Meta Platforms (formerly Facebook) is presented as a historical example of a strong company that experienced a significant drop after its IPO, aligning with the discussed trading patterns.
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SpaceX IPO a Buy? Here are Better Alternatives!
Apr 10, 2026
The creator discusses the upcoming SpaceX IPO, noting its massive valuation and the breakdown of primary vs. vendor shares. While acknowledging SpaceX as a phenomenal business with a wide economic moat, particularly its Starlink and launch services, the creator expresses reservations about the IPO's risk-reward profile and lock-up period, suggesting better alternatives might exist for investors.
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Reddit (RDDT) is used as a second example to illustrate the IPO trading strategy of waiting for a 40-50% drop or a close above the initial high for entry.
CoreWeave is mentioned as a recent IPO that experienced an initial price pop due to hype, illustrating a common IPO dynamic.
SpaceX is mentioned as a potential IPO, but the creator suggests that investing in Amazon or Alphabet is a better way to gain exposure to its growth.
Amazon is recommended as a buy due to its strong current profitability and its competitive position in the space economy via Amazon Kuiper.
Northrop Grumman is named as a competitor to SpaceX's Starshield offering.
Lockheed Martin is identified as a competitor to SpaceX's Starshield business.
Rocket Lab is mentioned as a competitor to SpaceX in launch services.
Alphabet is mentioned as a current shareholder of SpaceX.
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AMZNbuy opened Apr 10, 2026
-2.63%