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The creator discusses SpaceX's IPO, noting that Fidelity has lowered the minimum investment and that a sign...

Jun 14, 2026

The creator discusses SpaceX's IPO, noting that Fidelity has lowered the minimum investment and that a significant portion of shares are available to retail investors. They express caution, suggesting that the stock might crash before buying, citing historical examples of IPOs and lock-up expirations causing price drops. The creator advises waiting on the sidelines rather than buying into potentially overvalued IPOs.

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QQQNeutralLow ConvictionResearch Only

The creator mentions that SpaceX might join the Nasdaq-100, which would force index funds like QQQ to buy it.

PLTRNeutralLow ConvictionSignal-backedSecondary

Palantir's stock also experienced a significant drop after its lock-up period ended, similar to Meta.

METANeutralLow ConvictionSignal-backedSecondary

Meta's stock cratered when its lock-up period opened, serving as a cautionary tale for SpaceX.

SPCXNeutralMedium ConvictionSignal-backedPrimary

The creator is waiting for a crash in SpaceX before considering buying, citing concerns about IPO valuations and insider selling after lock-up periods.

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