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