Bailey Lipschultz

speaker

473 appearances 18 recordings 1 series first heard May 2026 last heard 10 Aug

Bailey Lipschultz’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months

Recordings per month over the last 12 months — 18 in all, peaking in Jun 2026 with 8.

Appearances

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Bloomberg Tech · SpaceX Wavers Near $2T Market Cap After 3-Day Rout · 23 Jun 2026 podcast

As we saw it hit a bit of an airpock and we see the volatility today, we still have to remember that we're only looking at about 5% of the flow available for trading. voice-verified

So we're still well ahead of the lockup when insiders and long-term investors and uh long-term employees are able to be selling the stock. voice-verified

So the voice-verified

Big question now going forward is what is the catalyst to keep buying? voice-verified

As you mentioned, we saw some volatility on an intraday basis. voice-verified

That's kind of par for the course. voice-verified

And if we look back a few months to Cerebros, a really strong debut, a lot of CHOP, and then kind of settling out in the few months ahead of their first earnings report as a public company. voice-verified

So when you're just looking at this, again, it's kind of typical playbook that we've seen with a lot of these high-profile, highly anticipated IPA. voice-verified

Yeah, so with the green shoe that enables bankers to sell more shares about 15% relative to the total float. voice-verified

So, all told, bringing in north of $85 billion does help bolster the company's balance sheet. voice-verified

But we really were, and Ed, we were we were breaking some news around this, expecting the company to tap the debt market, expecting the company to refinance some of its loans that it already had on its balance sheet. voice-verified

So this was also well foretold when you're talking to some of the investors. voice-verified

As they were meeting with the company in that roadshow. voice-verified

The big question going forward, we do have the inclusion in the NASDAQ 100 early next month. voice-verified

We also will be expecting analyst initiation reports on the other side of the 4th of July holiday here in the US. voice-verified

So that'll be something where we can start to see the likes of Morgan Stanley and Goldman Sachs, the two banks that underwrote the IPO, what their analysts are saying, we're gonna see some pretty high numbers as a relationship. voice-verified

To what the total addressable market of space could be. voice-verified

But broadly speaking, we still are in this area where we're waiting for fundamental news. voice-verified

And the thing that's gonna be interesting, is SpaceX, as we saw with the partnership with Reflection AI, going to lean on its ability to maybe be a little bit of a hyperscaler or supply some of that compute? voice-verified

Or is it gonna be a narrative that really does shift to space, Starship, and the other things that the company wants to do as it relates to getting voice-verified

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