=== SUMMARY ===
- The post discusses SpaceX's recent IPO and its plan to acquire "Cursor" by issuing $60B in stock, funded by recent dilutive raises of $86B total.
- The author questions the deal's rationale, labeling it as potentially fraudulent or morally questionable, with a $10B breakup fee and ties to the President.
- Quality assessment: This is speculative noise with some factual details (IPO, fundraising amounts) but lacks rigorous financial analysis; more of a moral/opinion rant.
=== SENTIMENT ===
BEARISH
=== TRADE IDEAS ===
No actionable trade ideas in this post.
(Explanation: SpaceX is a private company, and "Cursor" is also private/unnamed. No tradeable tickers are discussed or implied. The post is a commentary on deal structure and insider behavior, not a concrete investment thesis.)
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Everybody and their Uncle knows about the recent SpaceX IPO.
SpaceX just disclosed that they are buying a company by the name “Cursor”.
How will they pay for it?
Issuing stock, yes the same company they diluted to raise around $75 + $11 billion just a few days ago.
Now they will issue $60billion worth stock to pay for acquiring Cursor.
If this deal falls through because of regulatory hurdles, which it won’t because the “President is a personal friend.” But if the deal falls through the breakup fee is $10 billion dollars. Sheer insanity!
\*Hypothetically, If the deal falls through it would be nice to pay someone and their directors $10billion dollars all above the table \*wink \*wink. Where is Peter Thiel at?
The hodl’ers have benefited already by over 42% even if they bought the stock at IPO price of $150. The indexes will mostly be purchasing it from them.
This is making me a little sad, morally. People should not be doing this sort of thing.
But is it really bad if most people involved are coming out richer. I have my opinion on it but I leave to everyone’s own moral compass.
Similar sort of scheming has worked out for Elon before with Tesla. Same groups are propping up this stock. Who is to say this won’t keep working.
Times like these make the value investors look stupid by not willing to participate in such phenomena. So, I guess I am just talking out loud.
I leave you guys with a Warren Buffet quote- “Rule number 1 is to not loose money, Rule number 2 is to not forget rule number 1.”
Stay vigilant and Happy Investing!