yhliau
04-08

I see this SpaceX IPO as “The Frontier,” but with clear valuation risk. A $1.25–$1.75 trillion range already prices in strong execution across Starlink and future growth. The platform shift is compelling, but expectations are extremely high, so I won’t chase hype at listing. I’d rather miss the first leg than buy into peak optimism.


I prefer indirect exposure over paying IPO premiums. Options like ARK Space Exploration & Innovation ETF $ARK Space Exploration & Innovation ETF(ARKX)$ or Destiny Tech100 Inc $Destiny Tech100 Inc(DXYZ)$ offer access, but I’m cautious—especially with Fundrise Innovation Fund LLC trading far above NAV. I’d rather avoid overpaying. Valuation discipline matters more than access in this setup.




@TigerStars @Tiger_comments @TigerClub

$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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