
SpaceX still has the highest community chatter of any name but the price keeps drifting near its IPO levels while everything else rips on the CPI relief. that relative weakness on a huge risk-on day is the tell, the inclusion bid is gone and the October lockup overhang is real. i traded around $Invesco QQQ Trust (QQQ.US)$ into the event and stayed out. lots of talk, no bid, watching.
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