Access IPOs Podcast

Access IPOs

The Access IPOs Podcast explores opportunities to invest in the world's most innovative and disruptive pre-IPO companies. We discuss upcoming IPOs, fast-growing venture capital-backed startups, and ways ordinary investors can participate in pre-IPO and IPO investing.

  1. 5d ago

    #65: When to SELL SpaceX IPO Shares if You're Not Holding Long Term

    While the SpaceX stock price is still trading above the IPO price, is it wise to take some profits now? Craig cautions investors about flipping shares, and highlights the 5 retail broker flipping policies so you have the information you need to sell without being penalized. Long-term holders don't need to worry. But those who received larger allocations than anticipated may be considering taking profits. In IPO Radar news, Sierra Space and Axiom Space are moving toward IPOs in the next 6-12 months, riding the vapor trail of the SpaceX IPO. Sponsor: VCX --- The public ticker for private tech. Visit https://getvcx.com for more info Free Newsletter and Download ("The IPO Process" One-Pager) Access Club: 7-Day Free Trial Don't invest alone. Time to prepare for Anthropic and OpenAI. Join us. (0:00) Intro (0:35) SpaceX Stock Valuation (1:10) Think Before You Flip (2:48) Sponsored Message (4:00) SpaceX Taking Profits (4:29) Flipping Shares (6:20) SpaceX IPO Retail Allocations (6:30) Fidelity IPO Flipping Policy (7:10) Monday June 29th (8:22) Robinhood IPO Flipping Policy (10:00) SoFi IPO Flipping Policy (12:14) Monday July 13th (13:03) E*TRADE IPO Flipping Policy (13:53) Schwab IPO Flipping Policy (14:53) Best and Worst Brokers (15:49) Sell Date Summary (16:13) My Plan (18:02) IPO Radar News (19:21) Sierra Space IPO (20:41) Axiom Space IPO (23:08) Great Data! (Thanks) Disclosures: At the time of recording, Craig is long SpaceX stock, HOOD, TSLA, VCX restricted shares, the Fundrise iPO, the ARK Venture Fund, and Fidelity mutual funds. Access IPOs is an affiliate partner with Fundrise and Robinhood, and VCX is a sponsor of the Access IPOs podcast, which contains a paid advertisement. Access IPOs content is for informational purposes only and the host does not recommend that investors buy or sell any stocks, funds, or private companies mentioned. Perform personalized due diligence and only invest with money you can afford to lose, as IPO and pre-IPO investments inherently carry a high degree of risk. Invest in IPOs and private companies at your own risk.

    25 min
  2. Jun 13

    #64: ELON DELIVERS SpaceX IPO Shares to Retail Investors

    SpaceX delivered on its promise to allocate IPO shares to retail investors. Craig shares some insights into allocation data collected from the Patreon community. Craig also introduces a new segment called Access Alert, highlighting pre-IPO investing opportunities for non-accredited investors. This week we learned that Fundrise has laid the groundwork for the Fundrise Innovation Fund II, a step ahead of Robinhood's confidential filing announcement for the Robinhood Venture Fund II (RVII). In IPO Radar news, Databricks finds another reason not to IPO, Perplexity targets 2028, and the Bending Spoons IPO is around the bend. Free Newsletter and Download ("The IPO Process" One-Pager) Access Club: 7-Day Free Trial Don't invest alone. Time to prepare for Anthropic and OpenAI. Join us. (0:00) Intro (0:30) Elon Keeps his Promise (0:51) SpaceX IPO Success (1:51) Retail Allocations (2:58) SpaceX Allocation Data (3:13) E*Trade Allocations (3:51) Fidelity Allocations (5:05) SoFi Allocations (5:32) Robinhood Allocations (6:58) Schwab Allocations (8:13) Help Improve the Data (8:27) No New Lessons (8:41) Now What? (10:10) Thanks SpaceX and Elon (11:30) Access Alert (12:29) Robinhood Ventures Fund II(RVII) (14:00) Fundrise Innovation Fund II (VCX2) (16:54) Disclosures (17:39) IPO Radars News (18:03) Databricks Series M (19:00) Databricks IPO No (22:11) Perplexity IPO 2028 (24:50) Bending Spoons IPO (27:06) New Filings? (28:40) Next Opportunities Disclosures: At the time of recording, Craig is long SpaceX, TSLA, HOOD, RVI, VCX restricted shares, the Fundrise iPO, the ARK Venture Fund, and Fidelity mutual funds. Access IPOs is an affiliate partner with Fundrise and Robinhood, and VCX is a sponsor of the Access IPOs podcast. Access IPOs content is for informational purposes only and the host does not recommend that investors buy or sell any stocks, funds, or private companies mentioned. Perform personalized due diligence and only invest with money you can afford to lose, as IPO and pre-IPO investments inherently carry a high degree of risk. Invest in IPOs and private companies at your own risk.

