SpaceX IPO Grows Oversubscribed With Emotions High
The market faces an interesting setup going into Elon Musk’s IPO.
2 Sales on the Iran News
I sold $MSFT and $AMZN on the Iran news for a profit.
Position: None
Adding to 2 Longs
I added to $AMZN at $236.74 and $MSFT at $386.78
Position: Long AMZN (S), MSFT (S)
Back Long on These Two
I have re-established longs in two tech stocks:
* $AMZN $236.90
* $MSFT $388.39
Position: Long AMZN (S) MSFT (S)
Ready for the SpaceX IPO?: 8 Key Items Shaping the Stock Market Thursday
Trump and Iran, May PPI, Oracle’s spending, potential OpenAI price cuts, and other headlines moving stocks this morning.
Tech Investors Must Watch This Key Indicator
Investors are eager to know when the SaaSpocolypse will end.
Alibaba Pushes Back on U.S. Punishment as Stock Dips
China’s tech industry got a domestic AI boost despite fresh allegations of ties to China’s military for Alibaba, Baidu and BYD.
Conditions Are Ripe for Selling Into a Series of Major Events
A flood of events will soak up liquidity in exactly the sector that needs support.
Think Friday Was Bad? Get Used to It
Let’s unpack what happened and why I expect more such days over the coming months.
We’re Tracking 30 Signals Across 9 of Our Pro Portfolio Investing Themes
Let’s scan through the headlines for the stories of the week that speak to our Pro Portfolio holdings.