What Money or Life 美股频道 said in this video:
- 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