With the rumors of a 2026 SpaceX IPO heating up, we’re looking at a potential $1.5 trillion valuation. I’m torn
On one hand, it’s a generational play. Starlink is already a cash-cow and their moat in launch tech is untouchable. But at $1.5T, is it priced to perfection? We’ve seen what happens to "hyped" listings when the macro shifts
I'm curious to hear your edge on this:
Are you waiting for the IPO to go long, or do you think the private secondary market already sucked out all the alpha?
Is Musk’s "Mars Ambition" a bullish catalyst or a massive capital drain?
Let’s talk shop. Is this the next NVDA or the next big rug pull?