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 AI Revenue Surges 830% YoY — Does the Valuation Framework Need Rewriting?

SpaceX reported after hours Tuesday: revenue $14.58B (+161% YoY), net income $4.4B, EBITDA $8.81B. Its AI Superintelligence unit posted $7.56B (+830% YoY), surpassing aerospace and Starlink to become SpaceX's largest segment for the first time. Separately, Anthropic's IPO filing showed $16.3B in first-half revenue and up to $750B in long-term compute commitments. SpaceX closed -0.11% at $147.79 before the print. Can SpaceX's AI unit sustain the growth needed to support a further valuation re-rating?

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