#063: SpaceX IPO Game Plan — Hold or Sell?
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, Anthropic filed confidentially for an IPO. What is the most likely Anthropic IPO date, and will OpenAI beat Anthropic to the opening bell.
- 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
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 with caution.
