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Threadguy explains why SpaceX stock going up after IPO could change the world “If SpaceX IPOs at $2T and goes up, we’ve entered a new paradigm in the market. It’s GGs, we’re just going up forever” “If SpaceX IPOs with it’s financial looking like this, breaking everyone’s mental model... show more

Jack

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47,644 Aufrufe • vor 3 Monaten •via X (Twitter)

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

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

Jack

102,426 Aufrufe • vor 2 Monaten

BREAKING: TOM LEE JUST GAVE A MASSIVE WARNING: WE'RE GOING TO SEE AN ABRUPT CHANGE IN MARKET CONDITIONS LATER THIS YEAR THAT FEELS LIKE A BEAR MARKET “THERE IS GOING TO BE AN ABRUPT CHANGE OF MARKET CONDITIONS, ONE THAT FEELS VERY MUCH LIKE A BEAR MARKET” SPACEX ANTHROPIC AND OPENAI IPOS WILL UNLOCK MASSIVE SELLING PRESSURE LATER THIS YEAR “THE IPO OF SPACEX… THAT’S GOING TO UNLOCK LATER THIS YEAR IN PHASES ALONG WITH THE IPO OF ANTHROPIC AND OPENAI”

BREAKING: TOM LEE JUST GAVE A MASSIVE WARNING: WE'RE GOING TO SEE AN ABRUPT CHANGE IN MARKET CONDITIONS LATER THIS YEAR THAT FEELS LIKE A BEAR MARKET “THERE IS GOING TO BE AN ABRUPT CHANGE OF MARKET CONDITIONS, ONE THAT FEELS VERY MUCH LIKE A BEAR MARKET” SPACEX ANTHROPIC AND OPENAI IPOS WILL UNLOCK MASSIVE SELLING PRESSURE LATER THIS YEAR “THE IPO OF SPACEX… THAT’S GOING TO UNLOCK LATER THIS YEAR IN PHASES ALONG WITH THE IPO OF ANTHROPIC AND OPENAI”

Vivek Sen

416,368 Aufrufe • vor 2 Monaten

For the remainder of the year, we’re going to see a sequence of extraordinary tech IPOs come to markets around the world. SpaceX, OpenAI and Anthropic are all going to list with trillion-plus valuations.

For the remainder of the year, we’re going to see a sequence of extraordinary tech IPOs come to markets around the world. SpaceX, OpenAI and Anthropic are all going to list with trillion-plus valuations.

Financial Times

17,168 Aufrufe • vor 2 Monaten

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

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

Daniel

46,911 Aufrufe • vor 2 Monaten

.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

600,189 Aufrufe • vor 1 Monat

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)

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)

stevenmarkryan

12,303 Aufrufe • vor 3 Monaten

What's gonna happen to space stocks when SpaceX IPOs? "It's going to start to separate the real space companies from the ones that have just kind of labeled themselves as space companies [...] And I think what's going to happen is the good companies are going to get dragged up by SpaceX. And I think the less quality names are going to get basically put into obscurity. And so you're going to have a world of haves and have nots, I think, which is going to make investors' lives more challenging. They have to do more work. And I think they're going have to be much more discriminating because what I've seen is a complete or almost complete lack of any discrimination amongst investors across the names that have currently been in space." — Adam Spice, CFO of $RKLB

What's gonna happen to space stocks when SpaceX IPOs? "It's going to start to separate the real space companies from the ones that have just kind of labeled themselves as space companies [...] And I think what's going to happen is the good companies are going to get dragged up by SpaceX. And I think the less quality names are going to get basically put into obscurity. And so you're going to have a world of haves and have nots, I think, which is going to make investors' lives more challenging. They have to do more work. And I think they're going have to be much more discriminating because what I've seen is a complete or almost complete lack of any discrimination amongst investors across the names that have currently been in space." — Adam Spice, CFO of $RKLB

ValueOverPrice

64,549 Aufrufe • vor 3 Monaten

JPMorgan CEO invited Elon Musk for a private talk with 3,500 of his top investors - everyone applauded at the end - he bet his last money on SpaceX in 2008 - now if the company goes public he will become the world's first trillionaire 18-min workshop from an absolute genius sitting next to the greatest banker he answered: • How does he use AI in a $350B company? • Why is SpaceX going public now? • How will SpaceX make cargo to space cheaper than a transatlantic flight? bookmark & watch - this is an exclusive video of two of the greatest people in their fields

