The Analysts

Call · @thevalueist · unranked

@thevalueist

@thevalueist · Tue, Aug 4

TheValueist@TheValueist
$SPCX KEY READ-THROUGHS FROM SPACEX Q2 2026 EARNINGS CALL SpaceX’s Q2 2026 earnings call contains unusually consequential read-throughs for AI semiconductors, data-center power infrastructure, merchant compute, wireless communications, satellite connectivity, launch services and
31d agoview on X ↗

tweeted Tue, Aug 4 · counted from Wed, Aug 5 close

Read as

Long NVDA, Exit AMD, Long SKHYNIX, Long MU, Long TSMC, Long VRT, Long ETN, Long GEV, Long PWR, Long CAT, Long CMI, Mentions CRW, Mentions APLD, Mentions NBIS, Exit T, Exit VZ, Exit TMUS · High confidence

Confidence

High0.98

Counted from

Wed, Aug 5 · market close

Rank since this call

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Aug 28

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Aug 31

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Sep 3

Leaderboard position per scored day — never a price chart. Other calls were active in this window; no single call is credited.

Active call · day 30 · fades out by Sep 15