Hey guys, it's Will. Hopefully you're

having a great day today. So, the SpaceX

IPO is the most anticipated IPO of this

century. And some CEOs from top tech

companies are saying that this IPO will

be 100 or 300 times greater than any of

the previous IPOs we saw in

comparable.com boom era stocks. you're

going to see that there is a correlation

now where we're seeing a much much

greater anticipation of this SpaceX IPO

than any other IPO we've seen in

history. We just wrapped up our daily

live trading session where we were

trading uh not much. We had KE going, we

had AOI in the data center markets,

Photonix markets. While the data center

market was doing quite well, the space

tech market has been off to an okay

start this week. Rocket Lab, one of the

top endtoend companies, did find that

bottom we are looking for right here

that we saw on Friday around that $15

range. We did see that bounce this

morning and they bounced up from 105 to

now sitting at about 113 as we approach

midday in Monday's session. If you were

to look back from May 27th, that's when

the sell-off started right around the

Blue Origin explosion. Almost every

single one of these space stocks has

been selling off since. If you look at

red wire, it's a similar situation where

we've seen that pullback from $28 now

finding potentially a bottom here around

$17, bouncing slightly and seeing a big

dip on Friday, but today seeing a little

bit of momentum carrying them

potentially into that continued reversal

with targets back up into those $20 to

$25 levels for Redwire. So, Redwire,

RDW, Intuitive Machines over on LUNR,

that is a stock that's also seen

all-time highs recently up to $46 and

then sold down. We did see that bottom

actually not hold on LUNR, Intuitive

Machines. They're a top infrastructure

play that has been seeing a lot of

transportation contracts connecting

different infrastructure up in space and

they're working on the lunar missions

and they have actually continued their

downtrend not finding support dragging

it out a little bit. There's that trend

potential where they do see the reversal

continue up into these levels. So, I'm

traveling and I'm at this Mammoth Hotel

here over in Mammoth Mountains. And one

of the things that's so interesting

about this Space Tech IPO, you know, we

got internet here. It was kind of slow

today in our market session. You know,

Wi-Fi is okay. Sometimes the different

hotels in the mountains, but then you

get into the uh, you know, the SpaceX

company Starlink that is a part of

SpaceX that they're seeing in revenue.

And I use Starlink over in the mountains

when I'm, you know, using the uh remote

internet. I got to get access with

hundreds of megabytes per second. It's

very fast. It's better than almost any

company. Um, and also we have a a rental

unit where in the past, you know,

tenants would use, you know, Wild Blue

or some VISAD or some slow internet, but

now you see that they're using, you

know, Starlink because it's so fast.

Now, because it's so fast, they're

making a lot of money. they're getting a

lot of people to switch over to their

software and some people might see that

as one of the main catalysts for what

will propel the SpaceX market is that

SpaceX shows I say SpaceX space tech

market so that basically they have some

revenues to show they see some good

growth from the space um Starlink

technology but that's the thing you know

I don't think that's going to be the

only thing if we were to look at SpaceX

right now the biggest um catalyst right

now most likely is going to be this um

XAI deal. So XAI is Elon's other company

where they have the largest

supercomputer in the world, the uh

Colossus they call it, and they recently

partnered with Google. So if you guys

aren't aware, Elon actually merged XAI

with SpaceX. So now SpaceX,

it's possible that this um space tech

market, I don't know if they're thinking

about this for the reasoning. Maybe they

are, maybe they aren't. It's just a net

positive um down to the roots, usually a

better deal if you have a company kind

of merge with others um so that it can

just be more valuable. But when it comes

down to the integrity of this IPO and

how we could see, you know, a lot of

people scared about a big selloff,

right? You get a big um let's say uh

recover or a big selloff after this um

IPO, which by the way, you probably can

buy IPO shares. If you're over on Robin

Hood, they have the IPO shares. I think

they had them on Weeble. You can get

them on various platforms right now. But

but one of the concerns is that you see

a big sell-off. But with this deal, if

you look at this deal, it's a 32-month

um just agreement with Google where

they're actually getting nearly a

billion dollars monthly. SpaceX will be

earning a billion dollars monthly

through the division of SpaceX that is

XAI, which is the largest AI

supercomputer in the world for Google to

pay nearly a billion monthly, $920

million to be exact, for $110,000

Nvidia GPUs to meet the surging AI

demand, making a significant partnership

between the competitors. Now, what's

important about this deal and why I

would really um stress that, you know,

this isn't probably your average IPO. If

you had just an IPO like a company like,

you know, Virgin Galactic, Virgin

Galactic came out, ticker symbol SPCE,

and they came out with their IPO.

