Happy Friday, everyone, and welcome back to RectVision.

Today is a big one, guys.

We are recording the final ever episode of RectVision.

And of course, we have Mando back with us to send us off. Mando,

how are you doing today, man? Great. Yeah, I'm glad to have come back. Obviously, I had to leave

the show, what was it, two months ago now, just for like personal reasons and that hasn't really

resolved itself. So it's bittersweet.

I may come back in some form, but it's difficult to be the regular show as it is.

But yeah, it's been a blast.

Yeah, you know, the audience would love to have you back any time that you are available.

You've been here.

You've been, Rec Vision first appeared on Real Vision in May, 2024. So you've been here for over two years. I've done almost 100 episodes, including drinks with OV, market crashes, market runs. There's a lot of like crazy moments in between. So glad we can have the final one. And today, like, obviously,

it's not only just the last day of Rec Vision, but the SpaceX IPO, like huge news, like

market breaking news, is coming today. So what are what are your thoughts, just like your initial

thoughts on kind of the lead up to SpaceX, right? Biggest IPO valuation in history.

I think, you know, early talks are saying, I don't think it's hit live just yet, but early

talks are looking like it might even open at 165. The IPO, the pre-IPO is 135, right? So just

what are your thoughts in general on this?

I think it's always a difficult one to trade on the first day. It's got a lot of retail interest in it.

But it's almost impossible to value because it's all about valuations or revenue that can be coming in the next few years.

And that depends on things like data centers in space, the build out of Starlink. But there's a lot of uncertainty about

the forward revenue, which means that you're really just trading sentiment. I think it will

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