To The Moon

The countdown is on. As soon as next week (the market broadly expects around June 12), $Space Exploration Technologies Corp(SPCX)$ lists on the Nasdaq under the ticker $SPCX$. Priced at $135 per share, a $1.77 trillion valuation, raising $74.4 billion — instantly the largest IPO in history. Musk skipped the usual price range and simply named a number. If the stock pops in its first days, he could become the world's first trillionaire. Just how big is this IPO? - $135 a share, $1.77T valuation, $74.4B raised (ceiling up to $86B). That raise nearly exceeds the total of every US IPO of the past two years combined - More than 40% above the company's own $1.25T self-valuation in February - SpaceX rewrites prior record was Saudi Aramco i

Bullish. They've been growing and investing hard, growth is just starting.

🌟🌟🌟June 12 2026: Some people may mark it as SpaceX IPO Day.  I mark it as The Day My Portfolio Put On A Spacesuit. Am I bullish or bearish? Every time I try to be calm & rational about SpaceX, Elon Musk casually lands a rocket on a floating barge in the middle of the ocean like it is so easy and my bearish thoughts evaporate faster than my willpower at a dessert buffet. SpaceX isn't just another IPO.  SpaceX is the infrastructure for the next era of mankind - Space. It is the company that made the impossible -routine. It is the only business where bad quarter means the rocket landed off centre. How to stay bearish on SpaceX whose roadmap includes: Cheaper access to orbit Global internet Lunar missions Mars. Here is the truth:  Every IPO has risks & SpaceX price t

valuation too high. [LOL]

bullish. buying for future

- Starlink at $144B in 2030, less than half of AI; launch business $4.1B → $8.3B - EBITDA: $6.6B in 2025 → $352B in 2030; free cash flow expected to turn positive at $72B by 2031

It's also a bellwether: Anthropic filed confidentially on Monday, OpenAI is expected within weeks, both valued near $1T. Three mega-listings could open the floodgates of wealth across Silicon Valley and Wall Street.

- AI revenue: $3.2B in 2025 → $322B in 2030, roughly 100x - Total revenue: $18.7B last year (+33% YoY) → $474B in 2030 - AI ramp: +388% YoY to $15.6B in 2026, $34.5B in 2027

Bullish for a period of time during release since it’s a hot topic but it will turn bearish after a while

Bullish then folks will dump after the pump

The public market debut of $Space Exploration Technologies Corp(SPCX)$ is being positioned as the defining initial public offering (IPO) of 2026. However, beneath the layer of retail enthusiasm and public relation triumphs lies: A growing collection of critical red flags. Rigorous institutional pushback. Deeply concerning financial disclosures. A thorough analysis of the underlying data, institutional actions, and expert warnings reveals a strong, evidence-based counter-narrative against participating in this public offering. Ready for the “bad” news ? Unjustified Valuations & Deteriorating Margins The core argument against bidding for SPCX rests on a severe disconnect between the company's public market valuation targets and its verified fina

bullish

Replying to @Options777:what do you think? @Tiger_comments @ECLC @bluesea520 @Strategium Holdings On my hit list [Cool] $Alphabet(GOOG)$ $Alphabet(GOOGL)$ $NVIDIA(NVDA)$ $NEBIUS(NBIS)$ $Vertiv Holdings LLC(VRT)$ //@Options777:To answer the immedi

Waaaay overvalue lah bro and sis 👍👍👍 $Space Exploration Technologies Corp(SPCX)$   This SpaceX IPO around $1.77 trillion valuation, $135 per share… looks like full-on hype rocket already. Price-to-sales 94x on 2025 revenue, really gone case kind of level already. Q1 2026 still bleeding also — about $4.27 billion net loss somemore. Not even pure space company anymore lah, now become mixed bag — SpaceX plus Elon side quests like xAI and X all bundled in. But public still pay premium like sure win, when actually still burning cash. Governance also no power one — Elon still hold like 82.4% voting control via dual-class shares. Retail investors basically just sit inside the rocket, cannot touch steering wheel. Only 5% float also very “engineered”

To answer the immediate question, I will not buy $Space Exploration Technologies Corp(SPCX)$ at the IPO opening for various reasons, but the two prominent reasons are 1. There is too much private funding who are looking to trim and employees looking to cash out their options, 2. Recent mega IPO $Quantinuum(QNT)$ popped on listing day but revert to IPO price by end of the day, similar to other notable listings recent such as

Vote for bearish due to sky-high valuation target. Yet to be profitable and heavy in debt.

