SpaceX’s IPO Hangover Meets the AI Compute Valuation Test
Monday, June 29, 2026 · 9 min
SpaceX IPO investors are weighing a post-debut slide, looming lock-up supply, and data-center revenue claims tied to AI compute demand as the market tests whether a $1.77 trillion valuation can hold.
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Show notes
SpaceX IPO investors are weighing a post-debut slide, looming lock-up supply, and data-center revenue claims tied to AI compute demand as the market tests whether a $1.77 trillion valuation can hold.
In this episode
- I'd Wait 90 Days Before Buying More SpaceX Stock. Here's Why. - AOL — AOL
I'd Wait 90 Days Before Buying More SpaceX Stock. Here's Why. - AOL Sat, June 27, 2026 at 3:05 PM UTC 0 ## Key Points SpaceX only made around 4% of its total shares initially available to the public during its IPO. The first lock-up period, when insiders can sell some of their shares, hasn't arrived yet for SpaceX. History suggests there's a good chance SpaceX will underperform in the first…
- SpaceX Has Landed Data Center Deals With Anthropic, Google, and Reflection That Could Be Worth Over $76 Billion Through 2029. Is That Enough to Justify Its Valuation? | The Motley Fool — The Motley Fool
SpaceX Has Landed Data Center Deals With Anthropic, Google, and Reflection That Could Be Worth Over $76 Billion Through 2029. Is That Enough to Justify Its Valuation? | The Motley Fool Accessibility Menu ▲ S&P 500 +---%|▲ Stock Advisor +---%Join The Motley Fool Many people and investors scoffed at Space Exploration Technologies (SPCX+0.15%) and its founder, Elon Musk, when the company sought…
- Step Back — When headlines say OpenAI or Anthropic has “filed for an IPO,” what does that actually mean — a public S-1, a confidential draft submission, a bank mandate, or just market chatter — and what proof should we look for before treating it as real?
Background sources
- OpenAI confidentially files for IPO, prepping Wall Street for AI debut — Ashley Capoot,Kate Rooney
- Anthropic confidentially files IPO prospectus with SEC, landmark deal — Ashley Capoot
- OpenAI files confidentially for IPO, following Anthropic | TechCrunch — Rebecca Bellan
- Anthropic files confidentially for IPO in race with OpenAI — Alina Maria Stan
- The SpaceX IPO Put a Spotlight on Starlink - PR Newswire — Equity Insider
The SpaceX IPO Put a Spotlight on Starlink -- and on the One Public Company Building a Rival Direct-to-Phone Network Accessibility Statement Skip Navigation Editorial Commentary — Commercial Space Series SpaceX's public listing cast Starlink Mobile as a future wireless challenger. AST SpaceMobile (NASDAQ: ASTS) is the most prominent publicly traded company pursuing the same direct-to-device…