The Only SpaceX IPO Video Investors Need to Watch
977 segments
Three weeks ago on this channel,
I gave you four small space stocks
before anyone really was paying
attention to them, Redwire.
Today, that stock's up 163%
since I started talking about it.
Voyager Technologies, ticker symbol
VOYG,
86% up in 3 weeks. Firefly Aerospace was
up 69% in just a couple of weeks. And
they're not even close to done. Now,
everybody out there is talking about the
same number. SpaceX is about to go
public at a 1.75
trillion valuation or something in that
ballpark. That's the headline, right?
That's the noise. And I want to show you
a very different number. A number almost
nobody has read out loud because it's on
page 11
of the actual filing SpaceX sent to the
US government. And they tell the SEC, in
their own words, they're going after a
market worth 28.5
trillion dollars. 28.5 trillion. And
Space literally calls it, and I quote,
"The largest actionable total
addressable market in human history."
It is bigger than the entire economy of
the United States. The question that
should literally keep you up at night,
the early investors in SpaceX, they've
been waiting 20 years for this exit.
If you put a million dollars into early
SpaceX today, you're worth 100 million.
You put in 10 million, like a lot of
people would have done,
you're worth a billion dollars.
So, when the lockup period expires and
these people are finally allowed to sell
after 20 years,
are they going to dump the stock and
tank
your
retirement or
and this is important, is there a
structural reason they don't sell? A
reason almost nobody's explaining that
turns SpaceX into the first $10 trillion
company history. I'm Felix. This is
Winston. He used to be an ex-investment
banker. I'm in the economist around
here.
And we're going to walk you through
three things. One, the single structural
reason SpaceX cannot crash the way Uber
and Rivian did. And this is the part
that nobody's figured out yet. And then
two,
well, except of course for Wall Street.
And then two, why SpaceX could become
the first $10 trillion company. Bigger
than Apple, bigger than Nvidia, and
bigger than Microsoft together.
And this is rather exciting, isn't it,
Winston? And three, and I want you to
stick around for this one because I'm
going to give you the exact stocks that
I'm looking at right now to ride this
wave. Including small caps that have
already doubled,
could go even further. The chip makers
behind the AI side of SpaceX, which is
where all the value is. And one boring
index trade that almost certainly wins
regardless of what the IPO does on day
one. Now, Winston's got a warning for
you because this entire video is going
to be rather information dense. We're
going to have cover a lot of stuff here.
Filings, squeeze mechanics, the supply
chain, the risks, how to play it. So, to
make sure all of this really lands for
you, Winston has put together a free
bonus research report. Full written
research report breakdown of everything
that we're covering here today. Plus
more. Because I won't have time to cover
everything in this video. And you can
grab it completely for free, no
questions asked, at felixfriends.org/x.
As in X.
X. No credit card needed. It's links in
the description and the comments. Click
on that. Now, let's get into why the
early investors of SpaceX might not
crash the stock the way most people
think. Now, there are a lot of IPOs out
there that are disaster. And they all
have one thing in common. Take Uber. So,
Uber went public at about $45
if I remember correctly. Six months
later, when the insiders were finally
allowed to sell because there's
something called a lockup period. Once
you IPO, the insiders can't sell for a
period of time. What happened after six
months? Stock
collapsed, right? Or you look at Rivian.
Remember that one? Went public at what,
$78 I think. Within 18 months, it was
down 90%.
90%.
Or Snapchat, or Facebook on day one.
Same story over and over and over.
So, why is it everyone assuming SpaceX
is going to be any different? Well,
three
very, very important reasons. Reason
one,
tax. Tax would kill these guys. Because
they bought their shares 20 years ago
for almost nothing. And today those
shares are worth $100 million.
So, if you sell, the US government takes
a giant bite out of that. Federal
capital gains tax is 20%. Add state tax,
say in California, now 13% on top. So,
you are
selling $100 million
and it triggers a tax bill of about $33
million
out of your pocket to the IRS. And
honestly, people with that kind of
money, they have $100 million,
they don't volunteer to write a $33
million check unless they absolutely
have to.
So, there's another way that they do it.
They can borrow against the shares.
