SpaceX won’t be the next Tesla

SpaceX won’t be the next Tesla for one straightforward reason: the business economics don’t scale the same way. Tesla sells a mass-market product with falling production costs and global demand. Space companies face heavy capex, slow contract cycles, and limited market size. There is no path for a launch company to compound like an EV manufacturer. The hype comparison is unrealistic.

Therefore a safe alternative would be....HK Aerospace Technology Group (1725 HK).

Actual satellite manufacturing capability via its subsidiaries, not concept-only.

Government-aligned projects in satellite data, remote sensing, and smart-city applications demand is structural, not speculative.

Revenue visibility from commercial and state-linked contracts gives it more stability than the typical “space” story.

Valuation still low compared to global satellite manufacturers, mainly because the market underestimates execution.

Is SpaceX the Next Tesla? What Space Stock is Your Pick?

DXYZ jumped 10%, and EchoStar gained over 6% after reports that SpaceX is advancing plans for a 2026 IPO with a fundraising target far exceeding $30 billion — potentially the largest IPO in history. SpaceX is aiming for a valuation of around $1.5 trillion. Rocket Lab, the second-best space company after SpaceX in 2025, delivered what analysts call a “masterclass in execution.” Space stocks have surged over 100% year-to-date. Have you boarded the space-stock rally? Is space the “next Tesla of 2019”? If SpaceX goes public, would you join the IPO?

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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