My take: I won't be buying Spa

My take: I won't be buying SpaceX on Day 1.

SpaceX is undoubtedly the highest-quality space company globally, but IPO Day 1 is often when retail investors pay the highest valuation. History shows that even great companies can be poor investments if bought at excessive prices.

I'm more interested in:

🚀 RKLB – already benefiting from increased space spending and launch demand.

🛰️ IRDM – direct beneficiary if satellite connectivity continues growing.

🛡️ XAR – defense and aerospace exposure with less single-company risk.

If SpaceX IPOs at a reasonable valuation and shows continued growth in Starlink, launch services, and defense contracts, I'd rather wait for the first major pullback than chase the opening hype.

SpaceX SPCX Drops 4.5% Below $150 — JPMorgan Calls Merger 'Rational,' Is $220 Credible?

SpaceX (SPCX) fell another 4.51%, breaching $150 as tech sold off on geopolitical headwinds. The bull-bear split is stark: JPMorgan called a potential Musk-led SpaceX-Tesla merger "strategically sound," and one forecast sees SPCX at $220 by year-end — while short-seller Jim Chanos mocked its valuation as bubble excess. With a $220 target squaring off against bubble warnings, do you trust the upside case, or stay cautious on a high-valuation name?

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

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":574511204434056,"tweetId":"574511204434056","gmtCreate":1781269780110,"gmtModify":1781270501376,"author":{"id":4094729837265930,"idStr":"4094729837265930","authorId":4094729837265930,"authorIdStr":"4094729837265930","name":"christopho","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":2,"starInvestorFlag":false},"themes":[{"themeId":"ed4e12205bf34b65a986ea968dd36ee0","categoryId":"ab3d937a5fd848c08008411a9be702b5","name":"SpaceX SPCX Drops 4.5% Below $150 — JPMorgan Calls Merger 'Rational,' Is $220 Credible?","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":ed4e12205bf34b65a986ea968dd36ee0}&rnconfig={\"headerBarHidden\": true}","description":"SpaceX (SPCX) fell another 4.51%, breaching $150 as tech sold off on geopolitical headwinds. The bull-bear split is stark: JPMorgan called a potential Musk-led SpaceX-Tesla merger \"strategically sound,\" and one forecast sees SPCX at $220 by year-end — while short-seller Jim Chanos mocked its valuation as bubble excess. With a $220 target squaring off against bubble warnings, do you trust the upside case, or stay cautious on a high-valuation name?","image":"https://community-static.tradeup.com/news/b3e2f4792e06a23b881ae0c37c9b65a4"}],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body>My take: I won't be buying SpaceX on Day 1.\nSpaceX is undoubtedly the highest-quality space company globally, but IPO Day 1 is often when retail investors pay the highest valuation. History shows that even great companies can be poor investments if bought at excessive prices.\nI'm more interested in:\n🚀 RKLB – already benefiting from increased space spending and launch demand.\n🛰️ IRDM – direct beneficiary if satellite connectivity continues growing.\n🛡️ XAR – defense and aerospace exposure with less single-company risk.\nIf SpaceX IPOs at a reasonable valuation and shows continued growth in Starlink, launch services, and defense contracts, I'd rather wait for the first major pullback than chase the opening hype.</body></html>","htmlText":"<html><head></head><body>My take: I won't be buying SpaceX on Day 1.\nSpaceX is undoubtedly the highest-quality space company globally, but IPO Day 1 is often when retail investors pay the highest valuation. History shows that even great companies can be poor investments if bought at excessive prices.\nI'm more interested in:\n🚀 RKLB – already benefiting from increased space spending and launch demand.\n🛰️ IRDM – direct beneficiary if satellite connectivity continues growing.\n🛡️ XAR – defense and aerospace exposure with less single-company risk.\nIf SpaceX IPOs at a reasonable valuation and shows continued growth in Starlink, launch services, and defense contracts, I'd rather wait for the first major pullback than chase the opening hype.</body></html>","text":"My take: I won't be buying SpaceX on Day 1. SpaceX is undoubtedly the highest-quality space company globally, but IPO Day 1 is often when retail investors pay the highest valuation. History shows that even great companies can be poor investments if bought at excessive prices. I'm more interested in: 🚀 RKLB – already benefiting from increased space spending and launch demand. 🛰️ IRDM – direct beneficiary if satellite connectivity continues growing. 🛡️ XAR – defense and aerospace exposure with less single-company risk. If SpaceX IPOs at a reasonable valuation and shows continued growth in Starlink, launch services, and defense contracts, I'd rather wait for the first major pullback than chase the opening hype.","highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/574511204434056","repostId":0,"isVote":1,"tweetType":1,"viewCount":1612,"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":607,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/574511204434056"}