Reason two is that this is the part that
nobody really explains. They borrow
exactly against their shares. So, this
is called
an SBLOC,
securities-backed
line of credit. Sounds complicated, but
it's actually not. How How does this
work? So, once SpaceX is publicly
traded, an insider will walk into Morgan
Stanley or Goldman Sachs and say, "Hey,
I have a hundred million dollars of
SpaceX stock stock. Lend me some money."
So, they go in there and they say, "I
have a hundred million bucks SpaceX."
And the bank, this is the bank,
will say, "No worries. We're going to
give you 15 million cash.
And we're going to charge you maybe 4%
interest." So, the insider walks out
with 15 million dollars in cash.
Tax bill is zero. Because borrowing
money is not a sale.
And they might be able to reduce their
other taxes because now they've got a 4%
interest to pay, which might be tax
deductible. So, the insider gets the
tax. And if you think this sounds crazy,
well, Elon Musk has been doing this with
Tesla stock for over 15 years. Bezos
does it. All the billionaires do it.
They don't sell their stock. They borrow
against their stock. That's how the
richest people on Earth actually live.
They owe billions of dollars to the
banks. Everyone's happy. Nobody pays any
tax. And it is the reason SpaceX is not
going to behave like Uber after the
lockup. The third reason
is the Nasdaq has just rewritten the
rule. And the rule change forces
hundreds of billions of dollars to buy
SpaceX whether they want to or not.
The Nasdaq has something called the
Nasdaq 100. It's the index of the
hundred biggest companies on the
exchange. And there are trillions of
dollars of index funds and 401k
retirement money that automatically buy
every stock in the Nasdaq 100. So, once
SpaceX is part of the Nasdaq 100, which
will happen on day one, basically,
on autopilot, these guys have to buy.
And Nasdaq made a change their rules
this May.
A quiet rule change. Brand new companies
that used to wait 3 months to be added
to the index can now be added in just 15
days after their IPO.
They also removed the rule that said the
stock had to have a certain amount of
public float and
the real bizarre rule change. It's
almost like it's written for SpaceX cuz
the float is very small. What's the
float? Say say they have a thousand
share or a hundred shares in total of
SpaceX just to keep it simple, right?
Only 20 of them will be listed as in
like actually traded. The other 80 will
still be owned by investors who don't
want to sell and you're going to borrow
against them. And usually that would
have penalized the stock. But Nasdaq has
now done something really bizarre.
If your float is under 20% they're going
to give you a three times boost in the
index waiting. So what does it mean? I
mean in you know human language. It
means that within 2 weeks of SpaceX
going public every Nasdaq index fund,
yes your QQQ fund on earth is required
to start buying SpaceX. They have no
choice. The computer makes them. The
rules make them.
Have you seen that?
SpaceX is releasing only a small slice
of the shares to the public. Most of the
company stays locked up with Musk and
insiders. So there is a very very small
amount of SpaceX stock actually
available.
And on the buyer side you have hundreds
of billions of dollars of automatic
index buying that is forced to start
within 15 days.
Tiny supply.
Permanent forced demand. The insiders
cannot sell sell because of the tax bill
would eat them alive and they don't need
to sell because they can borrow against
the shares almost for free.
So this is a structural
squeeze I'd call it.
So now you kind of get it, right? The
insiders can't sell, the tax bill would
eat them alive. They don't need to sell
sell because they can borrow against
their shares for very little. And the
Nasdaq rewrote the rules so that
hundreds of billions of dollars in
passive money are forced to buy spaces.
It's unlike anything we've ever seen.
And that's the goodness. Now, here's the
problem.
You now understand why SpaceX probably
won't crash the way Uber and Rivian did.
You understand the structure, but
understanding the structure and actually
making money from it are two very
different things. Because do you know
when to get in? Do you know which stocks
in the say SpaceX supply chain move
first weeks before the IPO even prices?
Do you know the signal that tells you
the passive buying wave is about to hit
and once it's finished hitting?
Do you know which infrastructure plays
the big institutions have already been
loading up on for 6 months while you
were watching YouTube videos? They do.
They know the timeline. They know the
sequencing. They've been in this trade
since before you even knew there was
going to be an IPO.
And by the time CNBC runs a segment on
it and you know, your friends start
talking about it over lunch,
you're not early. You are what Wall
Street calls exit liquidity.
