In the latest week, US-Iran negotiations remained deadlocked. On May 18, Trump said that the military action against Iran originally scheduled for May 19 would be postponed, indicating that the US-Iran standoff did not escalate further this week. At the same time, the US publicly stated that the talks with Iran had made “significant progress,” while also saying that a “Plan B” was already prepared, which suggests that the substantive differences between the two sides have not been resolved. In addition to the ongoing market pricing of disruptions stemming from the Middle East situation, investors are also closely watching the progress of SpaceX, Elon Musk’s space company, which could potentially stage the “largest IPO in history.” As of 3:00 p.m. on May 21, 2026, the weekly performance of

Short answer: it is far more likely an opening chapter than an ending. But it changes how you should think about Rocket Lab. 1) SpaceX S-1 is not bearish for the sector If SpaceX is genuinely moving toward public markets, it does two things immediately: Forces institutional capital to price the entire space economy properly Validates that launch, satellites, and data infrastructure are no longer speculative niches That is typically bullish for listed peers, not destructive. 2) But it is bearish for lazy RKLB theses Let’s be direct. Many RKLB bulls relied on a “next SpaceX proxy” narrative. That breaks the moment SpaceX becomes investable. Capital that chased RKLB for scarcity may rotate. So RKLB must now stand on fundamentals, not comparison. 3) Where RKLB still has a real edge RKLB is not

fear of missing out f.o m.o if there was ever a time to get swept up in the psychology trate know as FOMO was ever going to snag someone. The SPACE X IPO is happening next month, and I not normally susceptible to this phenomenon, but I think I won't be able to say that if I do get to by 5 000 USD, probably tt

Space is the next frontier. Lots of potential 

The valuation is certainly extremely overblown and even Tesla actually do not make better cars than BYD. They were just first movers. Similarly I would discount much of the hype such as Mars mining, AI data Centers in space etc and look at rocket launch as the primary revenue.

It's not too late at all

🌟🌟🌟The USD 12.7 billion Capex and USD 6.4 billion loss inside SpaceX's AI division is the price required to construct the next unbeatable orbital monopoly.   This high Capex will eventually supercharge, not drag down the Starlink cash cow. The Starlink Precedent:  Between 2018 and 2022, SpaceX routinely burned billions of dollars in cash launching early generation communication satellites. Today that infrastructure investment has converted to a global telecommunications monopoly earning a massive USD 11.39 billion in high margin recurring utility revenue. SpaceX is bypassing ground based energy grid constraints and environmental cooling bottlenecks to process massive low latency AI workloads in orbit.  Exciting times are ahead for SpaceX as it has exponential growth ah

Too late to rush into Space stocks?  Recalled no rush into Bitcoin and missed the rally someone enjoyed. Not a loss.

It is neither the end of Rocket Lab nor a clean “all-clear” signal. It is a reframing of the playing field. The S-1 from SpaceX does two important things at once. First, it removes ambiguity. The disclosure of full control, the tight integration with Starlink, and even the Bitcoin reserve signal that SpaceX is not just a launch company. It is a vertically integrated space platform with: launch (Falcon/Starship) infrastructure (Starlink) potentially defence and data layers That makes it far more comparable to a “space ecosystem monopoly” than a simple competitor. Second, it institutionalises the sector. Once SpaceX is publicly benchmarked, capital no longer treats space as speculative. It becomes allocatable. That is historically positive for second-tier players. Now, what does this mean fo

🌟🌟🌟Can SpaceX become a satellite era of Amazon?  Yes $SpaceX(SPCX)$ is replicating Amazon's multi decade platform strategy with flawless execution. SpaceX spent the last decade doing the same thing in the sky while Amaxon does it on land. By mastering the self landing physics of Falcon 9 and scaling the massive steel framework, SpaceX captured a monopoly on space logistics.  It can launch payloads to orbit cheaper and faster than its rivals. If an enterprise wants space based cloud computing, it cannot bypass SpaceX infrastructure.   SpaceX has successfully positioned itself as the full stack of gatekeeper of the global space economy.

🌟🌟🌟There is no doubt that the Starlink driven Connectivity segment is legally and mathematically the most promising business engine inside SpaceX today.  Starlink acts as the high margin cash machine that practically funds Elon Musk's grandest ambitions for SpaceX. Starlink serves over 10.3 million global subscribers across 164 countries.  It generated a staggering USD 11.39 billion in revenue with an exceptional 39% operating margins for 2025.  This represents a 49.8% YoY growth for the Connectivity segment, resulting in USD 4.42 billion in operating profit. Starlink provides the free cash flow for the Starship  Space segment and AI segment. @Tiger_comments @Tig

In many cases, these super large IPOs happen just around market highs. However, Fundstrat argues that this is not a "top signal," but rather a real stock supply shock from large IPOs—when the lock period expires (usually six months later), a large number of tradable shares flooded into the market. SpaceX lockup period is expected to expire between December 15 and 27. At a size of 2.7% of the market value of SpaceX, this supply pressure will be unprecedented. With Anthropic and OpenAI also preparing for IPOs, the concentrated burst of IPO supplies could become a structural force that neutralizes market valuations in the second half of the year. Wait until the end of lock up period

Fundstrat tracked the performance of the S&P 500 after the top 10 IPOs in history: 1 month later: median return + 3.0%, winning rate 60%. After 3 months: median + 4.5%, winning rate 80%. 6 months later: median + 4.5%, winning rate 70%. 12 months later: median is just +3.1%, winning rate falls back to 60%, and average return even -2.1%. It is not too late according to history 

ridiculous expectations but with this fella, sky is the limit. I wd trade thia with caution

SpaceX's pre-IPO valuation accounted for about 2.7% of the overall US stock market capitalization. Largest US IPO in history: Ford (1956) accounted for 1.1% of market capitalization, Visa (2008) accounted for 0.8%, Facebook (2012) accounted for 0.7%. SpaceX is 3 to 4 times their size.

SpaceX is no longer just a space transportation company. It is wading into: space transportation, global satellite Internet infrastructure, AI computing infrastructure, and long-term orbital computing and energy potential

So Grok (the musk AI bot) has been shown to have poor usage rates by the US government, 3 out of 400 known examples of uses by the federal government. This will weigh down on expectations of the success of the AI part of spacex when it gets listed. Which further proves that AI as it is, is a gimmick and investors looking to pick up a piece of spacex have unrealistic views. The company will not succeed based on proper fundamentals and business dealings, but on the world's richest man having his hand in messing with world affairs, hoarding more wealth and being able to manipulate his stock prices. Spacex rockets being reusable has shook up the market, a huge win for the environment and a proof of concept that sustainability is a winning play, even on the biggest stage. But the company is sad

Thorough insight into the way SpaceX relies on the space communication network (Starlink) and AI computing in technical and financial forms to build up a project that is much greater than the sum of its parts. good research