Options777
06-05
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 Surges 6.1% Through $116B Lockup Expiry — Is the Overhang Truly Gone?
SpaceX +6.14% Thursday, straight through the largest lockup expiry on record — 911.5 million insider shares, roughly $116 billion, turning sellable. It dipped at the open, then reversed. Attention swung back to the first earnings report: core profit beat, segment losses narrowed sharply, only AI capex ran slightly hot. Cathie Wood bought the dip, JPMorgan revised its target, Musk called Starlink undervalued. Peer SSPC still fell 12.16%. Biggest overhang cleared, sector not following — inflection, or just the end of the selling?
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