Logan (host)
speaker
10,514 appearances
130 recordings
1 series
first heard Dec 2024
last heard 5 Aug
Logan (host)’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 — 67 in all, peaking in May 2026 with 9.
Appearances
It eventually came to the retail market at $150 a share, then ran all the way up to over $200 a share, and then has now kind of come back very, very quickly.
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I think today at one point it was at $134 a share.
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So it is...
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It's been kind of a round trip.
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Again, you don't want to pour salt, but I got a lot of calls.
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More calls about SpaceX IPO than I have any other IPO ever.
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And maybe more calls specifically or questions, not all of them were like, I want to buy this, but more calls and questions about one specific topic in the market than I have had maybe my entire career.
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Yeah, and it's very different where we are in the cycle of them selling it.
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SpaceX has been a private company for a very long time and is pretty mature in their business model.
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They also, six months before they went and IPO'd, combined with XAI, which was another one of Elon's companies that held on to Twitter and Grok and a lot of the AI controlling interests.
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So it is not a typical... I had a lot of people call me and were talking about SpaceX and they were like...
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Well, Tesla, it ran up so much after the IPO.
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The original valuation, the $135 a share, is close to a $2 trillion market cap for SpaceX.
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So the valuation, the price, you have to pay attention to with these companies to see where is that stacking up against another Amazon, Microsoft, these really mature companies that have had consistent revenues for a very long time.
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And it is, to a degree, a little bit gratifying to see that movement.
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Now, I kind of believe in the stock, and I think there's a lot of opportunity for it in the future, but the biggest thing is going to be earnings have to, over time, reflect the ultimate price of the company.
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It can't just be on the expectation of how amazing it could be over time.
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Data center in space.
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We could be doing a lot of space.
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Now, this is before I talk about how we do it.
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Showing 301–320 of 10,514 · page 16 of 526
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