To The Moon

The space trade is increasingly splitting into three very different risk profiles, despite the market currently treating them as one “SpaceX sympathy basket”. For me, Rocket Lab is still the strongest long-term institutional-quality setup. The difference is that RKLB is evolving from a speculative launch company into a vertically integrated defence and space systems contractor. The SDA milestones, hypersonic HASTE work, and multi-billion backlog visibility give it more durable revenue foundations than most peers. Neutron is still the key execution risk, but if it succeeds, RKLB’s valuation framework changes entirely.  AST SpaceMobile is the highest-upside but also the highest binary-risk name. The direct-to-cell thesis is massive if execution works, because it targets a potentially en

Will SpaceX ipo skyrocket to double its price?

This week, the Nasdaq and S&P 500 have successively reached record highs. In addition to AI and corporate earnings expectations, the resilience of the US economy itself is also an important backdrop supporting the risk appetite of US stocks. Today, we attempt to provide a perspective on the state of US manufacturing from the newly released Richmond Fed manufacturing data. The Richmond Fed Manufacturing Composite Index rose from 3 in April to 13 in May, significantly higher than market expectations. More importantly, the three core sub-indices rebounded in tandem: new orders rose from 8 to 17, shipments from -2 to 16, and employment from 0 to 3. It should be noted that the Richmond Fed covers the Fifth Federal Reserve District of the US, including Washington, D.C., Maryland, North Carol

Those who invest in the stock exchange are weary of the phenomenon called (FOMO) fear of missing out, this is all to relevant as we approach next month (June) when SPACE X shares will become available to the public (June IPO). Where this will lead is up for speculation as it's previously only been a country's wealth that has dictated what happens with their intentions eg NASA, but for the 1st time it's private citizens that will be venturing past the stratosphere and planning what will be designated valid for their reasons, and I'm sure it won't have to do with looking back in time to early parts of the universe. I imagine if there is a way to make money now that reentry space ships are getting cheaper to go up and back from space, then it will be space X that grasps the incentive to

Space stocks surge with high speculative valuations can be difficult to sustain short-term without profitability.

SpaceX determines.  Buy Nasa ETF BEFORE THE GAME STARTS. 

SpaceX determines . Buy NASA ETF before the door closes. 

The civilisation story is powerful, but it is not a valuation anchor. With Tesla, investors are paying for optionality, not just EV earnings. A three-digit P/E only works if autonomy or robotics unlock step-change profits. Without that, the multiple is stretched. The “Elon premium” tied to Elon Musk reflects execution history, but also amplifies downside when timelines slip. The Mars-linked compensation signals commitment, especially alongside SpaceX, but it is symbolic, not a near-term revenue driver. So it comes down to belief vs timing. If autonomy lands, today’s price may still be early. If it delays, valuation compresses fast. Sensible stance: respect the vision, but wait for proof before chasing.

The filing of SpaceX S-1 documents has created massive excitement across the market because many investors see it as the next “Tesla moment.” Reports suggest the IPO could become one of the largest public listings ever, with valuations discussed anywhere from over $1 trillion to even higher depending on demand.  At the same time, many investors are asking the same question: Is it already too late to chase space stocks? My idea of simply waiting for the actual SpaceX IPO instead of rushing into every space-related stock is actually a very disciplined approach. Space investing is extremely hype-driven. When a company like SpaceX enters the public market, traders often push up related names long before real profits appear. Some of these companies are excellent businesses, while others a

Looking at the 5 options, the third option of "Diversified indirect" through Google ~5% indirect seems more comfortable.

🌟🌟5 options to play SpaceX liftoff.  1.  SpaceX: buying SpaceX itself gives me uncut exposure to Starlink, Starship & the entire Mars infrastructure pipeline.  But the reality is it will be a roller coaster ride & possibly too expensive for me. 2. Tesla: If Elon Musk merges Tesla into SpaceX it would be great but the reality is Tesla is too entangled with Robotaxi regulatory wars to give me a pure interstellar path. 3.  Rocket Lab:  No. 2 launcher in the world.  It is building the Neutron rocket to challenge SpaceX but it would be tough as SpaceX has the monopoly of heavy lift market with Falcon 9. 4.  EchoStar:  It owns Boost Mobile & Dish Network but it is getting crushed by Starlink's monopoly on the orbital network. 5.  Google:

