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John Gillen: SpaceX's IPO is about to be a $1.8T vacuum in an already-overcrowded US markets. "That's just like a huge belly flop Elon Musk is taking into the US capital markets at a time when there's already a huge amount of concentration around this one theme." Then comes OpenAI in September, th

@MilkRoad·2026년 6월 3일·4개 출처
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