SpaceX IPO Roadshow Is Live. Here's What the Valuation Model Actually Says.

SpaceX goes public June 12. The largest IPO in history. And for the first time ever, retail investors are getting a seat at the table — 30% of shares reserved specifically for everyday investors. But is it all hype? We sat down with Aaron Burnett, founder of Mach33 and the man who co-built the only rigorous public valuation model on SpaceX alongside ARK Invest. He built it when the company was worth $350 billion. Now it's pricing at $1.75 trillion. We asked him everything. Mach33: https://www.33fg.com/ In this video: → Is the $1.75 trillion valuation actually justified? → The ARK x Mach33 model — bull, base, and bear cases explained → The $1.25 billion per month number buried in the S-1 that changes everything → Why the staggered lockup is one of the smartest IPO moves in years → The 10-year competitive advantage most people don't understand → SPVs — should you touch them or not? → What Aaron told his own family when they asked if they should buy → The single biggest mistake retail investors make in the space sector The roadshow is live now. Pricing June 11. Debut June 12 on Nasdaq as $SPCX. ⏱️ CHAPTERS 00:00 Is $1.75 trillion justified? 00:52 The ARK x Mach33 valuation model 01:40 Bull case, base case, bear case 02:22 Monte Carlo — why it matters here 03:25 The variable that swings everything 04:07 What the S-1 actually revealed 05:24 The staggered lockup explained 06:18 The competitive moat nobody talks about 07:08 Why 30% went to retail 08:38 SPV warning 09:09 How to actually play this 10:32 The biggest mistake retail investors make 🔗 Aaron Burnett / Mach33 Research: research.33fg.com YouTube: @tbuztnt 📌 Subscribe for more unfiltered conversations with the people actually doing this — not the people talking about it. #SpaceX #SpaceXIPO #SPCX #Investing #IPO #ElonMusk #Starlink #RetailInvesting #UnfilteredFinance #SpaceInvesting