7 matching records.
The two stocks are Alibaba (BABA) and Meta (formerly Facebook).
56% of viewers said yes, 25% said no, and 25% said no. The speaker mentioned that Anthropic and Open AI are on the trillion-dollar path, but the majority of the audience believed it would not happen.
The SpaceX IPO is viewed as a potential transformational moment for the stock market, possibly marking a market top due to the simultaneous IPOs of SpaceX, Anthropic, and Open AAI. However, the speaker suggests it may not be as transformative as commonly believed, and it could be a bubble-popping event. The speaker also notes that the IPO is likely to be oversubscribed and may trade at a high price on the first day.
The decline of SpaceX's value indicates that the market may not price the next big thing as highly as established businesses with proven cash flow. The speaker discusses how the market's reaction to SpaceX's IPO and subsequent drop highlights this contrast.
It has to. What's good for one is good for all. You want to be the stock that overperforms in your group, but you don't want to see anybody have an IPO like what we had in SpaceX.
The speaker explains that 'Cerebrus' refers to an IPO, and the statement suggests that no one has successfully entered the IPO. The speaker discusses the IPO's price setting and the challenges of shorting an IPO due to the lack of shares to borrow.
The speaker suggests that the orderly absorption of the SpaceX IPO may influence the market's reaction to future IPOs like OpenAI. However, the speaker advises caution and does not provide a specific recommendation.