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The S&P 500's Missing Giant: What Happens If The 6th-Largest Stock Stays Out A Full Year?
SpaceX debuted as the largest IPO in history, rapidly becoming the 6th largest global stock, but it will not join the S&P 500 until at least June 2027...
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Micron: New Data Indicates Consensus Estimates Are Too Conservative (Earnings Preview)
Micron is experiencing unprecedented demand for DRAM, NAND, HBM, and enterprise SSDs, driving record revenue and gross margins. MU's supply-demand imb...
Sell SpaceX: Don't Get Trapped By One Of The Most Extreme Valuation Traps In History
SpaceX (SPCX) IPOed at a $2.1T valuation, trading at 112x sales despite $4.9B in net losses and negative free cash flow. SPCX's valuation is driven by...
Rocket Lab: The End Of The SpaceX Proxy
Rocket Lab lost roughly $25 billion in market value despite maintaining strong operational momentum and a growth outlook. Q1 revenue surged 63.5% to $...
