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    What’s the best way to gain leverage before the SpaceX/Anthropic IPO frenzy? Let’s put our heads together

    I cannot find a single good investment to gain leverage before these companies absolutely wreck the stock market.

    Here's the only stocks I could come up with that have leverage on upcoming IPOs

    VCX – Holds a ton of Open AI, Anthropic, Spacex, Anduril – implied value/NAV is greater than the US GDP basically so it makes zero sense to invest in this

    Alphabet – Owns 6.1% of Spacex. Wont really move the needle. October Calls ATM?

    EchoStar $SATS – Set to acquire 11B worth of Spacex stock with their spectrum deal. Company is otherwise dying. Basically a gamble.. Calls?

    Amazon – Owns ~15% of Anthropic. Again. Massive company. 5% bump? What's the upside here?

    Salesforce $CRM Zoom $ZM – Both own tiny stakes (2-4B) of Anthropic- Maybe Zoom? Who TF uses Zoom anymore?

    Nvidia owns 3% of Anthropic – Who cares. They will soon probably start their own country.

    AGIX ETF – Owns ~3% of Anthropic. Niche ETF with low liquidity. Plus ETF Options suck. I am here to gamble

    DXYZ – This could have been the trojan horse. Spacex and Anthropic is about 20% of it's holding. but no options!

    ARKVX – Cathy Wood. I dont trust her. She got lucky in the covid boom and has been riding that ever since. Could be wrong but personally.. I'm staying away.

    There's my list. Does ANYONE know of any other vehicles we can invest in and gain leverage before the mania? I am tired of missing out on investments because I'm not in the private investor insider trading group chat

    What's the best way to gain leverage before the SpaceX/Anthropic IPO frenzy? Let's put our heads together
    byu/FSOHelp inwallstreetbets



    Posted by FSOHelp

    32 Comments

    1. gaudy_allegory on

      Problem is you’re thinking like these IPOs are guaranteed goldmines when half these companies might just flop on public markets anyway

      Most of these “leverage plays” you listed are basically hoping a massive company gets a tiny bump from their small stakes which never works the way retail thinks it will. Plus if you’re wrong about timing you’re just holding bags on companies like EchoStar that are dying for other reasons

      Maybe just wait for the actual IPOs instead of trying to get cute with second-hand exposure that barely moves

    2. Renfield_U_asshole on

      Has it perhaps clicked yet that what you described is a whole lot of companies that are linked to a potential train wreck?

    3. callsonreddit on

      I think you can only get side effect benefits like SpaceX IPO pumping or dumping space stocks

    5. Alternative_Force_67 on

      leverage before the spacex/anthropic ipo frenzy sounds like trying to bench press a rocket with spaghetti arms lol

    9. Impressive_Order60 on

      Brother by the time these companies that have either been propped up by papa Elon or by all the other mag7, there is no leverage. Those companies did their best to value / pump those companies and they do it so they can get their money out. They are not charities and at this stage those companies are fully cooked.

    11. rankiba on

      SATS is getting 2% of SpaceX shares, so their market cap is essentially worth the whole 2% of 1.75 trillion expected IPO value.

      Ignore those talking you out of SATS, just look at their stock price action.

    12. _AT198 on

      FB (meta) IPO got the same coverage. Everyone wanted in, the company was over valued, insiders sold early… Stock struggled and gained momentum later. Space X revenue pre starlink was 100% government contracts. Starlink hasn’t been widely adopted yet, orbital data centers are theoretical and speculation. Early shareholders don’t want a 20 year story and will sell early. Not to mention the company is 100% controlled by a man serving 3 masters…Tsla,SpaceX and Ketamine. Stock will struggle at first…

    17. ACK_TRON on

      if you want to invest in space x before ipo I’d buy Tesla stock. The likelihood Musk merges the two I think is greater than 90%. Probably get close to a 1-1 stock swap.

    18. huhwowbro on

      You could buy Reddit, because Anthropic is eventually gonna settle with them, and then probably pay them a annual licensing fee, which will be a huge risk off for the stock and probably send it soaring…

    20. daototpyrc on

      If you don’t know who in the room is the exit liquidity, it’s you

    21. slumdungo on

      SK Telecom ($SKM) has a pretty big stake. About 30% of their market cap I believe.

    26. Scared_Step4051 on

      **$FLY**

      * “undervalued” v peers (RKLB) 1/9th at a revenue gap that is closing fast. Lower market cap than LUNR and they have actually landed on the moon and are booked to go back a number of times. CLPS contract value just increased = more landings coming their way, CLPS 2.0 will be an ever bigger beast that again they will hoover up on
      * will re-rate aggressively imo to $15bn by EOY, with a SpaceX tailwind
      * end to end space defense platform, in the same way RKLB is an end to end space hardware platform
      * golden dome
      * SciTec acquisition
      * going to clean up with moon landing awards, see point 1
      * any many other things

    28. No_Boot_9697 on

      You’re two years too late. The time was April 2024 on the secondary markets when Anthropic was available at $38B val.

    29. HVVHdotAGENCY on

      I’m not sure what you think leverage means, but it doesn’t mean what you think it means.

    30. BarneyBloodAxe on

      Once you choose the vehicle you will invest in, if you’re short of cash on hand to invest, you can get a temporary, short-term loan from your IRA to make your buy. You will then probably need to sell a significant number your shares and return all of your borrowed retirement money back to your IRA within 60 days to avoid penalties and taxes. Or, of course, you could just buy your shares directly within the IRA if you prefer (if your IRA brokerage is sufficient).

      Do not buy VCX at its current inflated value relative to the NAV of its holdings. ARKVX (ignore the personality and look at its track record) and USVC (it’s new) have some SpaceX exposure are are priced at NAV so they are a much better buy–but they are not liquid so it may take a while before you can get all your money out.

    31. HangInThereAndHODL on

      I’d just buy VCX; sure it’s above NAV, but market doesn’t care. Just look at the price this past week and that’s just based of rumors of a new Anthropic round. It’s only going up from here

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