Source Post

Something Big Is Happening With the SpaceX IPO This Week

Jun 7, 2026

The stock market is showing signs of weakness, with major tech stocks like Nvidia, Broadcom, and AMD experiencing significant drops. This pullback occurs just before the highly anticipated SpaceX IPO, which is poised to be the largest in history. The creator questions whether SpaceX at its projected $1.8 trillion valuation is a good investment, despite the company's potential, highlighting the market's sensitivity to AI-related themes and the Fed's potential rate hikes.

Linked Mentions

Tickers discussed in this post

ASMLNeutralLow ConvictionResearch Only

ASML is mentioned as a public AI company that controls a critical part of the supply chain.

TSMNeutralLow ConvictionResearch Only

TSM is mentioned as a public AI company with real revenue that manufactures chips.

TSLABearishLow ConvictionResearch Only

Tesla was mentioned as one of the tech stocks experiencing pressure before the SpaceX IPO.

AMZNBearishLow ConvictionResearch Only

Amazon was noted as being under pressure along with other major tech stocks.

METABearishLow ConvictionResearch Only

Meta was mentioned as a large tech company facing pressure in the current market environment.

INTCBearishLow ConvictionResearch Only

Intel was listed among the tech giants experiencing pressure ahead of the SpaceX IPO.

MSFTBearishLow ConvictionResearch Only

Microsoft was mentioned as one of the large tech companies under pressure before the SpaceX IPO.

MUBearishMedium ConvictionSignal-backedSecondary

Micron's stock price fell over 13%, highlighting the significant downturn in the semiconductor sector.

AMDBearishMedium ConvictionSignal-backedSecondary

AMD saw a substantial decline, reflecting the pressure on semiconductor and AI-related stocks.

AVGOBearishMedium ConvictionSignal-backedSecondary

Broadcom experienced a significant drop, contributing to the overall market weakness in tech stocks.

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