TraderS | 缺德道人|Oct 12, 2026 14:06
After the U.S. stock market opened, the view was once again confirmed—AI's 'three fools' completely tanked, while SPCX quickly rebounded after a slight dip and started climbing.
If we extend this further, it might look like this: July is positively correlated with storage (both taking hits together), August and September are decoupled (each going their own way), and October is negatively correlated—storage drops while SPCX rises.
So, when storage hits rock bottom, it might mark SPCX's peak. Before there’s any significant improvement in overall liquidity, this could follow a 'one rises as the other falls' logic.
SPCX’s rise at this point might also be paving the way for the next IPO—Anthropic. Although Anthropic, OpenAI, and the other two giants are competitors, when it comes to IPOs, especially valuation, the three actually need to band together for mutual support.
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