SpaceX Stock First Week - Are You In or Watching From the Sidelines

[ShawnMichaels_99]

SpaceX is now publicly traded under SPCX, closed up roughly 25 percent on day one from its 135 dollar IPO price, giving it a valuation north of 2 trillion dollars. Morningstar pegs fair value at 780 billion, less than half the current valuation. The company has accumulated losses of 41.3 billion dollars since 2002 according to its prospectus.

MSCI fast-tracked it for large-cap index inclusion on day one which creates mandatory passive fund buying pressure. Nasdaq-100 eligibility arrives around early July adding a second structural buying event.

Did you buy in, are you waiting, and how does the Anthropic and OpenAI S-1 pipeline affect how you think about AI infrastructure investment generally?

[CosmicRay67]

Did not buy at IPO. The gap between Morningstar fair value and the IPO price is too large to ignore on a company that has been loss-making for 24 years