    30 min
  3. Jun 6

    #63: SpaceX IPO GAME PLAN: Should You HOLD or SELL Your SpaceX Stock?

    In the last episode before the SpaceX IPO, Craig walks through the IPO terms set on Wednesday, then highlights the "deal differentiators" that make this IPO unique. Craig then shares his SpaceX IPO date game plan and strategies for how to handle your investment after the stock begins trading. In IPO Radar news, Anthropic filed confidentially for an IPO. What is the most likely Anthropic IPO date, and will OpenAi beat Anthropic to the opening bell. Sponsor: VCX --- The public ticker for private tech. Visit https://getvcx.com for more info. Free Newsletter and Download ("The IPO Process" One-Pager) Access Club: 7-Day Free Trial Don't invest alone. Don't invest alone. Get SpaceX IPO insights from a community of investors. Disclosures: At the time of recording, Craig is long SpaceX, OpenAI, and Anthropic via VCX restricted shares, the ARK Venture Fund, and Fidelity mutual funds. Craig is long TSLA. Craig is an investor in the Fundrise iPO. Access IPOs content is for informational purposes only and the host does not recommend that investors buy or sell any stocks, funds, or private companies mentioned. Perform personalized due diligence and only invest with money you can afford to lose, as IPO and pre-IPO investments inherently carry a high degree of risk. Invest in IPOs and private companies at your own risk. (0:00) Intro (0:39) SpaceX IPO Terms (1:13) Fixed Pricing (2:56) In Today's Show (3:29) Sponsored Message (4:44) Deal Differentiators (8:16) Direct Share Program (8:54) True Both Ways (10:58) "Exit Liquidity" (11:55) My Strategy (12:39) Broker Availability (13:27) Fidelity IPO Minimum (14:18) Retail Allocations (15:42) Confirming Your Order (17:21) Morning Allocations (18:33) What Time Do IPOs Start Trading? (19:08) Price Indications (19:47) SpaceX Stock First Trades (21:17) Hold or Sell the Pop? (23:17) Demand Signals (23:34) IPO Radar News (23:46) Anthropic IPO Confidential Filing (25:00) Anthropic IPO Date (25:59) Next IPO Wave (27:09) Don't Invest Alone (28:03) Next Week

    30 min
  4. May 30

    #62: Quantinuum IPO Preview: It is OVERVALUED? Why so Expensive?