JPMorgan CEO invited Elon Musk for a private talk with 3,500 of his top investors - everyone applauded at the end - he bet his last money on SpaceX in 2008 - now if the company goes public he will become the world's first trillionaire 18-min workshop from an absolute genius sitting next to the greatest banker he answered: • How does he use AI in a $350B company? • Why is SpaceX going public now? • How will SpaceX make cargo to space cheaper than a transatlantic flight? bookmark & watch - this is an exclusive video of two of the greatest people in their fields

bodila

876,177 Aufrufe • vor 2 Monaten

🚨 WARNING: 99% OF PEOPLE WILL MISS THIS SpaceX will become the biggest retail opportunity of this cycle. In 2016, Tesla acquired SolarCity. Over the next five years, Tesla pumped 3,300%. $10,000 → $330,000 Now SpaceX plans to merge with Tesla. But this is NOT just a space merger. SpaceX is now an AI company after merging with xAI. - SpaceX brings xAI, Grok, Starlink, satellites, and global data infrastructure. - Tesla brings autonomous driving, robotics, energy, and public-market liquidity. - Together, they will create the most powerful AI ecosystem in the world. This could become one of the BIGGEST events in modern stock market history. And now the stakes are much higher than they were with the SolarCity merger. Reminder: I’ve called every major market top and bottom for the last 15 years, including the tops in Gold and Silver, the collapse in Oil, the SpaceX drop, and Bitcoin’s crash. When I start buying SpaceX, 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.

🚨 WARNING: 99% OF PEOPLE WILL MISS THIS SpaceX will become the biggest retail opportunity of this cycle. In 2016, Tesla acquired SolarCity. Over the next five years, Tesla pumped 3,300%. $10,000 → $330,000 Now SpaceX plans to merge with Tesla. But this is NOT just a space merger. SpaceX is now an AI company after merging with xAI. - SpaceX brings xAI, Grok, Starlink, satellites, and global data infrastructure. - Tesla brings autonomous driving, robotics, energy, and public-market liquidity. - Together, they will create the most powerful AI ecosystem in the world. This could become one of the BIGGEST events in modern stock market history. And now the stakes are much higher than they were with the SolarCity merger. Reminder: I’ve called every major market top and bottom for the last 15 years, including the tops in Gold and Silver, the collapse in Oil, the SpaceX drop, and Bitcoin’s crash. When I start buying SpaceX, 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 👁△

135,922 Aufrufe • vor 11 Tagen

Elon Musk just now on $SPCX “In 4 or 5 years, AI will be 99% of the value of SpaceX” “The value of SpaceX will be some astronomical number” He also said earlier, “our AI revenue will succeed all other SpaceX revenue probably in September” SpaceX continues to have a key focus on AI right now which can pay off enormously if successful If the AI revenue continues to grow and they develop more within it, you can start to understand why this might get to an astronomical price like all these big institutions are predicting it to hit

Elon Musk just now on $SPCX “In 4 or 5 years, AI will be 99% of the value of SpaceX” “The value of SpaceX will be some astronomical number” He also said earlier, “our AI revenue will succeed all other SpaceX revenue probably in September” SpaceX continues to have a key focus on AI right now which can pay off enormously if successful If the AI revenue continues to grow and they develop more within it, you can start to understand why this might get to an astronomical price like all these big institutions are predicting it to hit

Dray

11,507 Aufrufe • vor 17 Tagen

🚨 WARNING: 99% OF PEOPLE WILL MISS THIS SpaceX will become the biggest retail opportunity of this cycle. In 2019, NVIDIA announced its acquisition of Mellanox. NVIDIA then pumped from $7 to $210. That’s a 30x move. $10,000 → $300,000 Now SpaceX plans to merge with Tesla. But this is NOT just a space merger. SpaceX is now an AI company after merging with xAI. SpaceX brings xAI, Grok, Starlink, satellites, and global data infrastructure. Tesla brings autonomous driving, robotics, energy, and public-market liquidity. Together, they will create the most powerful AI ecosystem in the world. The setup is even bigger than NVIDIA’s acquisition of Mellanox. This could become one of the BIGGEST events in modern stock market history. And almost nobody understands the scale of the opportunity yet. Reminder: I’ve called every major market top and bottom for the last 15 years, including the tops in Gold and Silver, the collapse in Oil, the SpaceX drop, and Bitcoin’s crash. When I start buying SpaceX, 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.

