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"People" in this instance aren't always informed buyers. Sometimes they're buying an index fund because they don't have the time to research individual stocks and sometimes it's their pension investing.

The normal seasoning period is there for a reason. There is a massive downside to premature inclusion of a stock that is initially overvalued and then settles to a reasonable/sustainable value.

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> Sometimes they're buying an index fund because they don't have the time to research individual stocks and sometimes it's their pension investing

Then they should buy a broad-market fund. The kinds in which new issues are a tiny fraction or, if it’s following something like the S&P 500, not included at all. Following the Nasdaq 100 and then complaining it has too many risky tech plays is a bit silly.


Then they should buy a broad-market fund.

Like a Russell 1000 fund? Oh wait...


> Like a Russell 1000 fund?

Yes. A fund that doesn’t choose what is and isn’t a good investment. Total market means total market.

If you don’t like that, the S&P 500 is bigger than those for a reason.


Except Russell did change their rules in 2026. Yes, in theory to more closely represent the state of the market.

The reason you know the people complaining the most about this aren’t serious is that they don’t lead with crsp and vti.

They did change their rules, they did it fairly specifically for spacex and it did drive inclusion in a major index fund (perhaps the biggest one).

Now me personally, as a holder of vti I am good with the change and my included exposure to spacex. Further I think mostly complaining about the inclusion/exclusion of a single name in an index _defeats the point_.

But for those decrying the shenanigans crsp and vti are the example to go with.


> crsp

To the extent there is potential bullshit, it is here.


> There is a massive downside to premature inclusion of a stock that is initially overvalued

Define “massive”. SpaceX is only 1.2% of QQQ.


Can I please have 1.2% of your total net worth

No, but I will bet you that QQQ will not loose 1.2% of its value due only to SpaceX going to $0.

Sure, just give me SpaceX shares equivalent to 1.2%.

uh oh I think you lost the thread of metaphor there.

how embarrassing! Look, your joke was "If it's only 1.2%, hey, that's not that much, just give it to me for free!" We don't have to believe SPCX is worth whatever it's trading at today, but that 1.2% isn't simply being given away. Under capitalism, money is exchanged for goods and services.

FWIW, I read their joke differently: you were the one who said "only 1.2%", and they turned that on you by asking for you to part ways with "only 1.2%" of your net worth.

They are not questioning money exchange, they are questioning the "only" part, claiming this is significant.





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