Buy
3
Hold
0
Sell
3
Watch
5
Trading at a 32% discount to estimated NAV of $38 per share; exposure to Anthropic IPO upside; potential for price to converge to fair value.
Post-SpaceX IPO crash. Had exhaustion signs - 21% up day on huge volume followed by 30% gap up on biggest volume, then dropped 25%. No longer needed as backdoor to SpaceX now that SpaceX trades directly.
Ross notes the DXYZ ETF, which held private shares of SpaceX, is crashing now that SpaceX is public. He says the arbitrage has been priced in by hedge funds and backdoor plays are no longer the way to play this.
Closed-end fund holding 14.5% SpaceX along with other private AI leaders like OpenAI and Anthropic. Could benefit from SpaceX IPO hype over the next couple of weeks.
Givens mentions DXYZ as a backdoor stock pick holding pre-IPO SpaceX shares that 'nearly tripled in 48 days.' He references it as a past trade the channel identified, not a current recommendation.
Mentioned as an ETF holding pre-IPO SpaceX shares that doubled in about a month. Covered previously on the channel as a way to get SpaceX exposure before the IPO.
Fund investing in private companies with 16.2% exposure to SpaceX. Stock was up over 30% today on SpaceX IPO hype.
Holds private companies including SpaceX (16% weight), massively overvalued based on retail hype. Recommends selling at least half to two-thirds of position
Ross discusses DXYZ as an ETF that holds private equity including SpaceX (16% of holdings), along with Databricks, XAI, Revolut, and OpenAI. It's up 25% in 7 days due to SpaceX IPO hype. He notes the fees are enormous but it provides exposure to SpaceX before it goes public.
Holds private company stakes including SpaceX. Extremely volatile and nearly impossible to price accurately. No clean short-term setup. If you want SpaceX exposure it works, but buy low in the range.









