Episode 89 | SpaceX’s IPO Reality Check, Micron’s Explosive Rally & The Mag 7 Rotation

Written By Consilio Wealth Advisors

Description:

Welcome to Top of Mind with Consilio Wealth! Chris Kaminski and Hao Dang break down the latest market trends, from SpaceX’s post-IPO performance to the explosive rally in AI-driven memory stocks like Micron Technology. They also discuss the rotation away from the Magnificent Seven, the rise of affordable EVs, and the challenges the Fed faces as inflation remains sticky.

We discuss:
➡️ SpaceX’s IPO performance and what comes next
➡️ The massive rally in memory chip stocks led by Micron Technology
➡️ Why the Magnificent Seven is lagging despite strong markets
➡️ Affordable EV disruption and the future of car pricing
➡️ Inflation, interest rates, and the Fed’s ongoing dilemma

Consilio Wealth Advisors
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Episode 88 | The SpaceX IPO Effect: AI Efficiency, Token Maxing & Market Mania