I’m fully on board with the space-stock rally, and the excitement around a potential SpaceX IPO really feels like Tesla in 2019—right before its major breakout. Space names such as $Destiny Tech100 Inc(DXYZ)$ , XOVR, Rocket Lab, Firefly, Planet Labs, SATS, AST SpaceMobile are gaining because investors finally see space infrastructure as a scalable, long-term growth sector.

What’s driving this momentum is the belief that SpaceX is evolving far beyond a launch company. Starlink, defense contracts, rapid-launch capability, even the idea of space-based data centers are expanding its valuation outlook. Strong earnings from Planet Labs & SATS’s multibillion-dollar spectrum deal with SpaceX further validate the sector’s strength.

And yes—if SpaceX goes public in 2026, I would definitely join the IPO. Elon Musk has a track record of creating transformational companies. For me, SpaceX represents a rare chance to invest in the next major technological frontier.

@Tiger_comments @TigerStars

# Is Space a Core Investment Theme for 2026?

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  • Valerie Archibald
    ·2025-12-13
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    valuation on SPACEX is based on today's price not that of an IPO where they breakout Starlink as separate company. It , Starlink could be worth more than SpaceX by itself. Sat phones to the world and WiFi. humm you guys are thinking small. IMO

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    • Shyon
      Thanks for sharing your valuable insights.
      2025-12-13
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  • Emotional Investor
    ·2025-12-14
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    所以shyon,我对space X IPO持乐观态度,但确实需要分析财务状况。spacex和$Rocket Lab USA, Inc.(RKLB)$继续前进。但许多人不完全理解的是,火箭实验室是全球最大的反作用轮、恒星跟踪器生产商,也是第二大太空太阳能电池板生产商。很快就会成为全球激光通信的第一名。以及许多其他空间系统。spacex做得越好,火箭实验室就做得越好。更不用说在太空数据中心前沿火箭实验室目前在太空中有一颗测试crio卫星,冷却技术对太空数据中心至关重要。我会继续说下去,但都在rklb网站上。
    我对spacex最关心的是starship的研发成本,以及月球和火星任务的投资回报率。还有星链。我拥有它真是太棒了,但是当$asts获得蜂窝宽带时,我很抱歉,starlink已经死了
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    • Shyon
      哇,多么严肃和翔实的评论。非常感谢在这里与我们的读者分享这些见解和细节。肯定会很有帮助。
      2025-12-14
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  • Mortimer Arthur
    ·2025-12-13
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    1 trillion $ + , valuation coming for Space x. Data centers in space will catapult this IPO to happen sooner rather than later in 2026.

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    • Shyon
      Really an interesting IPO to monitor
      2025-12-13
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