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Tom Sosnoff and Tony Battista open with the week's sharpest question: did the OpenAI IPO delay just confirm that private AI valuations have run ahead of what public markets will actually pay? Tom reveals he made a pre-IPO investment in OpenAI six months ago — what the deal looked like, what it cost, and why he went in despite real reservations about the company. Tony Battista walks through his five trades of the week covering SpaceX call diagonals, AVGO put ratio spreads, a short put in VRT, a Dell double ratio spread, and Applied Opto Electronics, and announces the One Lucky Dog stablecoin is launching before end of July. Scott Sheridan joins to get into why a company would delay one of the most anticipated IPOs in market history and what the road show process actually tells you about whether a valuation will hold. Callers weigh in on SpaceX's future as a space infrastructure play and whether any competitor could realistically break through.
#lossdog #tomsosnoff #oneluckydoglive #openaiipo #optionstrading #stockmarket #spacex
TIMESTAMPS
0:00 Intro
5:34 Markets at the open: S&P and NASDAQ
10:07 Question of the Day: OpenAI IPO delay
11:26 Inside an OpenAI pre-IPO deal at $800
22:44 Lossdog trade feed: what's coming next
25:01 One Lucky Dog stablecoin launch
34:13 Tony's Trades of the Week
49:32 Are private AI valuations too high?
52:53 Pre-IPO deals: the lockup risk nobody talks about
1:05:07 How IPO road shows actually work
1:09:23 Caller: SpaceX and space infrastructure dominance
1:22:51 When to cut a losing trade
1:23:51 Market wrap: gold, silver, NASDAQ vs S&P
1:28:28 Fourth of July send-off
The OpenAI IPO delay sits at the center of a much bigger tension: private funding rounds set prices through negotiation and limited disclosure, but public markets impose continuous price discovery that can crack any valuation that doesn't hold up. As AI investment surged through 2024 and 2025, private-market prints climbed on conviction and controlled access — the public market test for OpenAI will be the first real stress test for trillion-dollar AI valuations at scale. For traders, the current environment — choppy markets near all-time highs, violent one-day swings in individual names, and sector sentiment shifting faster than fundamentals — is exactly when defined-risk structures like call diagonals and put ratio spreads earn their place in the toolkit. And with stablecoins entering a new regulatory window in 2026, platforms willing to do the compliance work are turning what was once fringe crypto into everyday financial infrastructure.
ABOUT ONE LUCKY DOG LIVE! / LOSSDOG
One Lucky Dog LIVE! is your daily wake-up call for career and financial clarity—streaming live Monday through Thursday, 8 : 30-10am CT. Hosts Tom Sosnoff, Scott Sheridan and Tony Battista bring decades of trading, entrepreneurial and fintech experience to optimizing our professional and portfolio worth.
Lossdog is the platform they're building to fix it. It's AI-powered software that doesn't just guess what you should earn—it calculates your real market value and shows you exactly how to increase it. No more vague salary ranges. No more wondering if you're being underpaid. Just clarity, backed by data.
The show is the conversation. The platform is the tool. Together, they're designed to help you stop leaving money on the table and start building the career you actually deserve.
📺 Watch live: Mon-Thu 8 : 30-10am CT
📞 Call in: 989-LOSSDOG
📧 oneluckydog@lossdog.com
🐕 Follow @wearelossdog everywhere 👉 http://linktr.ee/wearelossdog
Everyone has a num...
Tom Sosnoff and Tony Battista open with the week's sharpest question: did the OpenAI IPO delay just confirm that private AI valuations have run ahead of what public markets will actually pay? Tom reveals he made a pre-IPO investment in OpenAI six months ago — what the deal looked like, what it cost, and why he went in despite real reservations about the company. Tony Battista walks through his five trades of the week covering SpaceX call diagonals, AVGO put ratio spreads, a short put in VRT, a Dell double ratio spread, and Applied Opto Electronics, and announces the One Lucky Dog stablecoin is launching before end of July. Scott Sheridan joins to get into why a company would delay one of the most anticipated IPOs in market history and what the road show process actually tells you about whether a valuation will hold. Callers weigh in on SpaceX's future as a space infrastructure play and whether any competitor could realistically break through.
#lossdog #tomsosnoff #oneluckydoglive #openaiipo #optionstrading #stockmarket #spacex
TIMESTAMPS
0:00 Intro
5:34 Markets at the open: S&P and NASDAQ
10:07 Question of the Day: OpenAI IPO delay
11:26 Inside an OpenAI pre-IPO deal at $800
22:44 Lossdog trade feed: what's coming next
25:01 One Lucky Dog stablecoin launch
34:13 Tony's Trades of the Week
49:32 Are private AI valuations too high?
52:53 Pre-IPO deals: the lockup risk nobody talks about
1:05:07 How IPO road shows actually work
1:09:23 Caller: SpaceX and space infrastructure dominance
1:22:51 When to cut a losing trade
1:23:51 Market wrap: gold, silver, NASDAQ vs S&P
1:28:28 Fourth of July send-off
The OpenAI IPO delay sits at the center of a much bigger tension: private funding rounds set prices through negotiation and limited disclosure, but public markets impose continuous price discovery that can crack any valuation that doesn't hold up. As AI investment surged through 2024 and 2025, private-market prints climbed on conviction and controlled access — the public market test for OpenAI will be the first real stress test for trillion-dollar AI valuations at scale. For traders, the current environment — choppy markets near all-time highs, violent one-day swings in individual names, and sector sentiment shifting faster than fundamentals — is exactly when defined-risk structures like call diagonals and put ratio spreads earn their place in the toolkit. And with stablecoins entering a new regulatory window in 2026, platforms willing to do the compliance work are turning what was once fringe crypto into everyday financial infrastructure.
ABOUT ONE LUCKY DOG LIVE! / LOSSDOG
One Lucky Dog LIVE! is your daily wake-up call for career and financial clarity—streaming live Monday through Thursday, 8 : 30-10am CT. Hosts Tom Sosnoff, Scott Sheridan and Tony Battista bring decades of trading, entrepreneurial and fintech experience to optimizing our professional and portfolio worth.
Lossdog is the platform they're building to fix it. It's AI-powered software that doesn't just guess what you should earn—it calculates your real market value and shows you exactly how to increase it. No more vague salary ranges. No more wondering if you're being underpaid. Just clarity, backed by data.
The show is the conversation. The platform is the tool. Together, they're designed to help you stop leaving money on the table and start building the career you actually deserve.
📺 Watch live: Mon-Thu 8 : 30-10am CT
📞 Call in: 989-LOSSDOG
📧 oneluckydog@lossdog.com
🐕 Follow @wearelossdog everywhere 👉 http://linktr.ee/wearelossdog
Everyone has a num...
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