🚨 WARNING: 99% OF PEOPLE WILL MISS THIS SpaceX will become the biggest retail opportunity of this cycle. In 2019, NVIDIA announced its acquisition of Mellanox. NVIDIA then pumped from $7 to $210. That’s a 30x move. $10,000 → $300,000 Now SpaceX plans to merge with Tesla. But this is NOT just a space merger. SpaceX is now an AI company after merging with xAI. SpaceX brings xAI, Grok, Starlink, satellites, and global data infrastructure. Tesla brings autonomous driving, robotics, energy, and public-market liquidity. Together, they will create the most powerful AI ecosystem in the world. The setup is even bigger than NVIDIA’s acquisition of Mellanox. This could become one of the BIGGEST events in modern stock market history. And almost nobody understands the scale of the opportunity yet. Reminder: I’ve called every major market top and bottom for the last 15 years, including the tops in Gold and Silver, the collapse in Oil, the SpaceX drop, and Bitcoin’s crash. When I start buying SpaceX, 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 👁△

117,306 Aufrufe • vor 4 Tagen

$🚨 WARNING: THE SPACEX IPO COULD BE THE BEGINNING OF THE END. Look at this chart. The dot com bubble fractal, mapped onto today's S&P. SpaceX, Anthropic and OpenAI all rushing to go public at the exact same time. Right at the top of the pattern. And ask yourself WHY they're all IPOing now. SpaceX is raising $75 BILLION in pure new capital. It burned $20.7 billion in capex last year and loses $2.5 billion a quarter on AI. When the smartest companies on earth all need YOUR money at the same time... History says pay attention.$

🚨 WARNING: THE SPACEX IPO COULD BE THE BEGINNING OF THE END. Look at this chart. The dot com bubble fractal, mapped onto today's S&P. SpaceX, Anthropic and OpenAI all rushing to go public at the exact same time. Right at the top of the pattern. And ask yourself WHY they're all IPOing now. SpaceX is raising $75 BILLION in pure new capital. It burned $20.7 billion in capex last year and loses $2.5 billion a quarter on AI. When the smartest companies on earth all need YOUR money at the same time... History says pay attention.

Crypto Rover

101,914 Aufrufe • vor 2 Monaten

HAPPENING TODAY: SpaceX ($SPCX) goes public on Nasdaq at $135 per share — the largest IPO (Initial Public Offering) in history. “Thousands of lives are expected to be changed in a matter of hours with some 4,000 SpaceX employees—many of whom have been with the company all 24 years— will now become millionaires.” Fox & Friends: “And aims to raise $75B, valuing the company at $1.77T. If all goes according to plan, CEO Elon Musk could become the world’s first trillionaire.”

HAPPENING TODAY: SpaceX ($SPCX) goes public on Nasdaq at $135 per share — the largest IPO (Initial Public Offering) in history. “Thousands of lives are expected to be changed in a matter of hours with some 4,000 SpaceX employees—many of whom have been with the company all 24 years— will now become millionaires.” Fox & Friends: “And aims to raise $75B, valuing the company at $1.77T. If all goes according to plan, CEO Elon Musk could become the world’s first trillionaire.”

RedWave Press

142,219 Aufrufe • vor 2 Monaten

🇺🇸 THE SPACEX IPO WILL NOT GO AS YOU EXPECT. The last time a Space stock went public was in 2021 and that was $RLKB which started off with a -83% crash. 5 years later, the same stock was up 4,256% but the IPO shocked everyone. $SPCX is following the same trajectory and could see a massive crash in the early days post IPO. Do not buy SpaceX on the day of IPO unless your time horizon is very long. Don't blindly buy hype. Remember that.

