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everyone is arguing whether spacex at $2 trillion is too expensive, almost nobody noticed what actually changed since 1980 apple went public at under $2 billion and 15 times revenue back then spacex wants you to buy at nearly $2 trillion and 100 times revenue now but the real...

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John Doe

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1,203,849 просмотров • 1 месяц назад •via X (Twitter)

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Spacex wants $2 trillion on june 12. Meta is worth $1.6 trillion today Meta 2025: $201 billion revenue, $60.5 billion profit, 3.58 billion daily users Spacex 2025: $18.7 billion revenue, $5 billion loss, no path to profitability published in the prospectus the market is pricing spacex higher than the most profitable social media company ever built, at 94 times revenue, on the assumption that starlink and starship both work, on time, at scale one of those is a business. the other is a bet on a future that has not arrived yet almost nobody buying this will read the 300 pages before june 12. that gap is the only edge available Read the article where Claude provided me with a more detailed analysis of the 300-page document
1:01

Spacex wants $2 trillion on june 12. Meta is worth $1.6 trillion today Meta 2025: $201 billion revenue, $60.5 billion profit, 3.58 billion daily users Spacex 2025: $18.7 billion revenue, $5 billion loss, no path to profitability published in the prospectus the market is pricing spacex higher than the most profitable social media company ever built, at 94 times revenue, on the assumption that starlink and starship both work, on time, at scale one of those is a business. the other is a bet on a future that has not arrived yet almost nobody buying this will read the 300 pages before june 12. that gap is the only edge available Read the article where Claude provided me with a more detailed analysis of the 300-page document

plutos

142,853 просмотров • 1 месяц назад

SpaceX at $2 trillion is either the most obvious buy or the most expensive lesson in IPO history They cut the cost of reaching orbit by 95% compared to the Space Shuttle era. They own two thirds of all low Earth orbit satellites. No dorm room startup will ever compete with that But incredible companies and great investments are not the same thing at any price Amazon built distribution centers and 747s and that moat made it worth trillions. SpaceX is building the same kind of irreplaceable infrastructure in space The difference is Amazon spent a decade losing money before it earned its valuation. SpaceX wants you to price in the decade it hasn't had yet Scott Galloway said it best: "digital companies scale fast but analog companies have moats that are nearly impossible to cross" That is not a startup. That is infrastructure The question is not whether SpaceX is great. It is whether you are the right buyer at this price
2:00

SpaceX at $2 trillion is either the most obvious buy or the most expensive lesson in IPO history They cut the cost of reaching orbit by 95% compared to the Space Shuttle era. They own two thirds of all low Earth orbit satellites. No dorm room startup will ever compete with that But incredible companies and great investments are not the same thing at any price Amazon built distribution centers and 747s and that moat made it worth trillions. SpaceX is building the same kind of irreplaceable infrastructure in space The difference is Amazon spent a decade losing money before it earned its valuation. SpaceX wants you to price in the decade it hasn't had yet Scott Galloway said it best: "digital companies scale fast but analog companies have moats that are nearly impossible to cross" That is not a startup. That is infrastructure The question is not whether SpaceX is great. It is whether you are the right buyer at this price

plutos

124,108 просмотров • 1 месяц назад

🚨 WARNING: SPACEX IPO IS A REAL BIG STORM FOR MARKETS!! Everyone thinks $SPCX IPO will be free money. But people thought the same about Meta in 2012. After Meta went public, the stock dumped more than 70% in the first 100 days. Retail bought the hype. Then insiders and early investors got liquidity. Now the same setup is coming again. SpaceX is expected to go public on June 12 at a $1.75 TRILLION to $2 TRILLION valuation. That would instantly make it one of the biggest companies in the US market. But here’s the problem. This is not just an IPO. This is a massive liquidity event. SpaceX $SPCX is now expected to IPO at $135 per share, with 555,555,555 shares available. That means almost $75 BILLION in shares could hit the market. Read that again. $75 BILLION of liquidity could be absorbed on day one. And everyone still thinks this is bullish. Insiders reportedly own around 95% of SpaceX shares. The public float is only around 5%. That means insiders are sitting on more than $1.6 TRILLION of paper wealth. And after the IPO, that paper wealth starts becoming real exit liquidity. Michael Burry already warned about this. He said SpaceX, OpenAI and Anthropic could raise more money than the 300 biggest IPOs in 2000. And he is not just talking. He is already betting against the AI bubble with a massive short position in $PLTR and $NVDA. So now connect the dots. Meta IPO dumped after the hype. AI stocks are already crowded. SpaceX IPO could pull $75 BILLION of liquidity from the market. Stocks. Crypto. High beta tech. Everything retail is already holding. Most people will see the Elon hype. I see the liquidity drain. This could become one of the biggest insider cashout events in modern market history. I have studied macro for 10 years and called almost every major market top including the October BTC ATH. Follow and turn notifications on. I will post the warning before it hits the headlines.
0:50

🚨 WARNING: SPACEX IPO IS A REAL BIG STORM FOR MARKETS!! Everyone thinks $SPCX IPO will be free money. But people thought the same about Meta in 2012. After Meta went public, the stock dumped more than 70% in the first 100 days. Retail bought the hype. Then insiders and early investors got liquidity. Now the same setup is coming again. SpaceX is expected to go public on June 12 at a $1.75 TRILLION to $2 TRILLION valuation. That would instantly make it one of the biggest companies in the US market. But here’s the problem. This is not just an IPO. This is a massive liquidity event. SpaceX $SPCX is now expected to IPO at $135 per share, with 555,555,555 shares available. That means almost $75 BILLION in shares could hit the market. Read that again. $75 BILLION of liquidity could be absorbed on day one. And everyone still thinks this is bullish. Insiders reportedly own around 95% of SpaceX shares. The public float is only around 5%. That means insiders are sitting on more than $1.6 TRILLION of paper wealth. And after the IPO, that paper wealth starts becoming real exit liquidity. Michael Burry already warned about this. He said SpaceX, OpenAI and Anthropic could raise more money than the 300 biggest IPOs in 2000. And he is not just talking. He is already betting against the AI bubble with a massive short position in $PLTR and $NVDA. So now connect the dots. Meta IPO dumped after the hype. AI stocks are already crowded. SpaceX IPO could pull $75 BILLION of liquidity from the market. Stocks. Crypto. High beta tech. Everything retail is already holding. Most people will see the Elon hype. I see the liquidity drain. This could become one of the biggest insider cashout events in modern market history. I have studied macro for 10 years and called almost every major market top including the October BTC ATH. Follow and turn notifications on. I will post the warning before it hits the headlines.

DANNY

973,666 просмотров • 1 месяц назад

🇺🇸 NOBODY IS TALKING ABOUT IT BUT THIS $17 STOCK CAN LITERALLY CHANGE YOUR LIFE. Everyone is focused on the $SPCX IPO and that's exactly why you should look elsewhere. Because of the SpaceX IPO, investors are looking for public space exposure. $RDW offers avionics, sensors, solar power systems, in space manufacturing, defense tech and much more. The exact things that SpaceX actually needs and when it IPO's, this stock will go parabolic. It's only at a $3.5 billion market cap and there is room for $20+ billion in the future. These are the exact sub-stocks you should buy. Not the trillion dollar IPO stock. You've been warned now.
0:28

🇺🇸 NOBODY IS TALKING ABOUT IT BUT THIS $17 STOCK CAN LITERALLY CHANGE YOUR LIFE. Everyone is focused on the $SPCX IPO and that's exactly why you should look elsewhere. Because of the SpaceX IPO, investors are looking for public space exposure. $RDW offers avionics, sensors, solar power systems, in space manufacturing, defense tech and much more. The exact things that SpaceX actually needs and when it IPO's, this stock will go parabolic. It's only at a $3.5 billion market cap and there is room for $20+ billion in the future. These are the exact sub-stocks you should buy. Not the trillion dollar IPO stock. You've been warned now.

