The U.S. stock market had a milestone week ending May 8, 2026, characterized by record highs and strong economic data that countered ongoing geopolitical tensions. The $S&P 500(.SPX)$ and $NASDAQ 100(NDX)$ both hit fresh all-time highs as the “V-shaped recovery” and the “Three Weekly Soldiers” setups continue being validated. This is the sixth consecutive weekly gain for the SPX and the NDX. Technology and semiconductors continued to lead the charge, fueled by persistent demand for AI infrastructure. Conversely, the energy sector lagged mid-week but saw late recovery as oil prices fluctuated. April Jobs Report: The U.S. economy added 115,000 jobs in April, nearly double the 65,000 expected. The unemplo
Will You Choose Tesla to Indirectly Own SpaceX?
SpaceX S-1 analysis went viral. SpaceX's IPO pricing will serve as the valuation anchor for Musk's entire ecosystem, and TSLA holders effectively carry indirect SpaceX exposure — an embedded asset that will be explicitly priced by the market for the first time at IPO. Counter-risk: if SpaceX's independent listing draws dedicated capital allocation, TSLA's scarcity premium as a 'SpaceX proxy' will simultaneously evaporate. Chamath's math points to $2 trillion — on IPO pricing day, are you adding TSLA or waiting for SpaceX to open directly?
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