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 Receives CFRA's Sell Rating: Has the Frenzy Peaked?

SpaceX shares still gained 4.83% today, holding above $200, but Wall Street's sell rating has landed, with CFRA analysts warning current valuations have decoupled from fundamentals. Even Reddit retail traders joke that 'nobody is buying SPCX on fundamentals.' After surging dramatically since listing, shares gave back gains sharply intraday as bulls citing a '$2 trillion narrative that has left Earth' clashed with the first short call. With the first sell rating now on record, how much longer can retail euphoria hold — will you keep chasing, or start taking profits?

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