#67: How to Invest in Defense Tech Pre-IPO

#67: How to Invest in Defense Tech Pre-IPO

Craig welcomes Edoardo Zarghetta of IPO Club, a venture capital investing platform for accredited investors. Edoardo shares his knowledge about defense tech investing pre-IPO, what metrics and KPIs to consider and various technologies and startups in the space, aside from Anduril and Shield AI. Learn More about IPO Club [https://www.ipo.club/] Access IPOs Free Newsletter and Download [https://accessipos.com/x] ("The IPO Process" One-Pager) Access Club: 7-Day Free Trial [https://www.patreon.com/AccessIPOs] Don't invest alone. Time to prepare for Anthropic and OpenAI. (see timestamp 5:33 for a coupon code to save) Disclosures: At the time of recording, Craig is long SpaceX stock and private company shares via VCX restricted shares (Anduril), RVI, and the ARK Venture Fund. Access IPOs was not paid to make this video. It is not sponsored. All opinions are my own. Access IPOs content is for informational purposes only and the host does not recommend that investors buy or sell any stocks, funds, or private companies mentioned. Perform personalized due diligence and only invest with money you can afford to lose, as IPO and pre-IPO investments inherently carry a high degree of risk. Edoardo Zarghetta is long, or may be long all companies mentioned through the IPO Club platform and America 2030 fund. (0:00) Intro (0:30) Defense Tech Investing (1:43) Welcome Edoardo (4:17) Defense Investing Thesis (6:20) Ukraine and Iran (7:20) Startups vs. Legacy Contractors (8:43) Soldier Augmentation (9:46) Missile Crisis (12:05) Cheap and Scalable (12:40) Allen Control Systems (14:15) Counter Drone (15:30) Electronic Warfare (17:25) AI Defense SaaS (18:58) Sub-sea Layer (19:23) PicoGrid (19:57) Space (20:35) Defense Manufacturing (21:26) Hadrian (21:49) Firestorm Labs (22:17) Firehawk Aerospace (22:38) X-Bow (23:01) Realistic Exits (24:45) Shield AI (25:19) Defense M&A (27:31) Sourcing Deals (32:22) Valid Shares (35:35) Aggressive Return Targets (37:56) America 2030 (41:18) Learn More (42:53) Outro

#66: UPCOMING IPOS in the Second Half of 2026

Craig highlights 9 upcoming IPOs expected in 2026, including startups in AI, restaurants, transportation, ecommerce, space, and energy. The Upcoming IPOs List [https://accessipos.com/upcoming-ipos/] Free Newsletter and Download [https://accessipos.com/x] ("The IPO Process" One-Pager) Access Club: 7-Day Free Trial [https://www.patreon.com/AccessIPOs] Don't invest alone. Time to prepare for Anthropic and OpenAI. Join us. (see timestamp 5:33 for a coupon code to save) January Upcoming IPOs [https://www.youtube.com/watch?v=jRs6QQlqWeM] Disclosures: At the time of recording, Craig is long SpaceX stock, and OpenAI and Anthropic equity via VCX restricted shares, RVI, and the ARK Venture Fund. Access IPOs is an affiliate partner with Robinhood, and VCX is a sponsor of the Access IPOs podcast. Access IPOs content is for informational purposes only and the host does not recommend that investors buy or sell any stocks, funds, or private companies mentioned. Perform personalized due diligence and only invest with money you can afford to lose, as IPO and pre-IPO investments inherently carry a high degree of risk. Invest in IPOs and private companies at your own risk. (0:00) Intro (0:42) Upcoming IPOs 2026 (1:38) January Predictions (4:38) Patreon Plug (5:33) Access IPOs Coupon Code (5:54) Disclosure (6:54) #1 Lime IPO (8:14) #2 Bending Spoons IPO (9:31) #3 Jersey Mike's IPO (11:03) #4 Anthropic IPO (13:42) #5 OpenAI IPO (16:19) #6 Oura Health IPO (17:38) #7 SB Energy IPO (18:50) #8 Inspire Brands IPO (20:23) #9 Sierra Space IPO (22:06) Subject to Change (22:45) Narrow Window (23:58) Fraction of IPOs (24:39) Things to Remember

#65: When to SELL SpaceX IPO Shares if You're Not Holding Long Term

While the SpaceX stock price is still trading above the IPO price, is it wise to take some profits now? Craig cautions investors about flipping shares, and highlights the 5 retail broker flipping policies so you have the information you need to sell without being penalized. Long-term holders don't need to worry. But those who received larger allocations than anticipated may be considering taking profits. In IPO Radar news, Sierra Space and Axiom Space are moving toward IPOs in the next 6-12 months, riding the vapor trail of the SpaceX IPO. Sponsor: VCX --- The public ticker for private tech. Visit https://getvcx.com for more info Free Newsletter and Download [https://accessipos.com/x] ("The IPO Process" One-Pager) Access Club: 7-Day Free Trial [https://www.patreon.com/AccessIPOs] Don't invest alone. Time to prepare for Anthropic and OpenAI. Join us. (0:00) Intro (0:35) SpaceX Stock Valuation (1:10) Think Before You Flip (2:48) Sponsored Message (4:00) SpaceX Taking Profits (4:29) Flipping Shares (6:20) SpaceX IPO Retail Allocations (6:30) Fidelity IPO Flipping Policy (7:10) Monday June 29th (8:22) Robinhood IPO Flipping Policy (10:00) SoFi IPO Flipping Policy (12:14) Monday July 13th (13:03) E*TRADE IPO Flipping Policy (13:53) Schwab IPO Flipping Policy (14:53) Best and Worst Brokers (15:49) Sell Date Summary (16:13) My Plan (18:02) IPO Radar News (19:21) Sierra Space IPO (20:41) Axiom Space IPO (23:08) Great Data! (Thanks) Disclosures: At the time of recording, Craig is long SpaceX stock, HOOD, TSLA, VCX restricted shares, the Fundrise iPO, the ARK Venture Fund, and Fidelity mutual funds. Access IPOs is an affiliate partner with Fundrise and Robinhood, and VCX is a sponsor of the Access IPOs podcast, which contains a paid advertisement. Access IPOs content is for informational purposes only and the host does not recommend that investors buy or sell any stocks, funds, or private companies mentioned. Perform personalized due diligence and only invest with money you can afford to lose, as IPO and pre-IPO investments inherently carry a high degree of risk. Invest in IPOs and private companies at your own risk.

