MasterCard is trading at valuation ratios lower than during the COVID crash, indicating a bifurcated market.
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My Warning to SPCX Investors - Here's What You Need to Know
Jun 16, 2026
The creator discusses the upcoming SpaceX IPO, sharing insights from investor Steve Eisman. Eisman expresses a negative view on the IPO, citing SpaceX's increasing capital intensity, particularly in AI development with Grok, and compares it to the capital demands of other tech giants like Google. He believes the AI market is becoming commoditized with no clear moats.
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SpaceX's stock is experiencing price appreciation due to a low float and restricted insider selling, making it volatile until more shares unlock.
The creator expresses concern about Elon Musk potentially buying Tesla for SpaceX, citing Tesla's declining earnings and the unprofitability of the EV business.
The creator invests in Amazon as an infrastructure play for AI, viewing it as a utility rather than a model company.
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