The SpaceX IPO... It's Worse Than You Think!

Описание: On June 12, 2026, SpaceX went public in the biggest IPO in history, raising about $86 billion. At its IPO price the whole company was valued at about $1.77 trillion, more than Walmart, Costco and PepsiCo put together. Four months later it's worth about $2.15 trillion, while the group, counting xAI and X, lost almost $5 billion last year. So who buys a money-losing company after the biggest IPO ever? If your retirement fund tracks the Nasdaq-100, you do.

In this video, I'll break down:
• What SpaceX really is: three businesses stacked like a rocket (xAI, rockets and Starlink)
• The 2025 numbers from the prospectus, and what the AI side spent in a single quarter
• Launch day: $135 a share, a 19% pop, and a $225 peak four days later
• How Nasdaq's new fast-entry rule put SpaceX in the Nasdaq-100 after just 15 trading days, and why the S&P 500 said no
• The drop to $105, and the bounce back
• The lock-up calendar: when insiders get permission to sell, and why index funds may end up buying more each time

Chapters
0:00 The biggest IPO ever
0:48 What does SpaceX actually sell?
1:15 Stage three: the AI furnace (xAI)
2:45 Stage two: the rockets
3:30 Stage one: Starlink
4:50 Who actually bought it?
5:08 Launch day
6:00 Autopilot: the index rules
7:05 Then gravity showed up
7:41 The countdown that's still running
10:18 The honest label
10:54 Why you're already on board

Sources
SpaceX IPO pricing and closing releases (Jun 11 and Jun 15, 2026); SpaceX EU prospectus (Jun 5, 2026); SEC 10-Q and Q2 earnings release (Aug 4, 2026); Cursor 8-K (Aug 14, 2026)
Nasdaq-100 methodology and fast-entry announcements (Mar 30 and May 8, 2026); SpaceX Nasdaq-100 inclusion notice (Jun 26, 2026)
S&P Dow Jones Indices, megacap consultation results (Jun 4, 2026)
Reuters, AP, Bloomberg and Axios reporting on the IPO, retail allocation, index inclusion and rebalance (Apr to Sep 2026)
The Motley Fool lock-up schedule (Jul 11, 2026); AP and Yahoo Finance on the Aug 6 unlock
George Noble (Jul 12, 2026) and Joshua Gibson / FXStreet (Jun 18, 2026), quoted as opinions
Stock prices: Yahoo Finance and Nasdaq data (through Oct 2, 2026)
Lock-up dates and share counts are scheduled eligibility, not completed sales. JPMorgan's rebalance figure is an estimate.

All animation in this video is original. Illustrations were created with AI image tools and the narration uses an AI voice.

Disclaimer: This video is for informational, educational and entertainment purposes only. It is not investment, financial, legal or tax advice, and it is not a recommendation to buy, sell or hold any security. Investing involves risk; do your own research or speak with a licensed professional before making investment decisions. This video is not sponsored.

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