EPISODE · May 18, 2026 · 32 MIN
The SpaceX IPO Could Be Your Next Buy the Dip Opportunity
from Rigatoni Capital Podcast · host Colin Santucci
It is Merger Monday in the utility sector. NextEra Energy just announced a $66.8 billion all-stock deal to acquire Dominion Energy, the largest power sector acquisition ever recorded. The combined company will create the world's largest regulated electric utility, serving roughly 10 million customers across Florida, Virginia, North Carolina, and South Carolina with 110 gigawatts of power generation. Dominion is surging on the news while NextEra is pulling back slightly. The deal is being driven directly by AI data center power demand, with Dominion's northern Virginia footprint sitting at the center of the largest concentration of data centers in the world. I walk through what this means for energy investors and whether it changes how I think about utilities in a long term portfolio. I also get into the SpaceX IPO and why it could be a sell the news event that creates a real buy the dip opportunity, and the first thing I would be buying is QQQ. I also recap my latest Substack post on how superinvestors are not only picking at beaten up software stocks but are literally trading Mag7 names between each other, and why the best move for a retail investor is to simply own and hold the Nasdaq 100.Rigatoni Capital is a daily morning podcast for long term, buy and hold investors. This is not a show for short term traders or people looking for quick wins. Every morning I go through the most important headlines in finance, markets, and macro, and call out fake narratives in the financial media so you know what actually deserves your attention and what to ignore.Subscribe to Rigatoni Capital on Substack: https://rigatonicapital.substack.comDisclaimer: This blog is for informational purposes only and does not constitute financial advice. All opinions are my own, and I am not a financial advisor. The information provided reflects my personal views and is intended to encourage discussion and thought among readers. Investments involve risk, including the loss of principal, and past performance is not indicative of future results. Always conduct your own research or consult with a qualified professional before making any financial decisions.#investing #stocks #finance #wallstreet #stockmarket #investor #wealth #money #financialfreedom #passiveincome #dividends #compounding #longterminvesting #buyandhold #valueinvesting #portfoliomanagement #bitcoin #crypto #macro #Nasdaq #SPY #QQQ #SP500 #NextEra #NEE #Dominion #MergerMonday #Utilities #EnergyStocks #AIinfrastructure #DataCenters #SpaceX #IPO #Mag7 #SoftwareStocks #SuperInvestors #stockanalysis #marketwatch #RigatoniCapital$NEE $D $QQQ $SPY $XLU
What this episode covers
It is Merger Monday in the utility sector. NextEra Energy just announced a $66.8 billion all-stock deal to acquire Dominion Energy, the largest power sector acquisition ever recorded. The combined company will create the world's largest regulated electric utility, serving roughly 10 million customers across Florida, Virginia, North Carolina, and South Carolina with 110 gigawatts of power generation. Dominion is surging on the news while NextEra is pulling back slightly. The deal is being driven directly by AI data center power demand, with Dominion's northern Virginia footprint sitting at the center of the largest concentration of data centers in the world. I walk through what this means for energy investors and whether it changes how I think about utilities in a long term portfolio. I also get into the SpaceX IPO and why it could be a sell the news event that creates a real buy the dip opportunity, and the first thing I would be buying is QQQ. I also recap my latest Substack post on how superinvestors are not only picking at beaten up software stocks but are literally trading Mag7 names between each other, and why the best move for a retail investor is to simply own and hold the Nasdaq 100.Rigatoni Capital is a daily morning podcast for long term, buy and hold investors. This is not a show for short term traders or people looking for quick wins. Every morning I go through the most important headlines in finance, markets, and macro, and call out fake narratives in the financial media so you know what actually deserves your attention and what to ignore.Subscribe to Rigatoni Capital on Substack: https://rigatonicapital.substack.comDisclaimer: This blog is for informational purposes only and does not constitute financial advice. All opinions are my own, and I am not a financial advisor. The information provided reflects my personal views and is intended to encourage discussion and thought among readers. Investments involve risk, including the loss of principal, and past performance is not indicative of future results. Always conduct your own research or consult with a qualified professional before making any financial decisions.#investing #stocks #finance #wallstreet #stockmarket #investor #wealth #money #financialfreedom #passiveincome #dividends #compounding #longterminvesting #buyandhold #valueinvesting #portfoliomanagement #bitcoin #crypto #macro #Nasdaq #SPY #QQQ #SP500 #NextEra #NEE #Dominion #MergerMonday #Utilities #EnergyStocks #AIinfrastructure #DataCenters #SpaceX #IPO #Mag7 #SoftwareStocks #SuperInvestors #stockanalysis #marketwatch #RigatoniCapital$NEE $D $QQQ $SPY $XLU
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The SpaceX IPO Could Be Your Next Buy the Dip Opportunity
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