SPACEX - SpaceX (pre-IPO)

Potential near-term upside if it closes above $150 resistance with confirmation; the stock has recently IPO'd and could benefit from tech/AI momentum.

Still thinks it goes to 80; massive short sellers into lockup; expects it to sit around 100 then break under 100 as supply unlocks and panic begins.

Clear winner from the NSPM17 memorandum; 100 launches in 2026, all segments beat, Starlink revenue up 66%.

Share unlock adds supply, expects continued decline, plans to add to short around 140-150.

Generational opportunity, potential $1000 stock in a decade, plans to buy at 50-60-70.

Ross believes SpaceX is the most important company in the world and the lockup-driven selloff offers a once-in-a-lifetime buying opportunity. He plans to start building a long-term position at $58 per share.

Unmatched moat and revolutionary potential, but current valuation of $1.75T is unjustified given losses and lockup overhang; host is not buying yet.

Host thinks SpaceX could one day be a $10T company, but guest flags it as a 'can't touch' bucket before the share unlock and earnings, with expected loss.

Covered SpaceX's upcoming first earnings report, recent 55% crash from highs, and the August 6th lockup expiration that could keep the stock under pressure. Also noted recent addition to the Nasdaq, which brings passive buying.

Buy at $58 after the lockup selloff, as supply-demand dynamics will create a buying opportunity at a significantly lower price.