    Craig previews the upcoming Quantinuum IPO scheduled for June 4th. Why is the IPO valued at almost $13 billion with just $31 million in 2025 revenue? In IPO Radar news, AI coder Cognition is worth $26 billion, fintech Mercury is worth $5 billion, and how to invest in flying cars — the Alef Aeronautics Wefunder campaign. Free Newsletter and Download ("The IPO Process" One-Pager) Access Club: 7-Day Free Trial Don't invest alone. Our community members share strategies and tips for investing in upcoming IPOs. See how we are preparing for the SpaceX IPO. Best Brokers for the SpaceX IPO (0:00) Intro (0:30) Quantinuum IPO Preview (1:33) High-Risk IPO (2:30) Questionable Valuation (3:56) Quantinuum S-1 Walkthrough (6:32) Quantinuum Financials (7:58) Favorable IPO Conditions (9:04) #1 Measurable Technical Lead (10:08) #2 Demonstrated Delivery (10:58) #3 Market Opportunity/ Early Advantage (12:14) #4 Validation (13:04) Fidelity and Nvidia Investments (13:37) Skepticism and Risks (15:32) My Take (19:18) IPO Radar News (19:48) Cognition Valuation ($26 Billion) (21:33) Mercury Valuation ($5.2 Billion) (23:08) How to Invest in Flying Cars (24:42) Pre-IPO Investing Quadrant (25:06) Wefunder Alef Aero (26:51) Support the Show (27:19) Up Your Game for the SpaceX IPO Disclosures: At the time of publishing, Craig was long SpaceX and OpenAI via VCX restricted shares, the ARK Venture Fund, and Fidelity mutual funds. Craig is long TSLA and RIVN. Access IPOs content is for informational purposes only and the host does not recommend that investors buy or sell any funds or companies mentioned. Perform personalized due diligence and only invest with money you can afford to lose. Mentions are not a recommendation to buy or sell any pre-IPO startup, fund, or public company. Invest in IPOs and private companies at your own risk.

    29 min
  5. May 23

    #61: SpaceX IPO Preview (June 12th): ESSENTIAL TAKEWAYS from the SEC S-1 Filing (DONT WAIT)

    Craig previews the SpaceX IPO, sharing five essential takeaways from the SEC S-1 filing. Which brokers will provide IPO access? Is there still time left to prepare? In IPO Radar news, OpenAI could file confidentially for an IPO in the coming days or weeks, Kraken is raising new funds at a $20 billion valuation, and Tenstorrent has a flood of takeover interest. Sponsor: VCX --- The public ticker for private tech. Visit getvcx.com for more info. Free Newsletter and Download ("The IPO Process" One-Pager) Access Club: 7-Day Free Trial Don't invest alone. Prepare with our community of investors. *Tutorials*https://www.youtube.com/watch?v=eXO-kNRGPOkhttps://www.youtube.com/watch?v=B6JO6iqfDDEhttps://www.youtube.com/watch?v=7IW0-JiLGDwhttps://www.youtube.com/watch?v=UoKsht4XASYhttps://www.youtube.com/watch?v=PwxjKO-q0qIhttps://www.youtube.com/watch?v=Y3E4h8l3pMgDisclosures: At the time of publish, Craig was long SpaceX and OpenAI via VCX restricted shares, the ARK Venture Fund, and Fidelity mutual funds. Craig is long VCX, RVI, and ARKVX. Access IPOs content is for informational purposes only and the host does not recommend that investors buy or sell any funds, stocks, or startups mentioned. Perform personalized due diligence and only invest with money you can afford to lose. (0:00) Intro (0:52) SpaceX IPO Progress (1:35) Next Steps (3:09) Community Support (3:56) Sponsored Message (5:10) SpaceX S-1 Takeaways (6:02) Underwriters (7:14) Takeaway #1 IPO Access Brokers (9:15) SpaceX IPO Robinhood (10:04) Best Brokers (10:48) Directed Share Program? (13:20) SpaceX 30% Retail (14:10) Takeaway #2 Staggered Lockups (16:25) Takeaway #3 Numbers (17:43) Takeaway #4 Anthropic Revenue (19:03) Takeaway #5 TAM (20:41) Future Markets (21:37) Ways to Read the S-1 (22:58) IPO Radar News (23:19) OpenAI Confidential IPO Filing (26:03) Kraken $20 Billion Valuation? (28:59) Tenstorrent Acquisition? (30:38) Feedback and Connect

