We are NOW about TEN market days from the big SpaceX IPO. Some are calling it....UNPRECEDENTED. Perhaps,....... we will see in about ten days. The COUNTDOWN is on. One thing is CLEAR......(PERHAPS)......at some point after all the restrictions come off and insiders can sell.....the price will be LOWER than buying the stock at the IPO. At least that is what history tells us with IPO's in general. It will at least be a nice DISTRACTION for the markets and the usual MEDIA BS.
BUT.....many of us will end up owning a good position in SpaceX....as part of our Index funds and ETF's. it will get early entry into most of the indexes and as a result a lot of us will be shareholders. SpaceX's index fund debut will look nothing like what most investors expect, says Jacob Friedman https://www.investmentnews.com/prac...t-investors-expect-says-jacob-friedman/266776 "The fund most likely to add SpaceX first isn't QQQ but VTI, Vanguard's $607 billion total market fund tracking the CRSP US Total Market Index. CRSP's fast-track rule allows qualifying IPOs to be added after just five trading days." AND "The Russell 1000 picture shifted materially on Wednesday. FTSE Russell announced it has adopted a fast-entry mechanism under which IPOs exceeding the Russell Top 500 market cap breakpoint are eligible five trading days after listing." AND "The Nasdaq 100 adds SpaceX after 15 trading days under its Fast Entry rule, effective May 1. That leaves the S&P 500 as the sole major holdout. SpaceX will enter almost every major US equity index within the first three weeks of trading." AND "The S&P 500 consultation closes May 28, with implementation proposed for June 8 if approved, but even under the accelerated proposal a late-June IPO wouldn't make SpaceX eligible until around mid-December 2026." SO....for all of us that own Indexes or other funds that tend to be BIG CAP......we WILL be owners of SpaceX....like it or not. For many of us this is a good way to get exposure with less risk.....because....no matter what anyone says this is will be a RISKY, AGGRESSIVE, STOCK
The consistency of this board is what keeps me coming back - mostly as an observer. I went back to scroll through some comments from 21' for whatever reason, and although 5 years apart the same strategies still apply it. Nice work!
This post has two purposes. One, test for ban. Two, SpaceX valuation conjecture. US GDP 2026 (estimated) $32.38T SpaceX IPO $1.8T SpaceX plans to IPO at 5.56% of the entire US GDP.
You are still here Tom.....I dont even know if we have any MODS anymore or if the inmates are running the asylum.
The markets this week. Stocks close at record highs with tech leading the way again. Nasdaq gains 8% in May https://www.cnbc.com/2026/05/28/stock-market-today-live-updates.html
YES...we ALL hate paying more for gas. BUT.....in the data and in real life....I dont think many people are changing any of their behavior. Big Gas Price Jump, Still a Small Spend Gasoline is still a tiny sliver of consumer spending. https://www.fisherinvestments.com/e...entary/big-gas-price-jump-still-a-small-spend ...."High gas prices may continue weighing on sentiment, but stocks have been shouting at everyone to get over it since the S&P 500 hit its year-to-date low on March 30. It hit a fresh all-time high yesterday. If we were truly on the verge of a back-breaking recession induced by high gas prices, stocks would show it. Instead, they are saying, move on." And......YES....as the article notes and as I noted on here......the most recent data showed.....consumer spending UP 0.1% m/m......many discretionary goods and services went up—for example,......home furnishings and appliances, recreational goods, recreation services and hospitality.
SO....yes....ALL the media BS over the last 6 or so months...about AI and.....will companies be able to show any actual use of the tech.....is just the usual MEDIA crap. Something we ALL knew....but had to endure anyway. Dell, Snowflake, and Ford show how the AI boom is spreading: Alpha Check https://finance.yahoo.com/markets/a...-boom-is-spreading-alpha-check-210740675.html AI is all ready being embedded and used in....EVERYTHING....in thousands of little ways. AND....we are just at the start of this business, societal, and cultural REVOLUTION.
