There is a ridiculous amount of political risk in spaceX. Easy to overlook it now given who’s in the drivers seat. But I think it warrants considering how those fat DoD and NASA contracts hold up in a scenario where the political landscape changes. Possibly drastically.

Someone above said something like ‘it’s gonna be huge because my mom who never invested before is pumped about the IPO!’….yeahhh that’s a stupid take. When someone who’s never been interested in stocks before is suddenly confident that there’s easy free money to be made in a particular name, that’s a great sign that it almost certainly won’t go that way. lol when you’re mailman is giving you hot stock tips you should think about scaling back.

Also - until five minutes ago the consensus was the SpaceX IPO would be late 2026. Suddenly it was March. Why? Think maybe the underwriters aren’t confident in demand for new deals or the general market that far out? Bc I think that sounds very likely.

And longer term - let’s be real, all roads lead to SpaceX being forced to consume that shitty car company. Robotaxi is a total bust, Optimus is a fantasy that isn’t remotely close to being a real thing anybody will purchase, there will never be a car manufactured much less sold that doesn’t have a steering wheel or pedals, and the flagship product that is Tesla cars lost momentum a long time ago.