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Ansem breaks down the SpaceX IPO "I actually think SpaceX might be a long on the first day. Elon is really good at getting people to buy into narratives" "Only like 4% of the total float is gonna be tradable on day one and Elon owns like 50%. The...

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Elon Musk's SpaceX goes public in what may be the biggest IPO ever 'If people had told me this was going to happen, I was like, man, you must be smoking some REALLY GOOD CRACK because I think this company is going to fail!'
1:31

Elon Musk's SpaceX goes public in what may be the biggest IPO ever 'If people had told me this was going to happen, I was like, man, you must be smoking some REALLY GOOD CRACK because I think this company is going to fail!'

RT

19,140 Aufrufe • vor 2 Monaten

Should you buy the SpaceX IPO? Daniel Newman breaks down whether $135 is fair, what to do on day one, and what the valuation could look like five years out. 🚀 #spacex #space #IPO
0:59

Should you buy the SpaceX IPO? Daniel Newman breaks down whether $135 is fair, what to do on day one, and what the valuation could look like five years out. 🚀 #spacex #space #IPO

TheStreet

42,506 Aufrufe • vor 2 Monaten

ELON MUSK: “The people have spoken. The people want change and we’re gonna give it to them!” “I think this is gonna be the most transformative presidency perhaps since the founding of the country.” “We’re gonna shake things up. It’s gonna be a revolution.” YES 🔥 Elon Musk
0:56

ELON MUSK: “The people have spoken. The people want change and we’re gonna give it to them!” “I think this is gonna be the most transformative presidency perhaps since the founding of the country.” “We’re gonna shake things up. It’s gonna be a revolution.” YES 🔥 Elon Musk

TONY™

1,739,417 Aufrufe • vor 1 Jahr

Tom Lee says buying the SpaceX IPO $SPCX is a good idea and that it won’t mark the top of the market. I disagree. Elon is the GOAT and SpaceX will become one of the greatest companies in the world. But a $1.75T valuation on $18B of revenue is pure FOMO. Highly anticipated IPOs almost always spike hard on day one and then cool off. In 90% of cases, they eventually trade well below their initial entry price. SpaceX won’t be any different. I love the company. I wouldn’t touch it at these prices. Wait for the pullback.
1:00

Tom Lee says buying the SpaceX IPO $SPCX is a good idea and that it won’t mark the top of the market. I disagree. Elon is the GOAT and SpaceX will become one of the greatest companies in the world. But a $1.75T valuation on $18B of revenue is pure FOMO. Highly anticipated IPOs almost always spike hard on day one and then cool off. In 90% of cases, they eventually trade well below their initial entry price. SpaceX won’t be any different. I love the company. I wouldn’t touch it at these prices. Wait for the pullback.

Daniel

46,911 Aufrufe • vor 2 Monaten

SAM ALTMAN: I THINK THE WORLD IS NOT READY, IT'S GONNA FEEL VERY SCI-FI "I don't think the world has really had the humanoid robots moment yet, and I don't think that's very far away. This is gonna do a lot of things that people used to do. We have always tried to be super honest about what we think the impact may be, realizing we'll be wrong on a lot of details." Source: Bloomberg
0:44

SAM ALTMAN: I THINK THE WORLD IS NOT READY, IT'S GONNA FEEL VERY SCI-FI "I don't think the world has really had the humanoid robots moment yet, and I don't think that's very far away. This is gonna do a lot of things that people used to do. We have always tried to be super honest about what we think the impact may be, realizing we'll be wrong on a lot of details." Source: Bloomberg

Mario Nawfal

219,658 Aufrufe • vor 1 Jahr

There are actually people protesting the SpaceX IPO right now in New York City! The fact that these people think that Elon Musk is a Nazi is actually hilarious to me. None of these people take into account the amount of taxes that Elon and his companies pay or jobs created.
0:58

There are actually people protesting the SpaceX IPO right now in New York City! The fact that these people think that Elon Musk is a Nazi is actually hilarious to me. None of these people take into account the amount of taxes that Elon and his companies pay or jobs created.

AmericanPapaBear™

19,829 Aufrufe • vor 2 Monaten

Elon Musk in 2012: “I think we're at the dawn of a new era, and I think it's going to be very exciting. What we're hoping to do with SpaceX is to push the envelope and provide a reason for people to be excited and inspired to be human.”
0:22

Elon Musk in 2012: “I think we're at the dawn of a new era, and I think it's going to be very exciting. What we're hoping to do with SpaceX is to push the envelope and provide a reason for people to be excited and inspired to be human.”

