Weiss Ratings LLC (@WeissRatings) / X

Weiss Ratings LLC

2,805 posts

Weiss Ratings LLC

@WeissRatings

The most reliable and accurate financial information in the game. We are the nation's leading provider of independent, unbiased, trusted ratings.

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Joined July 2019

Weiss Ratings LLC
@WeissRatings
Jun 11
The lock up on shares on this IPO is… very different than others. Unlike the standard 180-day hard lock for most IPOs, SpaceX has a tiered/staggered structure. Expect plenty of insider shares being sold in the next 60-90 days. Don't chase the dragon on this one.
Bloomberg
@business
Jun 11
A small number of firms are set to net tens of billions of dollars in returns from the SpaceX IPO bloomberg.com/news/articles/…
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Weiss Ratings LLC
@WeissRatings
Jun 11
This is the real opportunity hiding in all the SpaceX hype: tinyurl.com/zfkwncx5
Weiss Ratings LLC
@WeissRatings
Jun 10
And most of the companies building those things are still small. Still raising their first serious rounds of capital. We’ve already been quietly watching one of them. It's not on your radar, it’s not on CNBC and it’s not the red-hot IPO SpaceX is.
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Weiss Ratings LLC
@WeissRatings
Jun 11
Here's how we rate each today. $ABNB: C+ Hold $RIVN: D- Sell $COIN: C- Hold $CPNG: D Sell $SNOW: E+ Sell $FIG: E+ Sell $DASH: C Hold $NU: C+ Hold $RBLX: E+ Sell
Rand Group
@randgroup
Jun 10
The 10 biggest IPOs in history went down an average of 35% in their first 6 months. SpaceX wants $1.75 trillion on Friday and people are calling it a generational entry...
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Weiss Ratings LLC
@WeissRatings
Jun 10
And most of the companies building those things are still small. Still raising their first serious rounds of capital. We’ve already been quietly watching one of them. It's not on your radar, it’s not on CNBC and it’s not the red-hot IPO SpaceX is.
Weiss Ratings LLC
@WeissRatings
Jun 10
When a tidal wave of capital and attention hits a sector,the entire ecosystem benefits. SpaceX will capture some of that. But not all. The rest will be captured by suppliers of power systems, habitat modules, communications relays, terrain vehicles, life support technology and
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Weiss Ratings LLC
@WeissRatings
Jun 10
Some of the biggest names in tech and consumer markets struggled after going public, while others rewarded investors who stayed patient. The takeaway? IPO hype and long-term performance are often two very different things.
00:17
Merlijn The Trader
@MerlijnTrader
Jun 10
THE BIGGEST IPOs OF THE LAST 15 YEARS HAVE ONE THING IN COMMON: THEY CRUSHED THE PEOPLE WHO BOUGHT THE HYPE. 🇺🇸 Robinhood -90%. Rivian -88%. Lyft -79%. Coinbase -57%. Facebook -54%. Median max drawdown: -54% in year one. Big brands. Big narratives. Big backing. Still brutal
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Weiss Ratings LLC
@WeissRatings
Jun 10
When a tidal wave of capital and attention hits a sector,the entire ecosystem benefits. SpaceX will capture some of that. But not all. The rest will be captured by suppliers of power systems, habitat modules, communications relays, terrain vehicles, life support technology and
Weiss Ratings LLC
@WeissRatings
Jun 9
But while Uber was stealing every headline in its pre-IPO stages, something interesting was happening in the stocks around it. $EFN for fleet management technology … $VRM for mapping software and … $TRV for gig-economy insurance. All of these were quietly running up.
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Weiss Ratings LLC
@WeissRatings
Jun 9
The SpaceX effect is already lifting stocks across its own and adjacent sectors. And the company isn't even public yet. When something this big captures the world's attention, capital moves, sentiment shifts and investors go looking for anything connected to the theme.
Weiss Ratings LLC
@WeissRatings
Jun 9
But while Uber was stealing every headline in its pre-IPO stages, something interesting was happening in the stocks around it. $EFN for fleet management technology … $VRM for mapping software and … $TRV for gig-economy insurance. All of these were quietly running up.
67
Weiss Ratings LLC
@WeissRatings
Jun 9
But while Uber was stealing every headline in its pre-IPO stages, something interesting was happening in the stocks around it. $EFN for fleet management technology … $VRM for mapping software and … $TRV for gig-economy insurance. All of these were quietly running up.
Weiss Ratings LLC
@WeissRatings
Jun 9
Back in 2019 the hottest IPO in town was $UBER. Investors who bought Uber's IPO watched their position sink nearly 33% in the months that followed. The hype was real. The business was real. The returns? Not so much.
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Weiss Ratings LLC
@WeissRatings
Jun 9
Back in 2019 the hottest IPO in town was $UBER. Investors who bought Uber's IPO watched their position sink nearly 33% in the months that followed. The hype was real. The business was real. The returns? Not so much.
Bloomberg
@business
Jun 8
SpaceX’s initial public offering is well oversubscribed, according to people familiar with the matter, as demand builds for a potentially record-setting debut bloomberg.com/news/articles/…
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Weiss Ratings LLC
@WeissRatings
Jun 9
Geopolitical risks from the Iran conflict are adding to market jitters today. But it's not just Iran. Hot jobs data, rate expectations, AI rotation, and normal profit-taking are all in play.
Ted
@TedPillows
Jun 9
$1,600,000,000,000 has now been erased from the US stock market in last 90 minutes. Can someone explain the reason?
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Weiss Ratings LLC
@WeissRatings
Jun 8
It's always important to remember that the S&P 500 does not measure economic activity. It’s a wealth index, and the wealthy are doing fine. The top 1% controls more than 12 times the wealth held by the entire bottom half of the American population combined.
Charlie Bilello
@charliebilello
Jun 7
S&P 500 earnings are now expected to increase by 25% this year. We've never seen earnings growth this high outside of post-recessionary rebounds. An unprecedented boom fueled by massive EPS gains in big tech. Video: youtube.com/watch?v=bXzTqI…
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Weiss Ratings LLC
@WeissRatings
Jun 8
The market panicked on Friday due to strong job numbers that upended interest rate forecasts. The May payrolls print came in roughly double consensus signaling a still‑hot labor market. That immediately repriced Fed expectations: - 10‑year yields jumped back above ~4.5% -
Valuetainment
@valuetainment
Jun 8
🚨 UPDATE: The S&P 500 opens up green and erases $500 billion of the $1.8 trillion Friday drop.
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Weiss Ratings LLC reposted
Weiss Crypto
@WeissCrypto
Jun 7
Bitcoin has institutions. Oil has wars. Stocks have earnings. Different markets. Different drivers. So why do they often top and bottom at the same time? Weiss senior analyst Juan Villaverde explains the surprising reason in his latest video:
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