SpaceX and xAI without a doubt. Both Anthropic or Open Ai, have no revenue and business model. Google will likely grab their cake and eat it. And coming from a ChatGPT user like myself. ChatGPT is like Netscape when we know it. But in the end, we have Internet explorer and chrome. And we never heard anymore about Netscape, not Yahoo. But it’s Google and Chrome. It’s always about who survives with economics first. Unless they have unlimited cash to burn. But that still might not guarantee as users will vote. And SpaceX have a combo of things. And you have the Elon Musk ecosystem. So… it’s SpaceX if I all in.
Do your own research and Not financial advice.
$750B SpaceX IPO: Sector Boost or RKLB Threat?
SpaceX is reportedly seeking to raise $75 billion at up to a $1.75 trillion valuation, with a June roadshow and an unusually large retail allocation. That is massive for space sentiment, but it also creates a new tension: fresh hype could lift the whole sector, or pull attention and liquidity away from listed names like RKLB.
Will SpaceX re-rate space stocks higher, or become the stock everyone rotates into? If you own RKLB, bullish or cautious here?
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