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Bailey Lipschutz

Bloomberg News (senior equities reporter)

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BullSpaceX leaning · 2026-07-19

Bailey attributes SpaceX's post-IPO ~35% drop to FOMO unwind (comparing the chart to Cerebras) and profit-taking as investors sell Micron/Intel, saying there's been 'no true fundamental change to the underlying thesis.'

“Starship delay was small on the margin. You should see a typical pullback, but that's not really, shouldn't equate to a 35% pullback.”

Bailey Lipschutz · Bloomberg News (senior equities reporter) · Bloomberg ↗

8 who lean the other way

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