Carmen Reinicke

speaker

354 appearances 17 recordings 1 series first heard Nov 2025 last heard 8 Sep

Carmen Reinicke’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 — 17 in all, peaking in Jun 2026 with 6.

Appearances

newest first · ▶ plays the moment

Bloomberg Tech · Anthropic Gets a Warning, SpaceX Shares Fall on Fourth Day · 18 Jun 2026 podcast

Um one thing that we have heard or seen that is that options contracts are are pretty expensive.

Uh you know, investor Michael Burry wrote in a Substack note yesterday that he was looking at

puts and they were just too expensive to buy right now.

Um so I think we have a lot of traders looking there.

We have um more options trading actually coming online in the next few weeks from other traders

I mean that's

Uh that that's a great question.

Um I mean I think the point is just in comparing it to some of these other large companies where it now has a similar market value, right?

I mean, um it brought in about nineteen billion dollars in revenue last year and if you compare that to Microsoft, that is, you know, it's fifteen times higher.

So it's good to keep that in mind sort of as we look at the value of this company.

Bloomberg Tech · SpaceX Soars On Third Trading Day, Seals Cursor Takeover · 16 Jun 2026 podcast

Yeah, so there are two things that are really important here. matched

The first one is that we have really low float actually trading for SpaceX. matched

We know it was about 5% or less than 5% of total shares that came available in the IPO. matched

That can make trading very volatile intraday, and it can elevate stock prices because there's just not that much float on the market. matched

So that can elevate the stock price, but then the total shares outstanding, even ones that are locked up right now, is what matched

used to calculate the market cap so it can sort of elevate things there. matched

The second thing you brought up price to sales. matched

This is so important to think about. matched

So SpaceX at about 2.7 trillion valuation right now. matched

It's alongside Amazon and Microsoft, but the total amount of revenue that SpaceX is bringing in tells a very different story. matched

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