NASA Moon Base + SpaceX IPO: Space Sector Lifts Off?

Rocket Lab (RKLB) gained 4.9% on SDA milestone completion and growing defense order backlog; AST SpaceMobile (ASTS) surged 8.3% on anticipated NASA updates; Redwire (RDW) jumped 8.9% as institutions chased the space infrastructure narrative. Rising SpaceX IPO expectations have pushed the entire sector into an IPO-proxy trading phase. With RKLB backed by government contracts, ASTS leveraging satellite direct-to-cell commercialization, and RDW riding sentiment momentum — which direction are you taking in this space rally?

avatarJettLam
05-30 21:56
$Marvell Technology(MRVL)$  good buy good early buy good buy buy buy if h don't buy just buy and buy more don't stop  $Marvell Technology(MRVL)$ Bullish good buy good early buy good buy buy buy if h don't buy just buy and buy more don't stop $Marvell Technology(MRVL)$ Bullish good buy good early buy good buy buy buy if h don't buy just buy and buy more don't stop $Marvell Technology(MRVL)$ Bullish good buy good early buy good buy buy buy if h don't buy just buy and buy more don't stop 
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avatarMHh
05-30 17:00
I don’t believe in Musk’s ultimate civilisation story. Scientists have yet to find water on mars to suggest that life can even be sustained on mars. A tour to mars for a few hours perhaps but I don’t think civilisation is scientifically viable at this point. So I definitely do not think this vision is worth paying for and there is already much hype to it that it is crazy expensive now. I consider this for speculation and not as an investment. Musk is visionary and he is capable of execution as shown by Tesla. However, he is eccentric and I think it is futile to fight against the essential basics of living that has not been established yet. This eccentricity might work against him. So, for now, I prefer to stay away. @HelenJanet
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avatar宏观姐夫
05-28 12:13

A Regional Snapshot Shows U.S. Manufacturing May Be Regaining Its Footing

This week, the Nasdaq and S&P 500 have successively reached record highs. In addition to AI and corporate earnings expectations, the resilience of the US economy itself is also an important backdrop supporting the risk appetite of US stocks. Today, we attempt to provide a perspective on the state of US manufacturing from the newly released Richmond Fed manufacturing data. The Richmond Fed Manufacturing Composite Index rose from 3 in April to 13 in May, significantly higher than market expectations. More importantly, the three core sub-indices rebounded in tandem: new orders rose from 8 to 17, shipments from -2 to 16, and employment from 0 to 3. It should be noted that the Richmond Fed covers the Fifth Federal Reserve District of the US, including Washington, D.C., Maryland, North Carol
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A Regional Snapshot Shows U.S. Manufacturing May Be Regaining Its Footing
avatarPawsAndProfits
05-30 02:33
Good analysis and possible trade ideas on the most hyped IPO of the year, Space X.
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avatarLanceljx
05-28 22:33
The space trade is increasingly splitting into three very different risk profiles, despite the market currently treating them as one “SpaceX sympathy basket”. For me, Rocket Lab is still the strongest long-term institutional-quality setup. The difference is that RKLB is evolving from a speculative launch company into a vertically integrated defence and space systems contractor. The SDA milestones, hypersonic HASTE work, and multi-billion backlog visibility give it more durable revenue foundations than most peers. Neutron is still the key execution risk, but if it succeeds, RKLB’s valuation framework changes entirely.  AST SpaceMobile is the highest-upside but also the highest binary-risk name. The direct-to-cell thesis is massive if execution works, because it targets a potentially en
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avatarOptionspuppy
05-26

SocGen 0 commission

The filing of SpaceX S-1 documents has created massive excitement across the market because many investors see it as the next “Tesla moment.” Reports suggest the IPO could become one of the largest public listings ever, with valuations discussed anywhere from over $1 trillion to even higher depending on demand.  At the same time, many investors are asking the same question: Is it already too late to chase space stocks? My idea of simply waiting for the actual SpaceX IPO instead of rushing into every space-related stock is actually a very disciplined approach. Space investing is extremely hype-driven. When a company like SpaceX enters the public market, traders often push up related names long before real profits appear. Some of these companies are excellent businesses, while others a
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avatarkaz trader
05-28 07:34
Those who invest in the stock exchange are weary of the phenomenon called (FOMO) fear of missing out, this is all to relevant as we approach next month (June) when SPACE X shares will become available to the public (June IPO). Where this will lead is up for speculation as it's previously only been a country's wealth that has dictated what happens with their intentions eg NASA, but for the 1st time it's private citizens that will be venturing past the stratosphere and planning what will be designated valid for their reasons, and I'm sure it won't have to do with looking back in time to early parts of the universe. I imagine if there is a way to make money now that reentry space ships are getting cheaper to go up and back from space, then it will be space X that grasps the incentive to
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avatarMarie Xie
05-29 14:26
Well SpaceX + Tesla will be an incredible combo 
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avatarLazyCat Invests
05-29 05:42

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avatarTiger_SG
05-25

SpaceX IPO | Five Options to Invest, Which Fits You?

