{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"Limitless: An AI Podcast","title":"The SpaceX Investment Thesis: Where We Are Now","html":"","width":"100%","height":180,"duration":1806,"description":"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.\nWe 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?\n------\n🌌 LIMITLESS HQ ⬇️\nNEWSLETTER:    https://limitlessft.substack.com/\nFOLLOW ON X:   https://x.com/LimitlessFT\nSPOTIFY:             https://open.spotify.com/show/5oV29YUL8AzzwXkxEXlRMQ\nAPPLE:                 https://podcasts.apple.com/us/podcast/limitless-podcast/id1813210890\nRSS FEED:           https://limitlessft.substack.com/\n------\nTIMESTAMPS\n0:00 SpaceX IPO Shockwave\n2:31 Massive Unlock Ahead\n6:38 Cursor Deal Explained\n9:51 Float and Sell Pressure\n13:25 Who Sells First?\n15:24 Six-Month Price Outlook\n18:24 Long-Term Bull Case\n20:26 Trillion Dollar Revenue\n22:11 Elon’s Bigger Vision\n26:35 Competitors and Closing Thoughts\n------\nRESOURCES\nJosh: https://x.com/JoshKale\nEjaaz: https://x.com/cryptopunk7213\n------\nNot financial or tax advice. See our investment disclosures here:\nhttps://www.bankless.com/disclosures⁠","thumbnail_url":"https://img.transistorcdn.com/9Lu_z789-IzrmA97ogEUWzbSPY69Dj70clUckomsGq8/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS9iYjA3/N2UyODc0NjIzZWFh/NWU2ZDBjODE3MTQ0/ZTJmYy5wbmc.webp","thumbnail_width":300,"thumbnail_height":300}