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Ron Baron today in new interview on SpaceX and a potential IPO: "We think it's likely they could go public next summer. I think June 28th because that's his (Elon's) birthday. But they have said it (an IPO) to their shareholders. The press has speculated a $1.5T valuation by... show more

Sawyer Merritt

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202,609 次观看 • 7 个月前 •via X (Twitter)

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BILLIONAIRE RON BARON PREDICTED ON DECEMBER 17, 2025 THAT SPACEX WOULD LIKELY GO PUBLIC BY THE SUMMER OF 2026. HE EVEN GUESSED JUNE 28TH — ELON MUSK'S BIRTHDAY. HE ALSO GOT THE VALUATION RIGHT. WHAT A LEGEND.

BILLIONAIRE RON BARON PREDICTED ON DECEMBER 17, 2025 THAT SPACEX WOULD LIKELY GO PUBLIC BY THE SUMMER OF 2026. HE EVEN GUESSED JUNE 28TH — ELON MUSK'S BIRTHDAY. HE ALSO GOT THE VALUATION RIGHT. WHAT A LEGEND.

Vivek Sen

62,509 次观看 • 1 个月前

Ron Baron in new interview on the upcoming SpaceX IPO: "I think the company over the next 10 or 15 years is going to be worth $10 trillion, $20 trillion, $30 trillion, and I could be very low." Baron Capital has invested a total of $1.7 billion in SpaceX over the years, which is now worth over $15 billion.

Ron Baron in new interview on the upcoming SpaceX IPO: "I think the company over the next 10 or 15 years is going to be worth $10 trillion, $20 trillion, $30 trillion, and I could be very low." Baron Capital has invested a total of $1.7 billion in SpaceX over the years, which is now worth over $15 billion.

Sawyer Merritt

330,264 次观看 • 2 个月前

Chris Camillo reveals SpaceX kicked him out at a $220B valuation right before the IPO "I invested in SpaceX at $33 billion. The fund I invested in claimed to have run out of money to pay their legal bills in California at $220 billion and forced us out of the stock" "I got pulled out of SpaceX at $220 billion and it really upsets me now watching this IPO. My plan was always to hold it through the IPO" "I did make 8x, but it would have made a lot more"

Chris Camillo reveals SpaceX kicked him out at a $220B valuation right before the IPO "I invested in SpaceX at $33 billion. The fund I invested in claimed to have run out of money to pay their legal bills in California at $220 billion and forced us out of the stock" "I got pulled out of SpaceX at $220 billion and it really upsets me now watching this IPO. My plan was always to hold it through the IPO" "I did make 8x, but it would have made a lot more"

Casper

387,691 次观看 • 1 个月前

SpaceX said it has entered an agreement to either acquire Cursor for $60 billion later this year or pay $10 billion for their work together. Max Wiethe: "I think this is all being done to try to get the SpaceX IPO out this summer at the valuation that [Elon] wants."

SpaceX said it has entered an agreement to either acquire Cursor for $60 billion later this year or pay $10 billion for their work together. Max Wiethe: "I think this is all being done to try to get the SpaceX IPO out this summer at the valuation that [Elon] wants."

MTS

44,121 次观看 • 2 个月前

Should MrBeast Go Public? "So Kalshi came up and said 12% chance Mr. Beast announces an IPO. They have a new CEO. I think their valuation from a couple of years ago, they were saying it's worth $1.5 billion. Right now it's around $5 billion." "What do you think is the likelihood that a YouTuber like Mr. Beast, whose top line revenue for his whole brand right now is $800 to $900 million, what's the likely of somebody like that goes public?"

PBD Podcast

44,487 次观看 • 1 个月前

Ron Baron said today that he bought $1 billion of SpaceX IPO shares last Friday, and said that all of Baron Capital's $SPCX holdings are now worth $25 billion. "I think we're going to make hundreds of billions of dollars; If you read the prospectus, you realize what they (SpaceX) have done is not possible for anyone else to accomplish. He's trying to save humanity" Full video linked below:

Ron Baron said today that he bought $1 billion of SpaceX IPO shares last Friday, and said that all of Baron Capital's $SPCX holdings are now worth $25 billion. "I think we're going to make hundreds of billions of dollars; If you read the prospectus, you realize what they (SpaceX) have done is not possible for anyone else to accomplish. He's trying to save humanity" Full video linked below:

Sawyer Merritt

622,349 次观看 • 1 个月前

"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

"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 次观看 • 1 个月前

SpaceX has reportedly filed with the SEC to go public in what is expected to be the biggest initial public offering in history. The company is targeting a roughly $1.75 trillion valuation and plans to raise about $75 billion. The IPO, which could happen in June, would easily surpass the previous record set by Saudi Aramco in 2019. Source: Financial Times

SpaceX has reportedly filed with the SEC to go public in what is expected to be the biggest initial public offering in history. The company is targeting a roughly $1.75 trillion valuation and plans to raise about $75 billion. The IPO, which could happen in June, would easily surpass the previous record set by Saudi Aramco in 2019. Source: Financial Times

