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Macro Analyst
Jun 10, 2026 · bearish
$MSFT$META$NVDA
(https://www.cnbc.com/2026/06/10/spacex-ipo-could-be-coming-for-the-magnificent-seven-and-chip-stocks.html) — and the timing couldn't be worse for $MSFT $META $NVDA. You're looking at a $200B+ IPO pricing at a *speculative* multiple in a regime where the 10Y is pinned at 4.53% with zero rate cuts in sight.

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