space company is preparing for "Flight 3" of their KAIROS rocket from Space Port Kii in Japan, carrying four small commercial satellites.  Potential "Late February" Wildcards A couple of other major players have loosely targeted "late February," meaning they could easily finalize a launch date in next week's window: • Blue Origin (Rocket: New Glenn): We are waiting on the highly anticipated launch of AST SpaceMobile's BlueBird 7 satellite from Florida. $ASTS • Isar Aerospace (Rocket: Spectrum): This European startup is targeting the second flight of their orbital rocket from Andøya Spaceport in Norway.

大火箭要来了 $FLY $RKLB $ASTS

太空股可能又一次迎来短期内的反转。 $FLY $RKLB $ASTS

X supposed "technical analysis" guru JROULDZ posted his portfolio on Jan 18 (below). Since then? His entire portfolio has had brutal drawdowns across the board: $RGTI: -40% $IONQ: -40% $QBTS: -40% $RKLB: -33% $PLTR: -25% $AMZN: -15% $GOOG: -15% $LMND: -30% $ARKG: -15% Even his "other bucket" which includes $RR (Richtech Robotics) has collapsed recently too down -50%+ over the last couple of weeks! Don't blindly follow X gurus chasing TA setups. TECHNICAL ANALYSIS DOESN'T WORK. Fundamentals, news, dilution, and macro rotations crush hype fast. DYOR!

Rocket Lab says Stage 1 tank testing resulted in rupture $RKLB https://t.co/EcfibbMcMK

我认为火箭也很重要 $FLY $RKLB $ASTS

2026 Alpha Thesis: Hardware Maturation + Supply Shock. 🚀⚡️ The "Promise Phase" is over. The "Deployment Phase" is here. 1️⃣ Rocket ( $RKLB, $FLY , $ASTS , $RDW): SpaceX IPO rumors = sector re-rate. Neutron launch is the value unlock. 2️⃣ CPU ( $AMD, $INTC): Cloud is crowded; the "Edge AI" PC supercycle is the volume trade. 3️⃣ DRAM ( $MU $SNDK $AMAT $ASML $TSM $LRCX): HBM is a supply black hole. Standard memory shortage = pricing power. 4️⃣ Energy ( $VST, $CEG, $BE): No power = No AI. Nuclear baseload is the new gold. The trade: Long scarcity & physical infra. 📈 #StockMarket #Investing #AI #Space

🥵 $FLY 变态了 $RDW $RKLB $ASTS @seneca_wc630 https://t.co/SvpOrZE79s

$ASTS 也分点给 $FLY $RKLB 🤤