Options777
06-05 19:00
Replying to @Options777:what do you think? @Tiger_comments @ECLC @bluesea520 @Strategium Holdings

On my hit list [Cool] $Alphabet(GOOG)$ $Alphabet(GOOGL)$ $NVIDIA(NVDA)$ $NEBIUS(NBIS)$ $Vertiv Holdings LLC(VRT)$

//@Options777:To answer the immediate question, I will not buy $Space Exploration Technologies Corp(SPCX)$ at the IPO opening for various reasons, but the two prominent reasons are 1. There is too much private funding who are looking to trim and employees looking to cash out their options, 2. Recent mega IPO $Quantinuum(QNT)$ popped on listing day but revert to IPO price by end of the day, similar to other notable listings recent such as $Cerebras Systems(CBRS)$ and $X-Energy(XE)$ . Those who rushed in at the top of day one probably wouldn't recover for a few months at the very least.

Instead, it seems that people are exiting their positions in Crypto and AI ( $Micron Technology(MU)$ , NBIS, NVDA,etc.) to rotate into Space themed companies.

I am taking the chance to add to companies like Micron and Alphabet during this dip, before the SpaceX profiteers start rushing back in.

I believe Elon is a visionary and true technopreneur, but it's a brutal world when politics and money come together.

SpaceX IPO Set to Drain Liquidity: Will Pricing Trigger a Rebound?
SpaceX is expected to price its IPO this Friday, and markets widely believe the landmark offering has already drained hundreds of billions in liquidity. Investors rotated capital into the IPO, triggering passive de-risking across growth assets; once the deal prices and liquidity is released, oversold sectors could see a sharp relief rally. Wall Street is split on whether to subscribe at IPO or wait for post-listing stability. Will you position ahead of the liquidity unlock, or wait for the dust to settle?
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