SpaceX at 80x Sales: Genius Bet or Bubble? | The Weekly Rebalance #40

🚀 The surprising insight this week: SpaceX isn't really an "IPO stock" — it's quietly becoming AI infrastructure landlord to its own competitors, with Anthropic reportedly paying north of $1B/month to lease its Colossus data center. Nick and Ethan break down markets at all-time highs (S&P +12.84% YTD 📈), a blockbuster earnings season, and softening labor data that's reshaping the Fed's next move. Then it's a full SpaceX deep dive: the three real business segments, why it trades at 80x sales and 40x EV/EBITDA, the CapEx-vs-revenue math ($50B spend vs. $21B revenue), the recent lockup unlock, and what a future S&P 500 inclusion could mean for index investors. Plus: a look at how IPOs actually perform post-listing, and some fun space trivia to close it out. 🌌💬 Comment below: would you buy SpaceX at today's valuation, or wait? 📲 Enjoyed the episode? Share it with a colleague or client who's been asking about SpaceX!#Revisor #WeeklyRebalance #RIATech #SpaceX #IPOInvesting #AIInfrastructure #StarlinkStock #WealthManagementTech #FinancialMarkets #InvestmentStrategy #MarketAnalysis #FedWatch #Anthropic #PortfolioManagement #CapExCycle