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SpaceX ipo is here. Fintwit is SPLIT.
Alva pulled the bull vs bear takes from hottest accounts all in one place.
P.S. You can literally run the same Fintwit Roundtable Skill on any stock. Skill link in comments
alva.ai/u/maggie/playbooks/f…
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This is a game changer for all retails
Go try out Alva’s Asset Deep Dive skill
Introducing Asset Deep Dive Template.
12 tabs open. Alas, you still don't understand the stock.
There's a better way.
You can now ask Alva about any stock you want to understand from 0-1.
"Do an asset deep dive of NVDA"
thesis. financials. comps. catalysts. risks. live news. Alva built it all in one place.
Ask Alva agent anything you don't get
Check out the template: alva.ai/?template=alva/ass…
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Alva retweeted
The honest answer is probably: bullish on the company, cautious on the IPO price.
SpaceX can be an incredible business and still be a difficult public-market entry if demand goes crazy on day one. Great story. Huge TAM. But valuation decides whether retail gets upside or becomes liquidity.
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^^^
Jun 11
This chart is why I'm staying away from the SpaceX IPO.
Five of the most hyped IPOs of the last 15 years, and every single one collapsed after listing.
- UBER lost 70% of its IPO price.
- META crashed 77% from its peak.
- Robin Hood fell 92%.
- Coinbase fell 93%.
- Rivian fell 95%.
The hype is always priced in on day one. The people who bought the hype got crushed.
But look at where the real money was made. At the bottom, when nobody wanted these stocks. Robinhood went up 22x from its low. Meta went up 45x. Uber 7x.
Patience beat hype in every single case and Rivian reminds us that even patience doesn't save every company.
SpaceX will be the most hyped IPO of the decade. History tells me I don't need to be there on day one. If it's a great business, there will be a better price later.
There almost always is.
First they fall.
Then they fly.
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Introducing Asset Deep Dive Template.
12 tabs open. Alas, you still don't understand the stock.
There's a better way.
You can now ask Alva about any stock you want to understand from 0-1.
"Do an asset deep dive of NVDA"
thesis. financials. comps. catalysts. risks. live news. Alva built it all in one place.
Ask Alva agent anything you don't get
Check out the template: alva.ai/?template=alva/ass…
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spy, voo, qqq won't make you rich.
here's what 2,300 fintwit accounts are actually loading up on, updated daily.
Want to know where the smart money is looking? start here.
most discussed this week: $IREN, $INTC, $SOL, $MRVL, $TE, $MU, $ASTS
if you're hunting for alpha beyond the index, this is your starting point →
alva.ai/u/lake/playbooks/fin…
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yes, CPI headline buries the real story.
The real story isn't about the 4.2%. It's that rate hikes can't drill for oil. Fed can't fix supply-shock inflation without crushing demand to do it.
That's why Fed is stuck.
"cpi just printed 4.2% yoy, highest since 2023"
Market barely moved and everyone's confused why.
We asked Alva to look under the hood!
1. the 4.2% is basically all energy. Gasoline up 40% on the iran shock, energy up 23%, while everything else is still sitting around 3%.
2. the number the fed actually watches, core inflation, is cooled to 0.2% this month. came in below expectations.
3. This is more of a supply shock, not the economy overheating. that's the whole reason stocks didn't sell off.
4. the fed is stuck. it can't cut rates with inflation at 4%, and it won't hike just because oil got expensive. so it sits and waits.
what to watch next: core inflation & the fed meeting.
- if oil bleeds into airfares and shipping, core jumps and hikes are back on the table.
- if it stays low, today was just an oil story.
Ask alva about any market move, any day. (all content above generated by Alva!)
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"cpi just printed 4.2% yoy, highest since 2023"
Market barely moved and everyone's confused why.
We asked Alva to look under the hood!
1. the 4.2% is basically all energy. Gasoline up 40% on the iran shock, energy up 23%, while everything else is still sitting around 3%.
2. the number the fed actually watches, core inflation, is cooled to 0.2% this month. came in below expectations.
3. This is more of a supply shock, not the economy overheating. that's the whole reason stocks didn't sell off.
4. the fed is stuck. it can't cut rates with inflation at 4%, and it won't hike just because oil got expensive. so it sits and waits.
what to watch next: core inflation & the fed meeting.
- if oil bleeds into airfares and shipping, core jumps and hikes are back on the table.
- if it stays low, today was just an oil story.
Ask alva about any market move, any day. (all content above generated by Alva!)
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If you have the four assets most sensitive to US–Iran escalation: crude oil, gold, S&P 500, and BTC, you can now monitor what's happening in one dashboard with all US-Iran-related live updates.
(you can also create your own!)
check it out
alva.ai/u/maggie/playbooks/i…
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"Nasdaq is down 3%, SPX is down 2%" Before you panic, look at what's actually moving it.
no, it's not some secret spacex mechanic. two boring catalysts, stacked.
- Semis cracked Friday. Broadcom guided soft and the market read it as the AI trade finally cooling, and chips have been carrying this entire rally, so when they roll over, the index rolls with them. That was the -4% nasdaq day.
- today it's Iran. Trump saying the US "must respond" puts escalation back on the table, and that means oil spikes and money runs out of risk fast. so stocks get sold.
One's a growth scare that's been building all week. It's a geopolitical scare that hit this afternoon.
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You've definitely got opinions on who's the best caller on FinTwit.
made a little tool off our leaderboard so you can test them: pick any 2 of ~1,900 tracked FinTwit traders, put their track records head-to-head, and see who comes out on top.
go run your favorite matchup!
link here & in comments: alva.ai/u/maggie/playbooks/k…
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Use case #1: FinTwit Bulls & Bears
Every stock has a bull camp and a bear camp.
They're both posting on X every day. But it's hard to see the full picture: who's bullish, who's bearish, and why.
We built "FinTwit Bulls & Bears Playbook" to answer that.
Pick any ticker. Alva scans every public post from 5,000 fintwit accounts on X, separates the bulls from the bears, and maps every call directly onto the price chart.
Take $NVDA right now:
- 14 bullish FinTwit accounts. 0 bearish.
- 107 signals in the last 30 days, all mapped to the price.
- You can see exactly who called what, when, and whether they were right.
Curious why the bulls are so convinced, or what top accounts are actually saying about a ticker?
Try it on any ticker →
Link: alva.ai/u/zet/playbooks/kol-…
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Alva retweeted
Jun 5
The new @AlvaApp tracks FinTwit accounts and ranks them based on different criteria.
Honoured to be in #1 spot with the highest win rate. Note this is based on my public posts on X, this is not AlphaTarget's performance.
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