Episode Description:In this episode, we break down a massive week on Wall Street, starting with the historic SpaceX IPO that shattered public market records. Then, we preview Micron’s high-stakes fiscal Q3 earnings report as AI-driven memory demand pushes margins to historic levels. Plus, we look at Adobe’s quiet rebound, why Celsius (CELH) is starting to regain traction, and the structural roadmap that could launch Marvell (MRVL) on a legitimate path toward a $1 trillion valuation.

• The Historic Debut: SpaceX formally went public on the Nasdaq at an initial valuation of $1.77 trillion, raising an unprecedented $75 billion in gross proceeds.

• Market Impact: Trading surged on day one to push its market cap over $2 trillion. We discuss the unique, multi-staged insider lock-up structure and how fast-tracked index rules are shifting the mechanics of passive ETF tracking.

• Pure Profit Growth: Ahead of its fiscal Q3 earnings call on June 24, Wall Street consensus is targeting a mind-boggling ~1,000% year-over-year increase in adjusted EPS.

• What to Watch: We break down the absolute dominance of their HBM3E/HBM4 product cycles, massive CapEx scaling across new fabs, and whether the memory cycle is turning into a permanent structural moat.

• ADBE: Creative Cloud is showing resilient enterprise retention as AI monetization begins to manifest in actual ARR.

• CELH: After a painful distribution and inventory rightsizing over the past few quarters, the stock is showing technical and fundamental signs of a text-book volume accumulation phase.

• The Trillion-Dollar Blueprint: Why optical DSPs and custom silicon partnerships position Marvell perfectly to capture the massive capital expenditure tailwinds from hyperscalers building out data centers. Is a $1T valuation realistic, or is it getting ahead of its fundamentals?

📈 Key Takeaways From This Episode1. The SpaceX Phenomenon (Ticker: SPCX)2. Micron Technology (Ticker: MU)3. Adobe (Ticker: ADBE) & Celsius (Ticker: CELH)4. Marvell Technology (Ticker: MRVL)

👍 Like, Subscribe & Share if you enjoy the content.

👉 Have a question or stock you'd like covered? Reach out and I'll do my best to feature it in a future episode.

⚠️ Disclaimer: This is not financial advice. I'm simply sharing what I'm doing in my own portfolio based on my personal goals, risk tolerance, age, income, and investment strategy. Always do your own research before making investment decisions.

• 🏋️‍♂️ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Supplements: 1st Phorm⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

• 👖 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Barbell Apparel⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

• 📘 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook Group⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

• 📈 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠E*Trade Referral⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

• 💸 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Binance US⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

• 🪙 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Crypto.com – Get $25⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

• 📊 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Webull – Free Stock⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

👏 If you've made it this far, you're the real MVP. Thanks for supporting the show and helping grow this amazing community.

Let's get after it and LET IT GROW! 🌱📈

#LetItGrowInvesting #NVDA #AMD #CELH #SpaceX #Anthropic #AIStocks #GrowthStocks #InvestingPodcast #StockMarket #LongTermInvesting