Commentary on X
@MikeIsaac the whole thing is messed up: - all returns happen in private markets - those funded in private markets generally are high signal ppl (i.e. went to stanford) - aristocrats funding other aristocrats -> retail gets screwed on both ends
10:59 AM · Jul 15, 2026@MikeIsaac the fact that it can sustain the IPO multiple at all is an incredible testament to confidence in the story
9:24 AM · Jul 15, 2026@MikeIsaac Detonated just like Musk’s stupid rockets
11:11 AM · Jul 15, 2026@MikeIsaac @MattZeitlin And still wildly overpriced
9:53 AM · Jul 15, 2026View all
watch out guys if it gets low enough someone might open a 20x SpaceX with her frenemy and lie in weight unless darkpool mysterious frens of elon find a way to buy into it backed by their cash-like position. i would. never. do this. but someone might. i would be worried as a short
10:56 AM · Jul 15, 2026spacex breaks ipo price a little over a month after going public
9:07 AM · Jul 15, 2026