SPACEX Crashes Below Ipo: The $40B AI Valuation Trap Revealed! episode artwork

EPISODE · Jul 22, 2026 · 9 MIN

SPACEX Crashes Below Ipo: The $40B AI Valuation Trap Revealed!

from Wall Street Truthbombs Podcast · host Wall Street Truthbombs

SpaceX has tumbled 45% off its highs to break below its $135 IPO print—is Anthropic’s $965B valuation walking into the exact same valuation trap? Mark Malek breaks down SpaceX's $25B debt stack, August 6 lock-up expiration supply, and Anthropic’s $40B compute contract ahead of this fall's AI IPOs.CHAPTERS & TOPICS:• The $1 Trillion IPO Valuation Trap• SpaceX Drops Below $135 IPO Print• Lock-Up Expirations & 1.37B Share Supply• SpaceX's $25B Debt Stack & xAI• Anthropic's $40B Compute Contract at Colossus 1• Moonshot AI K3 & The Open-Weight Threat• The $965B Pre-IPO Valuation Wall• Your Daily Wall Street TruthbombIn today's Wall Street Truth Bomb, Mark Malek breaks down why SpaceX's post-IPO collapse wasn't about rockets—it was about valuation, supply, and simple arithmetic. More importantly, he explains why investors should pay close attention before Anthropic's expected IPO this fall.If you enjoy independent market analysis that cuts through the headlines, be sure to Like, Subscribe, and turn on notifications so you never miss a Wall Street Truth Bomb.Subscribe: https://www.youtube.com/@wstruthbombs?sub_confirmation=1Support the show

Episode metadata supplied by the publisher feed · Published Jul 22, 2026

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SpaceX has tumbled 45% off its highs to break below its $135 IPO print—is Anthropic’s $965B valuation walking into the exact same valuation trap? Mark Malek breaks down SpaceX's $25B debt stack, August 6 lock-up expiration supply, and Anthropic’s $40B compute contract ahead of this fall's AI IPOs. CHAPTERS & TOPICS: • The $1 Trillion IPO Valuation Trap • SpaceX Drops Below $135 IPO Print • Lock-Up Expirations & 1.37B Share Supply • SpaceX's $25B Debt Stack & xAI • Anthropic's $40...

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SPACEX Crashes Below Ipo: The $40B AI Valuation Trap Revealed!

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