Don't Read Into SpaceX's First Day. IPO Stocks Trade on Their Own Catalysts, Not the Market.

SpaceX raised $75 billion of the $98 billion in total IPO capital raised in the US so far in 2026. That is not a typo. One company accounted for nearly all of it. The data on every major IPO since 2022 tells a consistent story: IPO stocks trade on their own terms. CoreWeave dropped 15 percent during tariffs then surged 368 percent on AI momentum while the S&P 500 was up only 18 percent in the same period. Strong markets cannot rescue overpriced IPOs. And overpriced IPOs can explode regardless of what the market does. SpaceX has a 30 percent retail allocation which is three times the typical 5 to 10 percent for a mega cap IPO. That creates the conditions for early price swings. Patience beats chasing the open. 📊 tastylive: https://www.tastylive.com/ 📰 Get Tom Preston's pre-market analysis every morning: https://www.tastylive.com/newsletters 📘 FREE Options Strategy Guide: https://tinyurl.com/bp9ms763 📱 Follow tastylive on X: https://x.com/tastyliveshow Chapters 0:00 IPO market overview 2022 to 2026 1:00 $98 billion raised this year. $75 billion is SpaceX 2:00 2026 major IPOs and day one performance 3:00 How many IPOs crossed $10 billion in 6 months 4:00 12-month performance: AI winners and big losers 5:30 CoreWeave: the IPO that ignored the market entirely 7:00 Strong markets cannot rescue overpriced IPOs 8:00 SpaceX 30 percent retail allocation and what that means 9:00 Takeaways: IPO stocks are idiosyncratic. Size accordingly 9:30 Patience beats chasing the open #SpaceXIPO #IPOMarket #CoreWeave #tastylive #MarketMeasures #IPOData #SPCX #StockMarket tastylive is a real financial network, producing hours of live programming every day. Follow along as our experts navigate the markets, provide actionable trading insights, and teach you how to trade. With over 120 original segments, and over 25 personalities, we'll help you take your trading to the next level, whether you are new to trading or a seasoned veteran. tastylive content is created, produced, and provided solely by tastylive, Inc. ("tastylive") and is for informational and educational purposes only. It is not, nor is it intended to be, trading or investment advice or a recommendation that any security, futures contract, digital asset, other product, transaction, or investment strategy is suitable for any person. Trading securities, futures products, and digital assets involve risk and may result in a loss greater than the original amount invested. Investment information provided may not be appropriate for all investors and is provided without respect to individual investor financial sophistication, financial situation, investing time horizon or risk tolerance. Options, futures, and futures options are not suitable for all investors. Prior to trading securities, options, futures, or futures options, please read all applicable risk disclosures, including, but not limited to, the Characteristics and Risks of Standardized Options Disclosure and the Futures and Exchange Traded Options Risk Disclosure Statement found at https://tastytrade.com/disclosures/. Past performance is not indicative of future results. Performance is not presented net of all commissions, fees, and expenses. Multi-leg option strategies incur higher transaction costs than single leg trades as they involve multiple commission charges. Examples provided are for illustrative, informational, and educational purposes only and are not intended to be reflective of results you can expect to achieve. Supporting documentation for any claims, including claims made on behalf of options programs), comparisons, statistics, or other technical data, if applicable, will be supplied upon request. tastylive, through its content, financial programming or otherwise, does not provide investment or financial advice or make investment recommendations. tastylive is not a licensed financial adviser, registered investment adviser, or a registered broker-dealer.