Cory Johnson believes the SpaceX (SPCX) IPO is "pretty unique," saying that the stock holding above its IPO price with current valuations is "kind of a miracle." He attributes the price action to the rising demand for the IPO market that includes names like Anthropic, which Cory calls "the biggest company out there." He outlines expectations for Anthropic, SpaceX's forward momentum, and how they set the stage for other big names like Databricks and OpenAI.