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Why SpaceX Joining the Nasdaq-100 Changes Everything for Active Investors
SpaceX is joining the Nasdaq-100 in a fast-tracked process starting July 2026, triggering massive ETF buying from funds that track the index. Lucas and Luna break down the mechanics of index inclusion, the estimated $12 billion in forced buying from passive funds, and what it means for active stock pickers. They discuss how the inclusion could boost SpaceX's stock price by 5-8% in the first week, why the fast-track is unusual (SpaceX has only been public for 18 months), and what it signals about the changing nature of megacap growth. They also examine the broader implications for the…
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