Access IPOs Podcast

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

29 min · 6. Juni 2026
Episode #63: SpaceX IPO GAME PLAN: Should You HOLD or SELL Your SpaceX Stock? Cover

Beschreibung

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

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

#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

6. Juni 202629 min
Episode #62: Quantinuum IPO Preview: It is OVERVALUED? Why so Expensive? Cover

#62: Quantinuum IPO Preview: It is OVERVALUED? Why so Expensive?

Craig previews the upcoming Quantinuum IPO scheduled for June 4th. Why is the IPO valued at almost $13 billion with just $31 million in 2025 revenue? In IPO Radar news, AI coder Cognition is worth $26 billion, fintech Mercury is worth $5 billion, and how to invest in flying cars — the Alef Aeronautics Wefunder campaign. 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. Our community members share strategies and tips for investing in upcoming IPOs. See how we are preparing for the SpaceX IPO. Best Brokers for the SpaceX IPO [https://accessipos.com/best-online-brokers-ipo-investing/] (0:00) Intro (0:30) Quantinuum IPO Preview (1:33) High-Risk IPO (2:30) Questionable Valuation (3:56) Quantinuum S-1 Walkthrough (6:32) Quantinuum Financials (7:58) Favorable IPO Conditions (9:04) #1 Measurable Technical Lead (10:08) #2 Demonstrated Delivery (10:58) #3 Market Opportunity/ Early Advantage (12:14) #4 Validation (13:04) Fidelity and Nvidia Investments (13:37) Skepticism and Risks (15:32) My Take (19:18) IPO Radar News (19:48) Cognition Valuation ($26 Billion) (21:33) Mercury Valuation ($5.2 Billion) (23:08) How to Invest in Flying Cars (24:42) Pre-IPO Investing Quadrant (25:06) Wefunder Alef Aero (26:51) Support the Show (27:19) Up Your Game for the SpaceX IPO Disclosures: At the time of publishing, Craig was long SpaceX and OpenAI via VCX restricted shares, the ARK Venture Fund, and Fidelity mutual funds. Craig is long TSLA and RIVN. Access IPOs content is for informational purposes only and the host does not recommend that investors buy or sell any funds or companies mentioned. Perform personalized due diligence and only invest with money you can afford to lose. Mentions are not a recommendation to buy or sell any pre-IPO startup, fund, or public company. Invest in IPOs and private companies at your own risk.

30. Mai 202628 min
Episode #61: SpaceX IPO Preview (June 12th): ESSENTIAL TAKEWAYS from the SEC S-1 Filing (DONT WAIT) Cover

#61: SpaceX IPO Preview (June 12th): ESSENTIAL TAKEWAYS from the SEC S-1 Filing (DONT WAIT)

Craig previews the SpaceX IPO, sharing five essential takeaways from the SEC S-1 filing. Which brokers will provide IPO access? Is there still time left to prepare? In IPO Radar news, OpenAI could file confidentially for an IPO in the coming days or weeks, Kraken is raising new funds at a $20 billion valuation, and Tenstorrent has a flood of takeover interest. Sponsor: VCX --- The public ticker for private tech. Visit getvcx.com [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. Prepare with our community of investors. *Tutorials*https://www.youtube.com/watch?v=eXO-kNRGPOkhttps://www.youtube.com/watch?v=B6JO6iqfDDEhttps://www.youtube.com/watch?v=7IW0-JiLGDwhttps://www.youtube.com/watch?v=UoKsht4XASYhttps://www.youtube.com/watch?v=PwxjKO-q0qIhttps://www.youtube.com/watch?v=Y3E4h8l3pMgDisclosures: At the time of publish, Craig was long SpaceX and OpenAI via VCX restricted shares, the ARK Venture Fund, and Fidelity mutual funds. Craig is long VCX, RVI, and ARKVX. Access IPOs content is for informational purposes only and the host does not recommend that investors buy or sell any funds, stocks, or startups mentioned. Perform personalized due diligence and only invest with money you can afford to lose. (0:00) Intro (0:52) SpaceX IPO Progress (1:35) Next Steps (3:09) Community Support (3:56) Sponsored Message (5:10) SpaceX S-1 Takeaways (6:02) Underwriters (7:14) Takeaway #1 IPO Access Brokers (9:15) SpaceX IPO Robinhood (10:04) Best Brokers (10:48) Directed Share Program? (13:20) SpaceX 30% Retail (14:10) Takeaway #2 Staggered Lockups (16:25) Takeaway #3 Numbers (17:43) Takeaway #4 Anthropic Revenue (19:03) Takeaway #5 TAM (20:41) Future Markets (21:37) Ways to Read the S-1 (22:58) IPO Radar News (23:19) OpenAI Confidential IPO Filing (26:03) Kraken $20 Billion Valuation? (28:59) Tenstorrent Acquisition? (30:38) Feedback and Connect

