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$SPCX closed its first day at $161. 2.2 trillion dollar market cap. joins nvidia, apple, microsoft, alphabet, amazon in the $2T club. Elon just took the biggest company ever public. The space race is now a stock race.

$MRVL joins the S&P 500 in 6 days. Trillions in passive funds have no choice but to buy it. VOO. IVV. SPY. Every 401k in America. Jensen Huang already called it “the next trillion-dollar company.” Up 250% YTD and the index hasn’t even touched it yet. The forced buying hasn’t started. The clock has. What happens Monday June 22 is not

$SPCX closed its first day at $161. 2.2 trillion dollar market cap. joins nvidia, apple, microsoft, alphabet, amazon in the $2T club. elon just took the biggest company ever public. the space race is now a stock race.

AMD just dropped 17% in a week and most people are panic selling exactly when they shouldn’t be. here’s the data: single session declines over 15% have happened only 3 times in AMD’s history. each time preceded 6 to 12 months of strong returns. this isn’t opinion, it’s the chart’s own track record. the selloff wasn’t even about AMD. broadcom’s AI revenue guide came in slightly light ($16B vs $17.2B expected) and it dragged the entire chip complex down 10% in a single day, wiping out $1.3T in sector value. AMD got caught in the blast radius. meanwhile the actual numbers: data center revenue up 57% YoY, free cash flow up 253%, Q2 guide implies 46% YoY growth. still up 111% YTD even after this drop. 92% of analysts rate this a buy with an avg target of $522.

SpaceX just pulled off the biggest IPO in history and the market hasn’t even started pricing it in yet. priced at $135, closed first day at $161 ( 19%), market cap already at $2.1T. and here’s the part nobody’s talking about: MSCI added it for early index inclusion starting today, meaning every index fund tracking it has to buy in, forced demand, day 2. but look under the hood. starlink did $11.4B revenue at 63% ebitda margins in 2025, basically the cash machine. xAI lost $6.36B in the same period. you’re not buying a rocket company, you’re buying a profitable satellite internet business with a venture-stage AI bet bolted on. float is only 4%. that’s why this thing trades like a meme stock despite being worth more than most countries’ GDP. watching $SPCX closely this week.

When Elon speaks, markets listen. Whether you agree with him or not, few people can move conversations across AI, EVs, space, and capital markets at the same time. The real question for investors: what’s the second-order effect? 👀

Whales drop $12M buying bearish $MRVL puts moreee despite its upcoming S&P 500 inclusion boost.

This is massive $MU AGAIN!!!!!

$MU had to….

$SNDK 👀The market did the rest.

SanDisk is up 500% this year and most people still think it’s just a USB drive company. 14.5% today. No earnings. No news. Just a NAND shortage that’s locked in until 2028 and data center revenue that tripled last quarter. Leopold Aschenbrenner’s fund quietly dropped $1.1 billion into it. Analysts just slapped a $3,250 price target on it. The memory supercycle isn’t coming. It’s already here. $SNDK is the most important AI infrastructure stock nobody is talking about.