Source Post

The Next Stock Market Crash Starts Here [it’s IN the SpaceX IPO]

The creator discusses the upcoming record-breaking IPOs of SpaceX, OpenAI, and Anthropic, warning that these could trigger the next stock market crash. He highlights the massive valuations and potential for investor capital to be diverted from existing stocks, exacerbated by high margin debt. The creator also provides updates on Broadcom (AVGO) and Oracle (OCL) ahead of Oracle's earnings.

Linked Mentions

Tickers discussed in this post

ASBearishMedium ConvictionSignal-backedSecondary

AST SpaceMobile (AS) saw its stock price decline due to broader concerns affecting space stocks.

RKLBBullishHigh ConvictionSignal-backedPrimary

Rocket Lab (RKLB) is a buy due to its upcoming medium-lift rocket launch, competitive cost structure, and strong backlog.

LUNRBearishMedium ConvictionSignal-backedSecondary

Intuitive Machines (LUNR) experienced a significant stock price drop following concerns in the space sector.

PLBearishMedium ConvictionSignal-backedSecondary

Planet Labs (PL) stock fell significantly due to risks highlighted by a Blue Origin launch explosion.

ORCLBullishMedium ConvictionSignal-backedPrimary

Oracle (ORCL) is presented as a potential AI stock to buy ahead of earnings, with expectations for strong sales and revenue growth.

FTNTNeutralMedium ConvictionSignal-backedPrimary

Fortinet (FTNT) is a cybersecurity stock held by the creator, showing resilience and expected to benefit from AI trends.

CRWDNeutralMedium ConvictionSignal-backedPrimary

CrowdStrike (CRWD) is a cybersecurity stock held by the creator, positioned to benefit from AI-driven demand.

OKTANeutralMedium ConvictionSignal-backedPrimary

Okta (OKTA) is held within the creator's cybersecurity stock basket, expected to benefit from AI tailwinds.

ZSNeutralMedium ConvictionSignal-backedPrimary

Zscaler (ZS) is part of the creator's cybersecurity portfolio, held for its growth potential driven by AI.

PANWNeutralMedium ConvictionSignal-backedPrimary

Palo Alto Networks (PANW) is a cybersecurity stock held with a positive long-term outlook despite recent price drops.

Linked Signals

Tracked calls opened from this post

RKLB
buy opened Jun 7, 2026
-38.57%