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How SpaceX Joining the Nasdaq-100 Reshapes Index Investing
This week, SpaceX was fast-tracked into the Nasdaq-100, triggering massive ETF buying demand. Lucas and Luna break down what this means for index funds, active managers, and the growing tension between passive inflows and valuation discipline. They examine the mechanics of forced buying, the precedent set by Tesla's inclusion, and how stock pickers can exploit index rebalancing. Along the way, they touch on the S&P 500's record high of 7,354 and the Russell 2000's modest gains, connecting the dots between megacap concentration and the active opportunity set. A focused…
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