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Record SpaceX IPO 'Calculus Based on Faith' Not Valuation, Says Colas

Bloomberg Markets
Friday, June 12, 2026 at 6:52 PM
~4 min read

Original Report

Nick Colas, co-founder of Data Take Research, said that while he believes the math doesn't add up for SpaceX's valuation compared to the level of investment into space tech company, investors are...

Nick Colas, co-founder of Data Take Research, said that while he believes the math doesn't add up for SpaceX's valuation compared to the level of investment into space tech company, investors are making the decision based on Elon Musk's track record of success. Colas said that the bet is that Musk can replicate his track record of bringing the public interesting technology, but that it's not based on any math people can 'rationally model.' (Source: Bloomberg)

Glass House Analysis

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The implications extend beyond the immediate news cycle. Every economic development creates ripples that affect employment, prices, and opportunities in ways that may not be immediately visible but are deeply felt. By tracking these connections, we can better understand how the economy truly works—not as an abstract machine, but as a human system shaped by and shaping the lives of millions.

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