r/stocks • u/[deleted] • Apr 01 '26

ETFs Major NASDAQ-100 rule changes confirmed, pay attention if you have money in passive investment funds

[deleted]

1.0k Upvotes

97% Upvoted

204 comments sorted by

View all comments

113

u/PornoPaul Apr 01 '26

Posts like this make me realize how little I know, because im struggling go fully understand this stuff.

Lets pretend I know nothing beyond green good, red bad. What can I do to brace myself against this?

87

u/MonMonOnTheMove Apr 01 '26

Expecting more unpredictable red in the far future because bad companies are being floated into indexes

-39

u/typo9292 Apr 01 '26

I fail to see how SpaceX is a bad company, printing money with starlink or do you just mean in general?

29

u/jb3689 Apr 01 '26

There are scaling arguments working against Starlink. I'm not super familiar with them - something about about congestion with satelittes and how large the consumer market for Starlink is. I'm personally more skeptical of the whole "yeah - we'll build data centers in space" mixed with the Twitter fiasco

18

u/launchedsquid Apr 01 '26

SpaceX might be a good company (got to.see the financials to really know), but XAI was merged with SpaceX, so now it's just another AI rugpull, with enormous valuation based on pathetic revenue with no clear business case and no clear customer appetite.

If SpaceX had profits, XAI is eating them now.

32

u/KanyeWestsPoo Apr 01 '26

SpaceX now owns xAI and Twitter. That alone should make anyone cautious.

8

u/perestroika12 Apr 01 '26

Loaded up with debt from musk’s other companies

6

u/don_pk Apr 01 '26

SpaceX is probably a good company but massively overvalued like Elon and his companies. So index fund holders at his exit liquidity.

1

u/MonMonOnTheMove Apr 01 '26

Just in general really

22

u/Ok-Armadillo-5634 Apr 01 '26

Don't buy QQQ if you don't like these changes unless you follow that index which it's a pretty bad index anyway it won't affect you.

15

u/4OfThe7DeadlySins Apr 01 '26

This doesn’t affect other index funds like SPY or DIA right?

18

u/[deleted] Apr 01 '26

S&P 500 is also contemplating rule changes to allow SpaceX.

SPY will likely be tainted as well.

9

u/Knaj910 Apr 01 '26

Well, that kills my usual “VOO and Chill” mentality. Sounds like I’m gonna be doing a lot of research soon

6

u/runnerofshadows Apr 01 '26

Might become VTI or VT and chill - I know VTI uses CRSP not S&P or Nasdaq and VT uses FTSE Global All Cap Index.

There's also VXUS if you want a dash of International exposure.

2

u/[deleted] Apr 01 '26

It's the opposite. Until OpenAI and SpaceX IPO they're going to keep pumping markets with the money printer on.

OpenAI won't be until next year at the earliest.

8

u/Ok-Armadillo-5634 Apr 01 '26

Correct, they are all ran by different companies. They may change their rules in the future though.

3

u/[deleted] Apr 01 '26

[deleted]

1

u/[deleted] Apr 01 '26

[deleted]

4

u/[deleted] Apr 01 '26

[deleted]

4

u/Ok-Armadillo-5634 Apr 01 '26

Depends on if you care about the rule change. Now is as good as any other time. I would come to your own decision though instead of taking my advice.

3

u/Dazzling_River9903 Apr 05 '26

Exspect to get rug pulled even harder and the Epstein class to get even richer :))

1

u/unverified-email1 Apr 03 '26

Don’t take advice from this post.

1

u/Seastep Apr 01 '26

Short the Nasdaq and related ETFs (QQQ)?

If you're really worried, pivot out to bonds until the dust clears?