New podcast: Elon Delivers! (thanks @elonmusk ) See what retail brokers allocated the most $SPCX shares. Plus, $VCX 2, $RVII, Databricks, Perplexity, and Bending Spoons. youtube.com/watch?v=64v_XjZ2…

Good time to plug the Access Club. We're a community of 80 IPO and pre-IPO investors. patreon.com/accessipos/membe…

Buckle in, people. It always takes longer than you want it to. $SPCX

Don't get me wrong I do give @elonmusk kudos in sharing the wealth w retailers & providing far higher allocations that most will ever get in 99% of IPOs. So I'll leave it at that - next up 5-10 year performance of $SPCX?

Long morning ahead for $SPCX. High-profile deals like the SpaceX IPO typically start trading after lunch, around 12:56 pm ET on average. accessipos.com/what-time-do-…

SpaceX IPO allocations are trickling in. $SPCX Robinhood is holding to the previous algorithm. Either 1 share, or 10% of request 9. $HOOD Fidelity strong allocations so far (sample of 3 requests). 100% on one, 24% on another. 0 on 3rd (same SSN). Still waiting on $SOFI and Schwab.

Kicking off the SpaceX IPO with a trio of space IPO scoops. Sierra Space, Axiom and Vast Space are all looking to ride the SpaceX wave to IPO this year or early next theinformation.com/articles/…

Prepare to be disappointed. $SPCX

SpaceX allocations won't hit accounts until tomorrow morning. $SPCX You may need to confirm orders today and this evening. Depends on the broker. SoFi is letting you increase the request, must confirm before 7am tomorrow. $SOFI Fidelity will allow you to decrease or cancel, but doesn't usually allow increases. Confirmations usually happen between 7pm - 11:59pm ET. Watch for an email. Robinhood $HOOD is still allowing edits and cancellations, but doesn't require a final confirmation.

Robinhood Securities is now approved to serve as an underwriter. Since IPO Access launched in 2021, we've watched retail go from an afterthought to a key part of how companies plan an IPO. The question changed from "why allocate to retail at all?" to "how big can the allocation be?" Becoming an underwriter, and not just a selling group member, is the natural next step to better serve our customers and our issuers. We intend to be disruptive in this space.

And now $165B theinformation.com/articles/…

Databricks CEO Ali Ghodsi said Thursday on Bloomberg TV. “We will be a public company. I just think this is a terrible year to go public.” Did the Series H in 2021. Found a reason not to go public in 2022, 2023, 2024, 2025, and now 2026. Valuation $38 billion ➡️ $134 billion

Scoop: Databricks in early talks to raise capital at a valuation between $165B to $175B. This would be their Series M! 😆 theinformation.com/articles/… w/ @coryweinberg