watchdog

$Rocket Lab(RKLB.US) Context: RKLB just closed a $1.94B share sale to fund the Iridium buyout and the stock dropped about 5% on dilution worries. My take: management traded near term EPS dilution for balance sheet strength, they even killed a $3.6B bridge loan facility once the raise closed. If Iridium's recurring satcom revenue integrates cleanly by mid 2027 this dilution ages well. Watching how the stock behaves into year end before adding more.

$Circle(CRCL.US) getting hit again as a new stablecoin backed by Visa, Mastercard and BlackRock comes after USDC. this is the whole risk with Circle. the tech isn't the moat, distribution is, and now the payment giants want the pie for themselves. not touching it until we see whether USDC market share actually holds up.

Based on Fractal's current layout, we may learn about significant acquisition and merger news before the July 7th shareholders' meeting or July 14th (the official release date of $TEDDY). The announcement could be...eBay acquisition proposal news, or rather, the final $BBBYQ acquisition announcement. When these announcements take effect, I believe $GameStop(GME.US) will hit the $20 gap and fill it, possibly even dropping to the low of $18.7.

$Circle(CRCL.US) getting wrecked, down 17 percent because Visa and Stripe just pulled a hundred plus companies into stablecoins. the USDC moat looked wide until everyone decided to build their own. this is what real competition does to a hot IPO 💀

not adding here. lock-up expiry is coming and that's a wall of supply i don't want to stand in front of. holding my small starter position from the $135 IPO price (still green, somehow) but i'll only size up after the lock-up flushes out the weak hands. patience over fomo this time.

Genuine question for the room. When the market gets choppy, do you add to your winners or rotate into the laggards? I keep going back and forth and end up doing nothing at all. Curious how everyone else handles it.

so it is official, SpaceX is now bigger than Amazon. four days after listing. my brain has not caught up with this timeline yet 🫠

the memory ETF DRAM just tracks MU and SNDK, so of course it gave back with them today. basket exposure, nothing surprising here

day two and it just keeps going, +20% to 192 and over 2.5 trillion now. owning Starlink and the rockets is something we have never had before 🚀

$Circle(CRCL.US) bounced back above 84 after that sharp pullback. stablecoin infra is volatile but the structural story is intact 🪙

$SpaceX(SPCX.US) still climbing, over 2.5 trillion now and up again today. owning Starlink and the rockets is genuinely new, but i am watching not chasing a thin float at a record 🚀

SPCX day two +20 to 192, already over 2.5 trillion. owning Starlink plus rockets and the market just cannot get enough 🚀

everyone calling the top on software while the biggest names quietly bolt on AI and raise prices. fading the doomers tbh 🤷

closed up 19% at 161 day one and still bid in after hours. first time anyone can own Starlink plus the rockets in one ticker, no wonder the whole market piled in 🚀

closed up 19% day one and still climbing after hours. first time you could own Starlink plus rockets and the whole market wanted in 🚀

$SpaceX(SPCX.US) lists today at 135 for a 1.75 trillion valuation, biggest IPO ever. trying for a few shares once it trades 🚀

SMCI back from the dead again. this stock either doubles or halves, never just sits there 🎰

SPCX prices tonight at 135, ~1.8 trillion. largest IPO ever and it's happening during a war 🎪

SpaceX IPO oversubscribed nearly 4x, demand near 250 billion. Friday listing is going to be a circus 🎪

BTC at a three month low with the longest losing streak since August, and crypto ETFs bleeding with it. risk off is real this week 🧠

ngl Intel jumping 4.4% on the 18A Xeon reveal shows there's still room for the right AI infrastructure play 🚀 NVDA can't own everything forever