Watch Your BidsWATCH YOUR BIDS (s2026 e12)Patrick Boyle with some SpaceX analysis, Richard Bernstein is the best interview of the week, Morgan Stanley on CAPEX spending, Rosie is starting to make sense and don't miss Tom CosteKevin MuirMay 04, 2026∙ Paid326ShareUpgrade to paid to play voiceoverThis post is for paid subscribersSubscribeAlready a paid subscriber? Sign inPreviousNext