🌟🌟🌟Is SpaceX the century's greatest bet or the most expensive SciFi story?  According to Elon Musk, it is a profound multi trillion dollar referendum on the destiny of humanity. Behind the USD18.7 billion in revenue sits a heavy USD4.94 billion net loss & a staggering USD 60.5b debt.  Yet history has shown that this has never deterred Elon Musk. The single strangest clause hidden in SpaceX prospectus is Musk's compensation package.  He receives zero salary.  Instead his multi billion dollar stock options are tied to establishing a self sustaining million person colony on Mars & scaling SpaceX's valuation to an astronomical USD 7.5 trillion. Is the vision worth the premium ? Investing in SpaceX isn't about running numbers. It is about buying a stake in an uncut

Right now, the hype around space investing feels a lot like the early EV boom. Retail investors are chasing names like RKLB, ASTS, and anything connected to Starlink or Elon Musk. Some analysts think the IPO could legitimize the entire space sector and pull in huge institutional money. But there’s another side people don’t talk about enough. If SpaceX really goes public at a valuation near $1.5–2 trillion, smaller space companies may struggle to compete for investor attention. Some traders are already warning that money could rotate OUT of smaller space stocks and INTO SpaceX itself. And honestly? That concern is reasonable. A lot of these stocks have already run hard on speculation alone. When markets price in “the future of humanity,” expectations become dangerous. Even strong companies

Google is the play. Jump into IPO most of the time will facing price adjustment in 2 to 3 weeks

RKLB is direct hit by space x, no good. i bought XOVR, chatgpt confirm they got 20+% on pre ipo spcX share

option 5 is the best... Mother company

Best stock to buy now once listed

SpaceX is shaping up to be one of the biggest IPOs in history. Between Starlink’s explosive growth, reusable rocket dominance, AI ambitions, and Elon Musk’s vision for space infrastructure, many investors see it as a once-in-a-generation company. Reports suggest valuations ranging from $1.5T to even $2T ahead of a possible IPO. But the big question is: is it still a good buy at these levels? Personally, I think the long-term story is still incredibly strong. Starlink alone is becoming a massive global cash-flow machine, and SpaceX basically has no real competitor at its scale right now. That said, the hype is also huge. At a multi-trillion-dollar valuation, a lot of future growth may already be priced in. History has shown that even great companies can pull back hard after IPO euphoria fad

SpaceX's S-1 discloses that retail brokerage channels will receive a meaningful allocation in the IPO, open to qualified investors. For investors in Singapore, participation in U.S. IPO subscriptions is generally only available to accredited investors, or to non-accredited investors who meet the minimum investment amount requirement of SGD 200,000.

SpaceX(SPCX)$ road show starts June 5, listing June 12. $EchoStar(SATS)$ at $124.20, $Rocket Lab USA, Inc.(RKLB)$ at $135.76 (+8.22%), $Alphabet(GOOG)$ at $379.38, $Tesla Motors(TSLA)$ at $426.01. Not everyone can get IPO allocation — but there's more than one way to own a piece of the SpaceX story.

The space trade is increasingly splitting into three very different risk profiles, despite the market currently treating them as one “SpaceX sympathy basket”. For me, Rocket Lab is still the strongest long-term institutional-quality setup. The difference is that RKLB is evolving from a speculative launch company into a vertically integrated defence and space systems contractor. The SDA milestones, hypersonic HASTE work, and multi-billion backlog visibility give it more durable revenue foundations than most peers. Neutron is still the key execution risk, but if it succeeds, RKLB’s valuation framework changes entirely.  AST SpaceMobile is the highest-upside but also the highest binary-risk name. The direct-to-cell thesis is massive if execution works, because it targets a potentially en

This week, the Nasdaq and S&P 500 have successively reached record highs. In addition to AI and corporate earnings expectations, the resilience of the US economy itself is also an important backdrop supporting the risk appetite of US stocks. Today, we attempt to provide a perspective on the state of US manufacturing from the newly released Richmond Fed manufacturing data. The Richmond Fed Manufacturing Composite Index rose from 3 in April to 13 in May, significantly higher than market expectations. More importantly, the three core sub-indices rebounded in tandem: new orders rose from 8 to 17, shipments from -2 to 16, and employment from 0 to 3. It should be noted that the Richmond Fed covers the Fifth Federal Reserve District of the US, including Washington, D.C., Maryland, North Carol

