Bulls vs Bears EP124: The Next Mega IPOs — SpaceX, OpenAI vs Anthropic & What Actually Matters

SpaceX just listed. OpenAI is burning $14B this year. Anthropic just hit a $965B post-money valuation. So which one is actually investable — and which ones are traps?

In this week’s episode, Mark Gardner, Kai and JT cut through the noise on the biggest IPO and AI stories moving markets right now.

We break down:

• The full SpaceX share lock-up release schedule and the five dates that could make or break the stock (QQQ inclusion, Starship Flight 13, Q2/Q3 earnings unlocks, and Musk’s 366-day lockup)
• Why Anthropic is eating OpenAI’s lunch in enterprise (40% LLM market share vs OpenAI’s 27%, 80% of revenue from business customers, and 15.7x valuation growth in 14 months)
• OpenAI’s staggering scale (900M weekly active users, 2.5B prompts/day) versus its $14B losses and cash-flow-positive target of 2029
• Technical setups across ASX200, Nikkei (fresh record highs), Nasdaq and global indices
• Commodity moves in gold, silver, crude and the surprising HPA (High Purity Alumina) trade that’s flying under the radar
• What the new Fed chair, US-Iran deal and memory chip shortage actually mean for positioning

Blunt practitioner takes. No guru dogma. Just what the data and flow are really saying.

Listen now & subscribe: https://mpcinvest.co/podcasts

Timestamps:

• 00:00 – Intro, track record & weekly market colour
• 05:30 – SpaceX IPO deep dive + cumulative unlock timeline
• 18:00 – Five dates that could make or break SpaceX
• 25:00 – OpenAI vs Anthropic: The real AI arms race
• 38:00 – Why Anthropic is winning enterprise (and what it means for valuations)
• 45:00 – Technicals, global markets & commodity wrap (gold, silver, crude, uranium, HPA)
• 52:00 – Next week’s data & closing thoughts

#SpaceXIPO #OpenAI #Anthropic #AIStocks #MegaIPO #InvestmentPodcast #BullsVsBears #MPC Markets

🚀 SpaceX, OpenAI & Anthropic: Are the 3 MEGA IPOs Signalling a Market Bubble? | Bulls vs Bears

In this week's Bulls vs Bears, Mark Gardner and the team dive deep into the biggest financial story of 2026 — the wave of mega IPOs that could reshape global markets. With SpaceX reportedly listing at $1.77 trillion, alongside OpenAI and Anthropic, we're witnessing what could be the three largest IPOs in history. Is this the peak of market euphoria or the start of a new era in space, AI, and technology investing?

We break down:

• The explosive valuations and retail frenzy around SpaceX IPO — Elon Musk's latest rocket ride
• What these listings mean for the broader market, tech stocks, semiconductors (NVIDIA, Broadcom, Apple), and the S&P 500
• Fresh economic data: Strong payrolls, sticky CPI & PPI inflation, and what to expect from the upcoming Fed meeting
• Geopolitical drama with Trump, Iran, and oil market impacts
• Crypto update: Bitcoin weakness, Hyperliquid strength, and MicroStrategy's strategy shift
• Why long-term investors should stay grounded amid the hype

Perfect for Australian investors aged 55+ looking for clear, no-nonsense analysis on wealth preservation, structured income solutions, and navigating record-high markets. Whether you're protecting your retirement portfolio or seeking high-growth opportunities, this episode delivers practical insights you can act on.

Timestamps & Chapters available in the full video.

If you're serious about smarter investing in volatile times, subscribe to Bulls vs Bears for weekly market updates, strategy sessions, and expert commentary you won't get from the mainstream media.

👉 Explore MPC Markets structured investment solutions at mosaic.mpcmarkets.com.au

Bulls vs Bears Ep 122 | 10-Week Win Streak Starts to Wobble — Dow Rallies, NASDAQ Dips & Software Stocks Update

The S&P 500's historic 10-week winning streak is under pressure. In this episode of Bulls vs Bears from MPC Markets, Mark Gardner, JT, and Kai break down a week where old-school indices fought back — the Dow and Russell 2000 both surged ~1.5% while the NASDAQ slipped 0.5%.

What we cover in this episode:

00:00 — The 10-week streak wobbles: Dow & Russell rally, tech pulls backMicron joins the trillion-dollar club after an extraordinary run from ~$419 to $1,080. Samsung memory workers threaten strike action over pay disparity. We discuss what the memory chip shortage means for investors.

Megaport (ASX: MP1) delivered a 3x return off its lows, hitting $21 after languishing at $7. The company's pivot to GPUs-as-a-service raises questions about enterprise AI hosting and whether companies should run their own language models.

Software Survivors update — our picks from the original webinar are tracked with full performance data. CrowdStrike and Palo Alto up ~90% since recommendation. We revisit which SaaS names face genuine AI disruption risk vs those with durable moats (Xero, ServiceNow, Snowflake, Atlassian).

Jonathan explains the stock repair options strategy — a way to reduce your average entry price without deploying additional capital. We discuss why MPC is considering an "Options for Dummies" education series.

Coal prices remain resilient near $160 while crude oil has been volatile. Strategic petroleum reserves are reportedly at critical levels. Bitcoin has broken to new lows for the year after Michael Saylor flagged potential BTC sales to fund dividends.

All three hosts pick bearish for next week — a consensus that has historically been a contrarian signal. Key risks: US employment data (NFP), CPI, and Oracle/Adobe earnings.

Register for the Software Survivors Sequel webinar (link in comments).

This is general information only and not personal financial advice. MPC Markets is an Australian financial services firm — AFSL applies.

#ASXStocks #BullsVsBears #MPCMarkets #SoftwareStocks #Micron #Megaport #OptionsTrading