I’m bullish on SpaceX’s long-term potential, especially Starlink scaling, launch dominance, and its role in future AI infrastructure. However, at a $1.77T valuation, I think the market is already pricing in very aggressive multi-year growth expectations, so this feels more like a forward narrative than current fundamentals. The main concern for me is heavy cash burn and uncertain monetization timing, especially around xAI and AI expansion. Even if the total addressable market is huge, competition from OpenAI, Anthropic, and Google makes execution uncertain. With free cash flow still negative, the risk-reward at IPO pricing feels stretched. Personally, I would not chase the IPO on listing day. I’d prefer to wait for post-IPO volatility or clearer evidence of sustainable profitability. I’m

I'd be interested in SpaceX, but not necessarily at IPO pricing. SpaceX has real businesses: launch services, defence contracts, and Starlink. Unlike many hyped IPOs, it already generates substantial revenue. The question isn't whether it's a great company, but whether the valuation already assumes years of perfect execution. The xAI angle is where I'm more cautious. AI revenue growing 100x sounds exciting, but Grok remains behind leading models, and profitability is still distant. Investors may be paying today for cash flows that are many years away. My approach: if the IPO opens at a reasonable premium, I'd consider a starter position. If it surges 50-100% on day one, I'd rather wait for earnings and lock-up expiries. SpaceX could eventually justify a massive valuation, but even excepti

I'd say that the case for SpaceX would be that of a bull trampling on a hibernating bear - a reversal in sentiment could happen in the blink of an eye. The reason for saying this is because the there is the bullish factor of the Starlink Cash Cow, structural cost advantage of reusable rocket technology and governmental related demand by NASA, U.S. Dept of War (Star shield). However, there are the dormant geopolitical risks of economic/regulatory/sovereign national security push-backs or bans. The narrative for SpaceXAI of orbital data centers is however futuristic and would serve as a good goalposts for forever shifting by our dear motivator, Elon Musk. @Star in the Sky @Kicks81

Not suited for such - if the stock pops, he could become world's first trillionaire but not much richer here. Current portfolio may ride along the overall market sentiment.

SpaceX has set the IPO price at $135 per share. It plans to sell 555.6 million shares to raise $75 billion. Will you participate? @ttteaool  @010leo  @webberlucky  @taraprice8689  @Success88  @Justin bala  @gnustiy  @TigerPM  @pretiming  

The public market debut of $Space Exploration Technologies Corp(SPCX)$ is being positioned as the defining initial public offering (IPO) of 2026. However, beneath the layer of retail enthusiasm and public relation triumphs lies: A growing collection of critical red flags. Rigorous institutional pushback. Deeply concerning financial disclosures. A thorough analysis of the underlying data, institutional actions, and expert warnings reveals a strong, evidence-based counter-narrative against participating in this public offering. Ready for the “bad” news ? Unjustified Valuations & Deteriorating Margins The core argument against bidding for SPCX rests on a severe disconnect between the company's public market valuation targets and its verified fina

The countdown is on. As soon as next week (the market broadly expects around June 12), $Space Exploration Technologies Corp(SPCX)$ lists on the Nasdaq under the ticker $SPCX$. Priced at $135 per share, a $1.77 trillion valuation, raising $74.4 billion — instantly the largest IPO in history. Musk skipped the usual price range and simply named a number. If the stock pops in its first days, he could become the world's first trillionaire. Just how big is this IPO? - $135 a share, $1.77T valuation, $74.4B raised (ceiling up to $86B). That raise nearly exceeds the total of every US IPO of the past two years combined - More than 40% above the company's own $1.25T self-valuation in February - SpaceX rewrites prior record was Saudi Aramco i

