spacexipo

#SpaceXIPO
I've been getting so many questions about what I think will happen on SpaceX IPO day. Let me tell you the truth... no one knows. But I bet it's going to be super exciting.
What often happens with highly anticipated IPOs is that excitement drives the stock up quickly in the beginning. Everyone wants in, headlines are everywhere, and FOMO takes over. Expectations get stretched, and the stock can often end up running ahead of the actual business.
Then, the hard part comes.
The same people who were excited at the top start questioning everything during the first big pullback. Some sell out of frustration, others lose patience, and sentiment swings from extreme optimism to extreme pessimism.
Meanwhile, the SpaceX team keeps executing.
Historically, many great companies spend years in a quiet accumulation phase after its IPO. The stock goes nowhere, interest fades, and most people stop paying attention. That's often when smart long-term investors quietly build positions while the fundamentals continue to improve.
Eventually, if the business delivers, institutions step in. Pension funds, mutual funds, endowments, and large investors begin allocating serious capital. That's when a new phase starts, and the stock gets re-rated based on what the company has actually become rather than what people hoped it would become.
But the question I'm asking myself is will SpaceX follow this exact path?
Nobody knows. It could even rocket to $3-4T on day 1 and never look back as well...
But if history is any guide, I wouldn't be surprised to see early hype, a painful shakeout, a long period of boredom, and then a much bigger move years later as Starlink, launch services, AI infrastructure, and Mars-related missions become a reality.
Always remember, the biggest gains are often made by the people who can stay focused on the business while everyone else is focused on the stock price. The stock and the business are two different animals, and if you can stay laser focused on the long-term and ignore the noise, I believe the ones that hold long-term will be rewarded tremendously.
$SPCX