The largest IPO in history hits June 12th. SpaceX: rockets, Starlink with 15,000 satellites and 9 million users, and AI infrastructure in orbit. $1.75 trillion valuation. $28.5 trillion addressable market. The thesis: 20x growth from here.
Alejandro and Serhii walk through the full picture of the energy problem AI can't solve on Earth, how to submit a COTP through your broker, the real risks, and why Alejandro is going in for 2k shares.
⚠️ Past performance does not guarantee future results. IPOs carry elevated volatility. Position sizing and risk management matter as much as the opportunity itself.
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⏱️ Timestamps:
0:00 – Introduction
0:26 – Why SpaceX is the biggest IPO in history
0:40 – Life, evolution, and why space is the next frontier
1:56 – From the Renaissance to AI — how civilizations leap forward
3:12 – The energy problem: crypto → AI → space
4:02 – Dyson sphere, Elon sphere, and data centers in orbit
5:09 – Why Earth's power grid cannot keep up with AI demand
6:06 – The Louisiana data center: 6 gigawatts and a city-sized power problem
6:59 – Anthropic's $1B AI lab and what it means for compute demand
7:41 – Dyson Sphere as a satellite constellation — the math behind it
9:05 – As we colonize space — the first real leap forward for our species
9:45 – Fermi's paradox: where is everybody? We are everybody.
10:08 – What is SpaceX? Three companies in one
10:38 – The grid can't keep up — SpaceX bypasses it entirely
11:41 – SpaceX builds the highway, power store, and communication layer for AI in space
13:07 – Starship 12 flight test — what's actually inside the rocket
14:12 – 75 demo satellites in one launch — the Elon Sphere is already real
14:47 – 15,000 satellites already in orbit — half of all satellites on Earth
15:10 – The SpaceX fact sheet: $370B today, $22.7T addressable market
16:53 – $28.5 trillion industry — and the IPO is in two days
17:06 – 555 million shares, $135 per share — the math on 20x growth
19:43 – 1.4 terawatts by 2034 — why space-based data centers are inevitable
21:13 – Space fixes heat, batteries, and power — the three problems solved
22:08 – What runs out next: raw materials and where to get them
23:37 – How to participate: COTP — Conditional Offer to Purchase explained
24:44 – Call your broker, say SpaceX, June 12th — how it actually works
25:05 – Warning: scams to avoid — use Robinhood, Charles Schwab, Interactive Brokers
26:02 – Charles Schwab step-by-step: how to find and submit an IPO order
27:14 – You don't need $270K — skip two months of Starbucks and you're in
28:08 – Risks: no financial history, elevated volatility, market sentiment
29:02 – How to set your exit threshold before you buy
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Foresee Markets — AI, quantitative research, and structured thinking applied to real market conditions.
🎙️ Hosted by Alejandro Ramirez Lemus and Serhii Nikolaiev.
💬 Tell us in the comments: Are you buying SPCX on June 12th — and how many shares?
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📹 During the podcast, important visual information is sometimes presented alongside the discussion. For the full experience, we recommend watching the episode on https://youtu.be/iayo78Cpzi0
This podcast is intended for educational purposes only and should not be considered financial or investment advice.
