GTng
05-13

Recent rally in space stock likely just emotional backed as it's getting close to this June SpaceX IPO. So far among these space stock, almost all of them is yet to be profitable. 

In short term, space stock will probably keep its rally on until SpaceX IPO out in June. But after that, all I see is a big crash of all space stocks. The hype will be over by then. 

Current market facing one of the biggest issue is that huge chunk of money is going into AI,semiconductor and now, space. But almost all of them either just moving money between those few companies or simply zero or negative profit.

But in long term, I do believe space stock will definitely be the next big bang after this AI trend. Same as quantum computing, but now it just not their time. Yet.

SpaceX IPO Sprinting! Are Space Stocks the Chosen One?
SpaceX IPO officially enters the final countdown; listing expected in June with valuation reaching $1.75 to $2 trillion, poised to become the largest IPO in history. The biggest highlight of this offering is the retail allocation, which could reach as high as 30%—far exceeding industry norms. What’s your take on the investment logic of space stocks? Do you think RKLB is the “SanDisk of space,” or is the valuation already overstretched? Would you consider buying after a -10% post-market drop of $AST SpaceMobile, Inc.(ASTS)$? Is SpaceX Terafab another of Musk’s cash-burning projects?
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