r/wallstreetbets
The most interesting SpaceX trade might not be SpaceX.
SpaceX IPO could drain liquidity from NVDA, TSLA, and PLTR, creating a buying opportunity via capital rotation, not fundamental weakness.
- Stocks like NVDA, TSLA, and PLTR could present buying opportunities if they drop due to capital rotation.
- The expected sell-off would be driven by liquidity needs for the SpaceX IPO, not fundamental deterioration.
- A massive SpaceX IPO could drain significant capital from the broader market.
- Popular retail holdings may face severe short-term selling pressure as investors free up cash.
Maybe I’m wrong, but I wonder if everyone is so focused on SpaceX that they’re missing the opportunity around it.
SpaceX is expected to attract around $75 billion in what could become one of the largest IPOs in history. If that happens, it’s hard to imagine all of that demand coming from fresh money alone.
What interests me more is what happens to the stocks investors might sell to free up capital. If names like NVDA, TSLA, PLTR and other popular holdings come under pressure because of capital rotation rather than a change in fundamentals, those could end up being the more interesting opportunities once the initial SpaceX hype fades.
Just thinking out loud. Is anyone else looking at the potential post-IPO rotation rather than the IPO itself?
I bet there won't be a single operational "space AI computer" by the end of this decade.
I let my self driving car work as a taxi while i am packing my bags to go to mars.
don't wake me up
Well, I'm sorry to tell you, there are already satellites now with GPUs onboard for edge AI compute.
Prototypes.
Useless.
Not prototypes, actually pretty mainstream now.
bro saying stock investors are freeing up capital right now just for the SpaceX IPO is like getting ready for your entire wedding 1 day before. I promise all the capital is already freed up by now
I’m not so sure that’s true - especially for retail. If the IPO does well, I’d expect a significant “round 2” of buying over the next several months.
Good point tbf. But if you didn't have to pay for your wedding until the day of, and could have assts instead of cash till then....
Which is why stonks have been crashing since last Friday.
75 billion, is nothing compared to the market caps of the names you mentioned
I don’t think you’re right about this at all
But the entire company is not up for sale. I don't think you know what's happening at all.
Like full self driving?
ASTS is the part of Space that actually works. It seems that launches are not that lucrative
Starlink was a necessary invention. They had more launch capacity than customers
I've been shouting off the rooftop to short tesla as it's 30% owned by muskybois which will most likely sell to follow their great regard on his space journey
You heard him, slut
Europe used to have good education but after your comment, you might be right
Not really bro. $1 trillion market cap is the fair value rn
It is like saying Comcast has date centers with their antennas.
That means nothing.
You don't even have a chip.
What do you mean by chip?
A semiconductor as big and complex as the Nvidia GPUs. With all the necessary radiation hardening.
We do have VPU/GPU, AI accelerator chips that are qualified at the specified TID requirements. Sure, not as complex as the H100. But there are "space AI computers" being utilized for many different purposes other than bitcoin farming in space.
People are thinking about the 75B that is up for grab in SpaceX IPO ... I am thinking about the 4000+ millionaires + many multi billionaires hat will liquidate money off retail investors and where do you think they will rotate the newly made money to ?
My guess is there will a post IPO dip by around 2-3% in S&P and eventually all that made money will get spread across index as rich billionaires will divest from single stock to indexes.
I'm 100% counting on people rotating shares out of other companies into SpaceX. Also think SpaceX is going to pump and dump. It's going to be fun af to watch on Friday. The FOMO will be outta control on this one, I think.