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Why SpaceX IPO Is Redefining the Public Markets
Lucas and Luna break down the SpaceX IPO, the most anticipated listing in history. With a $75 billion raise and predictions of a $2 trillion market cap, they explore what this means for retail investors, the broader IPO market, and how SpaceX's unique capital structure—like its high retail allocation cut to the low 20% range—signals a new era. Lucas argues this IPO is both a validation of private innovation and a stress test for public market norms, while Luna questions whether retail investors are getting a fair shake. They tie it back to the recent rotation into value stocks and what…
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