SpaceX IPO and 3 ETFs to consider: DXYZ, ROKT & ARKX
๐๐๐For decades we have looked at the stars as a distant dream but with the SpaceX IPO ready to be launched in June 2026, that dream is becoming a reality. This isn't just another stock listing. It is an emotive milestone for mankind, reopening the path to the Moon and Mars.
The SpaceX Coronation: A New Industrial Era
SpaceX is a much anticipated IPO, set to debut on the Nasdaq as early as June 2026. This will be the largest IPO in history.
The Valuation: Reported to be targeting up to USD 2 trillion, fueled by its merger with xAI to build orbital AI data centres.
The "Retail" Promise: Elon Musk has indicated up to 30% of the IPO will be allocated to retail investors, offering a historic entry point for those retail investors who have been long locked out.
The Starlink Engine: While rockets provide the spectacle, Starlink provides the profit as it accounts for nearly 80% of its revenue. Sales are forecasted at USD 18.7 billion for 2026 alone.
Investment Logic: Why Space, Why Now?
The logic for space stocks has shifted from speculative frontier to critical infrastructure.
Monopolistic Moats: The technical barriers to entry are incredibly high, giving early leaders like SpaceX and Planet Labs a multi year headstart.
The Data Goldmine: Space is becoming the "Cloud of the Skies". Companies are no longer just launching rockets. They are building orbital data centres and global broadband networks that bypass terrestrial limits.
Government Dependency: Space is now a matter of national security, ensuring a steady stream of non cyclical revenue through massive government and defence contracts.
The Strategic Trio of 3 ETFs To Choose Your Launch Vehicle
If you are not ready to bet on a single rocket, the Space Industrial Revolution is best captured through 3 distinct ETF powerhouses.
Destiny Tech100: The Private Unicorn Gateway
$Destiny Tech100 Inc(DXYZ)$ allows retail investors to own private, late stage tech giants. This is the only way for these investors to touch the "untouchable" private unicorns before they hit the public market.
Top Holdings: SpaceX is the crown jewel, making up approximately 16% to 23% of the portfolio. Other heavy hitters include Shield AI, Databricks, xAI and OpenAI.
Expense ratio : 2.50%
Performance: Surged over 126% YTD as IPO fever intensified.
The Trade Off: It currently trades at a massive 173% premium to its Net Asset Value.
SPDR S&P Kensho Final Frontiers: The Efficiency King
$SPDR S&P Kensho Final Frontiers ETF(ROKT)$ is a "fortress" play. It focuses on outer space and deep sea exploration.
Top Holdings: Led by Planet Labs at 7.8%, Intuitive Machines at 6.6%, Iridium Communications at 5.5% and Rocket Lab at 4.9%. It also includes Defense stocks like Lockheed Martin and Northrop Grumman.
Expense ratio: 0.45%. This is the most cost effective tool for the long term investor.
Performance: Climbing nearly 35% in 2026.
ARK Space Exploration & Innovation: The Active Visionary
$ARK Space Exploration & Innovation ETF(ARKX)$ is managed by Cathie Wood and her team. This fund bets on disruptive innovators that benefit from the broader space ecosystem.
Top Holdings: Highly concentrated in Rocket Lab at 9.5%, AMD at 7.5%, L3Harris Technologies at 6.9%, Teradyne at 6.5% and Deere & Co at 5.5%.
Expense ratio is 0.75%.
Performance: Gained nearly 20% YTD.
Concluding Thoughts : The Dawn of the Off World Economy
Space is no longer a speculative frontier. It has become a critical infrastructure. Whether it is through the historic SpaceX IPO or the surgical precision of ROKT, the logic remains the same: Space is the new "Cloud of the Skies". Those who claim their stake today are betting on the only asset class with truly unlimited territory.
Are you willing to pay the 173% premium to own SpaceX directly through DXYZ or will you let the cost efficient 0.45% strategy of ROKT steer your journey into the stars?
We are no longer just looking up at the stars. We are finally building in them. The only question left is whether you will be just a spectator or a shareholder in the multi trillion dollar Space economy.
@Tiger_comments @Tiger_SG @TigerStars @CaptainTiger @TigerClub
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