The Ultimate Long Game: Why a Political Moderate and Capitalist is Betting $750 on the SpaceX IPO episode artwork

EPISODE · Jun 15, 2026 · 7 MIN

The Ultimate Long Game: Why a Political Moderate and Capitalist is Betting $750 on the SpaceX IPO

from The Active Center · host David Sepe

June 12, 2026 On the first day of the historic SpaceX IPO, I proudly put $1,250 of my hard-earned money into the offering. To be precise, I bought three separate “lots” of SPCX. I acquired one $500 lot with the explicit intent of "flipping" it on day one to capture some immediate momentum. I did exactly that, walking away with a humble, highly-contested profit of $4.36 (hey, a win is a win). I fully expect the stock to be wildly volatile over the coming months, but for the remaining $750, I am going long. I mean really long. My game plan from here is to let that core $750 ride, while steadily adding to my position month-after-month using a disciplined dollar-cost averaging strategy. I’m a political moderate. I don’t subscribe to tribal cheerleading, and I don’t treat billionaires like infallible deities or cartoon villains. I look at things pragmatically. When I look at Elon Musk, I see a highly polarizing figure, yes, but more importantly, I see an unparalleled disruptor. While the pundits on television argue about his latest tweet, I’m looking at the ledger of history, the trajectory of human progress, and the sheer economic gravity of the final frontier. My $750 investment isn't a gamble on tomorrow’s headlines; it’s a tiny stake in what will quite literally become the "Western Expansion" of the 21st century. The New Western Expansion In the 19th century, the United States was transformed by the Western Expansion. It wasn't just about moving people from point A to point B; it was about the creation of entirely new economies, shipping routes, towns, and resources that redefined the nation’s wealth. Today, we stand on the precipice of a modern Western Expansion, but this time, the frontier is vertical. The "Space Economy" is not science fiction. It is the next multi-trillion-dollar macroeconomic engine. By establishing a permanent presence on the Moon and eventually colonizing Mars, we aren’t just looking for rocks; we are building an infrastructure. With this infrastructure will come a tidal wave of spin-off technologies. History shows us that when we force ourselves to solve the hardest problems imaginable, like keeping humans alive in a vacuum or recycling 100% of our water, we unlock solutions for Earth. The Apollo program gave us everything from water purification systems to advanced computing. A future Lunar and Martian economy will force breakthroughs in materials science, synthetic biology, closed-loop agriculture, and clean energy. We don’t even know the questions we’ll be asking in thirty years, let alone the answers we'll find. But SpaceX will be the company facilitating those discoveries. The Apple 1985 Playbook To understand why a seemingly small $750 investment today matters, you have to look backward. Investing in SpaceX right now feels remarkably like buying Apple Computer stock in 1985. Back then, Apple was a scrappy, volatile computer company. Its brilliant but mercurial co-founder, Steve Jobs, was famously clashy and was ultimately pushed out by the board that very year. If you had put just $250 into Apple in 1985, you would have owned roughly 20 shares. At the time, you had zero clue what an iPod, an iPhone, or an iPad was. You thought you were buying a niche home-computer company. But Apple evolved. It went from making computers to rewriting the music industry, the telecommunications industry, and the personal software space. If you took that single $250 investment, turned on the Dividend Reinvestment Program (DRIP), let the stock split over the decades, and simply did nothing, that investment would be worth well over $800,000 today. Think about what that $250 survived: The Gulf War The Dot-Com Crash of 1999 The tragedy of 9/11 The Great Recession of 2008 A global pandemic in 2020 The brutal post-COVID inflation cycle Through every geopolitical crisis and economic downturn, the long-term compounding of a game-changing company marched on. That is the bet I am making on SpaceX. Right now, the market values SpaceX for Starlink and satellite launches. That’s the "home computer" phase. But 20 to 30 years down the road, when the Lunar Economy becomes a commercial reality, SpaceX will be the logistical backbone of a multi-planetary society. The "Zig" to the Defense Giants' "Zag" I hold immense respect for the blue-chip giants of the aerospace sector. Boeing, Lockheed Martin, and General Electric possess outstanding engineering heritage and robust manufacturing infrastructure. They are the safe, steady bedrock of defense. But their business model is built on cost-plus government contracts and slow, iterative progress. They "zag" toward predictable, bureaucratic safety. SpaceX "zigs" toward radical, iterative risk-taking. Once again, the computer industry provides the perfect parallel. In 1994, IBM released the Simon Personal Communicator. It is widely considered the world’s first smartphone, combining a cell phone, PDA, pager, and fax machine into one blocky unit. It was a masterpiece of corporate engineering. But it didn't hit. It was clunky, poorly marketed, and ahead of its infrastructure. Thirteen years later, Apple released the iPhone, and the world changed forever. Boeing and Lockheed are the IBM of space. They can build highly functional, incredibly expensive hardware. But SpaceX is the iPhone. They build reusable rockets that defy conventional aerospace physics, and they do it at a fraction of the cost. SpaceX is the agile, daring disruptor that will capture the imagination—and the capital—of the future Lunar and Martian markets. Betting on the Track Record (and the Team) Am I blind to the risks? Absolutely not. Elon Musk is a wild card. But purely as an investor, his track record of execution is undeniable. He made me incredibly handsome returns on Tesla when everyone else was calling it a vaporware hobby project. Beyond space and cars, look at what Neuralink is doing, restoring motor function to the paralyzed and sight to the blind. It is truly miraculous work. I am comfortable betting on that level of vision. Furthermore, this IPO isn't just a win for Wall Street or Elon's net worth. One of the most beautiful aspects of this public offering is seeing the wealth distribution within SpaceX itself. Because of the stock options granted during its private years, this IPO has just minted a brand-new generation of millionaires. And it isn't just the brilliant aerospace engineers with advanced degrees. It's the custodians, the cafeteria staff, the assembly line workers, and the security teams who kept the facilities running. That is the American Dream in action, and as a moderate, that kind of shared capital success story makes me incredibly proud to back this company. The 30-Year Horizon I am playing the long game. Once the initial hype of the SPCX stock IPO cools down and settles into more "chewable bites," I fully expect to see this investment double, triple, and compound over the next 20 years. Along the way, I’ll probably trade the dips just for fun to capture some short-term volatility, but my initial core $750 is locked away in a drawer. We are standing at the port, watching the ships prepare to sail for an entirely new world. My $750 is my ticket onto the voyage. I might be wrong, but if history has taught us anything, it’s that you don’t bet against the frontier. Hello, and thanks for listening to my podcast For years, my mission has been to foster a community around engagement, unique takes on interesting stories, and conversation. If you value what I do, please consider supporting me. I've started a GoFundMe to cover my production and operational costs, including those pesky social media fees. If you can’t contribute to my GoFundMe, I get it, but you can help me by subscribing to my account or sharing this particular story with friends and family that you think would appreciate it. Your contribution, big or small, helps me keep going. Thank you. GO FUND ME

