Carpe Diem
Tag: Growth Stocks
🚀 SpaceX (SPCX): When the Smart Money Starts Looking to the Stars
Ron Baron has made SpaceX an enormous portfolio bet — and he's hardly alone. Cathie Wood, Fidelity and other sophisticated investors are aboard as SPCX trades not far above its IPO price. What exactly does the smart money see coming?
🚀 SpaceX Is Finally Going Public. That's Either Completely Insane or Completely Amazing. Or both.
SpaceX may be the closest thing modern markets have to a science-fiction company. As the aerospace giant prepares for its historic IPO, investors face a fascinating question: are they buying today's business—or tomorrow's civilization?
🧠 Software’s Great Reset — And Why Insiders Are Buying
The North America Software Index has quietly reset, with valuations nearly halving to around 22× earnings. Hedge funds are closing shorts and insiders are buying shares of companies like ServiceNow, CoStar, and The Trade Desk. After one of the sharpest valuation compressions in years, opportunity may be emerging in software.