r/stocks
Twitter/X is now publicly traded inside the world's largest IPO ever
SPCX (SpaceX/xAI/X merger) IPO'd at $135 and is up 25%, with bull cases around Starlink/AI and bear cases around xAI losses.
- Starlink generated $3.26B in Q1 alone, showing massive profitability.
- Grok AI and real-time social data from X provide a unique pipeline for training AI models.
- Day-one IPO pop of over 25% indicates strong market momentum and FOMO.
- xAI is burning cash rapidly, losing $2.5B on just $250M in revenue.
- SpaceX carries a massive $41B accumulated deficit.
- Severe leadership instability, including the xAI CFO quitting and half the co-founders leaving.
THE TRADE OF THE DECADE just went live today and so did X (Twitter).
So yes. When you buy SPCX right now, you are buying Twitter. The app we use to argue with strangers is now a publicly traded asset inside a $1.75 TRILLION company. We are so back.
To remind you SPCX acquired XAI and XAI had acquired X
June 12, 2026 (TODAY): SPCX lists on Nasdaq at $135/share. Currently printing at \~$170. That's > +25% on day one.
Bull case: Starlink made $3.26B in Q1 alone. Grok AI. Real-time social data pipeline training the models. Rockets. Literally going to Mars. $500 EOY easy.
Bear case: xAI lost $2.5B on only $250M in revenue. SpaceX has a $41B accumulated deficit. The xAI CFO quit. Half the co-founders bailed after the merger. X is still a money pit.
ely not. That's the point.
I am not a financial advisor. I am a guy in his boxers who aped his rent money into this. Please send help or rockets, whichever arrives first.
This is not financial advice. This is a cry for help disguised as a trade thesis.