Mario Nawfal

251,336 次观看 • 3 个月前

SpaceX needs a "new story" for its IPO, according to Tim Farrar. "Everyone was saying… Starlink is going to generate enough revenue to take Elon Musk to Mars, and now we're suddenly talking about data centers instead... “I think that's indicative of the fact that SpaceX has missed its forecast for the last three years… they need a new story. And I think that's what data centers in space do for them." Full episode:

SpaceX needs a "new story" for its IPO, according to Tim Farrar. "Everyone was saying… Starlink is going to generate enough revenue to take Elon Musk to Mars, and now we're suddenly talking about data centers instead... “I think that's indicative of the fact that SpaceX has missed its forecast for the last three years… they need a new story. And I think that's what data centers in space do for them." Full episode:

The Information

167,882 次观看 • 7 个月前

Arteta: “I believe today, I believe on Wednesday, a week ago, because I see them every day and I know the level that we have. But today, if they need to be more convinced, I think they are now more convinced. They were talking about it in the dressing room. “It's a new league now. They were a game in hand. We have three points of advantage and five games to play. So everything is still to play for. We know how much we want it. and we're not going to stop and we're going to go again, that's for sure.”

Arteta: “I believe today, I believe on Wednesday, a week ago, because I see them every day and I know the level that we have. But today, if they need to be more convinced, I think they are now more convinced. They were talking about it in the dressing room. “It's a new league now. They were a game in hand. We have three points of advantage and five games to play. So everything is still to play for. We know how much we want it. and we're not going to stop and we're going to go again, that's for sure.”

Connor Humm

173,875 次观看 • 2 个月前

Bill Ackman offered Elon Musk to launch SpaceX IPO without banks - through his company, guaranteeing an investment of his own $4B - he silently rejected the offer, now he officially filed for a traditional IPO SpaceX urgently needs $75 billion, and Elon is rushing to take the company public knowing this, Ackman stepped in with a proposal - Musk wouldn't have to pay massive Wall Street fees to launch the IPO he offered to bypass the entire traditional market entry system through his own company "SPARC " - by distributing SpaceX share purchase rights to Tesla shareholders bookmark & watch it today

Bill Ackman offered Elon Musk to launch SpaceX IPO without banks - through his company, guaranteeing an investment of his own $4B - he silently rejected the offer, now he officially filed for a traditional IPO SpaceX urgently needs $75 billion, and Elon is rushing to take the company public knowing this, Ackman stepped in with a proposal - Musk wouldn't have to pay massive Wall Street fees to launch the IPO he offered to bypass the entire traditional market entry system through his own company "SPARC " - by distributing SpaceX share purchase rights to Tesla shareholders bookmark & watch it today

bodila

1,762,985 次观看 • 1 个月前

🚨 Ron Baron just bought another $1 billion of $SPCX, bringing his total investment to around $25 billion! Jeff Lutz 🔋 says Baron believes SpaceX could eventually create hundreds of billions of dollars in value, driven by Starlink, AI, rockets, and technologies that are still in their early stages. What's remarkable is that Baron is increasing his position after the largest IPO in history, not before it. His bet seems simple: if SpaceX continues to execute the way it has for the past 20 years, today's numbers may look small compared to where the company could be a decade from now. That's a bold bet, but so was betting on SpaceX in the first place. 🚀

🚨 Ron Baron just bought another $1 billion of $SPCX, bringing his total investment to around $25 billion! Jeff Lutz 🔋 says Baron believes SpaceX could eventually create hundreds of billions of dollars in value, driven by Starlink, AI, rockets, and technologies that are still in their early stages. What's remarkable is that Baron is increasing his position after the largest IPO in history, not before it. His bet seems simple: if SpaceX continues to execute the way it has for the past 20 years, today's numbers may look small compared to where the company could be a decade from now. That's a bold bet, but so was betting on SpaceX in the first place. 🚀

Herbert Ong

21,985 次观看 • 28 天前

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”

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 次观看 • 1 个月前

🚨 THE BIGGEST IPO IN HISTORY IS ABOUT TO MARK THE TOP. March 2000. Palm goes public. The most hyped IPO of its era. Days later, the dot com bubble peaked. The NASDAQ then collapsed 78% over the next two years. Now history is rhyming. SpaceX is going public at the peak of the AI bubble. The biggest IPO ever. They do not ring a bell at the top. They ring an IPO.

🚨 THE BIGGEST IPO IN HISTORY IS ABOUT TO MARK THE TOP. March 2000. Palm goes public. The most hyped IPO of its era. Days later, the dot com bubble peaked. The NASDAQ then collapsed 78% over the next two years. Now history is rhyming. SpaceX is going public at the peak of the AI bubble. The biggest IPO ever. They do not ring a bell at the top. They ring an IPO.

Mister Crypto

13,916 次观看 • 1 个月前

Ron Baron in new interview on potential SpaceX/Tesla merger: "I think there's good reason why you should do it and good reasons why you shouldn't. Whatever he (Elon) decides, I'm sure there will be good rationale for it. What he decides, it's very unlikely it's not a good idea."

