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SPCXBEARISHCore thesis · 5/5

SpaceX trades at extreme IPO multiple

The speakers argued that SpaceX's opening valuation above $2 trillion relies on narrative-driven future optionality rather than fundamentals, making it a high-risk long-term investment.

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NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE
SPCX: SpaceX trades at extreme IPO multiple · Zortix