And that's exactly And what happens is
that retail investors again and again
and again lose money on these
opportunities that get talked about
everywhere.
They chase the popular thing and they
lose money because they don't understand
the full structure. So, if you've done
that before, maybe you've bought an IPO
before or just bought something that was
running hot and you still lost money on
it, put it in the chat. Put hot in the
chat. Because that's exactly why I'm
going to run something for you that I've
never done before, I will never do
again. A free live session this
Saturday.
And I call it the greatest stock market
opportunity
before the SpaceX IPO.
And in that live session, I'm going to
walk you through three
the exact pre-IPO playbook that the big
firms are using.
Which stocks move first, which stocks
move last, and how you position before
the herd even shows up.
And that's the piece you're missing.
It's going to be live, it's going to be
free, there'll be no replay, don't ask
for it. And whether you're in the US,
whether you're in Europe, the session is
for you. I'm going to run it at a time
you can can all join. And I will give
you Wall Street's greatest playbook. So,
get your free ticket at
greatestplaybook.com.
The link is in the description and
pinned to the comment, you can click on
it. And let me know if you're going to
show up for yourself and get Wall
Street's greatest playbook. Write
playbook in the comments and I'll know
you're going to be there.
But let's actually get into why SpaceX
is being valued at what's being valued
at because the numbers here are
genuinely insane. And maybe you're
thinking, "Uh Felix, why aren't you just
telling me everything here?" Well, this
video would become really, really long
and YouTube doesn't like really, really
long videos. Uh plus, if we do it live,
you can actually ask me questions and
it'll be a lot more useful. So, join me
on Saturday.
But I want to go back to that
28
trillion
dollar number.
Because most people will hear that and
assume it's, you know, sort of
marketing, whatever. But SpaceX broke
that number down for the SEC line by
line in the actual filing. And here's
what it says.
They say 370
billion dollars from space itself.
That's the launchers, the satellites,
the rocket business, the stuff that
people consider to be the SpaceX
business. 1.6 trillion from
connectivity. That's Starlink. That's
internet from space. And they split this
into 800 billion for Starlink broadband,
like the dish you put on your roof and
that sort of thing, and then 745 billion
from Starlink mobile.
Which is basically going to replace a
removable phone network. But, that's not
even the big stuff. So, not only will
there be the telecoms company for every
country in the world, the Wi-Fi for
every country in the world country in
the world, the mobile phone network for
every country in the world, there is a
bigger pie here.
And it is AI.
So, let me break that AI number down for
you because it's what makes everything
kind of make sense. 26 trillion is a
ludicrous number. So, let's understand
what that means.
So, we have 2.4 trillion for basically
hardware, so chips and data centers and
in all that stuff that
AI needs to run. Then up consumer AI
subscriptions is only about 60 billion
dollars, so we're going to skip over
that, you know, Grok, that kind of
thing.
600 billion. These numbers are so
ludicrously large, right? 600 billion in
advertising, yeah. And you might think
advertising is a weird business. Well,
Google's business is entirely
advertising. Meta's business is entirely
advertising because SpaceX now owns X,
the platform, you know, Twitter. And
then we've got the big deal. 22 trillion
in basically
corporate applications.
So, business-to-business.
And that's the AI tools sold to every
business on earth. Now, the bears are
going to say SpaceX is never going to
capture all of that. And the bears are
right. SpaceX will not capture 27
trillion dollars of B2B business.
But, they don't need to.
Watch this math. If they just get 10% of
that addressable market, that's about
3 trillion dollars in annual revenue.
We're talking about like a 10-year time
horizon here, right? Now,
the entire S&P 500, so the entire S&P
500 today does about 18 trillion
in revenue. So, 10% of the addressable
market is about 1/6 of the entire S&P
500, one company. And that's why the
valuation goes
from 2 trillion to 10 trillion. You
don't need everything to go right, you
just need them to capture a slice. A
slice is enough. Now, talking of slices,
there are some small cap stocks that I'm
looking at to ride this wave. I'm going
to walk you through that in a second, so
stick with me.
But it isn't just AI that Wall Street is
underpricing in my humble opinion, it is
also SpaceX. SpaceX is the fastest
scaling product in telecom history.
