Watch
Timestamp:
00:00 Early Investors Made 38x. Who's the Exit?
00:50 SpaceX: What You Are Actually Buying
01:05 Business 1: Starlink
02:27 Business 2: Falcon 9 Launch Services
03:23 Business creature luminose film 3: xAI and the Merger
04:53 Business 4: Starship
05:38 What Independent Analysts Actually Think It's Worth
06:48 The Figma Warning: This Pattern Already Played Out
08:32 What Is ARPU and Why It Has Never Been Published
10:44 The Nasdaq Rule Change Two Days Before the Filing
12:32 The canada weather pattern shift Old Rules Would Have Disqualified SpaceX
12:47 The New Rules and the 3x Multiplier
13:46 The ARM Holdings Playbook
15:08 The Last Question: Can You Actually Get In?
15:51 Who Is Actually Ahead of You in the Queue
18:10 Where You Are Likely to End Up in the Chain
18:53 The S1 Watchlist: 4 Numbers to Find
21:29 Where We Are and the Real Question to Ask
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