Rich Duprey
Mon, July 13, 2026 astatine 11:18 AM CDT 5 min read
Quick Read
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SK hynix peaked astatine $177 and fell beneath its $170 opening terms connected time one, a correction SpaceX took astir a period to match.
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Both post-IPO collapses stem from valuation ostentation alternatively than concern weakness, fixed that SK hynix dominates HBM with AI-driven request inactive outpacing supply.
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Hyperscalers are projected to walk $1.8 trillion connected AI infrastructure crossed 2026 and 2027, sustaining near-record HBM pricing contempt slowing terms growth.
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This lithium shaper surpassed a $1B backstage valuation, joining immoderate of America's astir almighty startups. Now you tin invest successful EnergyX alongside planetary giants similar General Motors, but lone done July 16. (sponsor)
Initial nationalist offerings person returned successful unit this year, but they proceed to punctual investors that excitement and valuation are seldom the aforesaid thing. Companies tied to artificial intelligence, space, and different high-growth themes person attracted anxious buyers consenting to wage good supra offering prices. Yet erstwhile the opening-day enthusiasm fades, fundamentals thin to regain control.
That's the acquisition SpaceX (NASDAQ:SPCX) investors person been learning implicit the past month. It's besides becoming the communicative for SK hynix's IPO, but the marketplace appears to beryllium reaching that decision overmuch faster.
Hype Doesn't Last Forever
SpaceX made a melodramatic entranceway onto the nationalist markets past month. The abstraction institution priced its IPO astatine $135 per stock earlier opening for trading astatine $150. Within 2 trading sessions, the banal reached astir $225, giving it a valuation that stretched acold beyond wherever galore investors believed the fundamentals justified.
The enthusiasm didn't last. SpaceX banal has steadily retreated implicit the past period and trades conscionable beneath $140 successful greeting trading today. That leaves it hardly supra its IPO terms portion wiping retired fundamentally each of the gains investors who bought astatine the opening terms concisely enjoyed.
Now SK hynix appears to beryllium pursuing a akin way -- lone astatine a overmuch faster pace.
July 16 is the Final Day to Tap Into the Lithium Boom (sponsor)
General Motors, POSCO, and 50,000+ mundane investors person already backed lithium shaper EnergyX.
Here's wherefore you should bash the aforesaid earlier their July 16 concern deadline: lithium prices are up 75% this year, with request projected to turn a staggering 5X by 2040.
With tech that tin retrieve up to 3X much lithium than accepted methods, EnergyX is preparing to unlock up to 15M+ tons. Become a private-stage EnergyX capitalist earlier the July 16 deadline.
The South Korean representation spot elephantine priced its IPO astatine $149 per stock earlier opening astatine $170 past week. The banal climbed to an intraday precocious of $177 earlier ending its archetypal time astatine $168 arsenic the aboriginal momentum rapidly faded. Shares are down astir 4% today, leaving the banal adjacent $160.

1 month ago
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