I see this SpaceX IPO as “The Frontier,” but with clear valuation risk. A $1.25–$1.75 trillion range already prices in strong execution across Starlink and future growth. The platform shift is compelling, but expectations are extremely high, so I won’t chase hype at listing. I’d rather miss the first leg than buy into peak optimism.
I prefer indirect exposure over paying IPO premiums. Options like ARK Space Exploration & Innovation ETF $ARK Space Exploration & Innovation ETF(ARKX)$ or Destiny Tech100 Inc $Destiny Tech100 Inc(DXYZ)$ offer access, but I’m cautious—especially with Fundrise Innovation Fund LLC trading far above NAV. I’d rather avoid overpaying. Valuation discipline matters more than access in this setup.
My plan is to wait. If it enters the Nasdaq-100, I’ll gain exposure via ETFs. I’ll only consider buying after a pullback, not at peak excitement. If volatility spikes post-listing, that could be the better entry window.
@TigerStars @Tiger_comments @TigerClub
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