역사상 최대 IPO 스페이스X, 살까 말까? 상장신고서 300페이지 다 읽어봤습니다

📈 The Largest IPO in History. Elon Musk's SpaceX is finally setting out for an IPO. Enterprise value of $2 trillion. Cumulative deficit of 62 trillion won. Total debt of 90 trillion won. PSR of 107x. Upon digging into the S-1, we found that a company that talks about space was actually concentrating its investment capital on AI. Based on the 300-page filing released by SpaceX, we personally verified the revenue, deficit, debt, Starlink, Starship, AI business, and the basis for the $2 trillion valuation. — ⏱ Timeline 00:00 Opening 01:24 What is an S-1 filing (U.S. Securities Filing)? 02:53 S-1 Unboxing: An Image Strategy or Elon Musk's Diary? 05:22 What Exactly Does SpaceX Do? 05:57 I heard the financial condition is bad; is that true? 07:01 Number Analysis ①: 'Starlink,' the cash cow responsible for 61% of revenue 07:56 Number Analysis ②: The target market of '3 billion' people worldwide without internet access 08:35 80% of the $10.1 billion in Q1 capital expenditures went to AI 09:49 Is the $2 trillion (target market capitalization) valuation reasonable? (Controversy over the exaggerated claims of a PSR of 107x) 10:29 Number Analysis ③: The trap of the '42.7 quadrillion won' claimed by SpaceX 11:36 Why do people want to buy it when the financial attractiveness is terrible? 13:16 What do you consider the fair enterprise value to be? 15:36 The dream of colonizing Mars and four short-term goals in Earth orbit 16:43 The feasibility of space data centers and 27 launch missions per day 17:48 What are the possibilities for 'TerraFab,' the in-house AI semiconductor? 19:21 Still, I heard Starlink is doing well? 20:25 Didn't the Starship test launch end successfully? 21:48 In conclusion, how do you evaluate this company? 23:36 So, should I buy it or not? — 👉 The most accurate and trendy US stock news created by Bloomberg & JoongAng Ilbo! Faster and more in-depth GMC articles can be found on the mobile apps of Korea Investment & Securities, Hana Securities, Hyundai Motor Securities, and Mirae Asset Securities. #USStocks #IPO #SpaceX