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Interesting, FoFty is seeing a collapse in AI GPU rental prices. What does this mean? Data center profitability margins are collapsing too. Lower margins = less cash + no reason to continue ordering Nvidia hardware While he didn't suggest AI demand is falling, I'm willing to bet most companies...

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Financelot

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The SpaceX IPO will be the most hyped listing in years. It's also the moment the early investors finally cash out on the public. SpaceX has been private for 20 years. The private equity guys got in early and are sitting on massive gains. A $1M stake is now worth $100M. A $10M stake is now a billion. The problem is their money is locked up. The shares don't trade, so those investors look rich but can't spend a cent of it. The IPO is their way out. They sell their shares, and the people buying them are retail investors like you. So while everyone races to buy at the open, watch what the institutional money does. They’re also not allowed to sell for the first 6 months after it happens, so I’d recommend to wait until then.
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The SpaceX IPO will be the most hyped listing in years. It's also the moment the early investors finally cash out on the public. SpaceX has been private for 20 years. The private equity guys got in early and are sitting on massive gains. A $1M stake is now worth $100M. A $10M stake is now a billion. The problem is their money is locked up. The shares don't trade, so those investors look rich but can't spend a cent of it. The IPO is their way out. They sell their shares, and the people buying them are retail investors like you. So while everyone races to buy at the open, watch what the institutional money does. They’re also not allowed to sell for the first 6 months after it happens, so I’d recommend to wait until then.

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SpaceX is now live on Avantis with up to 10x leverage. Fresh off its IPO, SpaceX is now trading on Nasdaq at a ~$1.7T valuation, making it the biggest IPO in history. Avantis is the first and only place to trade $SPCX on Base.

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Wall Street Apes

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Companies, not consumers, have been bearing the cost of tariffs. With corporate margins normalizing post-COVID, that trend is likely to continue.
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🚀 SpaceX may have just solved the biggest problem in IPO history. The company is reportedly targeting a $75B IPO float — roughly 3x larger than the biggest IPO ever. 😳 So the question was: Who’s actually going to buy all those shares? Now we may have the answer. NASDAQ is reportedly changing its rules so Elon Musk's SpaceX can enter the NASDAQ-100 almost immediately after IPO. That could force passive index funds to automatically buy ~$25B worth of SpaceX stock. NASDAQ normally makes companies wait 6+ months before inclusion. Dave McClure and Aman Verjee discuss why NASDAQ may be bending the rules for the most anticipated IPO in years. Check out the full conversation on Trading Places Podcast EP34!

trading places

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