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The Plain Bagel · 发布于 2026年6月12日
00:00 - Introduction 03:44 - SpaceX Overview 04:53 - IPO Details 05:47 - Insane Valuation 06:53 - The Wild Prospectus 11:02 - The Retail Push 11:38 - Other IPOs (Anthropic and OpenAI) 13:23 - The Concerns 16:56 - Crowding Out Risk 17:58 - The AI Bubble 20:24 - Concluding Thoughts SpaceX IPOs today, and Anthropic/OpenAI are looking to go public in the near term. Today we discuss the trend, what it means for markets, and how it balances against fears of an AI bubble. DISCLAIMER: This channel is for education purposes only and does not constitute financial advice - Richard is not responsible for investment actions taken by viewers. Please seek out a registered advisor if you require assistance (while Richard is a registered portfolio manager at WDS Investment Management, he does not provide advice through The Plain Bagel, which is not affiliated with his employer). Richard makes no warranties regarding the accuracy of data included in this video.
