My guess is that SpaceX will open extremely strong. With heavy oversubscription, Musk’s following, and strong demand for anything linked to AI infrastructure, I wouldn’t be surprised to see the stock jump around 50% or more within the first few hours. In the very short term, sentiment and momentum will likely matter far more than valuation.
That said, I think the first-day rally may be the easy part. Once the initial excitement fades, traders will likely start taking profits, and the market will shift focus to valuation, capital spending needs, and how fast the AI-related businesses can actually scale into profits. A pullback in the days after listing would not surprise me.
Personally, I won’t be chasing it on day one. I expect a strong initial surge followed by a meaningful correction as early buyers lock in gains. Longer term, I still like the underlying assets, but I’d rather wait for a more attractive entry after the hype settles.
@Tiger_comments @TigerStars @TigerClub
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