    33 min
  6. May 16

    #60: Access Denied! Retail Investors were Left Out of the Cerebras IPO

    *Sponsor: VCX --- The public ticker for private tech. Visit getvcx.com for more info* Craig shares the frustration of retail investors who were largely left out of the biggest IPO this year. The Cerebras IPO doubled at the open, but only ETRADE account holders received small allocations, while Fidelity, and SoFi investors were ignored. Why? A familiar retail foe. Craig also explains why he thinks the Space IPO will be different. In IPO Radar news, the Quantinuum IPO and Lime IPO are coming soon. Plus, Blue Origin in considering its first venture funding round as it looks to capitalize on the Space IPO and private space race. Free Newsletter and Download ("The IPO Process" One-Pager) Access Club: 7-Day Free Trial Don't invest alone. Our community members share strategies and tips for investing in upcoming IPOs. See how we are preparing for the SpaceX IPO. Disclosures: At the time of publish, Craig was long SpaceX via VCX restricted shares, the ARK Venture Fund, and Fidelity mutual funds. Craig is long VCX, RVI, and ARKVX. Access IPOs content is for informational purposes only and the host does not recommend that investors buy or sell any funds or companies mentioned. Perform personalized due diligence and only invest with money you can afford to lose. Timestamps (0:00) Intro (0:29) Cerebras IPO Soars (0:49) Retail Access Denied! (1:58) Don't Chase Hot IPOs (3:58) Morgan Stanley Led IPOs (4:43) Retail IPO Access (5:43) Community Data Points (5:56) IPO Broker Access (10:06) IPO Process is Broken (11:19) Ed Ludlow Andrew Feldman (11:55) SpaceX Should be Different (12:15) Four SpaceX IPO Lead Underwriters (12:51) $75-$100 Billion Raise (13:19) SpaceX 30% IPO Shares to Retail (14:06) SpaceX IPO Countdown (15:25) IPO Radar News (16:10) Quantinuum IPO Filing (17:53) Lime IPO Filing (20:34) Healthy Pipeline (21:20) Blue Origin Venture Round? (23:34) Emerging Space Economy (24:47) Outside Investors (25:35) Space Startups (26:31) Curated Weekly News (27:21) Join Us

    28 min
  7. May 2

    #58: USVC by AngelList — Buy or Avoid?

    Explore USVC This is not a sponsored link or video. Pre-IPO investing involves significant risk. Perform personalized due diligence before considering an investment in USVC. Craig looks at the new venture capital fund USVC, launched by AngelList and now available to non-accredited investors for a $500 minimum investment. How does it compare to VCX, RVI, and the ARK Venture Fund? In IPO Radar news, Zap Energy pivots to fission, and Anthropic's $900 billion valuation. Why does Google get a discount? (0:00) Intro (0:32) USVC from AngelList (1:25) Non-Accredited VC Funds (3:36) USVC Launch (4:34) USVC Net Asset Value (NAV) (5:26) Ben Miller on VC Access (6:16) USVC Holdings (7:16) Fund Facts (8:21) VCX Alternative (9:20) Daily NAV (10:04) USVC Fees (12:37) AngelList Network Access (13:07) USVC Fund Manager (14:36) Open Invitation (15:06) Buy or Avoid USVC? (16:10) Risk Statement (16:27) IPO Radar News (17:19) Zap Energy Pivot (19:42) Anthropic $900 Billion (21:04) Trillion Dollar Startups (21:22) Google Anthropic Discount (22:27) Follow Up Disclosures: The host is long VCX restricted shares, the Fundrise internet public offering, RVI, and ARKVX. The host was not paid to make this video. All opinions are his own. Access IPOs content is for informational purposes only and does not recommend that investors buy or sell any funds or companies mentioned. Perform personalized due diligence and only invest with money you can afford to lose.

    24 min

Ratings & Reviews

5
out of 5
4 Ratings

About

The Access IPOs Podcast explores opportunities to invest in the world's most innovative and disruptive pre-IPO companies. We discuss upcoming IPOs, fast-growing venture capital-backed startups, and ways ordinary investors can participate in pre-IPO and IPO investing.

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