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JPMGSQQQMIXEDCore thesis · 5/5

SpaceX IPO pricing relies on narrative over metrics

The market thesis presented on the SpaceX IPO suggested its massive proposed valuation relies heavily on retail enthusiasm and narrative rather than established fundamentals or near-term profitability.

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NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE