Name: Is SpaceX's IPO the TOP of the Stock Market? [Stream Recap]
Uploaded: 2026-06-11T14:00:35+00:00
Duration: 2450 s

Speakers

Thread Guy — Crypto influencer, independent

Alexander Good — Author, Good Alexander (Substack)

Summary

Thread Guy recaps markets, reads from Market Wizards, and discusses influencer brands before a deep dive with guest goodalexander on the SpaceX IPO. The host takes a long position in AMC as part of an IRL experience thesis and warns about HIMS. The guest argues the IPO will drain crypto liquidity and that SpaceX itself will be an incredible stock.

Host discusses Druckenmiller’s worst trade—flipping long right before Black Monday 1987.
Influencer-branded products (Brian Johnson pills, Kai Trump’s Accelerator) threaten incumbents like HIMS.
Market is weak, gold looks terrible, and copper is flagged as a potential AI/robotics bottleneck.
Host takes a long AMC position and lists a basket of IRL experience stocks (LYV, MSGE, SPHR, etc.) that are working.
Guest goodalexander outlines the SpaceX IPO: a $25B slug with 30% retail allocation and a sun-powered data-center narrative.
The guest warns that $200B in hot-company equity issuance will suck liquidity from crypto and speculative assets.
Despite the liquidity drain, the guest is bullish on SpaceX as a stock, calling it 'one hell of a stock'.

Ideas

Thread Guy Crypto influencer, independent 18:15

Gold looks terrible.

Gold looks terrible. The chart is ugly and off a cliff, down over 4% in a day. He has been open that he thinks gold is unattractive and should be avoided.

Thread Guy Crypto influencer, independent 18:37

Copper bottleneck for AI/robotics.

Copper is the most interesting metal because it is a bottleneck for the growth of robotics and AI. He is convinced of its importance but has no position yet, so it is a setup to watch.

Thread Guy Crypto influencer, independent 23:35

Live events boost AMC.

A broad basket of IRL experience stocks is working, with almost all names green. The thesis is that in-person events, sports, and entertainment are seeing strong demand and pricing power, creating a tailwind for the whole group including AMC, Live Nation, MSG Entertainment, MSG Sports, Sphere, Six Flags, Liberty Media (Formula 1), and TKO.

Thread Guy Crypto influencer, independent 24:46

Brian Johnson disrupts HIMS.

Brian Johnson's launch of a longevity prescription platform is a major competitive threat to HIMS. His direct-to-consumer distribution and influencer power could obliterate HIMS's over-the-counter drug business, making the stock bearish.

Alexander Good Author, Good Alexander (Substack) 36:16

IPO liquidity drain hurts crypto.

The SpaceX IPO and other hot IPOs will issue roughly $200 billion in equity, sucking liquidity out of every speculative asset. With such a massive drain, the cryptocurrency market cannot go up and will be under pressure.

Alexander Good Author, Good Alexander (Substack) 39:26

SpaceX IPO is a monster stock.

SpaceX is going public with a huge retail allocation (30% vs typical 5-10%). The stock narrative is compelling: Elon Musk is pitching space-based data centers cooled by space, solving land-based power/cooling constraints, which could generate hundreds of billions in revenue. A top investor describes it as 'one hell of a stock.' Worth watching for a buy when the IPO comes.

This Thread Guy video, published June 11, 2026, features Thread Guy, Alexander Good discussing GLD, COPPER, AMC, LYV, MSGE, MSGS, SIX, SPHR, FWONA, TKO, HIMS, Cryptocurrency market, SpaceX IPO. 6 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Thread Guy, Alexander Good · Tickers: GLD, COPPER, AMC, LYV, MSGE, MSGS, SIX, SPHR, FWONA, TKO, HIMS, Cryptocurrency market, SpaceX IPO

Is SpaceX's IPO the TOP of the Stock Market? [Stream Recap]

Summary

Ideas

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