To The Moon

I opened a position in DXYZ during the recent pullback, and the main reason is simple — SpaceX. With SpaceX widely expected to IPO in June, I believe market attention around anything related to the company could become extremely intense over the next few weeks. DXYZ holds exposure to SpaceX, and in this kind of market environment, narrative and momentum can move faster than fundamentals.

To me, this is not a long-term value investment. This is a tactical trade to ride the potential hype cycle surrounding one of the most anticipated IPO stories in years. SpaceX is not just another private company — it represents AI, space, defense, satellites, robotics, and Elon Musk's ecosystem all combined into one giant market narrative. Once the IPO roadshow and headlines accelerate, retail enthusiasm could explode.

What caught my attention was the pullback itself. After strong momentum earlier, DXYZ cooled off significantly, and I saw that as an opportunity to build a position before sentiment potentially turns euphoric again. In meme-driven markets, timing matters more than valuation, and I think we are entering the phase where traders begin front-running the "SpaceX mania" trade.

Another reason I like DXYZ here is because it offers indirect exposure to a company most retail investors still cannot easily buy directly before listing. Historically, whenever highly anticipated IPOs approach the market, sympathy plays and related names often rally hard as traders search for alternative ways to participate. We saw similar behavior during past AI and crypto momentum cycles.

Of course, I fully understand the risks. DXYZ is volatile, speculative, and sentiment-driven. This is definitely a meme and short-term trade for me, not something I plan to marry long term. I will be watching momentum, volume, and overall market psychology closely. If the SpaceX IPO narrative continues heating up into June, I believe DXYZ could become one of the higher-beta ways to ride that wave.

As a retail investor, I focus mainly on the US and Singapore markets, combining a mix of technical trading and long-term investing strategies. I enjoy analyzing charts, spotting patterns, and making calculated moves based on both market sentiment and fundamentals. While I'm not a professional, I treat my portfolio seriously and continue to learn and grow with each trade. If you're also navigating the markets and enjoy discussing stocks, options, or market trends, feel free to follow me. Let's learn and grow together as a community.   

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