Good Alexander returns two days before the SpaceX IPO, this time in his new role as the show's resident IPO specialist. The ex-Palantir, ex-telecom analyst breaks down why the IPO wave is a liquidity event nobody can ignore, Elon's data centers in space pitch, the trade he has on into Friday, and the shorting heuristic he learned from his first blowup. They cover the OpenAI and Anthropic listings on deck, the fake numbers debate, Fable 24 hours after launch, whether Bessent is in the order books, and the question that decides Palantir. Closes on the one consensus long he would fade.