"Sell in May and go away".....la-la,la-la-la....la. Stocks close at record highs with tech leading the way again. Nasdaq gains 8% in May https://www.cnbc.com/2026/05/28/stock-market-today-live-updates.html
Definitely quite a bit of hoopla associated with its debut for sure. I have zero plans to directly purchase any in a stand-alone position. That is related to my planning, more than company opinion though. And as you mention, I'll probably own a slice anyway at some point. I'll have to remember and look at my particular index holding at some point and see if/when it may get added. In any case, it will likely be negligible amount/weight. Most index publish a holdings report in the prospectus section. I think mine publishes maybe a monthly one.
LOL. You are probably spot on. We are like a little old west ghost town or inhabitants of a tiny, shipwrecked island. There are rumors out there that we may exist.... but no one really knows for sure. Is it a myth or a legend??
I will say this about SpaceX. We're talking about a 2T valuation so forget about rockets, moon bases, a Mars colony, etc. Starlink v3 has potential to prop up a good part of 2T value, on the long term, but not all. This assumes a monopoly or near so, which is a reasonable assumption. The key piece of evidence, IMO, is SpaceX leasing Colossus to Anthropic. This appears to be an insignificant event but it could be Elon Musk with an eye to generating data center business. If he can host Anthropic terrestrially for a couple of years, he could move them to space. The Starlink DC will almost certainly be a SpaceX designed TNS (tensor) system, as opposed to massive array of red hot GPUs. While SpaceX will not be able to lithograph TNS chips in the next two or probably even 5 years, they have aligned with Intel who seems to have their 14 Angstrom process in credible early ramp shape. From what I can tell, 18A isn't much further alalong tgan 14A. If SpaceX can gain a near monopoly on AI DC business, they could easily out grow the 2T valuation. That is a lot of business components to get right but so far, so good. It is not inconceivable that SpaceX might succeed.
Intel Corp. Everything I see and hear from Lip-Bu Tan causes me to have tremendous optimism for Intel. Intel was literally on life support. It is plausible that Lip-Bu Tan will guide Intel back to a great company. I recently exited my Intel position, as I feel it's over valued, but I continue to believe in the company.
I like that analogy Smokie. It would be something if we became an internet MYTH. A legendary money board somewhere out there with 5-15 regular posters....spread all over the world....USA, ENGLAND, PORTUGAL/SPAIN, elsewhere in the EU and Eastern Europe. Many have tried to find it and failed. Some claim to have found it....but could not sign up or get in. Those that do somehow manage to find it.......are ASSURED financial success....."IF".....they pass the test and follow the concept of the board...long term investing. It is said to be somewhat like the myth of the....fountain of youth.....or the sword of King Arthur.
When I type "stock forums" on Google, I have to go to the third page of results to find this place. The myth probability is ever increasing. A ragtag group of stock dorks with a mystical western art collector as the leader.
This article is right up my alley. AND....it is COSTCO that is the number one company.....the poster child.....that is SCREWING their shareholders by NOT SPLITTING THE STOCK.....not the tech companies. Big Tech companies are screwing the average investor — here's how https://finance.yahoo.com/markets/a...he-average-investor--heres-how-123000495.html For this article i HAVE to revert to my old style.....BOLD is my opinion AND/OR what I consider important content. "I want to apologize to the legions of you who loyally read my Sunday newsletter. I let you down. And here’s how. While getting sucked into covering the 2026 AI stock mania fueled by Micron (MU), Sandisk (SNDK), and SK Hynix (000660.KS), I lost track of what price these stocks are trading at. My focus has been on the daily price swings, not the actual price. So I thank a viewer for bringing this to my attention via email this week. The average investor can no longer afford to get into the action in many cases. Yes, a stock’s price is not how one should view a company’s future prospects — you have to adhere to valuations. A $1 stock could be overvalued. And a $500 stock could be undervalued. But here’s the problem, pointed out by viewer Dorothy: The stock market is doing something