ELON CLIPS

12,459 Aufrufe • vor 6 Monaten

Elon Musk says, on the day of launching the largest IPO ever in SpaceX, “You must be smoking some really good crack!” If there’s one person not to bet against, it’s Elon! Elon Musk
0:51

Elon Musk says, on the day of launching the largest IPO ever in SpaceX, “You must be smoking some really good crack!” If there’s one person not to bet against, it’s Elon! Elon Musk

AmericanPapaBear™

74,380 Aufrufe • vor 2 Monaten

Former SpaceX Head of Talent : I think Elon is smarter than Einstein. "One way we explained the SpaceX culture, in order to be honest with people, was this: SpaceX is like special forces. We take on missions that others consider impossible. This will be the hardest thing you ever do in your life. It attracts the kind of personality that wants to be a Navy SEAL, but in engineering. It will be bruising, punishing, and uncomfortable every day. Growth is not comfortable. If you are comfortable, you are probably not growing. To work for Elon is to be comfortable living in a constant state of discomfort. He has 10,000 times more going through his brain than the average person at any given moment. Our ability to think about and analyze a problem is nothing compared to how his brain works. Elon aspires to be the greatest engineer in the history of the world. He has the cognitive horsepower of the geniuses who came before us. But he is not Einstein, is he? I think he is smarter than Einstein."
1:30

Former SpaceX Head of Talent : I think Elon is smarter than Einstein. "One way we explained the SpaceX culture, in order to be honest with people, was this: SpaceX is like special forces. We take on missions that others consider impossible. This will be the hardest thing you ever do in your life. It attracts the kind of personality that wants to be a Navy SEAL, but in engineering. It will be bruising, punishing, and uncomfortable every day. Growth is not comfortable. If you are comfortable, you are probably not growing. To work for Elon is to be comfortable living in a constant state of discomfort. He has 10,000 times more going through his brain than the average person at any given moment. Our ability to think about and analyze a problem is nothing compared to how his brain works. Elon aspires to be the greatest engineer in the history of the world. He has the cognitive horsepower of the geniuses who came before us. But he is not Einstein, is he? I think he is smarter than Einstein."

Doge Tipping

215,050 Aufrufe • vor 1 Monat

Threadguy explains why the SpaceX trade was obvious “Every person said SpaceX is the top of the market. It’s the most expensive stock of all time, IPOs ended the dotcom bubble...” “The reason that I got excited about SpaceX was, it's the crypto strategy that we know all too well. It's low float, high FDV on the greatest narrative of all time by the greatest bull poster of all time” “If they launch this thing, fully diluted and everybody's unlocked on day one, obviously you're not touching it. But we watched in real time how Elon has structured it to push float super low at the beginning and lockups down the line” “Every 401k in the world is gonna be forced to TWAP this thing because of their indexes. Retail has no choice but to buy the top. Then last but not least is everybody wanted shares and nobody got them”
2:15

Threadguy explains why the SpaceX trade was obvious “Every person said SpaceX is the top of the market. It’s the most expensive stock of all time, IPOs ended the dotcom bubble...” “The reason that I got excited about SpaceX was, it's the crypto strategy that we know all too well. It's low float, high FDV on the greatest narrative of all time by the greatest bull poster of all time” “If they launch this thing, fully diluted and everybody's unlocked on day one, obviously you're not touching it. But we watched in real time how Elon has structured it to push float super low at the beginning and lockups down the line” “Every 401k in the world is gonna be forced to TWAP this thing because of their indexes. Retail has no choice but to buy the top. Then last but not least is everybody wanted shares and nobody got them”

Jack

102,426 Aufrufe • vor 2 Monaten

Gavin Baker Analyzes the 'Impossible' 8-Gigawatt SpaceX Compute Report “I've seen Elon Musk's companies do really impressive things, but bringing the FundaAI report of 8 gigawatts in 18 months...” "I'll never bet against Elon, but that would be a truly incredible feat." “They're monetizing at something like $50 billion a gig, and consensus estimates for next year are $73 billion.” “So forget Starlink V3, Starlink Direct to Cell, Grok 4.5, and Cursor. The sum of that probably hits a $10 billion ARR pretty quickly.” “The only companies that have brought on more than 500 megawatts of power in a year are the hyperscalers: CoreWeave, Crusoe, SpaceX. And SpaceX has brought on the most, the fastest, at the lowest cost, and people actually really do like their clusters.” “Very little is built into that stock, from my perspective, for the amount of compute that they might be able to bring on. Again, I don't think it's anywhere near 8, and it's going to be really hard, and energizing these GPUs is really hard, but they've been good at it, and it doesn't feel like those estimates are really in people's thinking.” Gavin Baker Patrick OShaughnessy
3:19