CoinForge

98,720 просмотров • 2 месяцев назад

"Mr. IPO" on SpaceX IPO: "There have only been about 18 companies that have gone public at a price-to-sales ratio above 40. SpaceX will go public at 80×. on average, the stock has been a disappointment." SpaceX is eyeing a $1.5 trillion valuation — the largest private-sector company ever to go public Last year it did $18.7B in revenue — bigger than almost any private company at IPO But the price-to-sales ratio will be ~80×. only 18 companies in US history have cleared 40× Of those 18, most disappointed investors after listing The competitive moat is real. Starship makes it nearly impossible to replicate their launch cost advantage The question is not whether it's a great company. it is The question is whether $1.5 trillion leaves anything on the table for you
4:43

"Mr. IPO" on SpaceX IPO: "There have only been about 18 companies that have gone public at a price-to-sales ratio above 40. SpaceX will go public at 80×. on average, the stock has been a disappointment." SpaceX is eyeing a $1.5 trillion valuation — the largest private-sector company ever to go public Last year it did $18.7B in revenue — bigger than almost any private company at IPO But the price-to-sales ratio will be ~80×. only 18 companies in US history have cleared 40× Of those 18, most disappointed investors after listing The competitive moat is real. Starship makes it nearly impossible to replicate their launch cost advantage The question is not whether it's a great company. it is The question is whether $1.5 trillion leaves anything on the table for you

plutos

150,212 просмотров • 1 месяц назад

🚨 THE SPACEX PUMP JUST ACTIVATED THE INSIDER SELL BUTTON And almost nobody buying at $159 understands what just happened: SpaceX IPO’d at $135 on June 12. Five days later, it peaked at $226. Everyone was calling it the trade of the decade. Almost nobody understands what is really happening. 95% of SpaceX shares are still locked. You are trading on just 5% of the total supply. A $2.35 trillion valuation was set by a tiny float that can be moved by thin volume. Thin liquidity pumps easily and dumps easily as well. Now the part that should concern everyone buying here: There is a clause buried in the lockup agreement. An early unlock can trigger if the stock holds 30% above the $135 IPO price. 30% above $135 is $175. SpaceX peaked at $226. It opened the door to an additional insider unlock. If this isn’t surprising you, the calendar will: In a month, the first insider shares can hit the market around Q2 earnings. December 8: the full 180-day lockup will be over. June 2027: Musk’s 6.4 billion personal shares unlock. This creates enormous selling pressure. I saw this movie before: Facebook IPO’d at $38 in 2012. Four months later, it was trading at $18. 60% of the value was erased. Now look at SpaceX. $2.35 trillion peak valuation. $18.7 billion in 2025 revenue. 125x sales. And Musk’s own $1 trillion revenue target is still “maybe by 2030.” You are paying for that future today. So ask yourself one question: Who is selling into your buy today, at $159? People who got in at $20/$40/$60. Insiders sitting on 5x, 8x, 10x gains who have waited years for this window. They do not need the price higher. They need buyers. And right now, that buyer is you. The rockets are real. The company is real. The technology is real. The unlock calendar is real too. At $159 after the $226 ATH, you are the exit. Remember: I was the one who publicly called Bitcoin’s ATH in October and cycle bottom in 2022. And I will call it again. That’s literally my job. Make sure to follow and turn notifications on. If you are not following yet, you will regret it.
0:39

🚨 THE SPACEX PUMP JUST ACTIVATED THE INSIDER SELL BUTTON And almost nobody buying at $159 understands what just happened: SpaceX IPO’d at $135 on June 12. Five days later, it peaked at $226. Everyone was calling it the trade of the decade. Almost nobody understands what is really happening. 95% of SpaceX shares are still locked. You are trading on just 5% of the total supply. A $2.35 trillion valuation was set by a tiny float that can be moved by thin volume. Thin liquidity pumps easily and dumps easily as well. Now the part that should concern everyone buying here: There is a clause buried in the lockup agreement. An early unlock can trigger if the stock holds 30% above the $135 IPO price. 30% above $135 is $175. SpaceX peaked at $226. It opened the door to an additional insider unlock. If this isn’t surprising you, the calendar will: In a month, the first insider shares can hit the market around Q2 earnings. December 8: the full 180-day lockup will be over. June 2027: Musk’s 6.4 billion personal shares unlock. This creates enormous selling pressure. I saw this movie before: Facebook IPO’d at $38 in 2012. Four months later, it was trading at $18. 60% of the value was erased. Now look at SpaceX. $2.35 trillion peak valuation. $18.7 billion in 2025 revenue. 125x sales. And Musk’s own $1 trillion revenue target is still “maybe by 2030.” You are paying for that future today. So ask yourself one question: Who is selling into your buy today, at $159? People who got in at $20/$40/$60. Insiders sitting on 5x, 8x, 10x gains who have waited years for this window. They do not need the price higher. They need buyers. And right now, that buyer is you. The rockets are real. The company is real. The technology is real. The unlock calendar is real too. At $159 after the $226 ATH, you are the exit. Remember: I was the one who publicly called Bitcoin’s ATH in October and cycle bottom in 2022. And I will call it again. That’s literally my job. Make sure to follow and turn notifications on. If you are not following yet, you will regret it.

Alex Mason 👁△

227,321 просмотров • 1 месяц назад

🚨 SOMETHING EXTREMELY BAD IS COMING THIS FRIDAY Everyone thought the biggest risk was SpaceX IPO day. Wrong. And if you think SpaceX is going higher, you are completely wrong. SpaceX’s IPO launched at $135. Now it’s trading around $230. That is almost +70% from the IPO price in days. And now the real problem begins. At $230, SpaceX is being valued at almost $3.1 trillion. On only $18.7 billion in annual revenue. That is almost 200x sales. After the IPO, everyone finally sees the same thing: SpaceX demand is massive. Retail wants more. Funds want more. Institutions want more. But money does NOT appear from nowhere. To buy more SpaceX, they need cash. And to get cash, they sell what they already own. Stocks. Crypto. AI names. High-beta tech. Everything retail is already holding. This is a liquidity black hole trading at almost 200x sales. Now connect the dots: The IPO already happened. The first-day pump was already insane. And now everyone who did NOT get enough allocation is heavily buying shares: - LIGHT SHOCK: people sell small positions, stocks get hit first, crypto follows, then markets try to stabilize. - HEAVIER SCENARIO: funds raise cash after the IPO, high-beta tech dumps, Bitcoin loses support, and retail gets trapped. - WORST CASE: everyone rushes to buy at the same time, stocks dump hard, crypto gets hit first, and people get liquidated. And now one of the most hyped IPOs in history is absorbing even more money at one of the most insane valuations ever seen. Reminder: I’ve called all the market tops and bottoms for the last 15 years, including the Bitcoin bottom at $16,000 and the top at $126,000. The next call will be even more important. When I exit the markets completely, I’ll post it here publicly like I always do. Turn notifications on. If you’re not following yet, you’ll understand why that was a mistake later.
0:29

