The Next Market Pullback? How $SPCX, $MU and $ORCL Could Trigger a Selloff

Everyone is bullish right now. I'm not after June 15:

1. Large IPOs like $SPCX will trigger sell off.

$NVIDIA(NVDA)$

— institutions sell liquid mega caps to fund IPO allocations

$Apple(AAPL)$

— highest liquidity name dumped first during capital reallocation

$Amazon.com(AMZN)$

— mega cap growth sold to raise new IPO subscription capital

$Roundhill Memory ETF(DRAM)$

— small ETF sees outflows as risk appetite shifts to IPOs

$SanDisk Corp.(SNDK)$

— mid-cap storage name dropped as investors chase new listings

2. Kevin Warsh hawkish FOMC on June 17

$Tesla Motors(TSLA)$

— high duration growth stock crushed by rising rate expectations

$IONQ Inc.(IONQ)$

— unprofitable quantum play reprices hard when discount rates rise

$Rocket Lab USA, Inc.(RKLB)$

— speculative space name hit hardest in risk-off rate environments

$Bloom Energy Corp(BE)$

— clean energy loses subsidy narrative appeal under hawkish Fed

$AST SpaceMobile, Inc.(ASTS)$

— pre-revenue satellite stock hammered when cost of capital rises

3. MU, ORCL earnings is the peak of market

$Micron Technology(MU)$

— peak earnings historically precede 30-40% semiconductor drawdowns

$Advanced Micro Devices(AMD)$

— forward guidance cuts ripple across entire chip supply chain

$Marvell Technology(MRVL)$

— data center demand narrative breaks on weak MU commentary

$NVIDIA(NVDA)$

— cycle top confirmed when memory peers signal inventory glut

$Applied Optoelectronics(AAOI)$

— optical interconnect demand collapses when AI capex narrative cracks

4. Midterm elections create market uncertainty

$ServiceNow(NOW)$

— enterprise SaaS multiples compress under policy and rate uncertainty

$Vertiv Holdings LLC(VRT)$

— data center infrastructure spending stalls on fiscal policy ambiguity

$Lumentum(LITE)$

— optical component orders slow as capex decisions get delayed

$NEBIUS(NBIS)$

— small cap AI infrastructure name hit hardest by risk-off selling

$IREN Ltd(IREN)$

— crypto mining equity crushed by regulatory uncertainty in midterms

$Keel Infrastructure Corp(KEEL)$

— low liquidity name sees outsized drawdown during election volatility

$T1 ENERGY INC(TE)$

— industrial connector demand weakens on macro uncertainty and delays

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