SpaceX and the IPO ‘Hangover’
Part of trading (and investing) successfully is looking for opportunities few see… not piling in with the masses.
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Part of trading (and investing) successfully is looking for opportunities few see… not piling in with the masses.
The new regime arrived in under 48 hours, loudly, and got bought just as fast.
SpaceX’s IPO is not a warning sign. It is a signal that capital markets are wide open…
Anthropic’s success has been driven by two major initiatives...
Some markets sell off for reasons. Other times, they just need an excuse.
When investors say an industry is dead, what they often mean is that the weakest participants are dead.
When institutional capital moves through theme ETFs rather than individual names, it signals conviction in the direction, not just...
And what makes this IPO very interesting is the motivation for it. This is really about acceleration...