SPACEX IPO COUNTDOWN: In my own rounds with investors, it’s not about whether the IPOs will be successful for the big three looking to list this year. It’s about the lockups and whether big pre-IPO investors will meaningfully sell. It’s about how investors may have to rebalance, and what that means for the AI theme writ large. And it’s about earnings — how public market investors react as cash burn remains elevated.
My view? I believe SpaceX, Anthropic and OpenAI will all likely have to raise even more money within six months of listing. They would look to equity and debt markets, both private and public.
It’s going to be a big six months ahead!! A big thank you to @cvpayne for having me on the show.
Full interview here: https://t.co/LoZ4PLWyST
DCF is a mismatch for this environment - top-line growth is being rewarded at some point in the future, this company will grow into something more appealing from your vantage point, but I think the price will be much higher.
@cvpayne As a DCF guy, I find these current valuations way too high. Am I wrong about this, CVP?
On the other side of the equation, I think it also reflects the DIMINISHING value of the USD.
Click below for a quick look at my appearance on @FoxBusiness with @cvpayne on "Making Money with Charles Payne"
The markets experienced a little pull-back today, but we talked about some ways to look for value opportunities with the lower prices.
@cvpayne@PayneMarketTalk Serious q.
With NVDA ��investing” in other companies who in turn spend on their chips, are we not looking at financial danger like a Ponzi? Seems both sides are booking sales without actual product, if I invest 2b in you and you buy 2b?
From rocking my newborn while learning to trade… to VP of Options at Simpler Trading, flying to NYC for Fox Business with @cvpayne and @SchwabNetwork.
All because I wanted to stay home with my baby.
People ask me all the time how I'm able to do what I do. Ultimately, it's the strategy & toolset I've developed that allows me to do what I do, and gives me even more time with my 3 kids on our San Juan Islands farm.
Learn more in the latest Five Star Trader newsletter update:
@simplertrading@MoneyShow
https://t.co/n6y3ryncyW
@cvpayne Charles, 3 of your Making Money Show Technology All Stars were on NCBC Morning Call this morning.
In order:
Eva Ados @eva_ados on SpaceX
Silvia Jablonski @sliviajablonski on Quantum &
Jessica Inskip @JessIln_skip on the Investor Renaissance & upcoming IPOs
Great job!