Visa is mentioned to provide context for SpaceX's claimed TAM.
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The creator discusses the upcoming SpaceX IPO, highlighting its massive valuation and market potential. The...
Jun 8, 2026
The creator discusses the upcoming SpaceX IPO, highlighting its massive valuation and market potential. They caution that investing in the IPO might be driven by momentum and hype rather than fundamentals.
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Netflix is mentioned as a comparison point for SpaceX's valuation.
AMD is mentioned as a comparison point for SpaceX's valuation.
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