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$DXYZ spent most of its life trading at a 100% premium to NAV. The SpaceX IPO may have flipped it.
Destiny's last reported NAV was $24.56 (3/31). Re-mark its two biggest movers since β SpaceX (now public, ~$2.5T) and Anthropic ($965B Series H) β and estimated NAV is ~$37/share.
The stock? ~$28. A ~24% discount β for a fund that never traded at one.
(Estimate, anchored to the SEC N-PORT.
$SPCX
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$IVDA just moved 77.3%. Here's what's driving it.
These stocks are gapping in today's session (ChartMill)
β Support: $0.27 Β· Resistance: $0.70
β Trading above 50-day SMA ($0.31)
β 81% off 52-week high of $2.58
Next test: $0.70. Break above and momentum traders pile in.
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Jun 15
THE LONGEVITY TRADE β No. 1
$LLY just became the first drug company ever worth $1 trillion.
How? It owns ~60% of the GLP-1 market. Mounjaro Zepbound did $12.8B in a single quarter, 56% in a year. It just launched the first approved GLP-1 pill, with a triple-hormone shot in Phase 3 behind it.
The king of the longevity trade.
Next up β the originator: $NVO
Jun 14
A diabetes shot from 2005 is quietly becoming the most important medicine of our lifetime.
Heart. Kidneys. Liver. Sleep. And now the first signs it slows aging itself β semaglutide moved a validated aging clock 9% in the first randomized trial.
Not magic β the Alzheimer's trials just missed. But "the longevity trade" is now the biggest race in pharma, led by $LLY and $NVO with a pack of challengers chasing.
We're breaking down the companies leading it, one by one.
Tomorrow we start at the top: $LLY β now worth over $1 trillion.
Follow so you don't miss one. π§¬
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Trade No. 2π
x.com/chartillect/status/206β¦
THE LONGEVITY TRADE β No. 2
$NVO Novo Nordisk invented the drugs everyone's talking about β Ozempic and Wegovy. It created the entire GLP-1 obesity category.
Then Lilly passed it. Tirzepatide now wins ~71% of new U.S. obesity scripts, CagriSema lost a head-to-head to Zepbound, and the stock is down ~70% from its 2024 peak.
The bull case: the Wegovy pill just doubled estimates β and you're paying ~10x earnings for the pioneer, a quarter of $LLY's multiple.
Originator, or value trap? Follow for the next play.
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Is the top in for $SPCX? The lockup schedule has a lot to say.
SpaceX's IPO floated just ~4% of the company β today's $219 is set by that sliver. The other 96% unlocks on a staggered timeline:
β’ Aug: first ~20% (Q2 earnings) a 10% early-release that the rally has already triggeredβ¨β’ AugβOct: 7% tranches ~28% on Q3β¨β’ Dec 8: 180-day cliff β ~51% freeβ¨β’ Jun 12, 2027: Musk's ~49% unlocks β 100%
More float = more supply. Lockup expiries are historically where IPO momentum meets selling. (A schedule, not a forecast.)
SpaceX has been a public company for three days. It's added $1.1 trillion in market cap.
$135 IPO β $219 today. 62%. ~$2.87T.
That $1.1 trillion β created in 72 hours β is worth more than Walmart, more than JPMorgan, and as much as Exxon, Disney, Boeing and McDonald's combined.
(A 3-day-old market value, not cash β most shares stay locked ~180 days.)
$SPCX
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SpaceX has been a public company for three days. It's added $1.1 trillion in market cap.
$135 IPO β $219 today. 62%. ~$2.87T.
That $1.1 trillion β created in 72 hours β is worth more than Walmart, more than JPMorgan, and as much as Exxon, Disney, Boeing and McDonald's combined.
(A 3-day-old market value, not cash β most shares stay locked ~180 days.)
$SPCX
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$RXT surging 21.7% pre-market β Tuesday's pre-market session: top gainers and losers
Also on the move: -15.4% Β· 7.3%
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$IMCC is exploding 12.5%. Here's why.
These stocks are moving in today's after hours session (ChartMill)
β Support: $0.21 Β· Resistance: $0.44
β Trading below 50-day SMA ($0.29)
β 93% off 52-week high of $3.75
Next test: $0.44. Break above and momentum traders pile in.
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THE LONGEVITY TRADE β No. 2
$NVO Novo Nordisk invented the drugs everyone's talking about β Ozempic and Wegovy. It created the entire GLP-1 obesity category.
Then Lilly passed it. Tirzepatide now wins ~71% of new U.S. obesity scripts, CagriSema lost a head-to-head to Zepbound, and the stock is down ~70% from its 2024 peak.
The bull case: the Wegovy pill just doubled estimates β and you're paying ~10x earnings for the pioneer, a quarter of $LLY's multiple.
Originator, or value trap? Follow for the next play.
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$DOMO beat earnings and shares are ripping after hours.
EPS $-0.02 vs $-0.07 est β beat by 70%.
Revenue $79M vs $81M est (-2.4%).
Shares 7.9% after hours.
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Inflation is reheating.
On the latest @theallinpod, the besties flagged it β and the data agrees. US CPI is back to 4.3% and PPI to 6.4%, both at 3-year highs after two years of cooling. The 2022 spike was supposed to be behind us; 2026 says not so fast.
@chamath @Jason @DavidSacks @friedberg
Pod breakdown β follow for the next.
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Jun 15
$FISV just moved -10.0%. The levels:
β Support: $48.34 Β· Resistance: $64.03
β Trading below 50-day SMA ($57.40)
β 73% off 52-week high of $177.36
Key level to watch: $48.34. If it breaks, expect more downside.
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Jun 15
$FOX down 17.6%. The technical picture:
β Support: $48.32 Β· Resistance: $61.96
β Trading below 50-day SMA ($57.55)
β 28% off 52-week high of $67.81
Key level to watch: $48.32. If it breaks, expect more downside.
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Jun 15
$CAST surging 200.0% pre-market β Get insights into the top gainers and losers of Friday's after-hours session.
Also on the move: 40.3% Β· 39.6%
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