Episode

2 calls

SpaceX IPO Gigastream

youtube/Jun 12/source only

Latest calls

META/long

Meta makes $200 billion a year, growing 30%, and trades at $1.4 trillion while SpaceX debuts at $2.3 trillion; the cheap one catches up.

Can you imagine telling somebody that 2 years ago that SpaceX in 2026 would be worth $2.3 trillion and Meta would be worth $1.4 trillion with Meta at $200 billion of revenue growing 30% year over year?

Peak+21.0%

SPCX/short

SpaceX debuts at ~$2.2 trillion — instantly top-five-company size at roughly 95x revenue, a price only Elon commands; that premium fades as the math catches up.

It's a collection of some great businesses. Yeah. Some businesses that have a lot of potential. It is a valuation that only one man on earth can achieve.

Peak+21.1%

Machine-readable

/api/v1/expert/sources/4e0e4b10-3GET