My take: I won't be buying Spa

My take: I won't be buying SpaceX on Day 1.

SpaceX is undoubtedly the highest-quality space company globally, but IPO Day 1 is often when retail investors pay the highest valuation. History shows that even great companies can be poor investments if bought at excessive prices.

I'm more interested in:

🚀 RKLB – already benefiting from increased space spending and launch demand.

🛰️ IRDM – direct beneficiary if satellite connectivity continues growing.

🛡️ XAR – defense and aerospace exposure with less single-company risk.

If SpaceX IPOs at a reasonable valuation and shows continued growth in Starlink, launch services, and defense contracts, I'd rather wait for the first major pullback than chase the opening hype.

SpaceX Slides for Third Day to $185 — Time to Exit?

SpaceX (SPCX) fell another 3.56% today, retreating to $185 as IPO euphoria rapidly fades. Analyst sentiment has shifted cautious, with calls to 'sell based on historical IPO patterns' and advice for long-term holders to 'take profits into strength.' The first sell rating has emboldened bears, while questions over AI disrupting its core business add pressure. From a post-IPO surge to three straight losses — do you sell the next bounce, or wait for a deeper pullback to buy in?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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