Those who invest in the stock exchange are weary of the phenomenon called (FOMO) fear of missing out, this is all to relevant as we approach next month (June) when SPACE X shares will become available to the public (June IPO). Where this will lead is up for speculation as it's previously only been a country's wealth that has dictated what happens with their intentions eg NASA, but for the 1st time it's private citizens that will be venturing past the stratosphere and planning what will be designated valid for their reasons, and I'm sure it won't have to do with looking back in time to early parts of the universe. I imagine if there is a way to make money now that reentry space ships are getting cheaper to go up and back from space, then it will be space X that grasps the incentive to

Will SpaceX ipo skyrocket to double its price?

The filing of SpaceX S-1 documents has created massive excitement across the market because many investors see it as the next “Tesla moment.” Reports suggest the IPO could become one of the largest public listings ever, with valuations discussed anywhere from over $1 trillion to even higher depending on demand.  At the same time, many investors are asking the same question: Is it already too late to chase space stocks? My idea of simply waiting for the actual SpaceX IPO instead of rushing into every space-related stock is actually a very disciplined approach. Space investing is extremely hype-driven. When a company like SpaceX enters the public market, traders often push up related names long before real profits appear. Some of these companies are excellent businesses, while others a

$SpaceX(SPCX)$ road show starts June 5, listing June 12. $EchoStar(SATS)$ at $124.20, $Rocket Lab USA, Inc.(RKLB)$ at $135.76 (+8.22%), $Alphabet(GOOG)$ at $379.38, $Tesla Motors(TSLA)$ at $426.01. Not everyone can get IPO allocation — but there's more than one way to own a piece of the SpaceX story. Option 1: Buy $SpaceX(SPCX)$ directly (most direct but high capital barrier) SpaceX's S-1 discloses that retail brokerage channels will receive

Most CEO compensation clauses are written around EPS targets, revenue growth, stock price milestones. Musk's compensation vesting condition is: "Establish a permanent human colony on Mars with at least 1 million residents." For each tranche, both market cap milestones and the Mars colony milestone must be satisfied simultaneously. Every TAM figure in the S-1 — the $2.4 trillion space data center market, "AI compute is cheaper in space than on Earth," Starship carrying 95% of orbital payload — these are all waypoints on the same throughline. Not for the quarterly report. To make that one tranche vest. Converted using "Elon Time": a "2–3 year" forecast roughly means before the end of this decade. Musk owns roughly 42% of SpaceX. SpaceX needs to reach a $1.6 trillion valuation for him to bec

Space stocks surge with high speculative valuations can be difficult to sustain short-term without profitability.

SpaceX determines.  Buy Nasa ETF BEFORE THE GAME STARTS. 

SpaceX determines . Buy NASA ETF before the door closes. 

The civilisation story is powerful, but it is not a valuation anchor. With Tesla, investors are paying for optionality, not just EV earnings. A three-digit P/E only works if autonomy or robotics unlock step-change profits. Without that, the multiple is stretched. The “Elon premium” tied to Elon Musk reflects execution history, but also amplifies downside when timelines slip. The Mars-linked compensation signals commitment, especially alongside SpaceX, but it is symbolic, not a near-term revenue driver. So it comes down to belief vs timing. If autonomy lands, today’s price may still be early. If it delays, valuation compresses fast. Sensible stance: respect the vision, but wait for proof before chasing.

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

🌟🌟🌟Is SpaceX the century's greatest bet or the most expensive SciFi story?  According to Elon Musk, it is a profound multi trillion dollar referendum on the destiny of humanity. Behind the USD18.7 billion in revenue sits a heavy USD4.94 billion net loss & a staggering USD 60.5b debt.  Yet history has shown that this has never deterred Elon Musk. The single strangest clause hidden in SpaceX prospectus is Musk's compensation package.  He receives zero salary.  Instead his multi billion dollar stock options are tied to establishing a self sustaining million person colony on Mars & scaling SpaceX's valuation to an astronomical USD 7.5 trillion. Is the vision worth the premium ? Investing in SpaceX isn't about running numbers. It is about buying a stake in an uncut

