Max Chafkin

What Max Chafkin has said on podcasts

6 statements

1. on SpaceXMixedAug 4, 2026· Stock Movers

   SpaceX has a respected veteran operating executive, creating tension over Elon Musk’s role.

   “there's always been this tension with Space X because you know, unlike a Tesla, Space X has a long time veteran, well respected operating executive in President Gwynne Shotwell”

   Listen at 2:31

   Open the episode · SpaceX Slips After First Earnings Report; AMD Tumbles; Paramount Skydance Rallies
2. on SpaceX data-center pivotNeutralAug 4, 2026· Stock Movers

   SpaceX’s data-center pivot increases Elon Musk’s centrality to the company.

   “as they pivoted towards data centers and so on, then it becomes the Elon Musk show”

   Listen at 3:07

   Open the episode · SpaceX Slips After First Earnings Report; AMD Tumbles; Paramount Skydance Rallies
3. on SpaceX launch monopolyNegativeAug 4, 2026· Stock Movers

   SpaceX’s launch monopoly limits its growth potential.

   “the awkward thing about a monopoly is you don't have a lot of growth potential”

   Listen at 3:44

   Open the episode · SpaceX Slips After First Earnings Report; AMD Tumbles; Paramount Skydance Rallies
4. on StarlinkPositiveAug 4, 2026· Stock Movers

   SpaceX is using Starlink to create a growth story around its launch business.

   “the way that they've opted to do that is via Starlink”

   Listen at 4:00

   Open the episode · SpaceX Slips After First Earnings Report; AMD Tumbles; Paramount Skydance Rallies
5. on Paramount+PositiveAug 4, 2026· Stock Movers

   Paramount+ added two million new customers.

   “Even though 2 million new customers for Paramount. Paramount plus”

   Listen at 5:23

   Open the episode · SpaceX Slips After First Earnings Report; AMD Tumbles; Paramount Skydance Rallies
6. on Paramount Skydance legal fightNeutralAug 4, 2026· Stock Movers

   Paramount Skydance’s legal fight will significantly influence the company’s direction.

   “I think this legal fight is going to be really interesting. Obviously, that is going to say a lot about where this company goes.”

   Listen at 6:29

   Open the episode · SpaceX Slips After First Earnings Report; AMD Tumbles; Paramount Skydance Rallies

Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.

1 episode featuring Max Chafkin

• 

  Stock Movers

  SpaceX slips on high capital costs while AMD outlook disappoints investors

  This episode highlights how high capital demands and elevated investor expectations are shaping the market fortunes of both cutting-edge aerospace and traditional media giants.

  Aug 4, 2026 · 9 min