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 monthsRecordings per month over the last 12 months — 18 in all, peaking in Jun 2026 with 8.
Appearances
Which is crazy.
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If you told people a year ago that SpaceX was going to, Lauren, please disagree with me.
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This has
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like.
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come together quickly, we've seen, and Bloomberg has reported about the demand from the Middle East, we've seen and reported on potential anchor demand, and when you kind of stitch all that together, the four times oversubscribed number, kind of seems like a no-brainer, especially because people on the buy side inflate their numbers, because maybe you put in for half a billion dollars, but you really want to get 10 million, at least you're getting shares, but it's something that we haven't seen before.
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We already reported on Friday it was oversubscribed.
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What that really just means is they've already corralled more than $75 billion of orders.
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So kind of mixed feelings.
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I talk to some people and they say, well, that's obvious.
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These normally this is a deal that kind of comes together quite quickly.
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Uh skeptics are like, well, why isn't it three or four times oversubscribed already?
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That's where a normal deal would be.
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You gotta keep in mind, it's a $75 billion deal.
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So the fact that right now there's well north of $75 billion.
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dollars of orders from institutions at least gives you some sense of kind of what the next few days will look like.
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Obviously big IPO orders can come in in the final days, final hours, and that's totally separate at least according to our understanding of the retail component, which we know bankers at least had been kind of setting aside about 30%.
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I think it impacts the expectation.
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The big thing we reported and kind of broke out on Friday in the wake of that SP news was not only does this mean the timeframe will not be truncated to six months versus 12 months, as of now the SP 500 is holding kind of pat on the company needing to be net income positive.
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What that really does mean is at least according to the sell-side notes, we've been able to get our hands on, that's something that might not take place until 2020.
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So now you're talking about a similar situation that we saw with Tesla, similar similar situation we saw with Amazon and Uber, where this is a company that fits into the NASDAQ 100 but isn't eligible for the SP 500 for quite some time.
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Showing 401–420 of 473 · page 21 of 24
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