Space Economy 2.0

Last Friday, the largest IPO in the history of capital markets closed at $160.95 — a $2.1 trillion valuation. SpaceX raised $75 billion, Elon Musk became the world's first trillionaire before lunch, and retail investors placed over $100 billion in orders for shares most of them never got. What happened next is exactly what Matt has seen before — with semiconductors, nuclear energy, rare earth miners. When a company like this goes public, it doesn't just create wealth for its own shareholders. It resets what investors believe an entire sector is worth.

What most people don't know: on May 14 — six days before SpaceX even filed its IPO paperwork — Matt launched a portfolio of four supply chain stocks built around exactly this thesis. Not bets on SpaceX itself, but on the companies that benefit no matter who wins the space race. The portfolio ran up more than 50% in its first few weeks. When the broader market pulled back and space ETFs dropped 9–11%, Matt's four stocks held at +8%. That relative strength during a sector-wide selloff isn't luck — it's the thesis holding.

This Thursday, Matt is going live — free — to walk through the SpaceX debut, why he believes we're entering Space Economy 2.0, and what he's watching next across the supply chain.