23. Mai 202632 min
Episode #60: Access Denied! Retail Investors were Left Out of the Cerebras IPO Cover

#60: Access Denied! Retail Investors were Left Out of the Cerebras IPO

*Sponsor: VCX --- The public ticker for private tech. Visit getvcx.com for more info* Craig shares the frustration of retail investors who were largely left out of the biggest IPO this year. The Cerebras IPO doubled at the open, but only ETRADE account holders received small allocations, while Fidelity, and SoFi investors were ignored. Why? A familiar retail foe. Craig also explains why he thinks the Space IPO will be different. In IPO Radar news, the Quantinuum IPO and Lime IPO are coming soon. Plus, Blue Origin in considering its first venture funding round as it looks to capitalize on the Space IPO and private space race. 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. Our community members share strategies and tips for investing in upcoming IPOs. See how we are preparing for the SpaceX IPO. Disclosures: At the time of publish, Craig was long SpaceX via VCX restricted shares, the ARK Venture Fund, and Fidelity mutual funds. Craig is long VCX, RVI, and ARKVX. Access IPOs content is for informational purposes only and the host does not recommend that investors buy or sell any funds or companies mentioned. Perform personalized due diligence and only invest with money you can afford to lose. Timestamps (0:00) Intro (0:29) Cerebras IPO Soars (0:49) Retail Access Denied! (1:58) Don't Chase Hot IPOs (3:58) Morgan Stanley Led IPOs (4:43) Retail IPO Access (5:43) Community Data Points (5:56) IPO Broker Access (10:06) IPO Process is Broken (11:19) Ed Ludlow Andrew Feldman (11:55) SpaceX Should be Different (12:15) Four SpaceX IPO Lead Underwriters (12:51) $75-$100 Billion Raise (13:19) SpaceX 30% IPO Shares to Retail (14:06) SpaceX IPO Countdown (15:25) IPO Radar News (16:10) Quantinuum IPO Filing (17:53) Lime IPO Filing (20:34) Healthy Pipeline (21:20) Blue Origin Venture Round? (23:34) Emerging Space Economy (24:47) Outside Investors (25:35) Space Startups (26:31) Curated Weekly News (27:21) Join Us

16. Mai 202628 min
Episode #59: SpaceX IPO — The 10-Year Bull Case; Investor Breaks it Down Cover

#59: SpaceX IPO — The 10-Year Bull Case; Investor Breaks it Down

Craig speaks with Carl Jensen, a long-time Tesla and SpaceX investor, about the 10-20-year bull case for SpaceX and why there's so much hype and interest around the SpaceX IPO. Our conversation includes launch capabilities, reusability, Starship, Starlink, xAI, Colossus, Terafab, data centers in space, X (Twitter), and much more. 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. Our community members share strategies and tips for investing in upcoming IPOs. See how others are preparing for the SpaceX IPO. Carl's Website [https://www.1500days.com/] (0:00) Intro (1:51) Welcome Carl (3:38) How Did You Invest in SpaceX? (6:42) SpaceX IPO Update (7:25) Is the SpaceX IPO Overpriced? (9:59) SpaceX IPO Unknowns (13:50) What's Behind the Hype? (14:19) Reusability (17:25) TAM Expansion (19:01) Ranchers and Cows (20:01) Starship Current Status (23:11) Starlink Growth Engine (25:02) Starlink Direct to Cell (27:47) Data Centers in Space (33:04) AI Energy Supply (37:16) Moon Mass Driver (39:39) SpaceX Humans on Mars (42:19) Tesla SpaceX Convergence (45:11) SpaceXAI Colossus (47:04) Terafab (49:49) Tesla FSD (53:48) X (Twitter) (56:04) SpaceX Bear Case (59:14) Long Term Outlook (1:02:58) Stock Strategy (1:06:16) About Carl (1:08:32) Takeaways

9. Mai 20261 h 11 min