🚨 SOMETHING EXTREMELY BAD IS COMING THIS FRIDAY Everyone thought the biggest risk was SpaceX IPO day. Wrong. And if you think SpaceX is going higher, you are completely wrong. SpaceX’s IPO launched at $135. Now it’s trading around $230. That is almost +70% from the IPO price in days. And now the real problem begins. At $230, SpaceX is being valued at almost $3.1 trillion. On only $18.7 billion in annual revenue. That is almost 200x sales. After the IPO, everyone finally sees the same thing: SpaceX demand is massive. Retail wants more. Funds want more. Institutions want more. But money does NOT appear from nowhere. To buy more SpaceX, they need cash. And to get cash, they sell what they already own. Stocks. Crypto. AI names. High-beta tech. Everything retail is already holding. This is a liquidity black hole trading at almost 200x sales. Now connect the dots: The IPO already happened. The first-day pump was already insane. And now everyone who did NOT get enough allocation is heavily buying shares: - LIGHT SHOCK: people sell small positions, stocks get hit first, crypto follows, then markets try to stabilize. - HEAVIER SCENARIO: funds raise cash after the IPO, high-beta tech dumps, Bitcoin loses support, and retail gets trapped. - WORST CASE: everyone rushes to buy at the same time, stocks dump hard, crypto gets hit first, and people get liquidated. And now one of the most hyped IPOs in history is absorbing even more money at one of the most insane valuations ever seen. Reminder: I’ve called all the market tops and bottoms for the last 15 years, including the Bitcoin bottom at $16,000 and the top at $126,000. The next call will be even more important. When I exit the markets completely, I’ll post it here publicly like I always do. Turn notifications on. If you’re not following yet, you’ll understand why that was a mistake later.

Alex Mason 👁△

560,754 просмотров • 1 месяц назад

🚨 WARNING: SPACEX IPO IS A REAL BIG STORM FOR MARKETS!! Everyone thinks $SPCX IPO will be free money. But people thought the same about Meta in 2012. After Meta went public, the stock dumped more than 70% in the first 100 days. Retail bought the hype. Then insiders and early investors got liquidity. Now the same setup is coming again. SpaceX is expected to go public on June 12 at a $1.75 TRILLION to $2 TRILLION valuation. That would instantly make it one of the biggest companies in the US market. But here’s the problem. This is not just an IPO. This is a massive liquidity event. SpaceX $SPCX is now expected to IPO at $135 per share, with 555,555,555 shares available. That means almost $75 BILLION in shares could hit the market. Read that again. $75 BILLION of liquidity could be absorbed on day one. And everyone still thinks this is bullish. Insiders reportedly own around 95% of SpaceX shares. The public float is only around 5%. That means insiders are sitting on more than $1.6 TRILLION of paper wealth. And after the IPO, that paper wealth starts becoming real exit liquidity. Michael Burry already warned about this. He said SpaceX, OpenAI and Anthropic could raise more money than the 300 biggest IPOs in 2000. And he is not just talking. He is already betting against the AI bubble with a massive short position in $PLTR and $NVDA. So now connect the dots. Meta IPO dumped after the hype. AI stocks are already crowded. SpaceX IPO could pull $75 BILLION of liquidity from the market. Stocks. Crypto. High beta tech. Everything retail is already holding. Most people will see the Elon hype. I see the liquidity drain. This could become one of the biggest insider cashout events in modern market history. Follow and turn notifications on. I will post the warning before it hits the headlines.
0:57

🚨 WARNING: SPACEX IPO IS A REAL BIG STORM FOR MARKETS!! Everyone thinks $SPCX IPO will be free money. But people thought the same about Meta in 2012. After Meta went public, the stock dumped more than 70% in the first 100 days. Retail bought the hype. Then insiders and early investors got liquidity. Now the same setup is coming again. SpaceX is expected to go public on June 12 at a $1.75 TRILLION to $2 TRILLION valuation. That would instantly make it one of the biggest companies in the US market. But here’s the problem. This is not just an IPO. This is a massive liquidity event. SpaceX $SPCX is now expected to IPO at $135 per share, with 555,555,555 shares available. That means almost $75 BILLION in shares could hit the market. Read that again. $75 BILLION of liquidity could be absorbed on day one. And everyone still thinks this is bullish. Insiders reportedly own around 95% of SpaceX shares. The public float is only around 5%. That means insiders are sitting on more than $1.6 TRILLION of paper wealth. And after the IPO, that paper wealth starts becoming real exit liquidity. Michael Burry already warned about this. He said SpaceX, OpenAI and Anthropic could raise more money than the 300 biggest IPOs in 2000. And he is not just talking. He is already betting against the AI bubble with a massive short position in $PLTR and $NVDA. So now connect the dots. Meta IPO dumped after the hype. AI stocks are already crowded. SpaceX IPO could pull $75 BILLION of liquidity from the market. Stocks. Crypto. High beta tech. Everything retail is already holding. Most people will see the Elon hype. I see the liquidity drain. This could become one of the biggest insider cashout events in modern market history. Follow and turn notifications on. I will post the warning before it hits the headlines.

WhaleTwits

148,383 просмотров • 1 месяц назад

🚨 THE SPACEX IPO COULD CRASH THE STOCK MARKET!!! As explained in my last post: SpaceX goes public around June 12 at up to $2 trillion. Let those numbers sink in. That values it higher than Microsoft. Second only to Apple and Nvidia in the entire US market. For a company that lost $4.9 BILLION last quarter alone, and has burned through $41 BILLION since it was founded. At $2 trillion, you're paying roughly 94x its yearly revenue. That price doesn't assume success. It assumes perfection, forever.
0:21

🚨 THE SPACEX IPO COULD CRASH THE STOCK MARKET!!! As explained in my last post: SpaceX goes public around June 12 at up to $2 trillion. Let those numbers sink in. That values it higher than Microsoft. Second only to Apple and Nvidia in the entire US market. For a company that lost $4.9 BILLION last quarter alone, and has burned through $41 BILLION since it was founded. At $2 trillion, you're paying roughly 94x its yearly revenue. That price doesn't assume success. It assumes perfection, forever.

