Everybody Wants Tomorrow.
Peter Tuchman has traded on the NYSE floor for 30 years. He moves up to $1 billion a day.
He has seen IPO frenzies.
He has seen bubbles.
He has seen falling knives.
On Wednesday he sat down to talk about SpaceX — and delivered the most honest pre-IPO analysis of the week in two sentences.
1 “It’s going to come out at $135. I would bet it opens at a thousand — just because there’s such a limited supply. So many people want it. It is the flavor of the freaking moment.”
2 “A 100 times earnings to come out is a little bit frothy at best — like a really good cappuccino at Starbucks. It’s way out there.”
SpaceX prices tomorrow. OpenAI is next in line.
Here is the honest math behind both.⇩
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Story 1 · The Flavor Of The Moment
→ $1,000 open.
→ 100x earnings.
→ $150 billion in demand vs $75 billion raise.
All of these are true simultaneously.
And that imbalance is exactly why Tuchman thinks the stock could explode higher at the open.
⚠️ Tuchman’s actual advice. “This is my best recommendation without recommending anything — let it open, watch what happens, see it.” He added: “You don’t want to catch a falling knife.” The stock could go to $2,000. It could go to $50. Waiting costs a few dollars. Catching the falling knife costs more. This is not investment advice. It is the most experienced perspective in the room.
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Elon Musk Warns We May Have Just Six Months Left
“Frontier AI” is a point of no return when AI surpasses human intelligence and gains free will. Elon Musk warns this moment could hit by the end of 2026.
According to 60-year Wall Street legend, Marc Chaikin, Frontier AI could soon become the only thing that determines which companies make money and which grind to a halt, That’s why he’s giving away a list of stocks to buy and sell absolutely FREE to help you position your money for a world driven by Frontier AI technology. Get Marc’s Frontier AI Hotlist right here…
Story 2 · OpenAI
Six things before it goes public
1 The market › Can Wall Street absorb another giant IPO?
Some investors worry the IPO calendar is getting crowded.
Deutsche Bank’s Bankim Chadha isn’t one of them.
His argument is: strong markets tend to attract more issuance, and historically they’ve handled it just fine.
The bull case?
Strong markets create their own demand.
2 The money › 800 million users. Only 5% pay.
Out of an estimated 800 million users, only 5% pay — per the Financial Times. Subscription prices range from free to $100 per month. OpenAI has experimented with pay-per-click ads inside ChatGPT results. Forrester Research found 83% of users would tolerate ads in exchange for free access. The monetization path exists. It is not fully built yet.
3 The price tag › The AI boom is brutally expensive.
OpenAI plans to spend $115 billion by 2029 — mostly on data centers.
AI model training costs alone hit nearly $125 billion by 2028, and again in 2029. By 2030 those training costs dip below $100 billion — but not by much.
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The Second Half…
4 The losses › OpenAI has never made a profit.
The losses get worse before they get better.
Reports indicate OpenAI could generate roughly $30 billion in revenue in 2026 — while still posting an estimated $14 billion loss that year.
Total losses could reach $44 billion before profitability arrives in 2029.
That is $44 billion in cumulative losses baked into the path to profit.
5 Pre-IPO access › You can buy OpenAI before the IPO — if you qualify.
ARK funds hold OpenAI in ETFs including ARKK and ARKW.
Secondary marketplaces like Forge also carry shares — but require accredited investor status: net worth of $1 million+ (excluding home) and income of $200,000+ individually or $300,000 jointly.
6 Index inclusion ›
Once OpenAI qualifies for major indexes, passive funds will have to buy it.
That means millions of retirement accounts and index funds will eventually gain exposure automatically.
Whether investors actively choose OpenAI or not.
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The Path to Profitability
Watch The Open.
Tomorrow SpaceX opens.
OpenAI is next.
The flavor of the moment is undeniable.
Watch the open. 👀
Don’t forget to to cast your vote 👇
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