$SpaceX(SPCX)$ road show starts June 5, listing June 12. $EchoStar(SATS)$ at $124.20, $Rocket Lab USA, Inc.(RKLB)$ at $135.76 (+8.22%), $Alphabet(GOOG)$ at $379.38, $Tesla Motors(TSLA)$ at $426.01. Not everyone can get IPO allocation — but there's more than one way to own a piece of the SpaceX story. Option 1: Buy $SpaceX(SPCX)$ directly (most direct but high capital barrier) SpaceX's S-1 discloses that retail brokerage channels will receive
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SpaceX IPO | Five Options to Invest, Which Fits You?
avatarTiger_comments
05-25

SpaceX Story: Betting on Musk's Civilization Goal! Mars Not That Far Away?

Most CEO compensation clauses are written around EPS targets, revenue growth, stock price milestones. Musk's compensation vesting condition is: "Establish a permanent human colony on Mars with at least 1 million residents." For each tranche, both market cap milestones and the Mars colony milestone must be satisfied simultaneously. Every TAM figure in the S-1 — the $2.4 trillion space data center market, "AI compute is cheaper in space than on Earth," Starship carrying 95% of orbital payload — these are all waypoints on the same throughline. Not for the quarterly report. To make that one tranche vest. Converted using "Elon Time": a "2–3 year" forecast roughly means before the end of this decade. Musk owns roughly 42% of SpaceX. SpaceX needs to reach a $1.6 trillion valuation for him to bec
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SpaceX Story: Betting on Musk's Civilization Goal! Mars Not That Far Away?
avatarhuliyun88
05-28 13:46
Will SpaceX ipo skyrocket to double its price?
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avatarECLC
05-27
Space stocks surge with high speculative valuations can be difficult to sustain short-term without profitability.
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avatarchiewsiawlin
05-27
SpaceX determines.  Buy Nasa ETF BEFORE THE GAME STARTS. 
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avatarchiewsiawlin
05-27
SpaceX determines . Buy NASA ETF before the door closes. 
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avatarLanceljx
05-26
The civilisation story is powerful, but it is not a valuation anchor. With Tesla, investors are paying for optionality, not just EV earnings. A three-digit P/E only works if autonomy or robotics unlock step-change profits. Without that, the multiple is stretched. The “Elon premium” tied to Elon Musk reflects execution history, but also amplifies downside when timelines slip. The Mars-linked compensation signals commitment, especially alongside SpaceX, but it is symbolic, not a near-term revenue driver. So it comes down to belief vs timing. If autonomy lands, today’s price may still be early. If it delays, valuation compresses fast. Sensible stance: respect the vision, but wait for proof before chasing.
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avatarkoolgal
05-26
🌟🌟🌟Is SpaceX the century's greatest bet or the most expensive SciFi story?  According to Elon Musk, it is a profound multi trillion dollar referendum on the destiny of humanity. Behind the USD18.7 billion in revenue sits a heavy USD4.94 billion net loss & a staggering USD 60.5b debt.  Yet history has shown that this has never deterred Elon Musk. The single strangest clause hidden in SpaceX prospectus is Musk's compensation package.  He receives zero salary.  Instead his multi billion dollar stock options are tied to establishing a self sustaining million person colony on Mars & scaling SpaceX's valuation to an astronomical USD 7.5 trillion. Is the vision worth the premium ? Investing in SpaceX isn't about running numbers. It is about buying a stake in an uncut
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avatarkoolgal
05-26
🌟🌟5 options to play SpaceX liftoff.  1.  SpaceX: buying SpaceX itself gives me uncut exposure to Starlink, Starship & the entire Mars infrastructure pipeline.  But the reality is it will be a roller coaster ride & possibly too expensive for me. 2. Tesla: If Elon Musk merges Tesla into SpaceX it would be great but the reality is Tesla is too entangled with Robotaxi regulatory wars to give me a pure interstellar path. 3.  Rocket Lab:  No. 2 launcher in the world.  It is building the Neutron rocket to challenge SpaceX but it would be tough as SpaceX has the monopoly of heavy lift market with Falcon 9. 4.  EchoStar:  It owns Boost Mobile & Dish Network but it is getting crushed by Starlink's monopoly on the orbital network. 5.  Google:
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avatarDragonBlack619
05-25
Right now, the hype around space investing feels a lot like the early EV boom. Retail investors are chasing names like RKLB, ASTS, and anything connected to Starlink or Elon Musk. Some analysts think the IPO could legitimize the entire space sector and pull in huge institutional money. But there’s another side people don’t talk about enough. If SpaceX really goes public at a valuation near $1.5–2 trillion, smaller space companies may struggle to compete for investor attention. Some traders are already warning that money could rotate OUT of smaller space stocks and INTO SpaceX itself. And honestly? That concern is reasonable. A lot of these stocks have already run hard on speculation alone. When markets price in “the future of humanity,” expectations become dangerous. Even strong companies
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avatarBAMBOODL
05-25
SpaceX is shaping up to be one of the biggest IPOs in history. Between Starlink’s explosive growth, reusable rocket dominance, AI ambitions, and Elon Musk’s vision for space infrastructure, many investors see it as a once-in-a-generation company. Reports suggest valuations ranging from $1.5T to even $2T ahead of a possible IPO. But the big question is: is it still a good buy at these levels? Personally, I think the long-term story is still incredibly strong. Starlink alone is becoming a massive global cash-flow machine, and SpaceX basically has no real competitor at its scale right now. That said, the hype is also huge. At a multi-trillion-dollar valuation, a lot of future growth may already be priced in. History has shown that even great companies can pull back hard after IPO euphoria fad
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