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 to Join Nasdaq 100, Space Stocks Surge, What to Buy?
SpaceX surged 7.15% ahead of its Nasdaq 100 inclusion, triggering mandatory passive fund allocation and igniting the broader space sector: Rocket Lab soared 15.93% and AST SpaceMobile spiked 21.44%. The index addition raises SpaceX's valuation anchor, with capital spillover fueling the entire launch and satellite-to-mobile connectivity chain. After a 20%-plus single-day sector rally, however, short-term sentiment is overheated and pullback risk is building. Will you chase the lead ETF SPCX, or bet on higher-beta RKLB and ASTS?
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