How Hedge Funds Are Trading the SpaceX IPO Aftermath

Lucas and Luna break down what institutional investors are actually doing in the week after SpaceX's record-setting $75 billion IPO on Nasdaq. They walk through the mechanics of aftermarket positioning—how funds are sizing their initial stake, whether they're adding on dips or taking quick profits. The conversation covers the unusual retail allocation cut to the low 20% range and what that signals about demand. They also touch on the S&P 500's pre-emptive inclusion signal and how the VIX at 17.68 and small-cap rally (Russell up 3.1% in five days) fit into the broader playbook. Plus: what the KKR AI productivity thesis means for thematic hedge fund bets. This is a nuts-and-bolts episode for anyone who wants to understand the real trading flows behind a headline IPO. #SpaceX #IPO #HedgeFunds #AftermarketTrading #RetailAllocation #Nasdaq #InstitutionaInvesting #AlternativeInvestments #S&P500 #Russell2000 #VIX #AIProductivity #KKR #ThematicTrading #Finance #BusinessPodcast #FexingoBusiness #Podcast Keep every episode free: buymeacoffee.com/fexingo