SpaceX IPO, Strait of Hormuz, and a Market That Just Face-Planted — YouTube's Finance Creators Are All Screaming the Same Thing
YouTube's top finance voices agree on one thing: volatility isn't done with us yet
Ticker Ratings
| Ticker | Rating | Entry Price | Current | $ Gain | % Gain |
|---|---|---|---|---|---|
| SPCX SPACE EXPLORATION TECHNOLOGIES CORP | hold | $21.98 | — | — | — |
| GE GENERAL ELECTRIC CO | buy | $326.06 | — | — | — |
| UAL United Airlines Holdings, Inc. | buy | $104.71 | — | — | — |
| JBLU JETBLUE AIRWAYS CORP | hold | $4.80 | — | — | — |
| ORCL ORACLE CORP | buy | $210.20 | — | — | — |
| ADBE ADOBE INC. | hold | $249.59 | — | — | — |
| AVGO Broadcom Inc. | hold | $385.02 | — | — | — |
Friday was rough. The Nasdaq dropped 4.8% and the S&P 500 fell nearly 3% — a combo punch from Broadcom profit-taking, a monster 172K jobs print (consensus was 85K), and capital reallocation ahead of the SpaceX ($SPCX) IPO, targeting a jaw-dropping $1.77 trillion valuation. TheChartGuys isn't calling a macro top — more of a "smack to complacent bulls" — while The Traveling Trader stays long-term bullish on AI, citing $4-5 trillion in projected AI capex by 2030 and chip supply constrained through at least 2028.
Meanwhile, the Strait of Hormuz situation is making everyone nervous — except, apparently, airline passengers. United Airlines CEO Scott Kirby is planning for $90-$110/barrel oil indefinitely, has raised fares 20%, and still calls this summer a record season. $GE Aerospace backs that up with spare parts orders up 40% YoY and a $170 billion backlog. Jeremiah Babe, true to form, says oil should be at $150/barrel and we should all be buying bunkers. Bold stance, sir.
Andrei Jikh flags the Nasdaq's new "fast entry rule" — cutting index inclusion wait time from 3 months to just 15 trading days — which could force index funds to hoover up $SPCX shares immediately post-IPO. That's either a genius liquidity injection or the setup for the most spectacular first-week reversal in IPO history. Place your bets.