Etiido Uko is a news contributor for Tom's Hardware covering the latest updates in big tech and the PC industry. He is a mechanical engineer and senior technical writer with over nine years of experience in documentation and reporting. He is deeply passionate about all things engineering and technology, and is an expert in gadgets, manufacturing, robotics, automotive, and aerospace. ","collapsible":{"enabled":true,"maxHeight":250,"readMoreText":"Read more","readLessText":"Read less"}}), "https://slice.vanilla.futurecdn.net/13-4-24/js/authorBio.js"); } else { console.error('%c FTE ','background: #9306F9; color: #ffffff','no lazy slice hydration function available'); } Etiido Uko Social Links Navigation News Contributor Etiido Uko is a news contributor for Tom's Hardware covering the latest updates in big tech and the PC industry. He is a mechanical engineer and senior technical writer with over nine years of experience in documentation and reporting. He is deeply passionate about all things engineering and technology, and is an expert in gadgets, manufacturing, robotics, automotive, and aerospace.
bit_user I think Elon could see the storm clouds brewing, which is probably why SpaceX's IPO felt so rushed. I predict a lot of investors who bought SPCX are going to regret that decision, soon enough. Reply
rluker5 The big 3 providers all have balance sheets that don't match their expected valuations. Hype could fade with the kind of quarterly reports publicly traded corporations put out. If one gets frowned on they all face scrutiny. By being first Musk avoided this risk for now. Reply
bit_user rluker5 said: The big 3 providers all have balance sheets that don't match their expected valuations. Hype could fade with the kind of quarterly reports publicly traded corporations put out. Plenty of publicly-traded companies run losses, especially in their early days. What investors will be looking at is whether they're on a trajectory for profitability – particularly one that at least breaks even, before they run out of money. Otherwise, they'll have to load up on debt or issue more shares, both of which will hurt the share price. I also expect that a large amount of the SpaceX's equity holders are going to want to reap a return on their investment by selling their shares. That's going to exert some downward pressure on its share price, all by itself. If there's a big AI crash or recession on top of that, then the stock could end up losing like 90% of its value in a very short period of time. rluker5 said: If one gets frowned on they all face scrutiny. By being first Musk avoided this risk for now. Right. The important thing for SpaceX is that they effectively raised another round of capital from the IPO. So, they're now sitting on a pile of cash, no matter what might happen to the share price tomorrow. Reply
alan.campbell99 Clammy Sammy is finding the private investment well is running dry so IPO is probably the only way he can keep feeding the money furnace. Reply
Key considerations
- Investor positioning can change fast
- Volatility remains possible near catalysts
- Macro rates and liquidity can dominate flows
Reference reading
- https://www.tomshardware.com/tech-industry/artificial-intelligence/SPONSORED_LINK_URL
- https://www.tomshardware.com/tech-industry/artificial-intelligence/openai-hit-with-sweeping-probe-from-massive-coalition-of-42-us-state-attorneys-general-just-days-after-reported-ipo-filing-subpoena-targets-chatgpt-makers-ads-data-practices-handling-of-minors-model-sycophancy-and-safety-policies#main
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Informational only. No financial advice. Do your own research.