Wall Street Truthbombs Podcast
SpaceX has tumbled 45% off its highs to break below its $135 IPO print—is Anthropic’s $965B valuation walking into the exact same valuation trap? Mark Malek breaks down SpaceX's $25B debt stack, August 6 lock-up expiration supply, and Anthropic’s $40B compute contract ahead of this fall's AI IPOs. CHAPTERS & TOPICS: • The $1 Trillion IPO Valuation Trap • SpaceX Drops Below $135 IPO Print • Lock-Up Expirations & 1.37B Share Supply • SpaceX's $25B Debt Stack & xAI • Anthropic's $40B Compute Contract at Colossus 1 • Moonshot AI K3 & The Open-Weight Threat • The $965B Pre-IPO Valuation Wall • Your Daily Wall Street Truthbomb In today's Wall Street Truth Bomb, Mark Malek breaks down why SpaceX's post-IPO collapse wasn't about rockets—it was about valuation, supply, and simple arithmetic. More importantly, he explains why investors should pay close attention before Anthropic's expected IPO this fall. If you enjoy independent market analysis that cuts through the headlines, be sure to Like, Subscribe, and turn on notifications so you never miss a Wall Street Truth Bomb. Subscribe: https://www.youtube.com/@wstruthbombs?sub_confirmation=1 Support the show [https://www.buzzsprout.com/2544749/support]
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