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anthony hughes

T3 · host / generalist

Tracks post-IPO performance of major listings like SpaceX and broader IPO market trends for Bloomberg.

2 calls·1 name·0% bull·last heard 2 months ago·Bloomberg Tech
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

top calls

highest conviction · one per company
1stmedium conviction
$SPCXSpaceX

Anthony Hughes: SpaceX trading 3% below IPO price post-Starship failure; long-term Tesla-like proposition

Post-IPO hangover with momentum trade unwinding; concerning that stock already below IPO price with lockup expiration looming, but long-term investors view it as multi-year proposition with Tesla-like volatility expected.

Bloomberg Tech2026-07episode →

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  • $SPCX

recurring themes

  • Space Economy1
2 total
$SPCX
···
SpaceX
MEDanthony hughes·Bloomberg Tech·2 months ago·China's Moonshot, Netflix's Slump & Greylock's $1.5B Bet | Bloomberg Tech 7/17/2026
Anthony Hughes: SpaceX trading 3% below IPO price post-Starship failure; long-term Tesla-like proposition
Post-IPO hangover with momentum trade unwinding; concerning that stock already below IPO price with lockup expiration looming, but long-term investors view it as multi-year proposition with Tesla-like volatility expected.
"AFTER ALL THE HYPE LAST MONTH WE HAVE SEEN A BIT OF A HANGOVER IN THE IPO MARKET WITH THE MOMENTUM TRADE COMING OFF AT THE SAME TIME. THE AI TRADE COMING OFF. IT IS NOT UNUSUAL TH…"
24:56
$SPCX
···
SpaceX
MEDanthony hughes·Bloomberg Tech·2 months ago·China's Moonshot, Netflix's Slump & Greylock's $1.5B Bet | Bloomberg Tech 7/17/2026
SpaceX trades below IPO price with lockup overhang but viewed as long-term Tesla-like bet
Post-IPO hangover has pushed shares ~3% below issue price with lockup expiration ahead; IPO market momentum has evaporated, but long-term investors see a multi-year proposition akin to Tesla's volatile path.
"OBVIOUSLY IT'S A BIT CONCERNING FOR INVESTORS IN SPACEX THAT IT'S ALREADY TRADING AT A DISCOUNT OF ABOUT 3% TO THE IPO PRICE. WE HAVE ALL THE STOCK TO COME OUT FROM LOCKUP AS WELL…"
25:30
7
Space Economytailwind
Texas cements commercial space leadership with SpaceX, Blue Origin, Firefly and state grants
Texas has become the capital of commercial space, hosting Starbase, Blue Origin's West Texas site, and a Houston cluster including Intuitive Machines and Firefly Aerospace; the Texas Space Commission is doubling grants to $300M to retain and expand the footprint.