Michael Vodicka

Michael Vodicka is the president and founder of the Vodicka Group, Inc., a $18 million Registered Investment Advisor (RIA).

[Michael Vodicka @MikeVodicka]

🧵 1/6

The S&P 500 just had its best month since November 2020.

Most investors don't understand why.

A quick breakdown 👇

[zerohedge @zerohedge]

*SPACEX TARGETS SALE OF 555.6M SHRS AT $135 EACH IN IPO: REUTERS

[Kip Herriage @KHerriage]

During the dot com melt-up of 1995-2000, Nasdaq put up gains of 572%.

To date, from the 10/13/22 bear market lows, Nasdaq is up just 162%.

Listening to bears calling this a bubble top could cost you a lot of money.

[Bull Theory @BullTheoryio]

GOOGLE'S INVESTMENTS SHOULD BE STUDIED.

Google owns 7% of SpaceX and 14% of Anthropic, two of the biggest IPOs in history, both listing this year.

$900 million invested in SpaceX in 2015 is now worth $126 billion, a 140x return.

$13 billion invested in Anthropic is now worth $135 billion, a 10.4x return.

Those two stakes are now worth $261 billion combined, an 18.8x blended return before either company has even gone public.

[Peter Mallouk @PeterMallouk]

In 2018, Apple became the first publicly traded US company to reach a $1 trillion market capitalization.
Today there are 10 and SpaceX will soon join this list after the largest IPO in history.

[Bespoke @bespokeinvest]

Here’s the current bull market (red line) charted against the nine other bulls since 1928 that lasted 1,000+ days:

[Bespoke @bespokeinvest]

2026 looks a lot like 2025 so far, only better:

[Barchart @Barchart]

FUN FACT 🚨: The Stock Market has never peaked in June

[Ryan Detrick, CMT @RyanDetrick]

One year ago right now, we noted that May is the best month after a >5% month. The S&P 500 just added 28% the past 12 months. ✔☑✅

It was just up 5.1% in May in '26.

One year after a big May stocks have never been lower (higher 7 for 7) and up 21.0% on avg.

[Michael Vodicka @MikeVodicka]

Some bullish signals for $SPY and $QQQ.

[Ryan Detrick, CMT @RyanDetrick]

The S&P 500 soared 16.1% in April and May, the second best ever (only 2020 was better).

Here's the thing, after previous big gains (>10%), June has never been lower and the rest of the year added 18.6% on average.

[Michael Vodicka @MikeVodicka]

This is true. Time is the most valuable entity to humans.

[Jesse Cohen @JesseCohenInv]

Time is the currency of life. Money is not. 🔑 🔑

[Michael Vodicka @MikeVodicka]

@HustleBitch_ He handled it well. Love maximus.

[Michael Vodicka @MikeVodicka]

The SpaceX IPO is 3 weeks away.

$1.75T valuation. Largest IPO ever. Every retail investor is going to want in.

My take: bullish on the business, cautious on the entry, clear-eyed about who it's actually for.

Full breakdown 👇

https://t.co/H3bPmcfcf5

[Michael Vodicka @MikeVodicka]

$SPY overbought after big rally. Entering cyclically weaker period. My goal - be patient - look to deploy capital next four months any time $SPY is down.

[Ted @TedPillows]

S&P 500 $SPX has struggled from May to October during midterm election years.

🔴 1962: -21.49%
🔴 1966: -21.22%
🔴 1970: -0.1%
🔴 1974: -32.5%
🔴 1978: -8.64%
🟢 1982: +17%
🔴 1986: -7.62%
🔴 1990: -18.7%
🔴 1994: -1.86%
🔴 1998: -18.33%
🔴 2002: -30.54%
🔴 2006: -4.73%
🔴 2010: -6.08%
🔴 2014: -5.37%
🔴 2018: -5.06%
🔴 2022: -19%

2026: ????

[Michael Vodicka @MikeVodicka]

Big boys looking to go big on spaceX.

[Polymarket @Polymarket]

JUST IN: BlackRock is reportedly weighing a $5 billion to $10 billion investment in SpaceX’s IPO.

[Polymarket @Polymarket]

JUST IN: BlackRock is reportedly weighing a $5 billion to $10 billion investment in SpaceX’s IPO.

[Michael Vodicka @MikeVodicka]

This is going to be a wild IPO. Me and my wealth management clients will be buying. Long term investment.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: SpaceX is now expected to raise as much as $75 billion in its IPO which could debut as soon as June 12th.

That's 2.5 TIMES larger than Saudi Aramco's IPO, the current largest IPO ever.

Nothing in history has ever come close to what SpaceX is about to do.

[Michael Vodicka @MikeVodicka]

@DragonFlyTrust Cme euro dollar. Highest vol market at cme.

[Michael Vodicka @MikeVodicka]

Crazy rally for $SPY last six weeks. Overbought in short run but further out - BULLISH!

[The Kobeissi Letter @KobeissiLetter]

BREAKING: The S&P 500 officially hits 7,500 for the first time in history, now up +19% since the March 30th bottom.

That's +$10.9 TRILLION in market cap in 7 weeks.

This truly is one of the best runs ever seen.

[Michael Vodicka @MikeVodicka]

There's a brand new federal tax break worth up to $12,000 for retirees — and most have never heard of it.

The senior bonus deduction:
• $6K individuals 65+
• $12K couples both 65+
• Stacks on the standard deduction
• Phase-out $75K/$150K MAGI
• Available 2025-2028 only

Full breakdown:
https://t.co/3PoPUSrhfU

[Heisenberg @Mr_Derivatives]

Interesting chart here since the Great Depression lows.

If we follow suit, does that mean the $SPX can up as high as 18,750 before we see a 50% pullback?

A 1996-1999 +150% blow off top could take us to 18,750 before all of this comes crumbling down if based on the previous two patterns.

Just a for fun chart.