Detailed view for this entity.
“What are your thoughts on Elon's promise to give a path to long-term Tesla retail investors so they can access SpaceX shares ahead of the IPO? ... by giving funds like this access, he has somewhat fulfilled that promise.”
“from the Terafab announcement, Elon has said that between SpaceX and Tesla they need a terawatt of compute and that's why they're starting the Terafab project.”
“I would not buy SpaceX in an IPO just because of that.”
“The information senior finance editor Ken Brown has a column out today about why he's watching SpaceX's IPO and specifically why he's watching which indices the company could get added to.”
“Starlink is clearly the crown jewel here. It makes up about more than 60% of SpaceX's revenue overall compared to its space launch business and compared to its AI business and xAI.”
“in December 2015, a Falcon 9 first stage landed itself upright on a pad after delivering a payload into orbit.”
“they said they're going to help Tesla, SpaceX and X AI refactor silicon fab technology.”
“You're talking what 1.75 trillion. I think that's the valuation on SpaceX.”
“Rocket Lab is the name that has got to be at the top of any serious conversation about publicly traded space stocks... they are for all practical purposes the primary public competitor to SpaceX.”
“what makes them stand out is they arguably have one of the most successful proof of concept track records in history, probably second to only SpaceX.”
“And of course, with the SpaceX IPO impending, you'll definitely come back to the show, I hope.”
“SpaceX, which filed for what could become the biggest IPO in market history at a rumored $1.5 to 2 trillion valuation...”
“Either way, this is about much more than reusable rockets. Earlier this year, SpaceX completed the largest private merger in history when it absorbed XAI, the company behind the Gro chatbot and family of models in an all stock deal that valued the combined company at $1.25 trillion.”
“Earlier this year, SpaceX completed the largest private merger in history when it absorbed XAI, the company behind the Gro chatbot and family of models in an all stock deal that valued the combined company at $1.25 trillion.”
“given that most people watching this channel are Tesla investors and probably at least half of them are also interested in the SpaceX IPO.”
“So, um yes, xAI is part of SpaceX now.”
“this goes back to Elon Musk and SpaceX and Tesla building a joint chip-making manufacturing to make this a realization.”
“In that initial S-1 filing, that's when we get all the goodies. So, that's when we find out what the symbol is going to be, what exchange it's going to trade on. We get all the financials, we'll learn about the underwriters and the business risks and detailed business operations.”
“Reuters broke with this SpaceX valuation over two trillion. So, there you go. So, we thought it was a going to be a 1.5, then we thought it'd be 1.75. Now, Reuters is reporting that the S1, I guess they call it, that they put in yesterday, uh, must be over, according to their information, is over two trillion.”
“Then there is the Golden Dome program, the Pentagon's missile dragon constellation involving up to 600 satellites, which is expected to be another SpaceX contract worth approximately $2 billion.”
“reports say that Morgan Stanley's E*TRADE platform is taking the lead in selling SpaceX shares to retail investors”
“Arc Venture Fund has about 70% allocation SpaceX which is good”
“Elon Musk posted on social media that he expected SpaceX's revenue to reach 15.5 billion in 2025.”
“The only reason SpaceX is valued at where it is right now, which is one and a quarter trillion, is because of two things.”
“SpaceX's value to me is unquestioned... and they said so that the company is worth a billion a trillion and a quarter.”
“NASDAQ wants them and they changed the rules to get them. And as I said, these rule changes have a direct impact on your retirement account.”
“SpaceX is about to IPO at 1.75 trillion. This might be the most blatant rug I've ever seen, allegedly.”
“He's taking two companies that are losing money, XAI and Twitter, folding them into SpaceX, which is the only company actually making money.”
“Private companies like SpaceX, OpenAI and Anthropic would rank among the largest companies if they went public and index funds would be forced to buy their stock.”
“index funds would be forced to buy their stock. That means that if you are an index fund investor, you may soon be investing in these companies whether you like it or not.”
“We do know how many Starling customers they have. Recently passed 10 million. That was disclosed by SpaceX.”
“So they are in space obviously. So an example is a company called Impulse Space. Okay. The CEO was the first employee at space X. He was there for 20 years. Okay.”
“yesterday Elon Musk announced a partnership with Intel, big American chip maker that is a space X Tesla joint venture.”
“SO THAT IS EXACTLY THE SHAREHOLDER BASE THAT HE WANTS AT SPACEX FROM DAY ONE.”
“Now, this rumor is interesting as we move into the space race where SpaceX is planning an IPO maybe potentially over the next 90 days.”
“enter SpaceX who have now sought FCC approval this is not just a hypothetical idea they've said hey bro we would like permission to do this please grant us permission to launch and this is initially 1 million AI satellites to training and inference.”
“we now have confirmation from Elon Musk that both Tesla and separately also SpaceX now have a mandate each to get to 100 GW per year of solar production.”
“YOU KNOW, THOSE THAT KNOW SPACE, THEY WANT TO WORK WITH FIREFLY. WE ARE A COMPLEMENTARY TO SPACEX AND OTHER COMPANIES OUT THERE.”
“Starlink, an absolute money printer growing at a ridiculous rate, is absolutely carrying SpaceX, driving massive growth and justifying an astronomical trillion half plus valuation.”