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The SpaceX IPO is a trainwreck. I explain in my latest Substack 👇

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Ed Elson

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28,258 просмотров • 1 месяц назад •via X (Twitter)

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IS THIS WHAT A BUBBLE LOOKS LIKE? 🚨 SpaceX is about to IPO. Elon Musk will become the world's first trillionaire. But something doesn't add up. SpaceX is about to IPO at $2T Amazon trades at $2.8T Amazon: $742B in revenue SpaceX: $18.7B in revenue Amazon makes 40x more money For 40% more valuation Someone explain this.
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IS THIS WHAT A BUBBLE LOOKS LIKE? 🚨 SpaceX is about to IPO. Elon Musk will become the world's first trillionaire. But something doesn't add up. SpaceX is about to IPO at $2T Amazon trades at $2.8T Amazon: $742B in revenue SpaceX: $18.7B in revenue Amazon makes 40x more money For 40% more valuation Someone explain this.

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.Mike Novogratz and I discuss how great markets end and what the SpaceX IPO could signal on the latest episode of All Things Markets
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SpaceX IPO: Everything You Need To Know! • Deep Dive Into SpaceX IPO Prospectus (S-1) Timestamps: 0:00 Elon Musk Explains INSANE SpaceX Opportunity Ahead of IPO 7:05 SpaceX IPO: Space/Launch Highlights & Timeline 8:17 SpaceX IPO: Connectivity (Starlink) Highlights & Timeline 9:32 SpaceX IPO: AI (xAI) Highlights & Timeline 10:06 The SpaceX Mission & 3 Pillars (Space, Connectivity, AI) 19:14 Recap: Why SpaceX Has NO Competition & ALL The Leverage 21:04 The Numbers: SpaceX TAM, Revenue, Growth etc 24:45 INSANE Deal Disclosed: Anthropic To Pay SpaceX Almost $50 BILLION For AI Compute?!?!? WHAT THE 28:05 Elon Musk’s Voting POWER In SpaceX After IPO (GREAT NEWS) 29:00 SpaceX & Tesla: Collaborations, Partnerships, Terafab, Macrohard And MORE 32:53 How To Secure SpaceX Stock Before IPO (how to “lock in” the IPO price on shares)
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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"

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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”
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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”

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