SpaceX joins NASDAQ-100 July 6, triggering passive buy-ins, but the host predicts a post-inclusion selloff to $160-$165, advising traders to buy before, then avoid longs after.
SpaceX is set to join the NASDAQ-100 on July 6, triggering an estimated $4–$4.3 billion in passive inflows as ETFs place market-on-close orders, with the first trading day on July 7. The host warns that after this inclusion buying climaxes, institutions will begin selling immediately, creating significant downward pressure on the stock—a pattern he illustrates with Rocket Lab, which plunged nearly 25% cumulative after its inclusion compared to a 4.6% market decline. He expects SpaceX to see a similar but less severe post-inclusion selloff, targeting a $160–$165 zone, and plans to avoid long positions afterward. The video also touches on broader tech themes, including Grok 4.5's rapid release cycle, AI self-improvement, and SpaceX's potential "game over" advantage from combining space-based compute with its factory-building capabilities. Overall, the central message is that the index inclusion offers a clear trading opportunity: buy the pre-inclusion strength, then capitalize on the expected drop.
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