anthony hughes

T3 · host / generalist

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

1 call·1 name·0% bull·last heard 25 days ago·Bloomberg Tech
track record

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

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$SPCXSpaceX

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.

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$SPCX
···
SpaceX
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