- My Forums
- Tiger Rant
- LSU Recruiting
- SEC Rant
- Saints Talk
- Pelicans Talk
- More Sports Board
- Fantasy Sports
- Golf Board
- Soccer Board
- O-T Lounge
- Tech Board
- Home/Garden Board
- Outdoor Board
- Health/Fitness Board
- Movie/TV Board
- Book Board
- Music Board
- Political Talk
- Money Talk
- Fark Board
- Gaming Board
- Travel Board
- Food/Drink Board
- Ticket Exchange
- TD Help Board
Customize My Forums- View All Forums
- Show Left Links
- Topic Sort Options
- Trending Topics
- Recent Topics
- Active Topics
Started By
Message
Space X IPO, what are we doing? Baron interview worth the listen
Posted on 6/2/26 at 7:56 pm
Posted on 6/2/26 at 7:56 pm
Baron is the biggest Elon believer of all time.
I did some research and you can buy one of his mutual funds - BPTRX- and it has approximately 30% of its holdings in SPACE X Private shares already.
Buying his mutual fund may be a play here rather than buying Space X n IPO day or soon thereafter.
Loading Twitter/X Embed...
If tweet fails to load, click here. I did some research and you can buy one of his mutual funds - BPTRX- and it has approximately 30% of its holdings in SPACE X Private shares already.
Buying his mutual fund may be a play here rather than buying Space X n IPO day or soon thereafter.
This post was edited on 6/2/26 at 7:57 pm
5
Posted on 6/2/26 at 8:13 pm to Covingtontiger77
Sounds like he is pumping the stock in it's fund.
I don't see much path to near term profitability. With the massive size of the IPO offering, I see a lot of downside after the wave of initial buyers thin out.
I agree with morning star.
Yahoo finance
I think the IPO pops up and then it's starts the slow slide downward to a more realistic valuations. But I think it will be slow downward and not violent. Tesla shares may be under more pressure as investors cycle out of it into space x. As most remaining Tesla investors are there for the AI play, which is clearly moving to space X.
Space X is an AI company
I don't see much path to near term profitability. With the massive size of the IPO offering, I see a lot of downside after the wave of initial buyers thin out.
I agree with morning star.
quote:
Morningstar initiated coverage of SpaceX with a fair-value estimate of just $780 billion, less than half the roughly $1.8 trillion valuation the company is targeting in its initial public offering.
Yahoo finance
I think the IPO pops up and then it's starts the slow slide downward to a more realistic valuations. But I think it will be slow downward and not violent. Tesla shares may be under more pressure as investors cycle out of it into space x. As most remaining Tesla investors are there for the AI play, which is clearly moving to space X.
Space X is an AI company
Posted on 6/2/26 at 8:21 pm to Covingtontiger77
It doesn’t seem to be realistically profitable for a long, long time.
Posted on 6/2/26 at 8:27 pm to UltimaParadox
quote:
think the IPO pops up and then it's starts the slow slide downward to a more realistic valuations. But I think it will be slow downward and not violent
Serious question but do most IPOs operate like this once public? I imagine it's because the investors while it was private want to take profits and let the public hold the bag
Posted on 6/2/26 at 9:18 pm to Covingtontiger77
Like most huge IPOs, this will likely be a major flop. I’m also perfectly fine missing out if not
Posted on 6/2/26 at 10:30 pm to CecilShortsHisPants
With the new fast listing rules that were just put into play on May 1 this thing could ripple the entire market as a huge black hole wealth transfer.
Posted on 6/2/26 at 10:45 pm to Covingtontiger77
Posted on 6/2/26 at 11:18 pm to UltimaParadox
quote:
As most remaining Tesla investors are there for the AI play, which is clearly moving to space X.
Space X is an AI company
Wheel tesla calls and SPCX puts?
Posted on 6/3/26 at 3:55 am to Stidham8
quote:
It doesn’t seem to be realistically profitable for a long, long time.
People said the same about Amazon back in the day. It didn’t matter as far as the stock.
Posted on 6/3/26 at 6:53 am to ronricks
quote:
People said the same about Amazon back in the day. It didn’t matter as far as the stock.
Amazon had massive revenues though and didn't start at a massive market cap. It was grown over time as revenue grew.
Space X is valuation is based on 18B on revenue last year, about the same as auto zone
Before everyone blasts me, I know stock price is based on future growth. But I'm this case hard to see a scenario where it grows into the current valuation even with the almost extreme bull case
This post was edited on 6/3/26 at 6:58 am
Posted on 6/3/26 at 8:15 am to Covingtontiger77
Are Tesla shareholders going to get warrants to buy SpaceX? I heard about this a while ago but nothing recently
Page 1 of 1
Popular
Back to top
Follow TigerDroppings for LSU Football News