Huge congratulations to the @SpaceX team on a historic IPO debut.
Fueling the next frontier of space and AI. 🌌
NVIDIA's partnership with SpaceX spans nearly a decade, from hand-delivering the world's first #NVIDIADGX-1 supercomputer in 2016 to the custom DGX Spark handoff at Starbase. Together, we've been pushing the boundaries of accelerated computing to help power the future of space exploration.
Palworld 1.0 is coming on July 10th!
New weapons, armour, gear and more!
Soar through the skies with the new Wing Pack!🪽
Wait, is that a new Pal that can transform into a weapon mid-combat?!
Presenting another look at the latest instalment in the Kingdom Hearts series.
Kingdom Hearts IV will launch simultaneously on Nintendo Switch 2, PlayStation 5, Xbox Series X|S, Xbox on PC, Epic Games Store and Steam!
Stay tuned for more updates.
Play 12 sports with intuitive motion controls when Nintendo Switch Sports Resort, the latest game in the series, releases exclusively for Nintendo Switch 2 on Oct 22! #NintendoDirect
The moment is here ladies and gentlemen, the bubble has popped.
The lights are flashing red, as evidenced by the fraudsters crawling out of every last ponzi hole trying to entice retail back in at the top.
This coming weekend I expect the first initial sell off, probably triggered by some sort of Israel/Lebanon/Iran escalation, leading to oil’s continuous climb all week, and a steady bleed of US equities and tech stocks.
What I believe occurs next will be the Yen continuing to weaken, as fears that the conflict will escalate beyond control. Trump will come in and try to calm the markets with a rhetoric of trying to discipline Netanyahu, demanding a cease-fire. Which is why I believe they made this alleged Trump/Netanyahu recent phone call propaganda so Astro turfed.
The Space X IPO will serve the purpose of exit liquidity as insiders dump on retails final all in, with hopes that Trump will order a final TACO. But I believe the United States military will probably join the conflict on Saturday possibly Sunday.
And with the world distracted with the Sunday night White House UFC night(they always do Saturday nights), the markets in Asia open with a massive move up in oil, and the panic starts & the crash begins, as Japan begins to defend their currency.
Black Monday on June 15, 2026, which also happens to coincidentally fall on the New Moon. 🌑 Which is a black, fully darkened moon emitting zero light.
This will also be when they try the “Iranian Cyber Attack”, as they have the picture perfect excuse.
Welcome to the NVIDIA RTX Spark channel.
A new superchip for the age of personal AI.
Don't worry, your favorite NVIDIA local AI content continues on right here, just with a new headliner.
Let's get started...
🚨 Micron has officially joined the $1T club, delivering one of the fastest $100B → $1T valuation runs the market has ever seen.
Nvidia did it in 4 years. $NVDA
Micron did it in 1... $MU
26 is the ultimate coming-of-age age. the age of breakups (or engagements). the reality of your late 20s hits you like a bus.
you try a new routine. new hobby. new city even. chasing the missed early 20s.
at 26, you reinvent your life. my favorite thing to watch.
SpaceX is about to be the largest IPO in human history.
But here’s the catch…
It’s also going to be the trade most retail investors REGRET for the next 5 years.
Here’s why, and the 4 space stocks I’m actually paying attention to instead:
On June 12, SpaceX will list on Nasdaq under the ticker SPCX.
The expected valuation is around $1.75 trillion.
That’s more than twice the previous record IPO, and more than the GDP of all but a handful of countries on earth.
But even if SpaceX doubles from there, your return is 100%.
In the same window, a small cap space stock with the right setup can do 5x or 10x.
The math simply does not work for retail investors hoping for asymmetric returns from a trillion dollar IPO.
You are buying a fully priced, fully discovered, fully institutional name on day one.
The real money in space is not SpaceX.
It’s in the smaller, less-followed public names that will get revalued the moment SpaceX trades.
Here are the 4 I am watching:
VELO Velo3D
3D prints metal parts inside SpaceX's Raptor engines. SpaceX backed them early and was their first customer. The cleanest direct supplier name on the public market.
RDW Redwire Space
The picks and shovels of space infrastructure. Solar arrays, deployable structures, microgravity manufacturing. The stuff every satellite and spacecraft needs.
BKSY BlackSky
Real-time earth observation satellites with major defense and intelligence customer base. Sub-billion-dollar market cap with a Pentagon backlog.
GHM Graham Corporation
Rocket turbopumps through its Barber-Nichols subsidiary. Already supplies multiple US launch players. Nobody is pricing the space exposure inside this name.
Most of these sit between $1 billion and $4 billion market cap.
Meaning even if they 5x to 10x from here, they would still be relatively small businesses.
That’s the power of an asymmetric bet. Either it goes to zero, or it does 5x to 10x over the next few years.
At The Assembly, we are a team of 8 with one goal: help you find the right stocks early.
Turn notifications on so you don’t miss our alerts. This is EXTREMELY important.
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