Is SpaceX Actually Worth $2 Trillion? Sawyer Merritt Answers

Sawyer Merritt joins the Space IPO Show live on SpaceX's first day of trading to break down the biggest IPO in history, why $350 billion in demand still left most retail investors with almost nothing, and what he is watching as a long-term SpaceX shareholder. Sawyer covers his two-pillar investment thesis, why Starlink mobile may be the most underrated opportunity in the company, what orbital data centers mean for the AI arms race, the potential Tesla-SpaceX merger, S&P 500 inclusion timelines, and why everything ultimately comes down to Starship. Follow WOLF Financial for more:: X (Twitter): https://x.com/WOLF_Financial Instagram: https://www.instagram.com/wolffinancial_official Trading Focused Channel: https://www.youtube.com/@WOLF_TradingX ▶ Follow Sawyer Merritt: https://x.com/SawyerMerritt Time Stamps: 0:00 Intro 0:55 Why orbital data centers forced SpaceX to go public 1:52 The IPO demand story: $350 billion in orders and 2.9% fill rates 3:35 Sawyer's SpaceX investment thesis: the two pillars 7:33 Terra Fab explained: SpaceX's 100 million square foot moonshot 10:08 What KPIs investors should actually be tracking 14:43 The potential Tesla-SpaceX merger and the voting math 18:22 Is SpaceX still a good investment at a $2 trillion market cap 24:59 S&P 500 inclusion rules and why fast-track was rejected 30:53 Starship test flight cadence, delays, and what comes next 36:51 Final thoughts: don't chase, don't use margin, expect volatility This content is for informational purposes only and does not constitute investment advice. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results.