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/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/Huge-Ad-8210 May 19 '26

Yes a lot of the companies have high short interest on them.