I'd be interested in SpaceX, b-To The Moon - Tiger Brokers Online Investing Community - To The Moon

I'd be interested in SpaceX, but not necessarily at IPO pricing.

SpaceX has real businesses: launch services, defence contracts, and Starlink. Unlike many hyped IPOs, it already generates substantial revenue. The question isn't whether it's a great company, but whether the valuation already assumes years of perfect execution.

The xAI angle is where I'm more cautious. AI revenue growing 100x sounds exciting, but Grok remains behind leading models, and profitability is still distant. Investors may be paying today for cash flows that are many years away.

My approach: if the IPO opens at a reasonable premium, I'd consider a starter position. If it surges 50-100% on day one, I'd rather wait for earnings and lock-up expiries.

SpaceX could eventually justify a massive valuation, but even exceptional companies can be poor investments if bought at an excessive price. The company is easier to believe in than the initial valuation. 🚀📈

SpaceX IPO Countdown Hammers Space Stocks — Long or Short?

Space-proxy equities slid as SpaceX's IPO approaches: Rocket Lab tumbled 6.99% Wednesday, while ASTS, SPCE, and RDW extended losses overnight. Noted short-seller Steve Eisman called SpaceX's valuation "absurd" relative to Nvidia's, and Jefferies has begun facilitating bearish positioning across the space sector. With an epic IPO narrative on one side and prominent contrarian voices on the other, would you use RKLB or ASTS to front-run the listing — or side with the shorts?

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AI revenue growing 100x sounds exciting, but Grok remains behind leading models, and profitability is still distant. Investors may be paying today for cash flows that are many years away.</p>\n<p>My approach: if the IPO opens at a reasonable premium, I'd consider a starter position. If it surges 50-100% on day one, I'd rather wait for earnings and lock-up expiries.</p>\n<p>SpaceX could eventually justify a massive valuation, but even exceptional companies can be poor investments if bought at an excessive price. The company is easier to believe in than the initial valuation. 🚀📈</p></body></html>","htmlText":"<html><head></head><body>I'd be interested in SpaceX, but not necessarily at IPO pricing.\n<p></p>\n<p>SpaceX has real businesses: launch services, defence contracts, and Starlink. Unlike many hyped IPOs, it already generates substantial revenue. The question isn't whether it's a great company, but whether the valuation already assumes years of perfect execution.</p>\n<p>The xAI angle is where I'm more cautious. AI revenue growing 100x sounds exciting, but Grok remains behind leading models, and profitability is still distant. Investors may be paying today for cash flows that are many years away.</p>\n<p>My approach: if the IPO opens at a reasonable premium, I'd consider a starter position. If it surges 50-100% on day one, I'd rather wait for earnings and lock-up expiries.</p>\n<p>SpaceX could eventually justify a massive valuation, but even exceptional companies can be poor investments if bought at an excessive price. The company is easier to believe in than the initial valuation. 🚀📈</p></body></html>","text":"I'd be interested in SpaceX, but not necessarily at IPO pricing. SpaceX has real businesses: launch services, defence contracts, and Starlink. Unlike many hyped IPOs, it already generates substantial revenue. The question isn't whether it's a great company, but whether the valuation already assumes years of perfect execution. The xAI angle is where I'm more cautious. AI revenue growing 100x sounds exciting, but Grok remains behind leading models, and profitability is still distant. Investors may be paying today for cash flows that are many years away. My approach: if the IPO opens at a reasonable premium, I'd consider a starter position. If it surges 50-100% on day one, I'd rather wait for earnings and lock-up expiries. SpaceX could eventually justify a massive valuation, but even exceptional companies can be poor investments if bought at an excessive price. 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