Crypto Rover

151,986 просмотров • 2 месяцев назад

🚨 WARNING: SPACEX IPO IS A REAL BIG STORM FOR MARKETS!! Everyone thinks $SPCX IPO will be free money. But people thought the same about Meta in 2012. After Meta went public, the stock dumped more than 70% in the first 100 days. Retail bought the hype. Then insiders and early investors got liquidity. Now the same setup is coming again. SpaceX is expected to go public on June 12 at a $1.75 TRILLION to $2 TRILLION valuation. That would instantly make it one of the biggest companies in the US market. But here’s the problem. This is not just an IPO. This is a massive liquidity event. Insiders reportedly own around 95% of SpaceX shares. The public float is only around 5%. That means insiders are sitting on more than $1.6 TRILLION of paper wealth. And after the IPO, that paper wealth starts becoming real exit liquidity. Michael Burry already warned about this. He said SpaceX, OpenAI and Anthropic could raise more money than the 300 biggest IPOs in 2000. And he is not just talking. He is already betting against the AI bubble with a massive short position in $PLTR and $NVDA. So now connect the dots. Meta IPO dumped after the hype. AI stocks are already crowded. SpaceX IPO will pull liquidity from everything else. - Stocks. - Crypto. - High beta tech. Everything retail is already holding. Most people will see the Elon hype. I see the liquidity drain. This could become one of the biggest insider cashout events in modern market history. I have studied macro for 10 years and called almost every major market top including the October BTC ATH. Follow and turn notifications on. I will post the warning before it hits the headlines.
0:33

🚨 WARNING: SPACEX IPO IS A REAL BIG STORM FOR MARKETS!! Everyone thinks $SPCX IPO will be free money. But people thought the same about Meta in 2012. After Meta went public, the stock dumped more than 70% in the first 100 days. Retail bought the hype. Then insiders and early investors got liquidity. Now the same setup is coming again. SpaceX is expected to go public on June 12 at a $1.75 TRILLION to $2 TRILLION valuation. That would instantly make it one of the biggest companies in the US market. But here’s the problem. This is not just an IPO. This is a massive liquidity event. Insiders reportedly own around 95% of SpaceX shares. The public float is only around 5%. That means insiders are sitting on more than $1.6 TRILLION of paper wealth. And after the IPO, that paper wealth starts becoming real exit liquidity. Michael Burry already warned about this. He said SpaceX, OpenAI and Anthropic could raise more money than the 300 biggest IPOs in 2000. And he is not just talking. He is already betting against the AI bubble with a massive short position in $PLTR and $NVDA. So now connect the dots. Meta IPO dumped after the hype. AI stocks are already crowded. SpaceX IPO will pull liquidity from everything else. - Stocks. - Crypto. - High beta tech. Everything retail is already holding. Most people will see the Elon hype. I see the liquidity drain. This could become one of the biggest insider cashout events in modern market history. I have studied macro for 10 years and called almost every major market top including the October BTC ATH. Follow and turn notifications on. I will post the warning before it hits the headlines.

DANNY

582,740 просмотров • 1 месяц назад

🚨 WARNING: SPACEX IPO IS A REAL BIG STORM FOR MARKETS!! Everyone thinks $SPCX IPO will be free money. But people thought the same about Meta in 2012. After Meta went public, the stock dumped more than 70% in the first 100 days. Retail bought the hype. Then insiders and early investors got liquidity. Now the same setup is coming again. SpaceX is expected to go public on June 12 at a $1.75 TRILLION to $2 TRILLION valuation. That would instantly make it one of the biggest companies in the US market. But here’s the problem. This is not just an IPO. This is a massive liquidity event. Insiders reportedly own around 95% of SpaceX shares. The public float is only around 5%. That means insiders are sitting on more than $1.6 TRILLION of paper wealth. And after the IPO, that paper wealth starts becoming real exit liquidity. Michael Burry already warned about this. He said SpaceX, OpenAI and Anthropic could raise more money than the 300 biggest IPOs in 2000. And he is not just talking. He is already betting against the AI bubble with a massive short position in $PLTR and $NVDA. So now connect the dots. Meta IPO dumped after the hype. AI stocks are already crowded. SpaceX IPO will pull liquidity from everything else. - Stocks. - Crypto. - High beta tech. Everything retail is already holding. Most people will see the Elon hype. I see the liquidity drain. This could become one of the biggest insider cashout events in modern market history. I have studied macro for 10 years and called almost every major market top including the October BTC ATH. Follow and turn notifications on. I will post the warning before it hits the headlines.
0:36

🚨 WARNING: SPACEX IPO IS A REAL BIG STORM FOR MARKETS!! Everyone thinks $SPCX IPO will be free money. But people thought the same about Meta in 2012. After Meta went public, the stock dumped more than 70% in the first 100 days. Retail bought the hype. Then insiders and early investors got liquidity. Now the same setup is coming again. SpaceX is expected to go public on June 12 at a $1.75 TRILLION to $2 TRILLION valuation. That would instantly make it one of the biggest companies in the US market. But here’s the problem. This is not just an IPO. This is a massive liquidity event. Insiders reportedly own around 95% of SpaceX shares. The public float is only around 5%. That means insiders are sitting on more than $1.6 TRILLION of paper wealth. And after the IPO, that paper wealth starts becoming real exit liquidity. Michael Burry already warned about this. He said SpaceX, OpenAI and Anthropic could raise more money than the 300 biggest IPOs in 2000. And he is not just talking. He is already betting against the AI bubble with a massive short position in $PLTR and $NVDA. So now connect the dots. Meta IPO dumped after the hype. AI stocks are already crowded. SpaceX IPO will pull liquidity from everything else. - Stocks. - Crypto. - High beta tech. Everything retail is already holding. Most people will see the Elon hype. I see the liquidity drain. This could become one of the biggest insider cashout events in modern market history. I have studied macro for 10 years and called almost every major market top including the October BTC ATH. Follow and turn notifications on. I will post the warning before it hits the headlines.

Wimar.X

826,109 просмотров • 2 месяцев назад

🚨 SPACEX IS ABOUT TO REPEAT TESLA 2010 And nobody is ready for what will happen 2010: Tesla goes public $1.13 → $2.03 Everyone said the same thing: “This is the future” “Elon is changing the world” Then came the part nobody talks about: Tesla collapsed 60% $2.03 → $0.9 In days Now look at today: 2026: – SpaceX just went public – +30% from the IPO price at launch – Biggest IPO in market history – Everyone is calling it “the next Tesla” But there’s one thing… Tesla 2010: - Small valuation - Post-crash market - Low expectations - No trillion-dollar exit SpaceX 2026: - $1.75T IPO - Retail access opened at the last second - The stock market is at the most overvalued level in history That is not the same opportunity Most people think Tesla 2010 means straight up forever: Yes, Tesla pumped first Then it destroyed everyone who chased it That is the part they leave out Now SpaceX has the same Elon premium The same future narrative. But much worse timing So now you have two choices: Chase the most expensive IPO in history after a +30% launch pump Or understand what Tesla 2010 already showed you Reminder: I’ve called all the market tops and bottoms for the last 15 years, including the Bitcoin bottom at $16,000 and the top at $126,000 The next call will be even more important When I exit the markets completely, I’ll post it here publicly like I always do Turn notifications on. If you’re not following yet, you’ll understand why that was a mistake later
1:03

🚨 SPACEX IS ABOUT TO REPEAT TESLA 2010 And nobody is ready for what will happen 2010: Tesla goes public $1.13 → $2.03 Everyone said the same thing: “This is the future” “Elon is changing the world” Then came the part nobody talks about: Tesla collapsed 60% $2.03 → $0.9 In days Now look at today: 2026: – SpaceX just went public – +30% from the IPO price at launch – Biggest IPO in market history – Everyone is calling it “the next Tesla” But there’s one thing… Tesla 2010: - Small valuation - Post-crash market - Low expectations - No trillion-dollar exit SpaceX 2026: - $1.75T IPO - Retail access opened at the last second - The stock market is at the most overvalued level in history That is not the same opportunity Most people think Tesla 2010 means straight up forever: Yes, Tesla pumped first Then it destroyed everyone who chased it That is the part they leave out Now SpaceX has the same Elon premium The same future narrative. But much worse timing So now you have two choices: Chase the most expensive IPO in history after a +30% launch pump Or understand what Tesla 2010 already showed you Reminder: I’ve called all the market tops and bottoms for the last 15 years, including the Bitcoin bottom at $16,000 and the top at $126,000 The next call will be even more important When I exit the markets completely, I’ll post it here publicly like I always do Turn notifications on. If you’re not following yet, you’ll understand why that was a mistake later