🌟🌟🌟June 12 2026: Some people may mark it as SpaceX IPO Day.  I mark it as The Day My Portfolio Put On A Spacesuit. Am I bullish or bearish? Every time I try to be calm & rational about SpaceX, Elon Musk casually lands a rocket on a floating barge in the middle of the ocean like it is so easy and my bearish thoughts evaporate faster than my willpower at a dessert buffet. SpaceX isn't just another IPO.  SpaceX is the infrastructure for the next era of mankind - Space. It is the company that made the impossible -routine. It is the only business where bad quarter means the rocket landed off centre. How to stay bearish on SpaceX whose roadmap includes: Cheaper access to orbit Global internet Lunar missions Mars. Here is the truth:  Every IPO has risks & SpaceX price t

The pre-IPO landscape for the space sector has taken a dramatic turn. After riding a massive wave of hype surrounding SpaceX’s upcoming debut ( $Space Exploration Technologies Corp(SPCX)$ ), space stocks and ETFs have recently faced a sharp correction. This pullback provides an excellent case study on sector rotation, liquidity mechanics, and how to spot structural value once the speculative froth clears. The Pre-IPO Pullback: Sentiment Shift & Market Dynamics The recent decline in space stocks wasn't a sudden failure of industry fundamentals; it was primarily driven by two classic market dynamics: valuation recalibration and a liquidity drain. 1. The Short-to-Medium Term Outlook: Bears Take the Wheel In the immediate run-up to and aftermath o

Bullish. They've been growing and investing hard, growth is just starting.

Waaaay overvalue lah bro and sis 👍👍👍 $Space Exploration Technologies Corp(SPCX)$   This SpaceX IPO around $1.77 trillion valuation, $135 per share… looks like full-on hype rocket already. Price-to-sales 94x on 2025 revenue, really gone case kind of level already. Q1 2026 still bleeding also — about $4.27 billion net loss somemore. Not even pure space company anymore lah, now become mixed bag — SpaceX plus Elon side quests like xAI and X all bundled in. But public still pay premium like sure win, when actually still burning cash. Governance also no power one — Elon still hold like 82.4% voting control via dual-class shares. Retail investors basically just sit inside the rocket, cannot touch steering wheel. Only 5% float also very “engineered”

The prompt in image_14.png hits on the absolute core of the trade: With an epic IPO narrative on one side and prominent contrarian voices on the other, would you use RKLB or ASTS to front-run the listing—or side with the shorts? My core thesis here is that we are witnessing a textbook institutional liquidity vacuum, not a fundamental failure of the space industry. When a multi-hundred-billion-dollar titan like SpaceX prepares to go public, institutional portfolio managers don't just find billions of dollars in loose change. They are forced to aggressively liquidate existing "space proxies" to free up massive capital blocks for the upcoming flagship listing. The market is cannibalizing great companies to make room for Elon Musk's behemoth. To say SpaceX's valuation is "absurd" misses the st

SpaceX may be one of the most watched IPO stories in years. To celebrate the space theme, we also prepared a special Tiger space video for this event. Watch our little Tiger head into space, then tell us where you think SpaceX is heading next. $Space Exploration Technologies Corp(SPCX)$ The company is reportedly raising $75 billion at a $1.75 trillion valuation, which would put it among the largest U.S.-listed companies. But the debate is far from simple. On the bullish side, investors are looking at Starlink’s growth, the space economy, satellite internet, rocket launches, and Elon Musk’s long-term vision. On the bearish side, SpaceX is still not profitable under GAAP. It posted a net loss of $4.94 billion in 2025, even though rev

Replying to @Options777:what do you think? @Tiger_comments @ECLC @bluesea520 @Strategium Holdings On my hit list [Cool] $Alphabet(GOOG)$ $Alphabet(GOOGL)$ $NVIDIA(NVDA)$ $NEBIUS(NBIS)$ $Vertiv Holdings LLC(VRT)$ //@Options777:To answer the immedi