2023 they had 2 million users. Right now
they got 10 million. So they just went
in
three years less than three years, two
and a half years from 2 million to 10
million users. Five times jump. And the
growth is actually accelerating, it
isn't slowing down. This is
the biggest part of
SpaceX's business right now. 61% of
revenue. Rockets is only a tiny part. I
love using Starlink. It's amazing when
you travel. Like you can sit anywhere
you like and you can use Starlink. You
can be on a yacht, you can be in the
woods, you can be anywhere you want and
you got perfect Wi-Fi. And the
traditional telecom companies, you know,
whether it's Verizon or AT&T, Vodafone
or whatever, they had to dig billions of
dollars of fiber optic cables into the
ground, put up all these mobile phone
masts, cost them a fortune. SpaceX just
puts up satellites. And then you get
reception everywhere in the world. So
it's a structural cost advantage. AT&T
can't do it.
Vodafone can't do it. And it just means
SpaceX makes the same product for a
fraction of what the old companies could
make it for.
So they can undercut
and steal
all of the telecoms companies'
customers. So if I was going to short
something today, it'd be telecoms
companies, and I'm not a registered
financial advisor. I'm telling you what
to buy. I'm just saying, right? So,
mobile companies here
become pointless. But, the real shift
comes in this. Right now, you need a
Starlink dish to get the service. But,
Starlink mobile, which is already being
tested with T-Mobile,
works directly with the phone in your
pocket. You don't need a dish. You don't
need a router. Your iPhone becomes a
Starlink terminal.
So,
when that goes
mainstream,
SpaceX is no longer competing with
Verizon, AT&T.
It's just fully replacing them.
Globally, in every country. Okay, but
let's talk about something that made me
really sit up straight when I when I was
reading the the filing. It's Elon Musk's
compensation package. There are two
awards here.
One is the SpaceX CEO award, and the
other is something called the AIC award.
It's got very specific conditions
attached to it. SpaceX has to build, I'm
quoting this from the filing,
non-earth-based
data centers capable of delivering 100
terawatts of compute per year. So, it's
data centers in space, right? And you
might laugh at that. I get that. Sounds
like science fiction. But, this is an
illegal document with the US government,
right?
You can't lie in this document. It's a
becomes a federal crime. And there's a
reason it makes sense. Data centers is
giant warehouses full of computer chips
that run on things like, you know,
ChatGPT. They have two big problems. The
first problem they have
is they need an insane amount of power
that we can't really generate.
And the second problem is that they
generate an insane amount of heat. And
on Earth, you have to pay a lot of money
to cool them. You need water. You need
air that can handle
can handle
In space, you have a problem. Space is
naturally minus
270°
Celsius, that is.
So cold it doesn't really matter whether
it's the Celsius or Fahrenheit, right?
It's just cold. But it's free cooling.
And the sun beams down energy 24 hours a
day with no clouds in the way. So you
get free electricity.
The biggest cost in running data centers
solved. And SpaceX is the only company
on Earth that has the rockets to
actually get giant equipment up there
cheaply. Nobody else is even close. So
SpaceX can actually build data centers
in space that are structurally cheaper
than anything on Earth.
And that means every AI company in the
world becomes a customer. Yeah. Open AI,
Anthropic, everybody. And no one's
pricing this in. Wall Street is still
pricing SpaceX as a rocket company.
They're not pricing in the AI cloud
play. They're not pricing in the cooling
mode. They're not pricing in the energy
mode. The market hasn't really woken up
to this yet because we are always
dubious of innovation. So you're still
with me up with this point? I see the
watch time data, so I know you're still
here.
You're the kind of viewer who actually
makes money opportunities like this,
right? The picks are coming straight up,
so stick around. But just understand for
a moment how much Elon Musk personally
believes in this business because the
filing tells us exactly how much. He
basically gets 300 million shares when
he hit a 6 and 1/2 trillion market cap.
And then 15 milestones along the way.
And
one of those milestones is a human
colony on Mars with at least 1 million
inhabitants. This is literally in the
SEC filing, right? So look, it's a
contract. You can't make this up. And if
he delivers all of this, all of these
insanely ambitious targets, he might get
paid $700 billion plus.
