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carter

T3 · host / generalist
1 call·1 name·100% bull·last heard 2 months ago·TBPN
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no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

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$SPCXSpaceXposition

M13's SpaceX investment at $15B now 150x; IPO to trigger massive SPV wealth distribution

M13 invested in SpaceX at $15B valuation and exercised option for 150x return. IPO will create unprecedented retail/SPV wealth (80% in SPVs), driving luxury real estate demand and giving SpaceX high-valued currency for rollup acquisitions of NeoCloud, energy, and chip assets.

TBPN2026-06→

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$SPCX
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SpaceX
HIGHcarter·TBPN·2 months ago· position
M13's SpaceX investment at $15B now 150x; IPO to trigger massive SPV wealth distribution
M13 invested in SpaceX at $15B valuation and exercised option for 150x return. IPO will create unprecedented retail/SPV wealth (80% in SPVs), driving luxury real estate demand and giving SpaceX high-valued currency for rollup acquisitions of NeoCloud, energy, and chip assets.
"on days like last Friday when we invested in SpaceX at 15 billion and banged out, you know, 150x, you know, we all need more days like that. ... there's so much that they could do…"
86:10