EPISODE · Jun 13, 2026 · 6 MIN
SpaceX IPO Shockwaves
from The Daily Drawdown
One deal just hit almost every major market theme at once: IPO structure, passive flows, options, chips, AI infrastructure, and the Fed backdrop. The headline is bigger than the pop. SpaceX may have changed how mega-cap tech comes public, and investors are already gaming the next-order effects.A different IPO playbookTiny float, bigger pressureOptions and the liquidity loopWhy orbit is in the valuationMusk’s trillion-dollar opticsRead-through for AI IPOsChips catch the bidFed chair watchThe merger speculationWhat matters nextThis podcast was created with Podkey. Make your own at https://podkey.fm
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SpaceX IPO Shockwaves
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