My take: I won't be buying Spa

My take: I won't be buying SpaceX on Day 1.

SpaceX is undoubtedly the highest-quality space company globally, but IPO Day 1 is often when retail investors pay the highest valuation. History shows that even great companies can be poor investments if bought at excessive prices.

I'm more interested in:

🚀 RKLB – already benefiting from increased space spending and launch demand.

🛰️ IRDM – direct beneficiary if satellite connectivity continues growing.

🛡️ XAR – defense and aerospace exposure with less single-company risk.

If SpaceX IPOs at a reasonable valuation and shows continued growth in Starlink, launch services, and defense contracts, I'd rather wait for the first major pullback than chase the opening hype.

SpaceX Raises $40B — Has the Cloud Provider Shakeout Begun?

SpaceX rose 1.89% Friday, while CoreWeave fell 2.46% and Nebius 0.27%, as investors weighed different funding models. Reports say SpaceX raised $40B in debt and warned that over 200 AI cloud firms could fail. CoreWeave faces roughly $640M in interest costs; Nebius secured $3.5B from Citi and powered a 300-MW New Jersey data center. Bulls see capital and infrastructure consolidating among leaders; bears warn debt does not guarantee high-return contracts. What balance-sheet evidence separates a durable platform from a leveraged capacity trade?

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