All investors have the "fish that got away", mine was investing in Exxon, a year or two before the Exxon Valdes incident, instead of tech stocks,
2026 investments
- Thread starter BCClone
- Start date
Does SpaceX have a significant competitive advantage? Yes - they are the #1 launcher, like 80% lower cost than #2. And its not something easy to catch up with, like phone app software - serious "moat".
But the valuation... everything has to go right and come true for like 25 years for the valuation to make sense. It's like buying Boardwalk and Park Place, but paying $10,000 for it (in monopoly money).
I think SpaceX can be an incredible success, and yet be a terrible investment.
But the valuation... everything has to go right and come true for like 25 years for the valuation to make sense. It's like buying Boardwalk and Park Place, but paying $10,000 for it (in monopoly money).
I think SpaceX can be an incredible success, and yet be a terrible investment.
SpaceX plays chess while others play checkers. They by far have a much broader vision than its competitors
That said in 6 months a lot of stock will be sold
I will look to buy then
First shares will not happen for another what 4-5 hours.
The way they are doing this and try to control volatility, and how people who try to flip today, will get some sort of retribution, means a slow drip
My understanding is that there are not enough shares available to retail to fulfill everyone's ask. I think I read that 5x as many shares were requested as available. That's what I like to hear
Think back to the 90s, you are describing every internet company and search engine that was out there.
CNBC reporting $160. This would be a very good open. It's not a hyperbolic run up then massive pull back next business day.
Some of the recent IPOs have been out of control
Edit: now down to 158. Now 150
Some of the recent IPOs have been out of control
Edit: now down to 158. Now 150
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It's multiple already assumes it's going to be the next Google or better. I'd be a little wary of future iterations of the federal government that is not so friendly to the industry as a whole or the company and stop giving them fixed cost contracts on the downside with cost-plus on the upside.
