Hedgeye

Rule changes for the SpaceX $SPCX IPO: Index providers waived the profitability requirement and cut the seasoning window from 90 days to 5. This forces over $30 trillion in passive 401k and retirement money to buy SpaceX at IPO valuations. Bloomberg Intelligence estimates S&P

543K

Hedgeye reposted

Amy Nixon

@texasrunnerDFW

May 30

PSA to Millennials and Gen Z: Literally HALF the people you know are getting financial support from their parents

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Hedgeye

@Hedgeye

May 29

50% of parents are financially supporting their adult children as of 2025, up from 45% in 2023

Tech makes up 37% of the S&P 500’s market cap, the most in history.

High-short-interest and meme stocks are both having their sharpest run since 2021

41 AI stocks have driven 70 cents of every dollar added to the S&P 500 since ChatGPT launched

“Price changes in a financial market cluster into zones of high drama and slow evolution.” Mandelbrot says that this is exactly how one should analyze a financial market. There’s normal clock time which we’re all used to. And then there’s a deformed trading time. Price

Special guest on today’s WAWD “Friday Night Dirty”

@KeithMcCullough

joined

@Seawolfcap

@VD718

and myself to discuss the markets and the

@Hedgeye

investment process. Yale Hockey vs Brown Rowing!

It's "The Friday Night Dirty"

From whatarewedoingonthedesk.substack.com

Your friendly reminder to buy on red and sell on green.

This marks 9 consecutive weeks of gains

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Brew Markets

@brewmarkets

May 30

The S&P 500 just hit a new record high.

Performance in May: S&P 500: +5.3% Nasdaq: +10.6% Russell: +4.5% VIX: -9.2%

$VIX plunges to 4-month lows

The S&P 500 closed at a new all-time high

SpaceX is set to be the largest IPO in history. Wednesday, June 3rd: our two-part presentation on $SPCX. 12:30 ET —

@HedgeyeIndstrls

on launch economics & Starship. 2:00 ET —

@HedgeyeComm

on Starlink & xAI. Get access below:

INVITE -> SPCX | PRE IPO | TO INFINITY AND BEYOND!

Cash flow no longer covers the AI capex bill, so hyperscalers are funding it with record debt: Hyperscaler bond issuance has soared to $150 billion YTD, more than the prior two years combined.