This is the most incentivized CEO on the
planet. And the part that matters for
you and me is not the headline, but the
structure.
Elon Musk signed a legal document that
says he doesn't get the bulk of his
payday unless SpaceX hits $7.5 trillion
in market cap. $7.5 trillion. We expect
SpaceX to list at about $1.75
trillion. So, Elon Musk appears to
believe that we're going to get a 5x
here from the IPO price. That's what he
needs to unlock his money.
So, he doesn't think $2 trillion is the
ceiling. He thinks $2 trillion is
the floor, the starting point. Now, am I
slightly concerned about insider
selling, despite of what I just said?
Yes. Because these guys will do
something that is called hedging. And
I'm not going to walk you through it
because it'll bore the pants off you.
But it'll have a slightly depressing
effect on the stock price. And they're
going to do that
up to the point where
well, probably beyond the point where
they can start to sell. Because insiders
are locked up
for 180 days, most of them,
after the IPO. It means they can't sell
for 6 months. But Elon Musk and certain
large investors are locked up for 366
days. So, a full year plus a day for
some strange reason. So, Musk can't
sell. So, literally the guy who controls
85% of the voting power of SpaceX has
chosen
voluntarily to lock himself up for a
full year.
No escape hatches, right?
And that's someone who's not selling.
That's someone who is
holding,
building. So, you've got the playbook
now. You've seen the squeeze potential
from the Nasdaq rules. You've seen the
total addressable market. You've seen
how big a deal Starlink could be. You've
seen the space data centers. You've seen
Elon's own pay package betting on a $10
trillion outcome. But look, if you've
ever been burned on an IPO before
or any kind of highly hyped stock,
I'm not here to try and make you feel,
you know, the daft because you're not
daft. You weren't daft. You just didn't
have the full playbook. You saw a
company you believed in. The numbers
look incredibly good. Everyone was
talking about Everybody was excited. And
you did what felt rational. You bought
it. And then 6 months later the stock
was cut in half. The insiders were on a
yacht and you were holding the bag. And
that happens again and again and it
pisses me off that this happens again
and again because
it's
not a money problem. It's not a
how clever you are problem. It's a skill
problem because Wall Street plays a
different game. They know these details.
They know when the lockup expires. They
know which insiders have the most to
sell. They've already positioned
in the supply chain plays months before
the ticker even hits your brokerage app.
So by the time you are allowed to click
buy, they were quite possibly selling.
And this isn't conspiracy theory. That's
it's literally just how how this works.
Now, I mentioned earlier we're going to
run a live free session this Saturday,
the greatest stock market opportunity
before SpaceX IPOs. I really do think
that is what this is. And I promise to
you that if you show up for this, you
will never ever walk into another IPO
blind again. You will never walk into a
hyped stock blind again. You'll know
where Wall Street's positioned before
everybody else even realizes it. You
know the setup, the timeline, and the
signals that tell you when the smart
money is leaving the building. And I can
prepare the most beautiful presentation
for you and teach it to you in a way
that the 12-year-old can understand, but
it only works if you show up for
yourself.
Not for me, but for yourself. I'll be
fine either the wet. So, this is about
whether you want to be the one buying
what insiders are selling or if you want
to be the one who actually understands
the full game, the full framework. It's
free. It's live. You can ask me anything
you want.
So, get your free ticket at
greatestplaybook.com.
We're never going to run this again
because there will never be another IPO
as big as this for a very long time. So,
this is a one-time chance to learn this
framework
and actually
still have time to benefit from
So, if you're going to join us, write
SpaceX in the comments right now. And
that way I know you're going to be
there. I know you're going to be
serious.
So, let's talk about what makes SpaceX
different from other IPO disasters I
just showed you because there is
literally a bull case case here and it's
a pretty strong one. And it starts with
the specific stocks
I'm looking at myself. There are five
plays here, five fingers even that I
want to walk you through. From the most
obvious to the most boring I've
organized.
Play number one is the supply chain for
SpaceX. You know, the picks and shovel
plays. And you've heard the first three
at the start of this video that we
talked about here. We talked about RDY,
we talked about VO, if I could spell
VOYG,
Voyager, and we talked about Fly.
