Frisbee
06-06 12:50
SpaceX is one of the few companies trying to build entirely new industries rather than compete in existing ones. Satellite internet, reusable rockets, and Mars exploration all offer enormous optionality. I’m bullish for the next decade. @deal2deal come join
SpaceX IPO Countdown Hammers Space Stocks — Long or Short?
Space-proxy equities slid as SpaceX's IPO approaches: Rocket Lab tumbled 6.99% Wednesday, while ASTS, SPCE, and RDW extended losses overnight. Noted short-seller Steve Eisman called SpaceX's valuation "absurd" relative to Nvidia's, and Jefferies has begun facilitating bearish positioning across the space sector. With an epic IPO narrative on one side and prominent contrarian voices on the other, would you use RKLB or ASTS to front-run the listing — or side with the shorts?
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