Everybody was really excited. And then,

you know, the financials hit, which we

like to use, Prophecy over here. Let me

pull it up as well. If you want to stay

up to date with the top data center

companies, space tech companies, quantum

companies, there's a lot to cover, but

sometimes it could be hard to stay up to

date with all of them. I use Prophecy.

It's got the best AI models in the world

with the best data in the world to get

the accurate projections. Our timeframed

projections of 1 hour, 4 hour, 1 day,

and 1 week are over 60% accurate. That's

how we're actually able to take that

trade this morning. Um, and how we're

able to consistently be able to grow our

account is using Prophecy. But you see

some negative projections there. If

you'd like to get access to Prophecy,

it's the third link in the description

below to go get access. But my point is

is that when we're looking at this move

here with Virgin Galactic, for example,

when they IPOed, negative net income,

revenues basically non-existent. Um,

they didn't have financials to really

back anything. And like most IPOs that

are in those types of situations, they

continued to sell down by, you know,

98%. They kind of hyped up. People were

excited. They spiked up to $850, even up

to $1,200. But as it is today, after

that February 2021 uh high of $1,230

or whatever, now they are back down to

$4 a share, and they've sold off

tremendously. They've had this little

pump obviously ahead of the SpaceX IPO.

But the reason that they sold off is

simply because the integrity of the

financials were so poor that while it

was really exciting and the technicals

were kind of like trending and it was

bullish and everybody's, you know, hyped

up, uh, it wasn't sustainable. Just like

anything in life, if it's built without

integrity, then it won't be sustained.

And so when it comes down to, you know,

this SpaceX IPO and people look at

SpaceX, what's the number one common

misconception that people might have

about this IPO, it's most likely going

to be that they're anticipating that big

sellown, not very solid financials, not

really good uh revenue generation, that

they're going to be operating at big

losses. But guess what? If they have XAI

and they just signed a $30 billion deal

with Google and they're now getting to a

point where rather than spending

hundreds of millions of dollars, they're

spending drastically less. And you can

see how much does SpaceX save on

uh reusable rockets. Uh apparently, you

know, um for example, using their they

save about 25 million or $30 million per

launch and now it says refurbishing a

landed booster for another flight costs

approximately

250,000 to 1 million. So now their

expenses have gone down massively u with

fuel costs being the main consideration

with about 200 to $300,000 per launch.

And then there's maybe some other, you

know, changes they have to make that

can, you know, maybe tally up to a

million dollars. But it's not like

they're spending uh like some rocket

companies that may spend, you know, 20,

30, $50 million or more to put these um

rockets into space. No, they're actually

seeing revenues. I mean, I don't know if

they have the the numbers out. Um, but

we can see how much does Starlink uh

generate, you know, quarterly right now.

I don't know if we can know if that's

out yet. Okay, so like right now revenue

SpaceX IPO Starlink generated 3.26

billion just in the first quarter of

2026. Let's say quarterly. So 3.26. I

know they're growing, so let's just

expect they're going to come out to

maybe close to $15 billion. 2025 alone,

they were at 11.4. I'm actually

anticipating they're going to come out

minimum $15 billion in that. So, they

got 15 billion there. Okay, they've got

the Google deal, but we can also say um

so let's call it 15 billion on the

Starlink, but then let's also say um

let's say XAI. So you got 15 billion and

then um according to 2025 XAI was

actually at a net loss of a billion

dollars in the quarter. But now that we

see this recent deal with Google, we're

going to see them g make nearly a

billion dollars per month multiplied by

three. They're most likely going to see

about um uh $3 billion extra in revenue

from this Google deal that they just

signed. So that actually puts them at a

positive net income potentially because

currently, you know, with um with their

current spend, it's about 1.6 billion

per quarter. So they're expected to make

about three billion per quarter with

this deal. So what does that mean?

They're probably going to come out with

a positive 2 billion. So you got a

positive 2 billion there on XAI. You got

a positive um uh you got a positive

about let's call it 4 billion on the um

uh Starlink. Okay. So then so that comes

out to about six billion per quarter.

And who knows what else, you know, they

have coming out related to um their

launch uh what they're getting paid for

launch. Let's say uh quarterly minus um

minus Starlink.

And let's see what they say. According

for May 2026,

yeah, they're coming out. So, I just

said they're coming out with most likely

between uh let's say five five billion

per quarter. That's what they did in

quarter 2026. So, they're looking at

probably about 5 billion to6 billion.

Okay. Companies doing 5 billion to 6

billion uh per quarter. Okay. So, let's

say and that was maybe before the

Starlink and the XAI. So let's just say

between five to7 billion dollars per

quarter that they're expected to

generate. Um you know if you look at a

company let's just you know take a let's

take a top company let's say Nvidia top

company in the world you know how much

are they doing per quarter you know

that's the question in a quarterly basis

on income they're doing about let's see

80 billion. Okay so 80 billion and

they're they're at 5.2 two trillion. So,

this is just revenues. You know, this

could be rough because you got like

balance sheets, you could look at, you

know, the the net income, all that stuff

for sure. Uh, but 5.2 trillion, you

know, $80 billion in that quarter.