Hopper

35,138 просмотров • 1 месяц назад

🚨 SPACEX IS ABOUT TO REPEAT TESLA 2010 And nobody is ready for what will happen. 2010: Tesla goes public. $1.13 → $2.03 Everyone said the same thing: “This is the future.” “Elon is changing the world.” Then came the part nobody talks about: Tesla collapsed 50%. $2.03 → $1.00 In days. Now look at today: 2026: – SpaceX just went public – +30% from the IPO price at launch – Biggest IPO in market history – Everyone is calling it “the next Tesla” But there’s one thing… Tesla 2010: - Small valuation - Post-crash market - Low expectations - No trillion-dollar exit SpaceX 2026: - $1.75T IPO - Retail access opened at the last second - The stock market is at the most overvalued level in history That is not the same opportunity. Most people think Tesla 2010 means straight up forever: Yes, Tesla pumped first. Then it destroyed everyone who chased it. That is the part they leave out. Now SpaceX has the same Elon premium. The same future narrative. But much worse timing. So now you have two choices: Chase the most expensive IPO in history after a +30% launch pump… Or understand what Tesla 2010 already showed you. Reminder: I’ve called all the market tops and bottoms for the last 15 years, including the Bitcoin bottom at $16,000 and the top at $126,000. The next call will be even more important. When I exit the markets completely, I’ll post it here publicly like I always do. Turn notifications on. If you’re not following yet, you’ll understand why that was a mistake later.
0:47

🚨 SPACEX IS ABOUT TO REPEAT TESLA 2010 And nobody is ready for what will happen. 2010: Tesla goes public. $1.13 → $2.03 Everyone said the same thing: “This is the future.” “Elon is changing the world.” Then came the part nobody talks about: Tesla collapsed 50%. $2.03 → $1.00 In days. Now look at today: 2026: – SpaceX just went public – +30% from the IPO price at launch – Biggest IPO in market history – Everyone is calling it “the next Tesla” But there’s one thing… Tesla 2010: - Small valuation - Post-crash market - Low expectations - No trillion-dollar exit SpaceX 2026: - $1.75T IPO - Retail access opened at the last second - The stock market is at the most overvalued level in history That is not the same opportunity. Most people think Tesla 2010 means straight up forever: Yes, Tesla pumped first. Then it destroyed everyone who chased it. That is the part they leave out. Now SpaceX has the same Elon premium. The same future narrative. But much worse timing. So now you have two choices: Chase the most expensive IPO in history after a +30% launch pump… Or understand what Tesla 2010 already showed you. Reminder: I’ve called all the market tops and bottoms for the last 15 years, including the Bitcoin bottom at $16,000 and the top at $126,000. The next call will be even more important. When I exit the markets completely, I’ll post it here publicly like I always do. Turn notifications on. If you’re not following yet, you’ll understand why that was a mistake later.

Alex Mason 👁△

2,422,847 просмотров • 1 месяц назад

BREAKING: Elon Musk is about to force everyone in America to buy SpaceX stock. Even if you don't want to, you will own something of it. And the three biggest pension funds in the country are trying to stop him. Here's why... On Wednesday, three of the largest public pension systems in the United States sent Elon Musk a letter. New York State Comptroller Thomas DiNapoli. New York City Comptroller Mark Levine. CalPERS CEO Marcie Frost. Together, they oversee more than $1 trillion in retirement assets for teachers, firefighters, nurses, and public workers. They asked Musk to scrap the governance structure SpaceX is planning to use for its IPO. Their exact words: it would constitute "the most management-favorable governance structure ever" at this scale. Here's what's actually in the filing. SpaceX is targeting a $1.75 trillion valuation. It plans to raise $75 billion. That makes it the largest IPO in human history. Bigger than Saudi Aramco. Roughly the size of the entire GDP of South Korea. Twenty-one investment banks have been assembled to underwrite it. The target listing month is June. Now look at the share structure. There are two classes of stock. Class A is what gets sold to the public. One vote per share. Class B is held by Musk and a handful of insiders. Ten votes per share. Musk owns 42.5% of the equity. He controls 83.8% of the voting power. After the IPO, he keeps more than 50% of voting control. The only person who can fire Elon Musk from SpaceX is Elon Musk. Then there's the litigation structure. SpaceX reincorporated in Texas. New Texas laws say shareholders must hold up to 3% of outstanding stock to pursue derivative lawsuits. At a $1.75 trillion valuation, that's $52.5 billion in holdings. This is the package. All of it, in one IPO. Voting locked. Courthouse locked. Boardroom locked. And here's the part that should stop every retail investor reading this. SpaceX has applied for early inclusion in the Nasdaq 100. That means as soon as the listing clears, every passive index fund that tracks the Nasdaq 100 has to buy the stock. Every S&P 500 fund that picks it up has to buy the stock. Every target-date retirement fund that holds those indexes has to buy the stock. Every 401k allocation that defaults to "diversified index exposure" has to buy the stock. The American Federation of Teachers, whose members participate in retirement funds worth roughly $3 trillion in assets, has already filed a formal objection. Their argument is that index rules will "force" their members to invest in SpaceX at a proportion that has nothing to do with the company's fundamentals. You will own SpaceX through your 401k. You will own SpaceX through your pension. You will own SpaceX through your index fund. This is the structural innovation of the whole deal. Most IPOs ask you to buy the stock. This one is engineered so you buy it whether you ask to or not. That's why the pension funds are panicking. They wrote the letter because that's the only lever they have left. Now zoom out. The wealthy have always understood something most retail investors haven't. Passive investing is not neutral. When you buy an index fund, you're not making a neutral bet on America. You're buying whatever the index committee decides to admit. In whatever weight they decide to assign. SpaceX is the best example yet. It's about to land in millions of retirement accounts in June. Whether anyone asked for it or not. The lesson is not "don't buy SpaceX." The decision has been made. The lesson is to actually look at what you own. They picked the default 401k option years ago and never looked again. They think they own "the market." They actually own a committee's decision about what the market should be. The wealthy don't operate that way, they know exactly what they own. They build deliberate, rules-based allocations. Not because they're smarter. Because they decided a long time ago that owning something by accident is not the same as owning it on purpose. The question is which group you want to be in. Surmount was built for the second one. Rules-based strategies you actually pick....
5:15