Gavin Baker Analyzes the 'Impossible' 8-Gigawatt SpaceX Compute Report “I've seen Elon Musk's companies do really impressive things, but bringing the FundaAI report of 8 gigawatts in 18 months...” "I'll never bet against Elon, but that would be a truly incredible feat." “They're monetizing at something like $50 billion a gig, and consensus estimates for next year are $73 billion.” “So forget Starlink V3, Starlink Direct to Cell, Grok 4.5, and Cursor. The sum of that probably hits a $10 billion ARR pretty quickly.” “The only companies that have brought on more than 500 megawatts of power in a year are the hyperscalers: CoreWeave, Crusoe, SpaceX. And SpaceX has brought on the most, the fastest, at the lowest cost, and people actually really do like their clusters.” “Very little is built into that stock, from my perspective, for the amount of compute that they might be able to bring on. Again, I don't think it's anywhere near 8, and it's going to be really hard, and energizing these GPUs is really hard, but they've been good at it, and it doesn't feel like those estimates are really in people's thinking.” Gavin Baker Patrick OShaughnessy

KanekoaTheGreat

44,731 Aufrufe • vor 14 Tagen

I can’t understand how this one statement alone by Elon Musk wouldn’t immediately trigger DOJ and FBI investigations into Nancy Pelosi and Paul Pelosi Joe Rogan “Have a spouse that’s really good at insider trading, like Paul Pelosi” Elon Musk “It’s a lot more than insider trading. The way they're acquiring wealth” Joe Rogan “What other methods?” Elon Musk “I mean, this is really gonna get me assassinated. It's like, I'm not lengthening my lifespan by explaining this stuff, to say the least. I mean, I was supposed to go back to DC How am I gonna survive? This focus is gonna kill me for sure. I actually have to be careful that I don't push too hard on the corruption stuff because it is gonna get me killed.”
0:39

I can’t understand how this one statement alone by Elon Musk wouldn’t immediately trigger DOJ and FBI investigations into Nancy Pelosi and Paul Pelosi Joe Rogan “Have a spouse that’s really good at insider trading, like Paul Pelosi” Elon Musk “It’s a lot more than insider trading. The way they're acquiring wealth” Joe Rogan “What other methods?” Elon Musk “I mean, this is really gonna get me assassinated. It's like, I'm not lengthening my lifespan by explaining this stuff, to say the least. I mean, I was supposed to go back to DC How am I gonna survive? This focus is gonna kill me for sure. I actually have to be careful that I don't push too hard on the corruption stuff because it is gonna get me killed.”

Wall Street Apes

2,577,205 Aufrufe • vor 1 Jahr

I don't understand how anyone could be hating on this extremely well made video. I really think a lot of people lack joy, because this isn't bad in the slightest. In fact it is great.
0:25

I don't understand how anyone could be hating on this extremely well made video. I really think a lot of people lack joy, because this isn't bad in the slightest. In fact it is great.

𑣲Vannyᡣ𐭩🎈

524,046 Aufrufe • vor 2 Jahren

Bro… this is what Elon and SpaceX are aiming to take over. And then they will colonize many other planets as well, like Mars. The opportunity is massive… this is why I think Elon believes deep inside SpaceX has the potential to become the first $100 trillion company.
0:34

Bro… this is what Elon and SpaceX are aiming to take over. And then they will colonize many other planets as well, like Mars. The opportunity is massive… this is why I think Elon believes deep inside SpaceX has the potential to become the first $100 trillion company.

Teslaconomics

22,509 Aufrufe • vor 6 Monaten

Elon Musk: The long-term value of SpaceX is immense – it’s just beyond the planning horizon of most investors. WSJ: “Who's going to pay for [the Mars colonization]? Are your investors going to put the money up to do that?” Elon: “I think long-term, the value of it will be incredibly high. It's just beyond the planning horizon of most people or most investors. Obviously, if there's a thriving city on Mars and there's a lot of interplanetary commerce and SpaceX is the primary provider of that, it would be immensely valuable.” Interview with the WSJ, May 2023
0:29

Elon Musk: The long-term value of SpaceX is immense – it’s just beyond the planning horizon of most investors. WSJ: “Who's going to pay for [the Mars colonization]? Are your investors going to put the money up to do that?” Elon: “I think long-term, the value of it will be incredibly high. It's just beyond the planning horizon of most people or most investors. Obviously, if there's a thriving city on Mars and there's a lot of interplanetary commerce and SpaceX is the primary provider of that, it would be immensely valuable.” Interview with the WSJ, May 2023

