I just created a custom dashboard for the SpaceX $SPCX IPO
Still working on it a little, but it summarizes the info from the S-1 pretty well right now
Here is the link to the dashboard ... there is a bunch more info
⬇️⬇️⬇️
https://t.co/0CaU88OGRw
If you have your portfolio connected on @ralliesai the dashboard will customize to your portfolio
SpaceX S-1 dropped monday. on track to be the biggest US IPO ever (by a lot)
i'm a CFA charterholder. i've read S-1s the hard way. asked my agent to read this one instead using the new agentic(.)market IPO Analysis bundle
12 min and $1.87 later: a $20B underwriter conflict the press is missing, a $45B anthropic contract buried at line 1401, live EV/EBITDA on every comp.
a bloomberg seat is $24k/year
The lockup for SpaceX shares is like nothing I have ever seen.
Three groups with different lockup regimes.
The largest group has 180 day lockup after IPO, but with a graduated ability to sell based on share price at milestones before then.
FTSE Russell published their preliminary index inclusions and deletions
- Bitmine is on this list for inclusion for large-cap Russell 1000
- $BMNR market cap above the minimum $5.7B for large-cap inclusion
- Many active managers only buy equities on the Russell 1000
Additionally, it is estimated 20-25% of the market cap of a stock is held by passive index funds/ETFs
The Demis Hassabis HUGE* Conversation (in full)
00:00 What is the hardest problem AI has already solved?
12:30 What is the cutting edge of drug discovery with AI?
21:53 Why did Demis say he “would have left AI in the lab longer”?
43:09 How should militaries use AI?
50:13 What can humans do that AI won't?
58:17 What does Demis Hassabis want his legacy to be?
(And 1:04:40 Can I beat Demis at Jenga?)
Recorded March 5, 2026 in London.
🚨 BREAKING: Google Gemini can now analyze any stock like a Wall Street analyst (for free).
Here are 10 insane Gemini prompts that replace $4,000/month Bloomberg terminals:
(Save this 🔖 you’ll need it later)
I just spoke with Charles Schwab about the @SpaceX IPO. Schwab is one of a handful of brokerages selected by SpaceX to allocate IPO shares to retail investors.
If you have an account with Schwab, here’s how to prepare for the SpaceX IPO:
1) You first need to opt into IPOs from the Trade > IPOs page on Schwab's website.
2) After you've opted in and the IPO shows on the page, you can submit an Indication of Interest. The indication of interest will be able to be submitted when the Roadshow period begins for the stock. This is currently expected to be early June.
3) You need to have minimum $100,000 in total balance to be eligible to participate in the SpaceX IPO share allocation.
Schwab still doesn't know how many shares will be allocated to their brokerage at this point since SpaceX will be the one to decide that in the coming weeks. Just be prepared to check back on the IPO section of Schwab's website. Additional info will come later.
Lastly, don’t be surprised if you receive fewer IPO shares than you requested (if any at all). Demand for the limited number of available IPO shares will almost certainly be extremely high, and these participating brokerages will only get a certain sized allocation of shares to offer to retail investors, so it'll likely be tough to accommodate everyone. The best thing you can do is to just be prepared.
Note: SpaceX specifically stated in their S-1 filing that any purchase of their Class A common stock in this offering through these platforms will be at the same IPO price, and at the same time, as any other purchases in this offering, including purchases by institutions and other large investors, which means any retail investors that are lucky enough to get allocated some SpaceX IPO shares will pay the same price as the big guys.
We're going to have a massive surplus of extremely strong and dexterous robots to do extremely unnecessary tasks for us.
I can't wait!
... predict these will be $1 an hour -- which is basically $8,760 a year. Insane.
In fact, they'll probably sell them for $1 an hour with a minimum of 5,000 hours.
Yes, I need to make sure SpaceX stays focused on making life multiplanetary and extending consciousness to the stars, not pandering to someone’s bullshit quarterly earnings bonus!
Obviously, IF SpaceX succeeds in this absurdly difficult goal, it will be worth many orders of magnitude more than the economy of Earth, but don’t expect entirely smooth sailing along the way.
The crypto market structure bill has PASSED the Senate Banking Committee with a bi-partisan vote!
Historic day for crypto and for the future of digital assets in America. Grateful for the countless hours from lawmakers and staff to strengthen this legislation. Big improvement from where we were in January on rewards, tokenization, DeFi, and CFTC authority. I'm proud we stood up for our customers in that moment, and the bill is better because of it.
Looking forward to a bipartisan law that cements the US as the world's crypto capital. Let's get CLARITY done.