Up 163%,
86%, 69% since I made the last video on
that. That doesn't guarantee you're
going to make money on this going
forward, which is why you need to
understand the framework and not the
stock picks, right? But if you got in on
this and you understood it, you've I've
got a good process for locking in
profits, congratulations. If you didn't
get into these, I would buy these only
on a pullback. Again, something I'll
walk you through on the weekend if you
wish. But the trade isn't over yet
because the SpaceX IPO hasn't even
happened yet. So, pay full attention to
the risk management part here. These are
small companies, right? They've moved
fast both ways.
Now, the second play, and this is less
risky. There's risk with all
investments, obviously. This is the chip
supply chain.
And this is the kind of setup that the
pros have been in for a long time, and I
want to break that down for you on the
weekend, including some opportunities
that are, you know, alive and kicking
right now, because SpaceX is building a
new AI chip.
They call it the
AI 5.
And to build the AI side of this
business, they need three companies more
than anyone else on Earth.
One of them is Taiwan Semiconductor,
TSMC.
They make every advanced chip on Earth.
Every SpaceX chip will go through their
factory. They're the most dominant
company in the market in the world.
The second company is Intel. The shift
to what's called agentic AI, AI that
does tasks, not just answers questions,
who just does things on its own, is
changing the demand mix from these
graphic
chips back to CPUs, you know, what we
used to have. Intel is the CPU monopoly,
essentially, although Nvidia has started
making them, too, but they don't have a
foundry. Intel is still pretty beaten
up. I mean, its stock's been left for
dead for like a decade, and then
suddenly doubles as it just is.
It's potentially this is the first leg.
It's not the last leg, right? There's
there's space here. And then we've got
Amkor.
And this is the really boring one. Chip
packaging.
The step not not the not the cardboard
box. We're not going that far in the
boringness, but it's the step that turns
the actual
silicon chip into something that can be
put in a device. And Amkor just built a
factory 7 miles from TSMC's Arizona
facility, which isn't a coincidence.
That's the supply chain reorganizing in
real time.
That's the second play. Now, the The
play,
numero
is the actual IPO.
When SpaceX goes public, a meaningful
slice of the shares will be reserved for
retail investors, and you can get them
through Schwab, Robinhood, SoFi, other
platforms, and so on. You can put in an
application, request it now, don't wait
until the last day, and then you're
going to get
a small allocation.
But the asymmetry is huge. If you get
even a few hundred shares at IPO price,
and the squeeze plays out the way I
think it might, there is some upside
here. Now, there is a risk with every
investment decision, and you're going to
take you're going to take responsibility
for your own decisions. I, as I say, not
a financial advisor.
But there is also a fourth play.
And the fourth play is the simplest, the
most boring, and the one that I would
highly recommend.
Not that I give financial advice.
Winston, come on here.
Sit down.
Do you want to walk us through choice
number four, Winston?
It is the Nasdaq itself.
QQQ.
It's the Nasdaq ETF. And the reason this
works is that remember the rule change
we talked about? Remember that Nasdaq is
going to force buy SpaceX into the index
within 15 days, and they're then going
to overweight it by three times because
of the small float, which means if you
own QQQ, the index is automatically
buying SpaceX for you.
So, you get the squeeze without trying
to time the squeeze. And this is
the most honest call I can give you. If
you don't trade actively, if you're a
beginner, this is the play. And
ironically, it's probably what wins in
the long term, but I never ever look at
a stock,
Winston doesn't either, unless we looked
at risk.
Uh and there are three rules that I give
you. We're going to go to a lot deeper
on this on the weekend and look at
opportunities particularly. I want to
really look at opportunities here that
aren't just SpaceX, but, you know, in
that space.
Um you need to have an exit rule. You
need to know when to sell.
Most people on Wall Street agree that by
the time we get to the end of the lockup
period, there will be some selling, not
as much as I think as people think
because most people will hold and borrow
against their shares, but just the fear
of people selling will make people sell.
You see what I mean? And that might be
an opportunity. It might be an
opportunity to potentially make some
money from now to lockup, get out before
well before the lockup, and then reenter
if that creates a dip. But
I want to be very honest with you here.
There is a huge risk to this. And the
huge risk is called Elon Musk. If Elon
Musk loses his marbles, the whole thing
blows up.
