I recently started collecting SPCX because I believe SpaceX is still in the early stages of a long-term growth story. The company has already built a dominant position in the commercial space industry through reusable rockets, while Starlink has become one of the world's fastest-growing satellite internet businesses.
Another reason is diversification. Beyond launches and broadband, SpaceX has exposure to multiple high-growth markets, including defense, government contracts, direct-to-cell connectivity, and eventually Starship, which could unlock entirely new revenue opportunities over the next decade.
I also like that SpaceX is benefiting from several powerful long-term trends at the same time. Global demand for satellite connectivity continues to rise, governments are increasing investments in space and national security, and AI infrastructure will require more reliable global communications. Few companies are as well positioned to capitalize on all of these trends simultaneously.
Of course, valuation is never cheap, and I expect volatility along the way. That's why I'm using a dollar-cost averaging strategy to gradually build my SPCX position. My investment horizon is measured in years, and I believe SpaceX has the potential to become one of the world's most valuable companies over the long run.
As a retail investor, I focus mainly on the US and Singapore markets, combining a mix of technical trading and long-term investing strategies. I enjoy analyzing charts, spotting patterns, and making calculated moves based on both market sentiment and fundamentals. While I'm not a professional, I treat my portfolio seriously and continue to learn and grow with each trade. If you're also navigating the markets and enjoy discussing stocks, options, or market trends, feel free to follow me. Let's learn and grow together as a community.
@TigerStars @Tiger_comments @TigerClub
Comments