# The SpaceX Investment Thesis: Where We Are Now

Page: https://stenobird.com/podcast/limitless-an-ai-podcast-7326914/the-spacex-investment-thesis-where-we-are-now
Text version: https://stenobird.com/podcast/limitless-an-ai-podcast-7326914/the-spacex-investment-thesis-where-we-are-now.md
Podcast: [Limitless: An AI Podcast](https://stenobird.com/podcast/limitless-an-ai-podcast-7326914)
Published: 2026-06-18T14:57:37+00:00
Episode link: https://share.transistor.fm/s/623da4d7
Audio file: https://media.transistor.fm/623da4d7/5a06abf2.mp3
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JSON: https://stenobird.com/v1/public/podcasts/limitless-an-ai-podcast-7326914/episodes/the-spacex-investment-thesis-where-we-are-now
Duration seconds: 1806

## Resource

Today we're following up on SpaceX’s public debut, its sharp rise in valuation, and whether the move signals a major opportunity or an AI bubble. With the small share float, the upcoming unlock schedule, and the possible impact of added supply on volatility, the stakes are only going to get higher. We also touch on SpaceX’s reported $60 billion acquisition of Cursor and its connection to AI development... And the big debate: is SpaceX better suited for short-term traders or long-term holders? ------ 🌌 LIMITLESS HQ ⬇️ NEWSLETTER: https://limitlessft.substack.com/ FOLLOW ON X: https://x.com/LimitlessFT SPOTIFY: https://open.spotify.com/show/5oV29YUL8AzzwXkxEXlRMQ APPLE: https://podcasts.apple.com/us/podcast/limitless-podcast/id1813210890 RSS FEED: https://limitlessft.substack.com/ ------ TIMESTAMPS 0:00 SpaceX IPO Shockwave 2:31 Massive Unlock Ahead 6:38 Cursor Deal Explained 9:51 Float and Sell Pressure 13:25 Who Sells First? 15:24 Six-Month Price Outlook 18:24 Long-Term Bull Case 20:26 Trillion Dollar Revenue 22:11 Elon’s Bigger Vision 26:35 Competitors and Closing Thoughts ------ RESOURCES Josh: https://x.com/JoshKale Ejaaz: https://x.com/cryptopunk7213 ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures⁠

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## Transcript

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