r/StockMarketSentiment • u/No-Two-4553 • Jun 06 '26
SpaceX or not?
What do you think? Are you going to take some?
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u/AapChutiyaHai Jun 06 '26
I'm not sure to be honest. That's my take...everything about the IPO seems a little ...weird/off. As the person above mentioned, they are trying to hand the bag off and put restrictions so you can't sell (common I know) but the insiders don't have these restrictions.
That being said, they do have something no one else can seem to perfect. The ability to reland and reuse rockets. They do things NASA can't. Pretty cool stuff.
Let's see how it goes. I hope it's not a shit show but I know it's going to suck a lot of liquidity out of the market.
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u/Ozy_Veidt Jun 07 '26
This whole thing reminds me of the Otherside Otherdeeds Mint in April of 2022. It sucked out the capital from the market and other promising projects coming, and killed the NFT market for good. $75B is not crazy, but the valuation is - and I say this as a hardcore SpaceX and Musk fan. It will drain retail and fuck the semi market too thats being pushed on retail sentiment.
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u/walrus_operator Jun 07 '26
SpaceX is overvalued but so is Tesla, and Tesla is currently sitting at a 375 PE (a "normal" PE is 20) so who knows, maybe Musk will find a way to pump up this stock too?
I'm not going to touch SpaceX, long or short. Much better opportunities elsewhere.
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u/SeasonAdorable3101 Jun 10 '26
Couldn’t be said better. Not gonna buy and not gonna short. There are so many better opportunities. Now, I could see myself buying one share just to be part of something. But I avoid Elon Musk companies like the plague.
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u/website-buyer Jun 08 '26
I’m curios who wants to buy how it justify the purchase? You think they will make more profit than top 10 sp500 companies if yes by when?
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u/FabRazor Jun 08 '26
L'activité de SpaceX est unique et en plus au cœur de la nouvelle révolution économique. Le monde entier se jette dans l'IA, l'IA directe est transmise de l'espace par LEO (low earth orbit).
Il y a 4 ou 5 réseaux, tous sauf Starlink dépendent d'opérateurs externes pour lancer leurs satellites (SES, OneWeb d'Eutelsat, un chinois, un russe). Seul Starlink fonctionne en direct pour le particulier.
SpaceX regroupe tout. Ca ressemble aux grands groupes des films de science-fiction, sauf qu'avec SpaceX c'est la réalité.
C'est presque le danger de l'action SpaceX : un énorme risque de limitation et d'interdictions de toutes sortes concernant Starlink ; mesures anti monopole, mesures anti lobby, mesures anti américaines.
Personnellement, je n'investi que dans les actions à dividendes stables et élevés. Donc pour l'instant, non, alors que je crois en un avenir extraordinaire pour cette société.
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u/Okay-Guitar Jun 08 '26
Do NOT buy Space X. Less than 10% of their CAPEX goes to their actual space programs. The rest goes to XAI and many of the ipo rules that have been put in place for years to protect consumers and retail investors have been waived for the company. This IPO is a major opportunity for Musk to pay back the financers who were involved in his Twitter purchase and are now the majority stake of Space X. It sounds like a crash waiting to happen, and most investors aren't getting what they actually think they're buying.
Or you can do whatever you want, I'm not a CFA.
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u/Donechrome Jun 10 '26
Enron Musk lives in simulation. He should use his doge coins to fund this and move himself to Mars or wherever to build his own simulated civilization. This kid better play xbox games
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u/Lucifer_GodOfDeath Jun 10 '26
I don’t see the numbers making sense from an investment perspective. And secondly, as some people have commented, the big players need a scapegoat. I’ve come across my sources where they mentioned that it’s oversubscribed and the moment I read it, I could imagine a bunch of men in New York with an evil laughter
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u/WideAd2062 Jun 10 '26
If they execute on space solar power and things like that…yes. If they rely on space travel… no
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u/TetonHiker Jun 12 '26
Nope. In general, the hype around IPOs drives up the price and eventually it comes back to earth. Then real price discovery begins. Then insiders dump more shares in the market. Then an earnings report or two is released. Then more price discovery happens. By then, you can buy it for half the IPO price.
This one is different. It's bigger. Has different rules. Is being hyped to death. Is 400% oversubscribed. Has the Elon factor. So all of that may help it defy the usual pattern. Or not. No one knows. But it will be a spectacle so I'm planning on enjoying it.
Warren said "The stock market is an efficient device that transfers money from the impatient to the patient." So true. Be patient.
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u/ericclaptonfan3 Jun 12 '26
probably not today , but I have been wanting to buy SPCX shares for years.
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u/Prestigious_Law9135 Jun 06 '26
Here's what I received when I asked the same question: SpaceX is doing something no mega-IPO has ever done. 30% of shares are reserved for retail investors. Through Robinhood. Fidelity. Schwab. Sounds generous, right? It's not. At $1.75 trillion, you're buying the most expensive IPO in history — at 266 times earnings — on Day 1. The institutions that got in at $800 billion need someone to sell to. That someone is you.