Ron Baron in new interview on potential SpaceX/Tesla merger: "I think there's good reason why you should do it and good reasons why you shouldn't. Whatever he (Elon) decides, I'm sure there will be good rationale for it. What he decides, it's very unlikely it's not a good idea."

Sawyer Merritt

89,745 次观看 • 2 个月前

Musk has restructured his companies into one major group. X is owned by xAI, and xAI is now fully owned by SpaceX. SpaceX has filed for its IPO and aims to go public in mid June with a valuation over 1.7 trillion dollars. Elon Musk holds roughly 42 percent equity in SpaceX but controls around 85 percent of the voting power through a dual class structure. Buying shares in SpaceX will give investors indirect ownership of X, Grok, Starlink, and the big AI infrastructure plans. This combines social media data, rockets, and advanced AI under one public company. Under this new structure, how do you think content creator pay will fare?

Musk has restructured his companies into one major group. X is owned by xAI, and xAI is now fully owned by SpaceX. SpaceX has filed for its IPO and aims to go public in mid June with a valuation over 1.7 trillion dollars. Elon Musk holds roughly 42 percent equity in SpaceX but controls around 85 percent of the voting power through a dual class structure. Buying shares in SpaceX will give investors indirect ownership of X, Grok, Starlink, and the big AI infrastructure plans. This combines social media data, rockets, and advanced AI under one public company. Under this new structure, how do you think content creator pay will fare?

SafetySwipe

24,609 次观看 • 1 个月前

“I mean, I really think we are there because the military industrial complex saw an opportunity. They saw, hey, America got attacked, and we have permission from the American people right now to go to war as long as we can tie it to terrorism. And so I think they took that and they lied about the intelligence. And then the next thing you know we’re in Iraq. I think there might have been some, I think at the mid levels, I think there were some idealistic people there who thought that we could spread democracy through the barrel of a gun.” Joe Kent

“I mean, I really think we are there because the military industrial complex saw an opportunity. They saw, hey, America got attacked, and we have permission from the American people right now to go to war as long as we can tie it to terrorism. And so I think they took that and they lied about the intelligence. And then the next thing you know we’re in Iraq. I think there might have been some, I think at the mid levels, I think there were some idealistic people there who thought that we could spread democracy through the barrel of a gun.” Joe Kent

Shawn Ryan

267,143 次观看 • 3 个月前

Former BlackRock fund manager Ed Dowd on the SpaceX IPO: "people gotta understand... [SpaceX] raised $75 billion... [and only] floated 5% of the stock... it's a very small float" "[But its valuation], that's a different story" "$1.7 trillion did not go to SpaceX. [It is] $75 billion. So people need to understand that" "then when Anthropic and OpenAI, if they ever make it to IPO, they're going to raise about $100 billion each. So the total raised actual real money is about $300 billion between these three IPOs" "Their valuations, that's a different story. And those probably won't hold and they'll probably, you know, go down 80%. So anybody buying these stocks at these prices is probably going to lose a lot of money if they hold on to them" Shannon Joy Edward Dowd

Former BlackRock fund manager Ed Dowd on the SpaceX IPO: "people gotta understand... [SpaceX] raised $75 billion... [and only] floated 5% of the stock... it's a very small float" "[But its valuation], that's a different story" "$1.7 trillion did not go to SpaceX. [It is] $75 billion. So people need to understand that" "then when Anthropic and OpenAI, if they ever make it to IPO, they're going to raise about $100 billion each. So the total raised actual real money is about $300 billion between these three IPOs" "Their valuations, that's a different story. And those probably won't hold and they'll probably, you know, go down 80%. So anybody buying these stocks at these prices is probably going to lose a lot of money if they hold on to them" Shannon Joy Edward Dowd

Sense Receptor

1,248,493 次观看 • 1 个月前

We had a great Cyber Bulls show today and an important one for $TSLA investors! At first, Alexandra AleXandra Merz 🇺🇲 and Larry Larry Goldberg started off far apart about the possible Tesla-SpaceX merger but watch as they come to the same conclusion. A June SpaceX IPO could lead to a fast announcement and if that happens both stocks might start moving in lockstep. Then maybe index fund buying They cover the mechanics, risks, voting, and why it could be hugely accretive for TSLA holders. Brilliant discussion!

We had a great Cyber Bulls show today and an important one for $TSLA investors! At first, Alexandra AleXandra Merz 🇺🇲 and Larry Larry Goldberg started off far apart about the possible Tesla-SpaceX merger but watch as they come to the same conclusion. A June SpaceX IPO could lead to a fast announcement and if that happens both stocks might start moving in lockstep. Then maybe index fund buying They cover the mechanics, risks, voting, and why it could be hugely accretive for TSLA holders. Brilliant discussion!

Herbert Ong

35,211 次观看 • 2 个月前

.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

.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

592,281 次观看 • 7 天前