BREAKING: Elon Musk is about to force everyone in America to buy SpaceX stock. Even if you don't want to, you will own something of it. And the three biggest pension funds in the country are trying to stop him. Here's why... On Wednesday, three of the largest public pension systems in the United States sent Elon Musk a letter. New York State Comptroller Thomas DiNapoli. New York City Comptroller Mark Levine. CalPERS CEO Marcie Frost. Together, they oversee more than $1 trillion in retirement assets for teachers, firefighters, nurses, and public workers. They asked Musk to scrap the governance structure SpaceX is planning to use for its IPO. Their exact words: it would constitute "the most management-favorable governance structure ever" at this scale. Here's what's actually in the filing. SpaceX is targeting a $1.75 trillion valuation. It plans to raise $75 billion. That makes it the largest IPO in human history. Bigger than Saudi Aramco. Roughly the size of the entire GDP of South Korea. Twenty-one investment banks have been assembled to underwrite it. The target listing month is June. Now look at the share structure. There are two classes of stock. Class A is what gets sold to the public. One vote per share. Class B is held by Musk and a handful of insiders. Ten votes per share. Musk owns 42.5% of the equity. He controls 83.8% of the voting power. After the IPO, he keeps more than 50% of voting control. The only person who can fire Elon Musk from SpaceX is Elon Musk. Then there's the litigation structure. SpaceX reincorporated in Texas. New Texas laws say shareholders must hold up to 3% of outstanding stock to pursue derivative lawsuits. At a $1.75 trillion valuation, that's $52.5 billion in holdings. This is the package. All of it, in one IPO. Voting locked. Courthouse locked. Boardroom locked. And here's the part that should stop every retail investor reading this. SpaceX has applied for early inclusion in the Nasdaq 100. That means as soon as the listing clears, every passive index fund that tracks the Nasdaq 100 has to buy the stock. Every S&P 500 fund that picks it up has to buy the stock. Every target-date retirement fund that holds those indexes has to buy the stock. Every 401k allocation that defaults to "diversified index exposure" has to buy the stock. The American Federation of Teachers, whose members participate in retirement funds worth roughly $3 trillion in assets, has already filed a formal objection. Their argument is that index rules will "force" their members to invest in SpaceX at a proportion that has nothing to do with the company's fundamentals. You will own SpaceX through your 401k. You will own SpaceX through your pension. You will own SpaceX through your index fund. This is the structural innovation of the whole deal. Most IPOs ask you to buy the stock. This one is engineered so you buy it whether you ask to or not. That's why the pension funds are panicking. They wrote the letter because that's the only lever they have left. Now zoom out. The wealthy have always understood something most retail investors haven't. Passive investing is not neutral. When you buy an index fund, you're not making a neutral bet on America. You're buying whatever the index committee decides to admit. In whatever weight they decide to assign. SpaceX is the best example yet. It's about to land in millions of retirement accounts in June. Whether anyone asked for it or not. The lesson is not "don't buy SpaceX." The decision has been made. The lesson is to actually look at what you own. They picked the default 401k option years ago and never looked again. They think they own "the market." They actually own a committee's decision about what the market should be. The wealthy don't operate that way, they know exactly what they own. They build deliberate, rules-based allocations. Not because they're smarter. Because they decided a long time ago that owning something by accident is not the same as owning it on purpose. The question is which group you want to be in. Surmount was built for the second one. Rules-based strategies you actually pick....

Logan Weaver

15,945 просмотров • 2 месяцев назад

🚨 WARNING: SPACEX IPO WILL BE A MASSIVE STORM FOR MARKETS!! Everyone thinks $SPCX IPO will be free money. But people thought the same about Rocket Lab. $RKLB went public in 2021 with massive space stock hype. Then it dumped 82.8% from its 2021 high to its 2022 low. Retail bought the future. Then reality hit. Now the same setup is coming again, but much bigger. SpaceX is expected to go public on June 12 at a $1.75 TRILLION to $2 TRILLION valuation. That would instantly make it one of the biggest companies in the US market. But here’s the problem. This is not just an IPO. This is a massive liquidity event. Insiders reportedly own around 95% of SpaceX shares. The public float is only around 5%. That means insiders are sitting on more than $1.6 TRILLION of paper wealth. And after the IPO, that paper wealth starts becoming real exit liquidity. Michael Burry already warned about this. He said SpaceX, OpenAI and Anthropic could raise more money than the 300 biggest IPOs in 2000. And he is not just talking. He is already betting against the AI bubble with a massive short position in $PLTR and $NVDA. So now connect the dots. Rocket Lab dumped after the hype. AI stocks are already crowded. SpaceX IPO will pull liquidity from everything else. Stocks. Crypto. High beta tech. Everything retail is already holding. Most people will see the Elon hype. I see the liquidity drain. This could become one of the biggest insider cashout events in modern market history. I have studied macro for 10 years and called almost every major market top, including the October BTC ATH. Follow and turn notifications on. I will post the warning BEFORE it hits the headlines.
0:36

🚨 WARNING: SPACEX IPO WILL BE A MASSIVE STORM FOR MARKETS!! Everyone thinks $SPCX IPO will be free money. But people thought the same about Rocket Lab. $RKLB went public in 2021 with massive space stock hype. Then it dumped 82.8% from its 2021 high to its 2022 low. Retail bought the future. Then reality hit. Now the same setup is coming again, but much bigger. SpaceX is expected to go public on June 12 at a $1.75 TRILLION to $2 TRILLION valuation. That would instantly make it one of the biggest companies in the US market. But here’s the problem. This is not just an IPO. This is a massive liquidity event. Insiders reportedly own around 95% of SpaceX shares. The public float is only around 5%. That means insiders are sitting on more than $1.6 TRILLION of paper wealth. And after the IPO, that paper wealth starts becoming real exit liquidity. Michael Burry already warned about this. He said SpaceX, OpenAI and Anthropic could raise more money than the 300 biggest IPOs in 2000. And he is not just talking. He is already betting against the AI bubble with a massive short position in $PLTR and $NVDA. So now connect the dots. Rocket Lab dumped after the hype. AI stocks are already crowded. SpaceX IPO will pull liquidity from everything else. Stocks. Crypto. High beta tech. Everything retail is already holding. Most people will see the Elon hype. I see the liquidity drain. This could become one of the biggest insider cashout events in modern market history. I have studied macro for 10 years and called almost every major market top, including the October BTC ATH. Follow and turn notifications on. I will post the warning BEFORE it hits the headlines.

Wimar.X

676,379 просмотров • 1 месяц назад

🚨 THIS IS HOW THE SPACEX IPO WILL ACTUALLY PLAY OUT Day 1 opens with a pump Retail buys the hype Insiders sell into it That's not a prediction - that's every major IPO in history Then comes 6 months of slow bleed while retail holds and hopes Then hype dies Everyone who bought Day 1 is underwater That's when institutions quietly start accumulating at the price they actually wanted No, no! Not at $1.77T valuation At whatever the market decides it's actually worth There are two ways to play this Buy the launch and hand insiders a perfect exit Or wait 6 months until nobody is talking about SpaceX anymore - and buy from the people who bought from the insiders And today, that price is $1.77 trillion You know what to do! If you've been following me closely you knew when and why S&P 500 would start correcting Many of my followers also took profit from the GOLD pump The next stock market updates will be the most important ones The reason is simple - we're entering a correction phase Turn on notifications and you'll realize how much valuable info you've been missing by not doing it sooner
0:50

🚨 THIS IS HOW THE SPACEX IPO WILL ACTUALLY PLAY OUT Day 1 opens with a pump Retail buys the hype Insiders sell into it That's not a prediction - that's every major IPO in history Then comes 6 months of slow bleed while retail holds and hopes Then hype dies Everyone who bought Day 1 is underwater That's when institutions quietly start accumulating at the price they actually wanted No, no! Not at $1.77T valuation At whatever the market decides it's actually worth There are two ways to play this Buy the launch and hand insiders a perfect exit Or wait 6 months until nobody is talking about SpaceX anymore - and buy from the people who bought from the insiders And today, that price is $1.77 trillion You know what to do! If you've been following me closely you knew when and why S&P 500 would start correcting Many of my followers also took profit from the GOLD pump The next stock market updates will be the most important ones The reason is simple - we're entering a correction phase Turn on notifications and you'll realize how much valuable info you've been missing by not doing it sooner

