SpaceX Joins the Nasdaq-100 in Two Days. The Forced Buying Is Already Priced In.
What happens to SPCX after the mechanical flow ends is the only question that matters now.
July 5, 2026
Palantir Is Down ~38% From Its High. The Business Has Never Grown Faster.
Revenue up 85% year-over-year. Michael Burry’s short (via disclosed puts) is still the tension.