VC10X · 2026-06-18 · 4 min
For years, investors have focused on the same AI winners: Nvidia. Microsoft. Amazon. Alphabet. Meta. Now a new question is emerging: Is SpaceX becoming so large that investors are selling other stocks to make room for it? As one of the largest IPOs in history, SpaceX has captured enormous institutional attention. Index funds, active managers, and long-term allocators all want exposure. But capital isn't infinite. If billions of dollars flow into SpaceX, where does that money come from? In this episode, we explore whether the SpaceX IPO is contributing to weakness across technology and AI stocks - and separate market mechanics from market mythology.
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