Jean Brandolini Lamb

Chief Marketing Officer (CMO) @EquityZen 🚀 | Helping investors access pre-IPO giants like #SpaceX & #OpenAI. | Specializing in Community Allocations & SPVs

[Jean Brandolini Lamb @JeanBLamb]

@SawyerMerritt @Starlink The execution speed here is unreal. Every Starlink milestone seems to pull more attention toward SpaceX.

[EquityZen @EquityZen]

Is SpaceX the "blockbuster" IPO we’ve all been waiting for? 🚀

With a valuation that could rival the biggest public debuts in history, SpaceX remains the $800 billion elephant in the room (Source: Forbes)

But at a reported 30x revenue multiple, will the public markets have the appetite for it?

@haslettp breaks down the ambitions and the eye-opening numbers behind Elon Musk’s 20-year-old private giant.

See where SpaceX lands in our full 2026 IPO Outlook:
👉 https://t.co/EXVJzSWyjo

#SpaceX #IPO #ElonMusk #PreIPO #EquityZen #Investing

Not all pre-IPO companies will go public or be acquired, and not all IPOs or acquisitions are or will become successful investments. This is not intended to predict or project the performance of any company.

[Jean Brandolini Lamb @JeanBLamb]

@kekmaximusk @elonmusk @PeterDiamandis Yes, Happy to point you in the right direction if you’re interested.

[Jean Brandolini Lamb @JeanBLamb]

@FrankMcCallSr @elonmusk @PeterDiamandis If you’re accredited, secondary might be an option?

[Jean Brandolini Lamb @JeanBLamb]

@6B1222T @elonmusk @PeterDiamandis If this is the baseline demand, upside chatter makes sense.

[Jean Brandolini Lamb @JeanBLamb]

@denzelayeah @Kalshi @mottbox_ hard to predict, There’s no confirmed IPO timeline yet they’ve historically been strategic about staying private. In the meantime, we do have limited secondary exposure available for eligible investors. Are you looking at this as a long-term hold?

[Jean Brandolini Lamb @JeanBLamb]

@Ajulian735 @elonmusk @PeterDiamandis There’s limited secondary allocation available through us right now

[Jean Brandolini Lamb @JeanBLamb]

@AlexPsalm3445 @elonmusk @PeterDiamandis There’s a small allocation available before things move further.

[Jean Brandolini Lamb @JeanBLamb]

@huimin166888 @elonmusk @PeterDiamandis Happy to point you in the right direction if you’re interested.

[Jean Brandolini Lamb @JeanBLamb]

@MaryPalomi6674 @elonmusk @PeterDiamandis If you’re looking before IPO, there’s secondary inventory out there.

[Jean Brandolini Lamb @JeanBLamb]

@DDog420homieg @elonmusk @PeterDiamandis If you’re accredited, secondary might be an option.

[Jean Brandolini Lamb @JeanBLamb]

@A_Bernardi92 @PeterDiamandis Desk data suggests this isn’t retail-driven hype.

[Jean Brandolini Lamb @JeanBLamb]

@cornfed_88 @TwoMindMoney @Kalshi The numbers I’m seeing don’t scream “short-term flip.

[Jean Brandolini Lamb @JeanBLamb]

@SmallMoneyLab @Kalshi I wouldn’t underestimate the demand curve here.

[Jean Brandolini Lamb @JeanBLamb]

@denzelayeah @Kalshi @mottbox_ Volume indicators I’m seeing are kind of wild

[Jean Brandolini Lamb @JeanBLamb]

@alpha_brav0 @SpaceX @Starlink Launch execution + IPO buzz = serious combo

[Jean Brandolini Lamb @JeanBLamb]

@SpaceX @SawyerMerritt @MorganStanley The xAI vertical integration from last month is the real catalyst. Moving Grok’s compute to Starlink v3 ‘Orbital Data Centers’ makes the $500B AI premium look conservative. Our desk is watching how this impacts the March filing spreads. 🚀

[Jean Brandolini Lamb @JeanBLamb]

The SpaceX $1.75T IPO math:

• $1T: Launch + Starlink
• $250B: xAI Merger
• $500B: AI Premium (Orbital Compute)

Bloomberg says March filing is happening. But private shares are clearing at a different spread than the $600 IPO target.

DM for the latest desk data. 🚀

[Evan @StockMKTNewz]

Nvidia $NVDA and Lumentum $LITE just announced a new multiyear strategic agreement

The agreement includes Nvidia investing $2 billion into Lumentum and a multibillion-dollar purchase commitment for advanced laser components - Reuters

[Shay Boloor @StockSavvyShay]

$NVDA is investing $2B in $LITE through a multiyear partnership to expand U.S. manufacturing and scale advanced optics for next-gen AI data centers.

The agreement includes multibillion-dollar purchase commitments and future capacity access deepening Nvidia’s push to power gigawatt-scale AI factories.