As anticipation builds around -To The Moon - Tiger Brokers Online Investing Community - To The Moon

As anticipation builds around SpaceX’s IPO, space-related stocks have come under pressure. Rocket Lab fell nearly 7% on Wednesday, while AST SpaceMobile, Virgin Galactic, and Redwire extended their declines overnight. Short seller Steve Eisman has argued that SpaceX’s valuation is difficult to justify relative to Nvidia, and reports suggest institutional investors are increasingly positioning for weakness across the sector. With bullish enthusiasm surrounding the IPO colliding with growing skepticism, are RKLB and ASTS buying opportunities ahead of the listing—or is the smarter trade to stay bearish?

SpaceX Falls 1.4% Monday; European Rival Eyes $2B Valuation as Challenger?

SpaceX-linked shares closed down 1.36% Monday, falling alongside broader Musk-related names. A European rocket startup is racing toward a $2 billion valuation, directly targeting SpaceX's launch dominance; analysts note its closest IPO comparable 'is not Tesla.' The competitive landscape and valuation benchmarks for commercial space are under fresh scrutiny. With a European challenger entering the arena and proxy-share premiums under pressure, how long can SpaceX's scarcity premium hold?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

1

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":572441549177048,"tweetId":"572441549177048","gmtCreate":1780778552930,"gmtModify":1780778554788,"author":{"id":4205121410075482,"idStr":"4205121410075482","authorId":4205121410075482,"authorIdStr":"4205121410075482","name":"Sloth16","avatar":"https://community-static.tradeup.com/news/5b5164a07f97cdc8aa61a09fb7d859b3","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":12,"crmLevelSwitch":0,"currentWearingBadge":{"badgeId":"44212b71d0be4ec88898348dbe882e03-2","templateUuid":"44212b71d0be4ec88898348dbe882e03","name":"Executive Tiger","description":"The transaction amount of the securities account reaches $300,000","bigImgUrl":"https://static.tigerbbs.com/9d20b23f1b6335407f882bc5c2ad12c0","smallImgUrl":"https://static.tigerbbs.com/ada3b4533518ace8404a3f6dd192bd29","grayImgUrl":"https://static.tigerbbs.com/177f283ba21d1c077054dac07f88f3bd","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.08.28","exceedPercentage":"80.53%","individualDisplayEnabled":0},"individualDisplayBadges":[],"wearingBadges":[{"badgeId":"44212b71d0be4ec88898348dbe882e03-2","name":"Executive Tiger","description":"The transaction amount of the securities account reaches $300,000","smallImgUrl":"https://static.tigerbbs.com/ada3b4533518ace8404a3f6dd192bd29","bigImgUrl":"https://static.tigerbbs.com/9d20b23f1b6335407f882bc5c2ad12c0","isScarce":0,"effectEnabled":0,"redirectLinkEnabled":0,"redirectLinkValidityFrom":0,"redirectLinkValidityTo":9223372036854776000}],"fanSize":2,"starInvestorFlag":false},"themes":[{"themeId":"ed4e12205bf34b65a986ea968dd36ee0","categoryId":"7a15628ce2174325bddc6229505e0d70","name":"SpaceX Falls 1.4% Monday; European Rival Eyes $2B Valuation as Challenger?","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":ed4e12205bf34b65a986ea968dd36ee0}&rnconfig={\"headerBarHidden\": true}","description":"SpaceX-linked shares closed down 1.36% Monday, falling alongside broader Musk-related names. A European rocket startup is racing toward a $2 billion valuation, directly targeting SpaceX's launch dominance; analysts note its closest IPO comparable 'is not Tesla.' The competitive landscape and valuation benchmarks for commercial space are under fresh scrutiny. With a European challenger entering the arena and proxy-share premiums under pressure, how long can SpaceX's scarcity premium hold?","image":"https://community-static.tradeup.com/news/b3e2f4792e06a23b881ae0c37c9b65a4"}],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body><p>As anticipation builds around SpaceX’s IPO, space-related stocks have come under pressure. Rocket Lab fell nearly 7% on Wednesday, while AST SpaceMobile, Virgin Galactic, and Redwire extended their declines overnight. Short seller Steve Eisman has argued that SpaceX’s valuation is difficult to justify relative to Nvidia, and reports suggest institutional investors are increasingly positioning for weakness across the sector. With bullish enthusiasm surrounding the IPO colliding with growing skepticism, are RKLB and ASTS buying opportunities ahead of the listing—or is the smarter trade to stay bearish?</p></body></html>","htmlText":"<html><head></head><body><p>As anticipation builds around SpaceX’s IPO, space-related stocks have come under pressure. Rocket Lab fell nearly 7% on Wednesday, while AST SpaceMobile, Virgin Galactic, and Redwire extended their declines overnight. Short seller Steve Eisman has argued that SpaceX’s valuation is difficult to justify relative to Nvidia, and reports suggest institutional investors are increasingly positioning for weakness across the sector. With bullish enthusiasm surrounding the IPO colliding with growing skepticism, are RKLB and ASTS buying opportunities ahead of the listing—or is the smarter trade to stay bearish?</p></body></html>","text":"As anticipation builds around SpaceX’s IPO, space-related stocks have come under pressure. Rocket Lab fell nearly 7% on Wednesday, while AST SpaceMobile, Virgin Galactic, and Redwire extended their declines overnight. Short seller Steve Eisman has argued that SpaceX’s valuation is difficult to justify relative to Nvidia, and reports suggest institutional investors are increasingly positioning for weakness across the sector. With bullish enthusiasm surrounding the IPO colliding with growing skepticism, are RKLB and ASTS buying opportunities ahead of the listing—or is the smarter trade to stay bearish?","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/572441549177048","repostId":0,"isVote":1,"tweetType":1,"viewCount":562,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":522,"optionInvolvedFlag":false,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/572441549177048"}