The creator is observing the SpaceX IPO, expecting it to trade higher than $165 due to significant hype, though he is not personally interested in buying speculative stocks.
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LIVE NOW: SPACEX IPO TRADING
Jun 12, 2026
The creator is discussing the highly anticipated SpaceX IPO, noting that it has not yet begun trading. They observe market movements, including Nasdaq's decline, and consider Tesla as a potential proxy for SpaceX. The creator also touches on other stocks like MSTR, Oracle, Palantir, Marvel, Dell, Micron, Rocket Lab, and Microsoft, noting their performance in the context of the upcoming IPO and general market conditions.
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Walmart's market cap is compared to SpaceX's, noting Walmart's significantly lower valuation despite higher revenue and net income.
Intel is mentioned as having a huge push, up 5.2%.
The creator is observing the SpaceX IPO, noting the lack of immediate trading data and the high market cap relative to revenue, and states he will not short it.
Microsoft is having a really bad time, which the creator notes is not new.
The creator is unsure how Robinhood will benefit from the SpaceX IPO, questioning its competitive edge against other brokerages.
Rocket Lab is down 9%, possibly due to new competition and money being pulled out in anticipation of the SpaceX IPO.
Micron is down 1.4%, indicating money is being pulled out of the stock.
Dell is up 2% and considered overbought technically, but expected to rise if markets rally.
Marvel is down 4.4%, with money being pulled out of speculative semiconductor companies.
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