#060: Access Denied! — Cerebras IPO
Craig shares the frustration of retail investors who were largely left out of the biggest IPO of 2026 so far.
The Cerebras IPO doubled at the open, but only ETRADE account holders received small allocations, while Fidelity, SoFi, and other retail broker 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.
Sponsor: VCX — The public ticker for private tech. Visit getvcx.com for more info”
- 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
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.
This podcast and video are for informational and entertainment purposes only. 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.