I’m bullish on SpaceX’s long-term potential, especially Starlink scaling, launch dominance, and its role in future AI infrastructure. However, at a $1.77T valuation, I think the market is already pricing in very aggressive multi-year growth expectations, so this feels more like a forward narrative than current fundamentals. The main concern for me is heavy cash burn and uncertain monetization timing, especially around xAI and AI expansion. Even if the total addressable market is huge, competition from OpenAI, Anthropic, and Google makes execution uncertain. With free cash flow still negative, the risk-reward at IPO pricing feels stretched. Personally, I would not chase the IPO on listing day. I’d prefer to wait for post-IPO volatility or clearer evidence of sustainable profitability. I’m

To answer the immediate question, I will not buy $Space Exploration Technologies Corp(SPCX)$ at the IPO opening for various reasons, but the two prominent reasons are 1. There is too much private funding who are looking to trim and employees looking to cash out their options, 2. Recent mega IPO $Quantinuum(QNT)$ popped on listing day but revert to IPO price by end of the day, similar to other notable listings recent such as

I'd be interested in SpaceX, but not necessarily at IPO pricing. SpaceX has real businesses: launch services, defence contracts, and Starlink. Unlike many hyped IPOs, it already generates substantial revenue. The question isn't whether it's a great company, but whether the valuation already assumes years of perfect execution. The xAI angle is where I'm more cautious. AI revenue growing 100x sounds exciting, but Grok remains behind leading models, and profitability is still distant. Investors may be paying today for cash flows that are many years away. My approach: if the IPO opens at a reasonable premium, I'd consider a starter position. If it surges 50-100% on day one, I'd rather wait for earnings and lock-up expiries. SpaceX could eventually justify a massive valuation, but even excepti

As Rocket Lab (Rocket Lab(RKLB)) tumbles nearly 7% and AST SpaceMobile(ASTS) extends losses, here is a strategic look at how to navigate this sector friction: 1. The Liquidity Vacuum Effect Institutional capital is actively fleeing smaller space proxies because it is preparing to reallocate directly to the undisputed industry hegemon. Why hold speculative, capital-intensive proxies when you can eventually own the actual infrastructure layer of the space economy? 2. The Valuation Disconnect Short-seller Steve Eisman’s comment regarding SpaceX's "absurd" valuation relative to cash-generating tech giants like NVIDIA points to a structural risk. The space sector is notoriously capital-intensive with delayed free-cash-flow generation. When macro financial powerhouses like Jefferies begin active

I'd say that the case for SpaceX would be that of a bull trampling on a hibernating bear - a reversal in sentiment could happen in the blink of an eye. The reason for saying this is because the there is the bullish factor of the Starlink Cash Cow, structural cost advantage of reusable rocket technology and governmental related demand by NASA, U.S. Dept of War (Star shield). However, there are the dormant geopolitical risks of economic/regulatory/sovereign national security push-backs or bans. The narrative for SpaceXAI of orbital data centers is however futuristic and would serve as a good goalposts for forever shifting by our dear motivator, Elon Musk. @Star in the Sky @Kicks81

valuation too high. [LOL]

It's also a bellwether: Anthropic filed confidentially on Monday, OpenAI is expected within weeks, both valued near $1T. Three mega-listings could open the floodgates of wealth across Silicon Valley and Wall Street.

- Starlink at $144B in 2030, less than half of AI; launch business $4.1B → $8.3B - EBITDA: $6.6B in 2025 → $352B in 2030; free cash flow expected to turn positive at $72B by 2031

- AI revenue: $3.2B in 2025 → $322B in 2030, roughly 100x - Total revenue: $18.7B last year (+33% YoY) → $474B in 2030 - AI ramp: +388% YoY to $15.6B in 2026, $34.5B in 2027

bullish. buying for future

Bullish for a period of time during release since it’s a hot topic but it will turn bearish after a while