SPACEX Crashes Below Ipo: The $40B AI Valuation Trap Revealed!
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SPACEX Crashes Below Ipo: The $40B AI Valuation Trap Revealed!
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SpaceX has tumbled 45% off its highs to break below its $135 IPO print—is Anthropic’s $965B valuation walking into the exact same valuation trap? Mark Malek breaks down SpaceX's $25B debt stack, August 6 lock-up expiration supply, and Anthropic’s $40B compute contract ahead of this fall's AI IPOs.
CHAPTERS & TOPICS:
• The $1 Trillion IPO Valuation Trap
• SpaceX Drops Below $135 IPO Print
• Lock-Up Expirations & 1.37B Share Supply
• SpaceX's $25B Debt Stack & xAI
• Anthropic's $40B Compute Contract at Colossus 1
• Moonshot AI K3 & The Open-Weight Threat
• The $965B Pre-IPO Valuation Wall
• Your Daily Wall Street Truthbomb
In today's Wall Street Truth Bomb, Mark Malek breaks down why SpaceX's post-IPO collapse wasn't about rockets—it was about valuation, supply, and simple arithmetic. More importantly, he explains why investors should pay close attention before Anthropic's expected IPO this fall.
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