#64: ELON DELIVERS SpaceX IPO Shares to Retail Investors

SpaceX delivered on its promise to allocate IPO shares to retail investors. Craig shares some insights into allocation data collected from the Patreon community. Craig also introduces a new segment called Access Alert, highlighting pre-IPO investing opportunities for non-accredited investors. This week we learned that Fundrise has laid the groundwork for the Fundrise Innovation Fund II, a step ahead of Robinhood's confidential filing announcement for the Robinhood Venture Fund II (RVII). In IPO Radar news, Databricks finds another reason not to IPO, Perplexity targets 2028, and the Bending Spoons IPO is around the bend. Free Newsletter and Download [https://accessipos.com/x] ("The IPO Process" One-Pager) Access Club: 7-Day Free Trial [https://www.patreon.com/AccessIPOs] Don't invest alone. Time to prepare for Anthropic and OpenAI. Join us. (0:00) Intro (0:30) Elon Keeps his Promise (0:51) SpaceX IPO Success (1:51) Retail Allocations (2:58) SpaceX Allocation Data (3:13) E*Trade Allocations (3:51) Fidelity Allocations (5:05) SoFi Allocations (5:32) Robinhood Allocations (6:58) Schwab Allocations (8:13) Help Improve the Data (8:27) No New Lessons (8:41) Now What? (10:10) Thanks SpaceX and Elon (11:30) Access Alert (12:29) Robinhood Ventures Fund II(RVII) (14:00) Fundrise Innovation Fund II (VCX2) (16:54) Disclosures (17:39) IPO Radars News (18:03) Databricks Series M (19:00) Databricks IPO No (22:11) Perplexity IPO 2028 (24:50) Bending Spoons IPO (27:06) New Filings? (28:40) Next Opportunities Disclosures: At the time of recording, Craig is long SpaceX, TSLA, HOOD, RVI, VCX restricted shares, the Fundrise iPO, the ARK Venture Fund, and Fidelity mutual funds. Access IPOs is an affiliate partner with Fundrise and Robinhood, and VCX is a sponsor of the Access IPOs podcast. Access IPOs content is for informational purposes only and the host does not recommend that investors buy or sell any stocks, funds, or private companies mentioned. Perform personalized due diligence and only invest with money you can afford to lose, as IPO and pre-IPO investments inherently carry a high degree of risk. Invest in IPOs and private companies at your own risk.

#63: SpaceX IPO GAME PLAN: Should You HOLD or SELL Your SpaceX Stock?

In the last episode before the SpaceX IPO, Craig walks through the IPO terms set on Wednesday, then highlights the "deal differentiators" that make this IPO unique. Craig then shares his SpaceX IPO date game plan and strategies for how to handle your investment after the stock begins trading. In IPO Radar news, Anthropic filed confidentially for an IPO. What is the most likely Anthropic IPO date, and will OpenAi beat Anthropic to the opening bell. Sponsor: VCX --- The public ticker for private tech. Visit https://getvcx.com for more info. Free Newsletter and Download [https://accessipos.com/x] ("The IPO Process" One-Pager) Access Club: 7-Day Free Trial [https://www.patreon.com/AccessIPOs] Don't invest alone. Don't invest alone. Get SpaceX IPO insights from a community of investors. Disclosures: At the time of recording, Craig is long SpaceX, OpenAI, and Anthropic via VCX restricted shares, the ARK Venture Fund, and Fidelity mutual funds. Craig is long TSLA. Craig is an investor in the Fundrise iPO. Access IPOs content is for informational purposes only and the host does not recommend that investors buy or sell any stocks, funds, or private companies mentioned. Perform personalized due diligence and only invest with money you can afford to lose, as IPO and pre-IPO investments inherently carry a high degree of risk. Invest in IPOs and private companies at your own risk. (0:00) Intro (0:39) SpaceX IPO Terms (1:13) Fixed Pricing (2:56) In Today's Show (3:29) Sponsored Message (4:44) Deal Differentiators (8:16) Direct Share Program (8:54) True Both Ways (10:58) "Exit Liquidity" (11:55) My Strategy (12:39) Broker Availability (13:27) Fidelity IPO Minimum (14:18) Retail Allocations (15:42) Confirming Your Order (17:21) Morning Allocations (18:33) What Time Do IPOs Start Trading? (19:08) Price Indications (19:47) SpaceX Stock First Trades (21:17) Hold or Sell the Pop? (23:17) Demand Signals (23:34) IPO Radar News (23:46) Anthropic IPO Confidential Filing (25:00) Anthropic IPO Date (25:59) Next IPO Wave (27:09) Don't Invest Alone (28:03) Next Week