Musk only replied, 'I think so too.' Someone on Hyperliquid has already used 20 times leverage to buy $17 million worth of SPCX On August 3rd, Gali tweeted, "Looking back, this will be a crazy opportunity." Musk personally went to the comment section to claim it. Coincidentally, the space exploration technology company will release its first quarterly financial report after the US stock market closes today The issue price of SPCX was $135, and after going public, it soared to a high of $225.64, with only around $115 left now. From the high point, it is indeed close to halving, but the company's market value is still about $1.42 trillion, so this financial report faces a very realistic question: is it an opportunity or was it given too much in the past? First, let's take a look at what space exploration technology companies are currently selling: After acquiring xAI, SPCX is no longer just a rocket company. Rocket, Starlink, X platform, and Grok artificial intelligence models are all integrated into the same report. Starlink is responsible for making money, while Starship and AI business are responsible for burning money In the previous quarter, the company's revenue was $4.694 billion, with an operating loss of $1.943 billion and an adjusted EBITDA of $1.127 billion. Among them, the connection business where Starlink is located is the most powerful, with revenue of 3.257 billion US dollars, operating profit of 1.188 billion US dollars, and paying users reaching 10.3 million The places where money is spent are also scary. The artificial intelligence business had a revenue of $818 million in the first quarter, an operating loss of $2.469 billion, and a quarterly capital expenditure of $7.723 billion; The aerospace business generated revenue of 619 million US dollars, with an operating loss of 662 million US dollars. Starship R&D alone spent 930 million US dollars The most important thing to focus on tonight's financial report is Starlink. Both Starship R&D and Grok's computing investment continue to burn money. Once the profits of Starchain can't keep up, the valuation of SPCX of $1.42 trillion will be a big foam. The current market consensus expectation given by Nasdaq is a loss of $0.26 per share, with 5 institutions participating in the forecast The direction on the chain is very interesting. Among the 85 SPCX holdings, there are 55 short positions and only 30 long positions; But the long position is about $66.9 million, and the short position is about $65.1 million. There are more short sellers, and the money invested in long positions is slightly more, causing both sides to basically freeze. The new money that came in two days before the financial report was significantly higher Address: 0xb37f083bad343a76361CD8f39afe7cd6aa66ca This address has just purchased 147510 shares of SPCX, with an average opening price of $114.963 and a position of approximately $17.09 million, and the entire account only holds this one position. 20 times the full warehouse multiple order, with a clearing price of 105.45 US dollars, less than 10% from the current price. In the top account, the recently confirmed new multiple orders have exceeded 23 million US dollars. However, the old bears did not give up either. Address: 0x9e8b1e51c642f4c8b87c6ba11c53d516a218afc4 It started short at $157.259 and currently holds 76605 short positions worth approximately $8.88 million, with a floating profit of approximately $3.17 million. An additional 8679 shares were added before the financial report, and there were no plans to close the network early. Another address, 0xf929122994e177079c924631ba13fb280f5cd1f9, holds approximately $5.79 million in short positions with an opening price of $142.145 and a floating profit of approximately $1.31 million. Recently, 10000 shares of short positions have also been added. The current SPCX is mainly driven by new bulls fighting for a rebound, while old bears are waiting for financial reports with profits. The transaction volume in the past 24 hours is about 226 million US dollars, with an open contract value of about 228 million US dollars. The funding rate is positive, and long positions are paying short positions. $105 is the key price range, and if there is a slight misstep in the financial report, the $17 million long position will be liquidated and liquidated; If Starlink data and company guidance are strong enough, this batch of new long positions around $115 may have really hit bottom. Musk only said 'I think so too', and the big players on the chain went crazy with 20 times leverage. Source: AiCoin on chain smart money and AI analysis data Welcome to the AiCoin on chain smart money community, where giant whale alerts are released in real-time: Telegram link: https://t.me/AiCoinWhaleData DC link: https://discord.gg/5XSXjXSpz Hyperliquid SPCX Space Exploration Technology Company Starlink Starship Musk US Stock Financial Report Smart Money AiCoin