WinningCircle

[WinningCircle @WinC300_eng]

Successful investing requires looking beyond a company’s growth potential and analyzing the market's share supply balance.⚖️

We have detailed the critical lock-up expiry timeline for SpaceX, which could directly impact its stock price.🚀

Is this development a risk or a long-term buying opportunity? Share your thoughts in the comments below!

[WinningCircle @WinC300_eng]

You can watch the recording of the delightful talk by @efebulduk and @jam_croissant at our Istanbul workshop below.

Use the timeline to easily navigate through the topics covered in the video👇🏻

00:17 – Five Key Pressure Factors Shaping the U.S. Economy
02:50 – The US–China Conflict
04:32 – The Only Way Out: QE, Bonds And Strategic Equities
05:17 – Sovereign Wealth Fund of the U.S.
05:59 – Is China's Model Winning?
06:34 – After Trump: Risks And Structural Change
09:11 – Buying Equities On Behalf Of The People
14:09 – The Intel Example: Taxing The Rich "Softly"
15:36 – AI, Populism And Universal Basic Income
16:48 – SpaceX, Space Travel And The "World Citizen"
17:55 – Will the US Government Invest In SpaceX
22:57 – Protecting The Dollar: Panama, Greenland, Iran...
23:52 – Practical Question: How To Build A Portfolio
28:30 – Why Options Will "Eat" The Market
33:52 – Is Bitcoin Dead?

[WinningCircle @WinC300_eng]

Last weekend, We had an incredible workshop in Istanbul with our mentorship students! A huge thank you to our special guest, @jam_croissant for joining us.🌟 It was a fantastic day filled with great insights, lots of laughs, and amazing energy. Thank you to everyone who made it unforgettable! 🙌✨

[WinningCircle @WinC300_eng]

SpaceX is going public TODAY at a $1.75 TRILLION valuation. Is it the biggest wealth-generation event of the decade or massively overpriced?

Here is the ultimate breakdown of Elon Musk's masterplan.

Inside the full video:
🔹The 3 pillars: Reusable Rockets, Starlink's V3 dominance, and xAI's Colossus.
🔹Why Aswath Damodaran thinks the "story" is bigger than the numbers.
🔹The critical "Lock-up" schedule that retail investors MUST know before buying.

Timeline:
00:00 - Introduction: AI Sector Returns and the SpaceX IPO
00:57 - Upcoming 2026 IPOs and SpaceX's Valuation
02:46 - Reusable Rockets: Falcon 9, Falcon Heavy, and Starship
05:16 - Dropping Launch Costs and Competitor Setbacks
06:11 - Elon Musk's Vision: Colonizing Mars and Space Infrastructure
07:11 - The Connectivity Business: Starlink's Global Network
08:44 - V3 Satellites and Building Internet Bandwidth for Robots
09:55 - AI Ambitions: xAI, Colossus, and Space Data Centers
13:14 - Financial Overview: Revenue, EBITDA, and Executive Pay
14:57 - Why IPO Now? Capital Needs and the AI Arms Race
17:04 - Shifting Compute Power from Crypto to AI and Space Solar Energy
21:00 - TeraFab Chip Supply and Valuation Challenges
23:27 - Forbes Analysis: Justifying a $1.5 Trillion Valuation
25:11 - Morningstar Report: Bear, Base, and Bull Scenarios
28:07 - Bybit IPO Express Partnership (Sponsored)
28:48 - Post-IPO Price Risks: Maximum Drawdown Examples
31:21 - IPO Partners, ETF Applications, and Nasdaq Expectations
34:03 - Crucial: Early Investor Vesting and Lock-up Schedule
35:37 - Valuation Expert Aswath Damodaran's SpaceX Analysis
39:35 - Future Target Revenues, Margin Expectations, and R&D
43:58 - Final Thoughts: My Personal Investment Strategy