SPACEX directional thesis

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  "claim": {
    "id": "mcl_0a680206cae8febabe",
    "url": "/trace/claims/mcl_0a680206cae8febabe",
    "status": "PUBLISHED",
    "claimType": "DIRECTIONAL_THESIS",
    "direction": "LONG",
    "claimText": "Gerstner stakes that the SpaceX-xAI combination, merging the two biggest TAMs of AI and space, draws overwhelming retail and institutional demand into the IPO. He misspeaks 'against' and is corrected on-air to 'bet with that vision,' counting himself among the buyers.",
    "confidence": 0.72,
    "expert": {
      "slug": "altcap",
      "displayName": "Brad Gerstner",
      "kind": "PERSON",
      "status": "UNCLAIMED",
      "avatarUrl": "/api/avatars/746364e2-3",
      "url": "/trace/experts/altcap",
      "claimed": false
    },
    "primaryEntity": {
      "kind": "ASSET",
      "assetClass": "EQUITY",
      "symbol": "SPACEX",
      "name": "SPCX",
      "exchange": null,
      "confidence": 0.78
    },
    "evidence": {
      "evidenceUrl": "https://youtube.com/watch?v=wTiHheA40nI&t=3706s",
      "sourceUrl": "https://youtube.com/watch?v=wTiHheA40nI",
      "timecode": "1:01:46",
      "startMs": 3706000,
      "endMs": null,
      "excerpt": "There are tons of retail investors and institutional investors like us who want to bet against that future, right? Then Elon's your guy and the combination of those make perfect sense."
    },
    "performance": {
      "entryPrice": 1565,
      "currentPrice": null,
      "returnPct": null,
      "relativePct": null,
      "method": "PASTE_AUTHOR_PRICE"
    },
    "resolutionStatus": "OPEN",
    "ambiguityNotes": null,
    "horizon": "event date",
    "isExplicitTrade": false,
    "notFinancialAdvice": true,
    "disclaimer": "AISO tracks public statements, not verified portfolio positions. This is not financial advice."
  },
  "expert": {
    "slug": "altcap",
    "displayName": "Brad Gerstner",
    "kind": "PERSON",
    "status": "UNCLAIMED",
    "avatarUrl": "/api/avatars/746364e2-3",
    "url": "/trace/experts/altcap",
    "claimed": false
  },
  "source": {
    "platform": "YOUTUBE",
    "title": "Epstein Files, Is SaaS Dead?, Moltbook Panic, SpaceX xAI Merger, Trump's Fed Pick",
    "sourceUrl": "https://youtube.com/watch?v=wTiHheA40nI",
    "publishedAt": "2026-02-07T05:07:19.000Z"
  },
  "evidence": {
    "evidenceUrl": "https://youtube.com/watch?v=wTiHheA40nI&t=3706s",
    "sourceUrl": "https://youtube.com/watch?v=wTiHheA40nI",
    "timecode": "1:01:46",
    "startMs": 3706000,
    "endMs": null,
    "excerpt": "There are tons of retail investors and institutional investors like us who want to bet against that future, right? Then Elon's your guy and the combination of those make perfect sense.",
    "quote": "There are tons of retail investors and institutional investors like us who want to bet against that future, right? Then Elon's your guy and the combination of those make perfect sense.",
    "speaker": "Brad Gerstner"
  },
  "entities": [
    {
      "kind": "ASSET",
      "assetClass": "EQUITY",
      "symbol": "SPACEX",
      "name": "SPCX",
      "exchange": null,
      "confidence": 0.78
    }
  ],
  "marketData": {
    "entry": {
      "price": 1565,
      "currency": "USD",
      "observedAt": "2026-02-07T05:07:19.000Z",
      "method": "PASTE_AUTHOR_PRICE"
    },
    "current": null,
    "returnPct": null
  },
  "snapshots": [
    {
      "kind": "ENTRY",
      "symbol": "SPACEX",
      "assetClass": "EQUITY",
      "price": 1565,
      "probability": null,
      "currency": "USD",
      "provider": "paste.trade",
      "providerSymbol": "vntl:SPACEX",
      "observedAt": "2026-02-07T05:07:19.000Z",
      "method": "PASTE_AUTHOR_PRICE",
      "returnPct": null,
      "relativePct": null
    }
  ]
}