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("The IPO Process" One-Pager)
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Don't invest alone. Our community members share strategies and tips for investing in upcoming IPOs. See how others are preparing for the SpaceX IPO.
Featured photos flight dl54 atlantic return via SpaceX and bhavitha mandava DepositPhotos.
*Carl's Website*
Craig speaks with Carl Jensen, a long-time Tesla and SpaceX investor, about the 10-20-year bull case for SpaceX and why there's so much hype and interest around the SpaceX IPO.
Our conversation includes launch capabilities, reusability, Starship, Starlink, xAI, Colossus, Terafab, data centers in space, X (Twitter), and much more.
Disclosures: Carl is long SpaceX, Tesla, Facebook, and Alphabet. Craig is long SpaceX via VCX restricted shares, the ARK Venture Fund, and Fidelity mutual funds. Craig is long TSLA. Access IPOs content is for informational purposes only and does not recommend that investors buy or sell any funds or companies mentioned. Perform personalized due diligence and only invest with money you can afford to lose.
*Timestamps*
0:00 Intro
1:51 Welcome Carl
3:38 How Did You Invest in SpaceX?
6:42 SpaceX IPO Update
7:25 Is the SpaceX IPO Overpriced?
9:59 SpaceX IPO Unknowns
13:50 What's Behind the Hype?
14:19 Reusability
17:25 TAM Expansion
19:01 Ranchers and Cows
20:01 Starship Current Status
23:11 Starlink Growth Engine
25:02 Starlink Direct to Cell
27:47 Data Centers in Space
33:04 AI Energy Supply
37:16 Moon Mass Driver
39:39 SpaceX Humans on Mars
42:19 Tesla SpaceX Convergence
45:11 foreign secretary SpaceXAI Colossus
47:04 Terafab
49:49 Tesla FSD
53:48 X (Twitter)
56:04 SpaceX Bear Case
59:14 Long Term Outlook
1:02:58 Stock Strategy
1:06:16 About Carl
1:08:32 Takeaways