I’ve never seen in more than 30 years of investing: shutting out Main Street’s retail investors. Yahoo Finance really needs to do a story on this. Dozens of top NYSE/ Nasdaq names are trading north of $500/share or $1K; splits? Word no longer exists in corporate vocabulary. So unless one buys on margin, who has the outsize amount of cash necessary to even open a 100-share position, especially when a revised analyst price target sends a stock into the outer reaches of the solar system (think Micron, which, by the way, went into a major tailspin in late March after a downgrade). The longstanding access to stocks that helped so many mom and pop investors succeed is gone. Dorothy is so on the mark! Nvidia (NVDA) is over $200 a share. Micron is above $900. Microsoft (MSFT) is hovering around $440. Alphabet (GOOG, GOOGL) is $379. NasdaqGS - Nasdaq Real Time Price • USD NVIDIA Corporation (NVDA) 211.14 -3.11 (-1.45%) At close: May 29 at 4:00:01 PM EDT 212.48 +1.34 (+0.63%) After hours: May 29 at 8:00:00 PM EDT NVDA MU MSFT Why aren’t these Big Tech companies enacting stock splits that could help bring in the average investor? I can tell you why, having done this for more than two decades. Most companies couldn’t care less about retail investors, which I find amazing given their growing importance to markets. Here’s a look at when those aforementioned tech giants last split their stock: Microsoft last split its stock more than two decades ago, on Feb. 18, 2003. It was a 2-for-1 split, marking the ninth and final time the company split its shares. Nvidia last split its stock on June 7, 2024. It was a massive 10-for-1 forward stock split. The last time Micron split its stock was more than two decades ago, on May 2, 2000. It was a 2-for-1 forward stock split. The last time Alphabet split its stock was on July 18, 2022. It was an eye-popping 20-for-1 stock split. “The success of these tech stocks and AI Revolution we foresee many stock splits on the horizon in the tech world heading into year end,” Wedbush tech analyst Dan Ives said. Memo to Big Tech boardrooms: Sign off on a stock split before AI hits the next gear and give the retail investor a path forward. It’s the right thing to do." MY COMMENT If there is a single stock in the WORLD that should cater.....STRONGLY...to retail investors...it is COSTCO. It is TOTALLY ASININE and bordering on.....ELITIST STUPIDITY.....that the stock did not split long ago. YES.....this is a master company with amazing management. BUT...they have a HUGE blind spot when it comes to stock splits. As a company they cater to and thrive from a retail.....everyday person...customer base. AND....many of their loyal customers are also shareholders. In this one aspect they are.....SCREWING US. I LOVE this company and stock. BUT those of us that own the company are being CHEATED out of HUGE GAINS by their refusal to split the stock. This refusal is the primary reason that earnings no longer matter for this company and stock and why the stock has been locked into a RIDICULOUS trading range for years now. Retail Investors are NOT buying the stock because it is TOO HIGHLY PRICED. So...it has become just a short term trading vehicle. WAKE UP..... MANAGEMENT.
AND....how I HATE what the financial MEDIA has become. Nothing but fear and rumor mongers. Whores for clicks. There is NO AI bubble....there is NO tech bubble....there is NO market bubble. We are in the middle of a historic BULL MARKET for one reason......EARNINGS. The single justification for the current market that tthe MEDIA constantly ignores and does everything they can to DESTROY.......the current EARNINGS BOOM. For example: AI Bubble Debate Gets Real as Chip Stocks Rally Turns Historic https://finance.yahoo.com/markets/stocks/articles/ai-bubble-debate-gets-real-130007767.html
I call this......"THE INADVERTENT LONG TERM INVESTOR". OR.........the Rip Van Winkle of investing. In any case an amazing story and a GREAT problem to have. Single-income Seattle mom discovers she has $18M in a single tech stock. How Dave Ramsey says to handle a windfall https://finance.yahoo.com/markets/stocks/articles/single-income-seattle-mom-discovers-114000931.html "Imagine checking a long-forgotten account and discovering it’s worth multiple millions of dollars. That’s what happened to Sarah, a 50-year-old mom from Seattle. Sarah, who says she’s been homeschooling her children for 20 years, checked in on her employee benefits account from when she worked for a tech giant. That’s when she called into The Ramsey Show (1) to ask for advice."......