Because Elon's companies
are amazing and incredible because of
Elon.
Simple, right? Greatest founder,
greatest CEO, I'd argue alive.
And
doesn't mean you have to agree with
everything he does, but he's creating
stuff that no one's ever created before,
right? He's He's landing
rockets back on on Earth. And if you
think about that, imagine every time you
got onto a plane
and you flew, I don't know,
LA to Chicago, and the plane lands,
everyone gets out, and then they blow up
the plane. Every single time.
That's what we've been doing with
rockets going to space.
How much do you think your flight ticket
would cost if every single time you
flew, they would just blow up the plane?
Well, SpaceX and Elon have fixed that.
They're reusing the rockets, right?
So, the guy thinks on a level that very,
very few founders think on. And it He
also executes on a level that nobody
else seems to do.
So,
if Elon
is no longer compos mentis or around for
some reason in the early stages of
SpaceX really scaling now,
it's a problem. And you might think
that's very unlikely. It's very
unlikely, but you know, you got to plan
for the unlikely, right? That's why you
have car insurance, right? You don't buy
car insurance because you're planning on
you know, hitting a tree or running
somebody over. But so what I really want
you to take away from everything I just
showed you and I know there was a lot of
stuff which is why I gave you that free
research document at the beginning.
SpaceX is probably the most exciting
company on earth. The market they're
going after is incomprehensibly large.
Starlink alone could be worth more than
most countries entire economies. The
rocket launch business is pretty much a
monopoly right now.
It's also going to be the biggest
financial event of at least a decade.
But knowing that I will not help you.
Because knowing SpaceX is a great
company is not an investment strategy.
It's a headline. And I can tell you
right now SpaceX is going to be massive.
Most retail investors however will still
lose still lose money on it.
Like I talk about stocks sometimes. You
talked about one a little while ago that
was called you you you you went up 300%
on the point I made a video. People
complained to me in the comments that
they'd lost 70% on the stock. Tear my
hair out. But it also just shows me that
the gap in financial education is huge
and we got to do something about it.
Those guys lost money because they
didn't know the game that Wall Street's
playing.
Where the big money moves on A to B. And
if you're sitting there on IPO day and
you're placing a market order to buy
some of that stock, you're not really an
investor.
You're a customer. You are Wall Street's
customer.
And they love it.
And that's why I'm going to do the
session for you on Saturday live, free,
one time. It's called the greatest stock
market opportunity before the SpaceX
IPO.
And I'm going to teach you how Wall
Street finds these opportunities. I'm
going to walk you through Wall Street's
exact pre-IPO playbook, the signals they
watch, the timeline, the opportunities.
And I get it, people want me to tell
them buy SpaceX. They don't want to hear
learn the game before you play it. Learn
the rules before you enter the court.
But learning the game is the only thing
that separates the people who make money
from the people who make Wall Street
money. So, don't be that guy. Show up.
Show up for yourself. Links in the
description. It is entirely free. Timing
will work for you guys in the US. It'll
work for you in Europe. It'll probably
even work for people in Asia. Links in
the comments. Grab your free ticket.
Bring your questions. You can ask me to
do a big great big leap huge Q&A at the
end.
And if this video has helped you or it's
just surprised you in some ways,
and you're not just getting hype here,
but the actual mechanics, then share it.
Send the link to someone who's about to
put their savings in the IPO without
really understanding the game, and
they'll thank you later.
And I'll see you on Saturday. While
everyone's obsessing over the SpaceX's
IPO at about $2 trillion valuation,
I'm going to give you four already
listed space stocks that could deliver
massive returns.
Ask follow-up questions or revisit key timestamps.
The video analyzes the upcoming SpaceX IPO, arguing that it will not crash like other notable IPOs due to a structural 'squeeze.' The speaker highlights how high capital gains taxes and securities-backed lines of credit discourage early insiders from selling, while new Nasdaq rules force passive index funds to buy the stock shortly after listing. Additionally, the video explores SpaceX's massive total addressable market in space, connectivity, and AI, suggesting a potential long-term valuation of up to $10 trillion. Viewers are encouraged to learn the 'pre-IPO playbook' used by institutional investors to avoid becoming 'exit liquidity' and to consider specific supply chain and index-based investment strategies.
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