Record record quarter. Obviously,

they're growing drastically. Nvidia. Um,

so you say, let's say they're 5 to 7,

maybe 8 billion, so about onetenth the

size, you know, a fair maybe market

valuation without considering the fact

that they could potentially merge with

Tesla, which a lot of investors are

expecting with this SpaceX um, IPO later

on is they're going to merge with Tesla.

Seems like that's what Elon wants to do.

But just aside from that, you know,

probably fair value. I mean, maybe we're

looking at like500 to $800 billion

um of what SpaceX's like fair value

would be, but that would be like a fair

value. Not anticipating that there's

going to be growth, that there's going

to be um Starlink continuing to ramp up

that it's an Elon company. Got to put a

premium on that. Um and so if they come

in, you know, we'll just see where they

come in. But my point is is that you

know it might not be as drastic. It

definitely I do I don't I don't see this

thing being one of these Virgin Galactic

instances where you see a 98% sellown

after IPO and I will be buying some

shares and holding some shares of SpaceX

at IPO. I have friends that work at

SpaceX and Rocket Lab and I think that

they're a really good company longterm.

I'm going to continue to hold them and I

use Starlink. I love the technology.

Yes, we could see that potential big

sell and you could see the whole market

kind of dip after this IPO, but there's

also that potential there is that

potential that they could actually

stabilize and hold between that 1 to2

trillion and then on the fact that they

may merge with Tesla or something

actually hold at two to four trillion

and you actually could see those bull

cases where they actually stabilize

between that two to four trillion dollar

level. So, while we're seeing the levels

we're seeing, I just want to um preface

that, you know, obviously there's big

risk in the IPO selling off, but that a

lot of these space companies being the

frontiers that they are, a lot of them I

hold five 10 years and we've been

touching on them since $2, $3 a share

like Rocket Lab, um or you know,

Redwire, we've been covering that one

since four, five bucks a share. we see

them, their financials look excellent

and they've sold off tremendously and

they're at that uh well, they're now up

down to $19, but they're still at a um

they're still at a discount. And so, um

my point is is that the SpaceX market,

if you're long-term, it's actually a

beautiful time to be looking at it. If

you're really short-term and you're

expecting to make money in the next

three days, five days, or a week, you

can totally do that. But the way that

you'd probably want to play it, at least

this is how I would play it and this is

kind of how we do it is let's say you're

trading LU and R if it's shortterm it's

technical. You might look at a previous

resistance. You might look you know for

that that continue of the trend and

you're going to see them you know

continue up here and you might look for

them to to bounce around a support level

here. And you might say okay we're going

to see that potential recovery of you

know 25 30% or maybe it's just a day

trade up to that 10 20%. Let's say

you're doing a swing trade. All right,

so you're going for 50%. You don't even

want to hold the company long term.

Maybe you don't like them uh long term.

You're just capitalizing on SpaceX hype.

You think it's going to rally. Well, in

that case, you know, manage risk. You

know, have a stop-loss uh down here

where it's like you're not going to lose

more than, you know, two or 3% uh or 4%

or something like that. and go for that

margin for profit up here of, you know,

40 50% and just have clear risk

management. Use things like a stop-loss,

you know, go for those margins for

profit, but do it in a structured way,

in a short-term trade. When we take

trades like that, we do it at market

open because that's when the best

opportunities present themselves. And we

use tools like Prophecy that gives us

accurate projections of over 50%

direction accuracy in the short term for

the next 1 hour, 4 hour, and 1 day. So,

if we're doing it, we have clear tools

that help us keep up with any stock from

the best models in the world with the

best data in the world. And if you want

to grab it, it's the third link below.

If you want to tune on into our daily

live trading sessions that we have every

day, Monday through Friday, watch my

entries and my exits, it's the second

link in the description below. And if

you would like me to work with you on

those structured trades or help you with

long-term frontier investing in

photonics, data center, semiconductor,

robotics, maybe it's space tech, maybe

it's just AI in general, quantum

computing, a lot of these companies

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And you can find all the proof in the

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potentially work together if it's the

right move. So go have a look there. If

I earned your thumbs up, hit the like

button. Let me know your thoughts down

below on what you think on the SpaceX

IPO. Again, you could see that big

potential surge, but I don't think the

correction will be as large as we might

expect if we do get a big valley after

the IPO. Do consider subscribing and

I'll see you in the next video. Take

care.