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SPACEX Crashes Below Ipo: The $40B AI Valuation Trap Revealed!
SpaceX has tumbled 45% off its highs to break below its $135 IPO print—is Anthropic’s $965B valuation walking into the exact same valuation trap? Mark Malek breaks down SpaceX's $25B debt stack, August 6 lock-up expiration supply, and Anthropic’s $40B compute contract ahead of this fall's AI IPOs.CHAPTERS & TOPICS:• The $1 Trillion IPO Valuation Trap• SpaceX Drops Below $135 IPO Print• Lock-Up Expirations & 1.37B Share Supply• SpaceX's $25B Debt Stack & xAI• Anthropic's $40B Compute Contract at Colossus 1• Moonshot AI K3 & The Open-Weight Threat• The $965B Pre-IPO Valuation Wall• Your Daily…
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