EPISODE · Jun 7, 2026 · 40 MIN
The SpaceX IPO Is 5 Days Away — And You Might Be the Exit Liquidity
from Stonkcast
📅 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 debuts on the Nasdaq this Friday under the ticker SPCX. It's targeting a $1.75 trillion valuation and a $75 billion raise — the largest IPO in the history of capital markets. A viral piece published this week argues that retail investors are being set up as the exit liquidity. This episode tells you everything you need to know before Friday morning.Five segments:SpaceX Exit Liquidity — The full breakdown of how the Nasdaq cut its inclusion window to 15 trading days, how the Russell Index moved to 5 sessions, and how the S&P 500 may waive its profitability requirement — all of which forces passive index funds to buy SpaceX immediately after IPO. Insiders (except Musk, who is locked for a year) can start selling as early as August. SpaceX lost $4.3 billion in Q1 2026 and trades at over 100 times trailing revenue. Brandon breaks down the bull case AND the wealth transfer concern, and gives you a prep framework for Friday.Macro Dashboard — S&P at 7,383. Nasdaq at 25,709. VIX spiked to 21.51. Bitcoin at $61K. Brent crude at $95 on Iran deal progress. Full tape read after the worst week in months heading into one of the most consequential weeks in market history.The $1.8 Trillion Wipeout — Friday's session delivered the Nasdaq's biggest single point drop on record. Broadcom disappointed on AI outlook. Micron fell 13.3%. A hot jobs report — 172,000 payrolls vs an 80,000 estimate — spiked Treasury yields and reignited inflation fears. Brandon explains each piece and what it signals going into SpaceX week.VOO Hits $1 Trillion — Vanguard's S&P 500 ETF became the first ETF in history to cross $1 trillion in assets, crossing the line June 2 with $69 billion in 2026 inflows. Brandon connects this directly to the SpaceX IPO: all of that passive money is about to be required to buy SPCX on index inclusion, which is exactly the forced-buying mechanism the exit liquidity argument is built on.Economic Calendar and Earnings Watchlist — CPI on Wednesday is now critical after Friday's inflation signal. SpaceX prices Thursday, trades Friday. Full watchlist including Adobe, ASTS, MRVL, and AVGO.⚠️ 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.
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The SpaceX IPO Is 5 Days Away — And You Might Be the Exit Liquidity
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