On the first day of the historic SpaceX IPO, I proudly put $1,250 of my hard-earned money into the offering. To be precise, I bought three separate “lots” of SPCX. I acquired one $500 lot with the explicit intent of ”flipping” it on day one to capture some immediate momentum. I did exactly that, walking away with a humble, highly-contested profit of $4.36 (hey, a win is a win). I fully expect the stock to be wildly volatile over the coming months, but for the remaining $750, I am going long. I mean really long. My game plan from here is to let that core $750 ride, while steadily adding to my position month-after-month using a disciplined dollar-cost averaging strategy. I’m a political moderate. I don’t subscribe to tribal cheerleading, and I don’t treat billionaires like infallible deities or cartoon villains. I look at things pragmatically. When I look at Elon Musk, I see a highly polarizing figure, yes, but more importantly, I see an unparalleled disruptor. While the pundits on television argue about his latest tweet, I’m looking at the ledger of history, the trajectory of human progress, and the sheer economic gravity of the final frontier. My $750 investment isn’t a gamble on tomorrow’s headlines; it’s a tiny stake in what will quite literally become the ”Western Expansion” of the 21st century. The New Western Expansion In the 19th century, the United States was transformed by the Western Expansion. It wasn’t just about moving people from point A to point B; it was about the creation of entirely new economies, shipping routes, towns, and resources that redefined the nation’s wealth. Today, we stand on the precipice of a modern Western Expansion, but this time, the frontier is vertical. The ”Space Economy” is not science fiction. It is the next multi-trillion-dollar macroeconomic engine. By establishing a permanent presence on the Moon and eventually colonizing Mars, we aren’t just looking for rocks; we are building an infrastructure. With this infrastructure will come a tidal wave of spin-off technologies. History shows us that when we force ourselves to solve the hardest problems imaginable, like keeping humans alive in a vacuum or recycling 100% of our water, we unlock solutions for Earth. The Apollo program gave us everything from water purification systems to advanced computing. A future Lunar and Martian economy will force breakthroughs in materials science, synthetic biology, closed-loop agriculture, and clean energy. We don’t even know the questions we’ll be asking in thirty years, let alone the answers we’ll find. But SpaceX will be the company facilitating those discoveries. The Apple 1985 Playbook To understand why a seemingly small $750 investment today matters, you have to look backward. Investing in SpaceX right now feels remarkably like buying Apple Computer stock in 1985. Back then, Apple was a scrappy, volatile computer company. Its brilliant but mercurial co-founder, Steve Jobs, was famously clashy and was ultimately pushed out by the board that very year. If you had put just $250 into Apple in 1985, you would have owned roughly 20 shares. At the time, you had zero clue what an iPod, an iPhone, or an iPad was. You thought you were buying a niche home-computer company. But Apple evolved. It went from making computers to rewriting the music industry, the telecommunications industry, and the personal software space. If you took that single $250 investment, turned on the Dividend Reinvestment Program (DRIP), let the stock split over the decades, and simply did nothing, that investment would be worth well over $800,000 today. Think about what that $250 survived: The Gulf War The Dot-Com Crash of 1999 The tragedy of 9/11 The Great Recession of 2008 A global pandemic in 2020 The brutal post-COVID inflation cycle Through every geopolitical crisis and economic downturn, the long-term compounding of a game-changing company marched on.

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The Ultimate Long Game: Why a Political Moderate and Capitalist is Betting $750 on the SpaceX IPO

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June 12, 2026 On the first day of the historic SpaceX IPO, I proudly put $1,250 of my hard-earned money into the offering. To be precise, I bought three separate “lots” of SPCX. I acquired one $500 lot with the explicit intent of "flipping" it on...

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