The SpaceX Investment Thesis: Where We Are Now

Today we're following up on SpaceX’s public debut, its sharp rise in valuation, and whether the move signals a major opportunity or an AI bubble. With the small share float, the upcoming unlock schedule, and the possible impact of added supply on volatility, the stakes are only going to get higher.We also touch on SpaceX’s reported $60 billion acquisition of Cursor and its connection to AI development... And the big debate: is SpaceX better suited for short-term traders or long-term holders?------🌌 LIMITLESS HQ ⬇️NEWSLETTER:    https://limitlessft.substack.com/FOLLOW ON X:   https://x.com/LimitlessFTSPOTIFY:             https://open.spotify.com/show/5oV29YUL8AzzwXkxEXlRMQAPPLE:                 https://podcasts.apple.com/us/podcast/limitless-podcast/id1813210890RSS FEED:           https://limitlessft.substack.com/------TIMESTAMPS0:00 SpaceX IPO Shockwave2:31 Massive Unlock Ahead6:38 Cursor Deal Explained9:51 Float and Sell Pressure13:25 Who Sells First?15:24 Six-Month Price Outlook18:24 Long-Term Bull Case20:26 Trillion Dollar Revenue22:11 Elon’s Bigger Vision26:35 Competitors and Closing Thoughts------RESOURCESJosh: https://x.com/JoshKaleEjaaz: https://x.com/cryptopunk7213------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures⁠