ZoeBlue

Today I want to walk through two things happening with SpaceX that have caught a lot of attention, and try to separate what they actually tell us from what people assume they tell us. The company just...

SpaceX

A $25B Bond and a Looming Lock-up, Reading SpaceX Without the Hype

For information only. Not financial advice. A newly public, heavily hyped name just fell about 16.4 percent in a single session, its third straight down day, closing around $154.60 and slipping back b...

Is This Post-IPO Volatility An Opportunity Or A Trap

spacex has been one of the wildest tickers since the ipo, swinging huge in both directions. im not calling a direction on this one, the float is thin and the moves are violent. just watching it as a fascinating new listing, position tiny if at all

new CFO from Adobe, S&amp;P 500 member, AI interconnect leader. the pieces keep lining up ⚡

Adobe

Direxion S&P 500 Bear 1X

S&P 500

SPDR S&P 500

iShares Core S&P 500

MRVL fills this gap back up within the month once AI capex headlines return, calling it ⚡

Marvell Tech

MRVL volatile af but I'm holding for the interconnect thesis not the daily candle. zzz 💤

not trading the print. ORCL is a multi-year cloud story for me, one quarter won't change the thesis. wake me up after the call 🛋️