US Space Stocks Extend Gains as SpaceX’s $1.75 Trillion IPO Prompts Valuation Rethink
Shares of listed US space companies rose, extending gains, as investors bet SpaceX’s upcoming IPO could force Wall Street to rethink how it values the space economy. The debut is expected to value Elon Musk’s rocket, satellite and AI company at about $1.75 trillion, making it the largest listing on record.
FTSE Russell has already approved SpaceX for index inclusion after its fifth day of trading. The prospectus showed $4.7 billion in first-quarter revenue and a $4.3 billion loss, underscoring the difficulty of valuing a business still heavily dependent on Starlink while promising growth from launches, AI infrastructure, orbital cloud computing and lunar projects. The filing also disclosed 18,712 Bitcoin on its balance sheet, a detail Grayscale said could boost investor visibility into corporate BTC treasury strategies.
From the sources (24 posts)
@marionawfal🇺🇸 SpaceX handed the SEC a 300-page IPO prospectus that reads like a sci-fi novel. The mission: "extend the light of consciousness to the stars." The product roadmap includes building a moon base, harnessing the sun to power AI, and inha
@marionawfal🇺🇸 SpaceX says its total addressable market, meaning the maximum revenue it could theoretically capture, is $28.5 trillion. That's roughly the size of the entire U.S. economy. The bulk of it, $26.5 trillion, comes from AI. The Mars colon
@marionawfal🇺🇸 SpaceX is going public on Nasdaq and on Nasdaq Texas, a brand new stock exchange that launched at the Alamo in March. For Texas, it's a major vote of confidence in the state's push to build its own Wall Street. For Elon, it's a delibe
@marionawfalRT @MarioNawfal: 🇺🇸 SpaceX says its total addressable market, meaning the maximum revenue it could theoretically capture, is $28.5 trillion…
@marionawfalRT @MarioNawfal: 🇺🇸 SpaceX handed the SEC a 300-page IPO prospectus that reads like a sci-fi novel. The mission: "extend the light of cons…
@marionawfalRT @MarioNawfal: 🇺🇸 SpaceX is going public on Nasdaq and on Nasdaq Texas, a brand new stock exchange that launched at the Alamo in March.…
@shanumathew93Fun fact check from the SpaceX S-1: The filing says SpaceX expects to begin deploying AI compute satellites in sun-synchronous orbit as early as 2028, with an ambition to deploy roughly 100 GW per year of compute capacity. At the disclo
@theinformationSpaceX’s IPO filing shows a company leaning hard into AI infrastructure. A $40 billion Anthropic deal could lift growth, but either side can walk away with 90 days’ notice.
@cryptoroverThe largest firm to IPO ever owns Bitcoin. SpaceX just dropped its S-1 filing. Balance sheet: 18,712 $BTC. You're not ready.
@theinformationSpaceX reported $4.7 billion in first-quarter revenue and a $4.3 billion loss. Its AI spending is reshaping the company’s financial story before it goes public. Full story:
@edludlowHouston, we have a GPU problem. My latest Tech in Depth on the SpaceX S-1 and the very clear warning on AI chip supply.
@theinformationSpaceX’s IPO prospectus makes clear the company is still heavily dependent on Starlink, with future growth tied to unproven bets on orbital cloud computing and lunar infrastructure. Investors buying at a $1.75 trillion valuation are effec
@theinformationSpaceX’s filing revealed a massive Anthropic data center deal, slowing revenue growth and rising AI-related cash burn. Full story:
@theinformationSpaceX’s core businesses—Starlink, rocket launches and AI infrastructure—may add up to closer to $700 billion using public market comps. The remaining trillion dollars in its expected IPO valuation rests on technology that doesn’t yet exi
@ftSpaceX is set to be the largest listing of all time. But it might not be just the launch of a new publicly traded stock. It might be a reorganisation of how indexes treat entrants
@ericbalchunasFTSE Russell approved early entry for SpaceX. Will be included after 5th day of trading. Two down, one (the big dog, SPX) to go. Ht @rduboff $SPCX
@businessThe rocket, satellite and AI company’s IPO plan is unprecedented in modern history. Here’s how it compares to the top 100 listings globally since 2000.
@businessSpaceX's IPO plan is unprecedented. Here's how it could stack up against the biggest listings since 2000
@reutersShares of US space companies rose, extending gains as investors bet that the upcoming mammoth IPO of SpaceX could force Wall Street to rethink how it values the space economy
@reutersbizShares of US space companies rose, extending gains as investors bet that the upcoming mammoth IPO of SpaceX could force Wall Street to rethink how it values the space economy. Read:
@bitcoinmagazineElon Musk's SpaceX is going public with 18,712 BTC on their balance sheet. If SpaceX merges with Tesla, they will have 30,221 BTC on their balance sheet. That would make them the 5th largest Bitcoin treasury company in the world 🤯
@coinmarketcapLATEST: 💰 Grayscale says SpaceX's expected IPO could make it the largest public Bitcoin holder, boosting investor visibility into corporate BTC treasury strategies.
@cointelegraph🔥 JUST IN: U.S. space stocks surged as investors bet SpaceX’s upcoming IPO could reshape how Wall Street values the entire space industry.
@bitcoinnews🟠 SpaceX and Tesla collectively own more than 30,000 $BTC according to new filings, valued at more than $2.2 billion, per Decrypt. A reported merger would rank the combined entity among the top 5 publicly traded #Bitcoin treasuries. 🚀 http