ELON CLIPS

39,678 Aufrufe • vor 3 Monaten

🚨 BREAKING: Elon Musk speaks from Starbase as SpaceX goes public, with the largest IPO EVER "If people had told me this was going to happen [years ago], I would be like, man, you must be smoking some REALLY good crack because I think this company is going to fail!" 🤣 "I gave SpaceX less than a 10% chance of succeeding at all, to be clear. In fact, I told people this: I said, 'look, we're probably going to fail, but, you know, we should give it a try because if we don't, if if there's not a new company that enters space, we will never be a truly spacefaring civilization.'" 💯 Elon Musk $SPCX
2:42

🚨 BREAKING: Elon Musk speaks from Starbase as SpaceX goes public, with the largest IPO EVER "If people had told me this was going to happen [years ago], I would be like, man, you must be smoking some REALLY good crack because I think this company is going to fail!" 🤣 "I gave SpaceX less than a 10% chance of succeeding at all, to be clear. In fact, I told people this: I said, 'look, we're probably going to fail, but, you know, we should give it a try because if we don't, if if there's not a new company that enters space, we will never be a truly spacefaring civilization.'" 💯 Elon Musk $SPCX

Nick Sortor

1,941,224 Aufrufe • vor 2 Monaten

Chris Camillo explains why he is NOT buying the SpaceX IPO “I'm not going to buy the IPO. So, I'm not saying it's a bad investment, I don't have any alpha on SpaceX that's special that the rest of the world doesn't already know. And I don't make investments unless I know something that I think is meaningful that other people”
0:20

Chris Camillo explains why he is NOT buying the SpaceX IPO “I'm not going to buy the IPO. So, I'm not saying it's a bad investment, I don't have any alpha on SpaceX that's special that the rest of the world doesn't already know. And I don't make investments unless I know something that I think is meaningful that other people”

The Iced Coffee Hour

105,402 Aufrufe • vor 2 Monaten

Gene Munster on the SpaceX IPO: “I am optimistic about how much negativity I’ve picked up as I’ve talked to other investors over the past couple weeks. I think all that is actually bullish for that initial day of trading. When you put SpaceX in the near-term and the long-term, it really has it all. It’s got rapid revenue growth, a large TAM, space, AI, national defense, Elon factor, etc. All this put together objectively is that the stock does go higher; I’m very positive on the long-term."
1:10

Gene Munster on the SpaceX IPO: “I am optimistic about how much negativity I’ve picked up as I’ve talked to other investors over the past couple weeks. I think all that is actually bullish for that initial day of trading. When you put SpaceX in the near-term and the long-term, it really has it all. It’s got rapid revenue growth, a large TAM, space, AI, national defense, Elon factor, etc. All this put together objectively is that the stock does go higher; I’m very positive on the long-term."

Sawyer Merritt

48,024 Aufrufe • vor 2 Monaten

.Starcloud CEO Philip Johnston: "Buy SpaceX stock." "It's like owning the railroads." " The SpaceX IPO is going to be viewed historically as the most undervalued IPO of all time." "They will tear through $10 trillion certainly within the next couple of years, and then have almost unlimited TAM for what they're building." "I'm not like regulated by anybody. So I'm going to tell people, 'Just buy SpaceX stock.' I think it's a great stock to buy." "They own what will be by far the most cost-effective launch vehicle, and that opens up every industry in space that will be possible beyond that: asteroid mining, lunar resource mining, all of the comms businesses that are going to be built. Everything else is going to have to go through SpaceX." "It's like owning the railroads. Lots of businesses will be built on top of it, like our business will be built on top of it." "The railroads are a great business to own." Elon Musk
1:08

.Starcloud CEO Philip Johnston: "Buy SpaceX stock." "It's like owning the railroads." " The SpaceX IPO is going to be viewed historically as the most undervalued IPO of all time." "They will tear through $10 trillion certainly within the next couple of years, and then have almost unlimited TAM for what they're building." "I'm not like regulated by anybody. So I'm going to tell people, 'Just buy SpaceX stock.' I think it's a great stock to buy." "They own what will be by far the most cost-effective launch vehicle, and that opens up every industry in space that will be possible beyond that: asteroid mining, lunar resource mining, all of the comms businesses that are going to be built. Everything else is going to have to go through SpaceX." "It's like owning the railroads. Lots of businesses will be built on top of it, like our business will be built on top of it." "The railroads are a great business to own." Elon Musk

sourcery

600,189 Aufrufe • vor 1 Monat