Comment by thomascountz

4 hours ago

SpaceX submitted an amendment to their S-1 today[1]

[1]: https://www.sec.gov/Archives/edgar/data/1181412/000162828026...

19 comments

thomascountz

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chasd00  27 minutes ago

The SpaceX IPO confuses me, with the kind of testing they do the stock price is going to be a roller coaster ride. Every splashdown with an explosion, even if planned, is going to impact the stock price. Are they hurting for cash? Why even IPO if you don't need the cash?

onlyrealcuzzo  4 hours ago

Are we in a race to see who can pop the bubble first?

  • throw0101c  2 hours ago

    > Are we in a race to see who can pop the bubble first?

    Just because it's a bubble doesn't mean money can't be made.

    If you're worried it and the risk involved, perhaps go from 100% equities (100/0) to an allocation that has some bonds (90/10, 80/20, etc). Rebalance as things get out of whack.

    There are products that do this rebalancing for you: target-date funds that increase bond allocation as you get closer to retirement, or fixed-allocation all-in-one funds (VASGX, VSMGX; CA: VEQT/XEQT).

    Having some bonds and rebalancing would have saved US domestic investors in the so-called Lost Decade of the '00s:

    * https://www.forbes.com/sites/advisor/2010/09/13/its-not-real...

  • roadside_picnic  4 hours ago

    As you likely know, rules have recently been changed that basically force many 401k funds to invest in these IPOs while simultaneously having a relatively small number of the initial IPO to be sold to the public forcing the funds to by at inflated prices.

    The bubble won't pop until these retirement accounts of have been raided.

root-parent  3 hours ago

And as suspected, the Anthropic deal is not recurring revenue, its just a think they can cancel anytime with 90 days notice...Release the bad news slowly and when people are looking somewhere else...

SpaceX AI segment lost about $2.5B from operations in Q1 2026 on $818M revenue...they are burning dollars. Musk controls about 85% of voting power through supervoting shares, and cannot be fired...go IPO buyers...nothing like economic exposure without control....