NoName

1,420,535 просмотров • 1 месяц назад

Elon Musk's biggest competitor is secretly paying him $1.25 BILLION per month. SpaceX just revealed its financials for the first time in 23 years of existence. And buried deep in the S-1 is a detail that changes how you should think about the entire AI race. Anthropic, the company building Claude, the company that positions itself as OpenAI's biggest threat, the company valued at over $100 billion, is paying SpaceX $1.25 billion EVERY SINGLE MONTH for compute capacity through May 2029. That is $15 billion a year flowing directly from Elon's top AI competitor into Elon's bank account. Think about what that means: Every time Anthropic trains a new model, improves Claude, or lands an enterprise customer, a massive chunk of that revenue goes straight to the guy who owns the competing AI product. Anthropic is literally funding the war against itself. And that's just the beginning of what this filing reveals... The entire SpaceX IPO is structured around a bet most people haven't figured out yet. In 2025, SpaceX spent $20 billion in capex. 60% of that, roughly $12 billion, went to AI infrastructure. Rockets and satellites got the leftovers. In Q1 2026 alone, $7.7 billion out of $10 billion in total capex went to AI. The "rocket company" is spending like an AI company. Meanwhile, xAI, the division that houses Grok, generated $3.2 billion in revenue for the full year of 2025. But its R&D costs TRIPLED to $5 billion. It's burning cash at a pace that would have destroyed it as a standalone company. Which is exactly why Elon merged it into SpaceX two months before filing the IPO. And Starlink is the engine that makes the whole thing work: $11.4 billion in revenue, $4.4 billion in operating profit, and 10.3 million subscribers across 164 countries. It's one of the most profitable subscription businesses on the planet right now. But the average revenue per user DROPPED from $99 per month in 2023 to $66 per month in March 2026. Subscribers quadrupled but each one is paying a third less. Starlink is growing by getting cheaper. SpaceX has lost $37 BILLION since it was founded. Net loss in 2025 was $4.9 billion. This is a company that has never turned an annual profit in 23 years of operation, and it is about to IPO at a $1.75 trillion valuation. And the total addressable market SpaceX claims in the filing is $28.5 trillion. That is a QUARTER of global GDP. So here is what investors are actually buying when this IPO prices: They are buying the most profitable satellite internet business in history, stapled to an AI lab that is burning cash, wrapped inside a Mars colonization pitch that requires building a permanent city on another planet, funded by monthly billion-dollar payments from a direct competitor who has no other option for compute at that scale. This is the kind of thing only Elon could pull off.
2:03

Elon Musk's biggest competitor is secretly paying him $1.25 BILLION per month. SpaceX just revealed its financials for the first time in 23 years of existence. And buried deep in the S-1 is a detail that changes how you should think about the entire AI race. Anthropic, the company building Claude, the company that positions itself as OpenAI's biggest threat, the company valued at over $100 billion, is paying SpaceX $1.25 billion EVERY SINGLE MONTH for compute capacity through May 2029. That is $15 billion a year flowing directly from Elon's top AI competitor into Elon's bank account. Think about what that means: Every time Anthropic trains a new model, improves Claude, or lands an enterprise customer, a massive chunk of that revenue goes straight to the guy who owns the competing AI product. Anthropic is literally funding the war against itself. And that's just the beginning of what this filing reveals... The entire SpaceX IPO is structured around a bet most people haven't figured out yet. In 2025, SpaceX spent $20 billion in capex. 60% of that, roughly $12 billion, went to AI infrastructure. Rockets and satellites got the leftovers. In Q1 2026 alone, $7.7 billion out of $10 billion in total capex went to AI. The "rocket company" is spending like an AI company. Meanwhile, xAI, the division that houses Grok, generated $3.2 billion in revenue for the full year of 2025. But its R&D costs TRIPLED to $5 billion. It's burning cash at a pace that would have destroyed it as a standalone company. Which is exactly why Elon merged it into SpaceX two months before filing the IPO. And Starlink is the engine that makes the whole thing work: $11.4 billion in revenue, $4.4 billion in operating profit, and 10.3 million subscribers across 164 countries. It's one of the most profitable subscription businesses on the planet right now. But the average revenue per user DROPPED from $99 per month in 2023 to $66 per month in March 2026. Subscribers quadrupled but each one is paying a third less. Starlink is growing by getting cheaper. SpaceX has lost $37 BILLION since it was founded. Net loss in 2025 was $4.9 billion. This is a company that has never turned an annual profit in 23 years of operation, and it is about to IPO at a $1.75 trillion valuation. And the total addressable market SpaceX claims in the filing is $28.5 trillion. That is a QUARTER of global GDP. So here is what investors are actually buying when this IPO prices: They are buying the most profitable satellite internet business in history, stapled to an AI lab that is burning cash, wrapped inside a Mars colonization pitch that requires building a permanent city on another planet, funded by monthly billion-dollar payments from a direct competitor who has no other option for compute at that scale. This is the kind of thing only Elon could pull off.

Ricardo

208,495 просмотров • 2 месяцев назад

.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

599,530 просмотров • 25 дней назад

The largest IPO in history is also shaping up to be the largest exit liquidity operation in history SpaceX went public at more than 90x revenue, and the insiders who bought in at a fraction of today's price are about to start selling their shares to you. Let me walk you through why this IPO is built to separate retail investors from their money: SpaceX has NEVER turned a profit and lost close to $5 billion last year. At the offering you were paying more than 90x revenue and at the peak the market briefly valued it near 140x. 30 years ago the head of Sun Microsystems explained in detail why paying even 10x revenue almost always ends in tears, and he was right. But listen closely, because the valuation is not even the real story. The scarcity is what CREATED this valuation in the first place, and the calendar that kills the scarcity is what kills the price. Less than 5% of SpaceX shares were actually available to trade at the IPO. Then the index committees REWROTE their own rules to fast track the stock into the Nasdaq 100 just 15 trading days after listing, which forced every passive fund and index ETF in the country to buy at the exact moment the float was at its tightest. The Nasdaq inclusion alone forced an estimated $4.3 billion of buying, and the Russell reweighting added roughly $3 billion more. The supply was minuscule and the buying was mandatory. That's a manufactured squeeze, and it is why the stock went above $225 in its first week. Now watch what happens next, because this is the part they ain't explaining to you: The lockup was staggered on purpose, and the entire schedule is sitting in the prospectus for anyone who bothers to read it. In early August, right after Q2 earnings, 20% of the locked shares come free. Another 10% unlocks early if the stock trades 30% above the $135 IPO price going into the report. Then tranches of 7% hit the market at 70, 90, 105, 120 and 135 days after the IPO, which means fresh insider supply lands roughly every 2 to 3 weeks from late August through late October. Q3 earnings triggers the single biggest release of all, another 28%, roughly 1.3 billion shares. On December 8 the 180 day lockup expires entirely. And on June 12, 2027 comes the final wave, when Musk's own 6.4 billion shares, 42% of the whole company, become sellable for the first time. Add it all up and insiders could be free to sell as much as 44% of the company by early September, which would balloon the tradable float by roughly 900%. All of that supply lands on a stock the company deliberately packed with retail, because SpaceX reserved close to 30% of the offering for individual investors vs the usual 10%. This deal created over 4,400 paper millionaires inside the company. You think none of them are looking to cash out? Early holders are already loading up on puts to lock in what they have. First they keep the float tiny. Then they let the index rules force the world to buy at the top. Then they release a flood of insider stock into a crowd of retail buyers who were handed the shares up high. When the price finally breaks the offering level, the people who got in years ago at pennies on today's dollar will hit the bid, and the exit liquidity is your retirement account. And what are you actually left holding? Strip away the science fiction and the only business inside SpaceX that reliably earns money is Starlink, which produced $1.2 billion of operating income last quarter. A wonderful business worth hundreds of billions on its best day. NOT $2 trillion. Serious fair value work lands around $30 a share. Nobody has been a bigger bear on this deal than me. I called it out the moment it started trading, and it is already playing out on schedule as the shares have given back the entire squeeze and slipped below their opening print. I was Peter Lynch's auto analyst back in 1981 and I have watched every disaster since, and I am telling you this is one of the great wealth transfers of my lifetime packed into a fancy narrative. Tesla was the biggest misallocation of capital in the history of stock markets. SpaceX may have just surpassed it. SPCX goes straight onto my short list, and the beauty of this setup is that the catalyst is not a guess or something, it is literally a PUBLISHED CALENDAR. This is the most grossly overpriced stock at scale that I have ever seen.
2:11

