Palantir is mentioned as a comparison point for SpaceX's valuation, noting Palantir's higher growth and cash flow despite a similar P/S ratio.
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SPACEX RUMBO A 300 DÓLARES ?? POR QUÉ SE DESPLOMÓ AVGO ?? SE ACABÓ EL RALLY DE MICROSOFT ??
Aug 14, 2026
The creator discusses a slow trading day with minor market movements. They plan to analyze Broadcom (AVGO) after a significant drop due to a Bank of America report on potential future debt, Microsoft (MSFT) following a recent rally and subsequent pullback, and SpaceX for a potential entry point after a recent recovery and subsequent decline. The analysis will include technicals, market structure, price action based on volume, and multiples relative to recent earnings.
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The creator holds a speculative position in Tesla and uses Elon Musk's stated timelines as a reference point, adding a significant buffer for actual achievement.
Microsoft (MSFT), which recently experienced a mega rally, is now pulling back, and the creator is evaluating if this pullback presents an opportunity to enter.
Broadcom (AVGO) is being "destroyed" today due to a Bank of America report on potential future debt, presenting a potential "buy the dip" opportunity.
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