The rally in NASDAQ since March 30 has been impressive. The rally in AI, Space and Semi conductor stocks has been ‘extraordinary.’ MAG7 stocks have struggled by comparison and are being re-assessed from being asset light / cash generators to being quite the opposite. Then there are the issues of SpaceX valuation and I say […]
Month: June 2026
Categories
Weather Report May 2026
As we take forward the momentum of May towards the summer months, the forthcoming SpaceX IPO may have bigger implications for markets than we realise…