The largest IPO in history is also shaping up to be the largest exit liquidity operation in history SpaceX went public at more than 90x revenue, and the insiders who bought in at a fraction of today's price are about to start selling their shares to you. Let me walk you through why this IPO is built to separate retail investors from their money: SpaceX has NEVER turned a profit and lost close to $5 billion last year. At the offering you were paying more than 90x revenue and at the peak the market briefly valued it near 140x. 30 years ago the head of Sun Microsystems explained in detail why paying even 10x revenue almost always ends in tears, and he was right. But listen closely, because the valuation is not even the real story. The scarcity is what CREATED this valuation in the first place, and the calendar that kills the scarcity is what kills the price. Less than 5% of SpaceX shares were actually available to trade at the IPO. Then the index committees REWROTE their own rules to fast track the stock into the Nasdaq 100 just 15 trading days after listing, which forced every passive fund and index ETF in the country to buy at the exact moment the float was at its tightest. The Nasdaq inclusion alone forced an estimated $4.3 billion of buying, and the Russell reweighting added roughly $3 billion more. The supply was minuscule and the buying was mandatory. That's a manufactured squeeze, and it is why the stock went above $225 in its first week. Now watch what happens next, because this is the part they ain't explaining to you: The lockup was staggered on purpose, and the entire schedule is sitting in the prospectus for anyone who bothers to read it. In early August, right after Q2 earnings, 20% of the locked shares come free. Another 10% unlocks early if the stock trades 30% above the $135 IPO price going into the report. Then tranches of 7% hit the market at 70, 90, 105, 120 and 135 days after the IPO, which means fresh insider supply lands roughly every 2 to 3 weeks from late August through late October. Q3 earnings triggers the single biggest release of all, another 28%, roughly 1.3 billion shares. On December 8 the 180 day lockup expires entirely. And on June 12, 2027 comes the final wave, when Musk's own 6.4 billion shares, 42% of the whole company, become sellable for the first time. Add it all up and insiders could be free to sell as much as 44% of the company by early September, which would balloon the tradable float by roughly 900%. All of that supply lands on a stock the company deliberately packed with retail, because SpaceX reserved close to 30% of the offering for individual investors vs the usual 10%. This deal created over 4,400 paper millionaires inside the company. You think none of them are looking to cash out? Early holders are already loading up on puts to lock in what they have. First they keep the float tiny. Then they let the index rules force the world to buy at the top. Then they release a flood of insider stock into a crowd of retail buyers who were handed the shares up high. When the price finally breaks the offering level, the people who got in years ago at pennies on today's dollar will hit the bid, and the exit liquidity is your retirement account. And what are you actually left holding? Strip away the science fiction and the only business inside SpaceX that reliably earns money is Starlink, which produced $1.2 billion of operating income last quarter. A wonderful business worth hundreds of billions on its best day. NOT $2 trillion. Serious fair value work lands around $30 a share. Nobody has been a bigger bear on this deal than me. I called it out the moment it started trading, and it is already playing out on schedule as the shares have given back the entire squeeze and slipped below their opening print. I was Peter Lynch's auto analyst back in 1981 and I have watched every disaster since, and I am telling you this is one of the great wealth transfers of my lifetime packed into a fancy narrative. Tesla was the biggest misallocation of capital in the history of stock markets. SpaceX may have just surpassed it. SPCX goes straight onto my short list, and the beauty of this setup is that the catalyst is not a guess or something, it is literally a PUBLISHED CALENDAR. This is the most grossly overpriced stock at scale that I have ever seen.

George Noble

348,104 просмотров • 22 дней назад

THIS GUY IS TESTING A $3 ARDUINO PART WHILE SPACEX IS WALKING INTO A $2T IPO WITH A 300-PAGE FILING MOST INVESTORS WILL NEVER READ he is not flexing electronics. he is showing the part most people still miss: small inputs, hidden outputs and one boring system that only makes sense when you actually trace what is happening underneath that is the same problem with the SpaceX S-1. most people will see rockets, Mars, Starship, $150B in demand and a $1,75T-$2T valuation. Kimi reads the machine behind the story 300+ pages, 500,000+ tokens, revenue tables, legal risks, Starlink metrics and footnotes that change the headline. the loud version says SpaceX is a rocket company. the filing says Starlink is carrying the economics the cleanest signal is not the IPO hype. it is Starlink ARPU falling from $99/month in 2023 to $66/month in Q1 2026 while subscriber growth keeps looking strong on the surface Morningstar looked at the same filing and landed near $780B fair value. the market is trying to price it at more than 2x that. same document, different connections, completely different verdict the edge is not having access to the filing. everyone has that. the edge is reading the whole system before everyone else trades off the headline
0:38

THIS GUY IS TESTING A $3 ARDUINO PART WHILE SPACEX IS WALKING INTO A $2T IPO WITH A 300-PAGE FILING MOST INVESTORS WILL NEVER READ he is not flexing electronics. he is showing the part most people still miss: small inputs, hidden outputs and one boring system that only makes sense when you actually trace what is happening underneath that is the same problem with the SpaceX S-1. most people will see rockets, Mars, Starship, $150B in demand and a $1,75T-$2T valuation. Kimi reads the machine behind the story 300+ pages, 500,000+ tokens, revenue tables, legal risks, Starlink metrics and footnotes that change the headline. the loud version says SpaceX is a rocket company. the filing says Starlink is carrying the economics the cleanest signal is not the IPO hype. it is Starlink ARPU falling from $99/month in 2023 to $66/month in Q1 2026 while subscriber growth keeps looking strong on the surface Morningstar looked at the same filing and landed near $780B fair value. the market is trying to price it at more than 2x that. same document, different connections, completely different verdict the edge is not having access to the filing. everyone has that. the edge is reading the whole system before everyone else trades off the headline

Gipp 🦅

19,364 просмотров • 1 месяц назад