🇺🇸 THE SPACEX IPO WILL NOT GO AS YOU EXPECT. The last time a Space stock went public was in 2021 and that was $RLKB which started off with a -83% crash. 5 years later, the same stock was up 4,256% but the IPO shocked everyone. $SPCX is following the same trajectory and could see a massive crash in the early days post IPO. Do not buy SpaceX on the day of IPO unless your time horizon is very long. Don't blindly buy hype. Remember that.

CoinForge

163,670 Aufrufe • vor 2 Monaten

In 2015, Elon Musk was on the verge of failure. SpaceX had faced setbacks and criticism, and that Falcon 9 launch represented a turning point; it was all or nothing. If it went wrong, it could be the end of his space dreams. But, against all odds, the impossible happened: SpaceX successfully landed the first stage of the Falcon 9, for the first time in history. That moment not only saved the company but transformed Elon Musk from a discredited visionary into one of the greatest leaders of modern space exploration. From then on, the world witnessed the rebirth of the space race, and the name Elon Musk became synonymous with audacity, innovation, and achievement.

In 2015, Elon Musk was on the verge of failure. SpaceX had faced setbacks and criticism, and that Falcon 9 launch represented a turning point; it was all or nothing. If it went wrong, it could be the end of his space dreams. But, against all odds, the impossible happened: SpaceX successfully landed the first stage of the Falcon 9, for the first time in history. That moment not only saved the company but transformed Elon Musk from a discredited visionary into one of the greatest leaders of modern space exploration. From then on, the world witnessed the rebirth of the space race, and the name Elon Musk became synonymous with audacity, innovation, and achievement.

Astronomiaum

171,979 Aufrufe • vor 7 Monaten

JEFF BEZOS: “I'm very admiring of what SpaceX has done and I want the world to have at least two SpaceX's — maybe even more. Great industries are made up of many companies.”

JEFF BEZOS: “I'm very admiring of what SpaceX has done and I want the world to have at least two SpaceX's — maybe even more. Great industries are made up of many companies.”

Chief Nerd

609,358 Aufrufe • vor 3 Monaten

SPACEX IPO COUNTDOWN: In my own rounds with investors, it’s not about whether the IPOs will be successful for the big three looking to list this year. It’s about the lockups and whether big pre-IPO investors will meaningfully sell. It’s about how investors may have to rebalance, and what that means for the AI theme writ large. And it’s about earnings — how public market investors react as cash burn remains elevated. My view? I believe SpaceX, Anthropic and OpenAI will all likely have to raise even more money within six months of listing. They would look to equity and debt markets, both private and public. It’s going to be a big six months ahead!! A big thank you to Charles V Payne for having me on the show. Full interview here:

SPACEX IPO COUNTDOWN: In my own rounds with investors, it’s not about whether the IPOs will be successful for the big three looking to list this year. It’s about the lockups and whether big pre-IPO investors will meaningfully sell. It’s about how investors may have to rebalance, and what that means for the AI theme writ large. And it’s about earnings — how public market investors react as cash burn remains elevated. My view? I believe SpaceX, Anthropic and OpenAI will all likely have to raise even more money within six months of listing. They would look to equity and debt markets, both private and public. It’s going to be a big six months ahead!! A big thank you to Charles V Payne for having me on the show. Full interview here:

Sonali Basak

88,664 Aufrufe • vor 2 Monaten

BREAKING: Dan Ives says SpaceX could become one of the best AI investments in the market. "When you look at it on the compute side to space, it's much more of an AI play. When you go out in the next 2-3 years, if they execute, I could argue this becomes one of the best AI plays in the market and that's why we are bullish."

BREAKING: Dan Ives says SpaceX could become one of the best AI investments in the market. "When you look at it on the compute side to space, it's much more of an AI play. When you go out in the next 2-3 years, if they execute, I could argue this becomes one of the best AI plays in the market and that's why we are bullish."

DogeDesigner

86,983 Aufrufe • vor 1 Monat

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

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

ELON CLIPS

39,678 Aufrufe • vor 3 Monaten

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

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

Sawyer Merritt

48,024 Aufrufe • vor 2 Monaten