$SpaceX(SPCX)$ Post-IPO momentum has been strong, and the market is clearly paying attention. Early price discovery phases like this tend to pull interest across the entire theme, not just the primary name.
I'm watching to see if this starts to spill over into the broader space basket: $AST SpaceMobile, Inc.(ASTS)$ , $Rocket Lab USA, Inc.(RKLB)$ , and even PL. When sentiment heats up in one leader, liquidity often starts chasing the "second-order" beneficiaries.
We already saw a sharp sector shakeout recently. Those kinds of red days are usually where positioning gets cleaned up before continuation moves.
No need to overthink it yet—just tracking whether this turns into a sustained thematic bid or just an isolated IPO move.
I'm still leaning constructive on the space complex as long as dip buyers stay active.
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