This week, my focus is firmly on space-related stocks after the renewed buzz around a potential SpaceX IPO. 🚀 The listing, if it happens, could be a major catalyst for the entire space ecosystem, lifting sentiment across launch services, satellites, and downstream space applications.
That said, rather than chasing hype, I’m paying closer attention to existing listed space companies with relatively solid fundamentals and clear execution paths. Names that already have revenue, contracts, and technological moat are more interesting to me at this stage.
Rocket Lab $Rocket Lab USA, Inc.(RKLB)$ is a good example — proven launch capabilities, expanding into space systems, and a growing backlog. If SpaceX really moves toward an IPO, I see it as a sector-wide re-rating opportunity, but fundamentals will still matter most in deciding which space stocks can sustain the upside. $Destiny Tech100 Inc(DXYZ)$
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So when I first invested in rklb about 2 years ago at around $4, I did so because it was a unicorn. IE it couldn’t possibly exist. Fantastic management and a amazing business model everywhere I looked. It’s still a unicorn, but it’s no longer a cheap unicorn. One example, they are developing the new neutron rocket for around $350 million. Others have all spent billions doing the same thing and taken way longer.
Everywhere you look, there is innovation and KPI’s that defy the industry norms.