Speaker

Cameron Dawson

7 bits across the podcasts they've appeared on

To say that what we're experiencing today does not have bubble like characteristics because their earnings actually ignores the long historical record that anytime there is a technology driven bubble, there are always real earnings.

Cameron Dawson

The SpaceX IPO… What Happens When $1.75…

What this moment requires is a great deal of discipline to know that you may not capture all of the up cycle. You may not capture all the upside in the silliest parts of the market. But if you have a five year plus time horizon... all this does is introduce volatility within a portfolio. It doesn't introduce incremental return.

Cameron Dawson

The SpaceX IPO… What Happens When $1.75…

My favorite description of Ska is that it's the music that plays in a 13 year old's head when he's eating mozzarella sticks.

Cameron Dawson

The SpaceX IPO… What Happens When $1.75…

Writing a piece about how strong earnings are and how much they're driven by AI is like trying to release a grunge album in the mid nineties. Everyone's doing it.

Cameron Dawson

The SpaceX IPO… What Happens When $1.75…

Business

$1.75T IPO at 100x Sales

The SpaceX IPO… What Happens When $1.75 Trillion Meets 4% F… · Jun 6, 2026

At $1.75 trillion, SpaceX represents one of the largest corporate debuts in history, boasting a valuation multiple that challenges traditional accounting.

History

100%+ Late 90s Earnings Growth

The SpaceX IPO… What Happens When $1.75 Trillion Meets 4% F… · Jun 6, 2026

Many observers argue that the current market is safe because tech giants have massive earnings, yet history shows bubbles always feature robust near-term fundamentals.

Business

Two-Thirds Tesla Earnings Decline

The SpaceX IPO… What Happens When $1.75 Trillion Meets 4% F… · Jun 6, 2026

Tesla serves as a modern warning that the valuation of Elon Musk-led firms can decouple entirely from underlying fundamental performance.