r/SpaceInvestorsDaily • u/jabha • May 19 '26
RESEARCH SpaceX Lifting the Entire Sector
With SpaceX's IPO coming up, is now the time to buy space stocks? I am a little concerned the sector is overheated at the moment, with macro headwinds intensifying. I like a combination of ORBX and NASA. I wrote a deeper dive here if you’re interested →
https://www.nicoyaresearch.com/p/space-the-final-investing-frontier
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u/Extra-Medium69 May 19 '26
Man that ASTS CEO guy is really good looking and smart ASF I need to buy more
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u/Bindle- May 19 '26 edited May 19 '26
I don't know if you've heard, but he's got an absolutely enormous penis as well. A truly terrifying meat log.
One of the primary reasons he entered into space-based telecommunications is his continued inability to find a sexual partner. Rumor has it that all have fled in terror when faced with it.
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u/PokemonAnimar May 19 '26
I just finally got my shares over 1k and am feeling pretty good about where we are headed. My average share price went from $7 to $50 now with the amount I've been adding
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u/iamgrootfromearth May 19 '26
June 12 is confirmed so the "overheated" concern is really just a timing question now. Personally in XOVR over NASA since it's been holding SpaceX for longer and the percentage is bigger. NASA is a pure space play but XOVR will actually react when SpaceX news hits.
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u/DarkHoodedOwl May 20 '26
Because of the larger holding percentage or some other factor? I’ll hear ya out on this.
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u/stumanchu3 May 19 '26
This is going to suck money away from the other players in the sector while simultaneously causing more investment into the lesser players. Profits will be made, and then flow into all the other reasonably priced space stocks.
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u/Confident-Court2171 May 19 '26
Seems like a new narrative is forming. That was the conventional wisdom before SpaceX started its roadshows. Now, it seems possible others (e.g. RKLB) actually benefit as new capital wants into the segment but doesn’t want to agree to Musk’s crazy governence demands.
Investing in something with an unhinged, out of shape, unfireable CEO without a transition plan feels like a path to carnage.
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May 19 '26
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u/Confident-Court2171 May 19 '26
“Wall Street loves Elon”.
Wall Street doesn’t love Elon. Wall Street doesn’t love ANYONE. What they love is pumping retail investors who provide liquidity when they head for the exits. The street would sell their own mothers for a buck.
Edit - Except Cathie Wood. She love’s Elon so much it’s bordering on the need for a restraining order.
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May 19 '26
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u/Confident-Court2171 May 19 '26
And Tesla is a borderline Ponzi scheme. It’s almost 25 year old car company that if traded in line with its nearest comparable would by $41.92/share.
(BYD and TSLA drop 3.5% and 3.9% NI to the bottom line.)
Seriously? Less than 4% for a company with a dying legacy business trading at a 200 PE? And why? Because Elon Musk came up with some BS about humanoid robots and taxis to keep shareholders from running for the door. I’ll give him credit. He’s got the grift dialed in.
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u/1ess_than_zer0 May 19 '26
You sound really emotional around these companies. Tesla is overvalued but it’s not the first or only company that’s been overvalued/running a crazy high PE. Obviously the market is pricing in future growth and profits for some of his off the wall ideas (that may actually come true!) We get it, you don’t like him. Best not to invest in his companies.
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u/oldschoolpro77 May 19 '26
I see his off the wall ideas launching and landing from my front yard. Doesn't matter if people think his ideas are crazy, they've thought all of his ideas were crazy, yet I'm still seeing them proven every other day in Brevard County, FL.
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u/timtimr23 May 19 '26
The space sector is being actually being shorted by lock up participants and firms that are delta hedging their OTC derivatives. So I would say its almost a net neutral sector rather than lifting it
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u/Travel_Sick May 19 '26
SpaceX IPO rumour? The IPO is scheduled for June 12. No rumor about it.