Josh Brown

It's a pleasure.

It's a pleasure.

All right.

And you just happen to be in the neighborhood, aka in Hong Kong.

So it works out perfectly.

All right.

It works out perfectly.

Let's get into SpaceX.

You have been writing a lot and speaking a lot about the topic.

And you've got a lot of experience in the investment banking world.

And you have thought a lot about the sheer size of the, let's call it the opportunity.

The basic argument, I'm going to quote you to you and then have you react.

The basic argument that you're making here is that a lot of people already own this stock.

All of the people who are going to be speaking positively about it

not only are they extremely long, but they're long from pennies.

They own this thing, I don't know, from seven years ago, nine years ago, 10 years ago.

Yeah, people with a cost basis that it's almost, they almost own the stock for free.

And that's a very important point.

This is not as though venture capitalists

or Wall Street players participated in like a series D round two weeks ago at roughly an equivalent valuation.