SpaceX Is 4X Oversubscribed and Trades Tomorrow — Here's the Framework for Friday's Open

📅 New episodes every Thursday at 6AM ET and Sunday at 7PM ET — market updates, prep, momentum plays, and trade ideas.💸 Support Stonkcast: If you're getting value, consider buying Brandon a coffee or helping cover production costs. 🔗 https://paypal.me/stonkcast📈 Level Up Your Charts: Get $15 off TradingView — the charting platform I trust every day. 🔗 https://tradingview.com/?aff_id=154886🛒 Shop Stonkcast Merch: 🔗 http://stonkcast-shop.fourthwall.com/collections/all🐦 Follow on X: 🔗 http://x.com/StonkcastShow🎧 Listen On-the-Go: Catch every episode on your favorite podcast app. 🔗 https://pod.link/1791475353SpaceX prices tonight. SPCX trades tomorrow. More than four times the available shares have been bid for, with over $300 billion in demand for a $75 billion offering. This midweek episode is your complete framework for Friday's open — and the macro developments that could define how the first day of trading actually unfolds.Five segments this episode:SpaceX 4X Oversubscribed — The order books closed Wednesday with demand exceeding $300 billion for $75 billion of shares. Pricing is tonight at $135. Morgan Stanley says SpaceX could generate $3.4 trillion in revenue by 2040. Google and Anthropic contracts anchor $26 billion in recurring revenue. Brandon breaks down how retail can get shares through Robinhood, Fidelity, Schwab, SoFi, and E*TRADE, the anti-flipping rules, and his exact framework for approaching the open — including the specific price levels that change the thesis.Macro Dashboard — Full read on SPY, QQQ, IWM, VIX, oil, yields, and Bitcoin heading into the biggest IPO day in market history. The backdrop is more complicated than the hype alone suggests.Iran Escalates — Tuesday night, the U.S. struck Iranian radar and surveillance sites near the Strait of Hormuz after Iran shot down an American Apache helicopter. Trump warned the next response will be "far worse." Iran threatened severe retaliation. The Strait of Hormuz is back in active risk territory, which means oil is back in play as a macro lever.CPI 4.2% — Inflation hit its highest level since April 2023 this morning. Energy prices are up 23.5% year-over-year, gasoline up 40.5%. The headline is driven almost entirely by the Iran war's effect on energy. Core CPI held at 2.9%, which is the one soft spot. Brandon connects the dots between today's inflation print, the Fed's tightening bind, and how discount rates affect the SpaceX valuation directly.Friday Watchlist — SPCX first-day trade and what the close price relative to $135 actually signals. Plus oil names on Iran escalation, MRVL bounce thesis, ASTS, and QQQ as the early proxy for Nasdaq-100 inclusion mechanics.⚠️ Disclaimer: This content is for educational purposes only and should not be considered financial advice. Investing involves risk. Always do your own research or consult a licensed professional before making any investment decisions.