🌟🌟5 options to play SpaceX liftoff.  1.  SpaceX: buying SpaceX itself gives me uncut exposure to Starlink, Starship & the entire Mars infrastructure pipeline.  But the reality is it will be a roller coaster ride & possibly too expensive for me. 2. Tesla: If Elon Musk merges Tesla into SpaceX it would be great but the reality is Tesla is too entangled with Robotaxi regulatory wars to give me a pure interstellar path. 3.  Rocket Lab:  No. 2 launcher in the world.  It is building the Neutron rocket to challenge SpaceX but it would be tough as SpaceX has the monopoly of heavy lift market with Falcon 9. 4.  EchoStar:  It owns Boost Mobile & Dish Network but it is getting crushed by Starlink's monopoly on the orbital network. 5.  Google:

Right now, the hype around space investing feels a lot like the early EV boom. Retail investors are chasing names like RKLB, ASTS, and anything connected to Starlink or Elon Musk. Some analysts think the IPO could legitimize the entire space sector and pull in huge institutional money. But there’s another side people don’t talk about enough. If SpaceX really goes public at a valuation near $1.5–2 trillion, smaller space companies may struggle to compete for investor attention. Some traders are already warning that money could rotate OUT of smaller space stocks and INTO SpaceX itself. And honestly? That concern is reasonable. A lot of these stocks have already run hard on speculation alone. When markets price in “the future of humanity,” expectations become dangerous. Even strong companies

SpaceX is shaping up to be one of the biggest IPOs in history. Between Starlink’s explosive growth, reusable rocket dominance, AI ambitions, and Elon Musk’s vision for space infrastructure, many investors see it as a once-in-a-generation company. Reports suggest valuations ranging from $1.5T to even $2T ahead of a possible IPO. But the big question is: is it still a good buy at these levels? Personally, I think the long-term story is still incredibly strong. Starlink alone is becoming a massive global cash-flow machine, and SpaceX basically has no real competitor at its scale right now. That said, the hype is also huge. At a multi-trillion-dollar valuation, a lot of future growth may already be priced in. History has shown that even great companies can pull back hard after IPO euphoria fad

I think the most interesting way I’d play the $SpaceX(SPCX)$ setup is still indirect exposure through quality compounders rather than trying to force direct IPO access. Alphabet & Tesla work better for me as embedded options on the SpaceX story, since I get diversified upside without underwriting a single-asset listing outcome. I’m cautious about EchoStar’s implied NAV discount. Even if the math looks attractive, the repricing depends on how the market values illiquid SpaceX equity once SPCX starts trading & I don’t fully trust that discount to close cleanly in the short term. Rocket Lab is the most interesting “second-order SpaceX bet,” but I think a lot of optimism is already priced in after the rally. I see it more as a momentum and e

What stands out to me about SpaceX is how unusual its incentives are. Instead of EPS or stock targets, the ultimate goal is a 1 million-person Mars colony, which reframes even its S-1 narratives as steps toward a long-term civilization plan. Operationally, the dominance is already clear: SpaceX leads global orbital launches with reusable rockets, and Falcon 9 has reshaped launch economics. Starlink, now with 10M+ users, turns that cost advantage into a real, scaling business. For me, it’s less about traditional valuation and more a long-duration bet on execution and vision. The premium exists because the company is aligned with a decades-long roadmap that either feels implausible or inevitable, depending on what you believe. Ultimately, the question is whether this level of ambition can c

Looking at the 5 options, the third option of "Diversified indirect" through Google ~5% indirect seems more comfortable.

SpaceX needs money badly. The merger was the first step to solve it as so far xAI is very disappointing (performance wise, Grok isn’t a good model like Opus or ChatGPT1). Burns cash like hell with no end in sight. The S-1 makes it clear that the biggest future revenue will come from AI, the microhard and Terafab project. It also states that both are ideas which are currently in a legally non-binding state, so they might not even happening. Intel can quit anytime, it’s not something I’d bet my money on. Lastly, the whole data centers in space is still something that most likely won’t work. They would need a huge surface area away from the sun to dissipate the heat generated by the AI chips. Not going to work IMO. I strongly advise anyone interested to do a lot of research into the feasibi