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As anticipation builds around SpaceX’s IPO, space-related stocks have come under pressure. Rocket Lab fell nearly 7% on Wednesday, while AST SpaceMobile, Virgin Galactic, and Redwire extended their declines overnight. Short seller Steve Eisman has argued that SpaceX’s valuation is difficult to justify relative to Nvidia, and reports suggest institutional investors are increasingly positioning for weakness across the sector. With bullish enthusiasm surrounding the IPO colliding with growing skepticism, are RKLB and ASTS buying opportunities ahead of the listing—or is the smarter trade to stay bearish?

SpaceX Surges 6.1% Through $116B Lockup Expiry — Is the Overhang Truly Gone?

SpaceX +6.14% Thursday, straight through the largest lockup expiry on record — 911.5 million insider shares, roughly $116 billion, turning sellable. It dipped at the open, then reversed. Attention swung back to the first earnings report: core profit beat, segment losses narrowed sharply, only AI capex ran slightly hot. Cathie Wood bought the dip, JPMorgan revised its target, Musk called Starlink undervalued. Peer SSPC still fell 12.16%. Biggest overhang cleared, sector not following — inflection, or just the end of the selling?

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