If we talk about which IPO in the US stock market in 2026 will be the best at storytelling, #SpaceX will definitely sit in the C position.
But interestingly — the bell hasn't rung yet, and the market has already started to move.
According to market rumors, SpaceX may secretly submit #IPO documents as early as this week or next week, aiming for a June listing. If it really happens, this deal could be at the level of $75 billion, even surpassing historical records (directly leaving 2019's Saudi Aramco deal behind).
However, the actions of smart money have actually happened ahead of time 👇
Around March 23, some funds have already begun to position themselves in commercial aerospace-related stocks (MNTS.M, SIDU.M, PL.M, BKSY.M, YSS.M, etc.), with some individual stocks once showing double-digit gains, even surging close to 30% during intraday trading. In simple terms — the news hasn't been 'officially announced', but the market has already started to heat up 🔥
🛰️ 1. Emotions are just a fuse, the real gunpowder is here
Many people think SpaceX is just a 'rocket company', but in the capital market, it is more like the 'pricing anchor' of the entire commercial aerospace.
Understand in one sentence:
👉 When SpaceX moves, the entire space industry chain will be revalued
The reason is simple:
Launch capability = Industry infrastructure
Starlink = Communication network foundation
Orbital transport = Upstream gateway
Each of its technological upgrades essentially reduces costs and opens new markets for downstream companies.
So when the expectation of a $75 billion IPO came out, the market reacted very directly: it’s not just one stock rising, but an entire 'space narrative chain' is on the rise 📈
Even if the valuation really reaches a trillion level, this would not be an ordinary IPO, but a historically significant capital event.
🔥 2. Funds have already begun to strategically position 'the five small dragons of space'
Some funds (like the MSX screened portfolio) have already laid out a batch of commercial aerospace targets, including:
MNTS.M / SIDU.M / PL.M / BKSY.M / YSS.M
This wave is not randomly selected, but disassembled according to the industry chain👇
MNTS.M (orbital 'porter')
Focusing on near-Earth orbit transfer services, equivalent to 'space logistics'. Simply put: in the future, satellites will not move positions themselves, but will help you move.
🚀 Logic: Accelerated satellite networking → Orbital service demand becomes a necessity
SIDU.M (a stepping stone in the defense track)
Obtaining military project qualifications is equivalent to entering the 'stable order pool.'
🚀 Logic: Military + Aerospace, a typical order-driven company
PL.M (leader in remote sensing data)
Taking pictures of the Earth from satellites is not a new thing, but its strength lies in:
✔ Global coverage ✔ High-frequency updates ✔ Data subscription model for profit
It has even begun to approach the business model of a 'software company'.
🚀 Logic: From selling images → Selling data services → Selling cash flow
BKSY.M (AI + satellite intelligence)
Not just looking at the Earth, but 'understanding the Earth.'
Its upgrade point is👇 Satellite imagery + #AI analysis = Intelligence service
🚀 Logic: From data provider → Decision support tool
YSS.M (military-backed player)
Core advantage in one sentence: Stable military orders + new chips.
🚀 Logic: More stable cash flow + Higher flexibility
👉 Essentially, this group of combinations is not betting on one company, but betting on:
'The space industry chain has fully entered the commercial realization cycle'
🤖 3. What is the real underlying change in this round of increases?
If you only look at SpaceX news, that would be too shallow.
What’s more critical is the overlap of two trends👇
1️⃣ AI has started to 'go to space'
From GTC to various AI chip plans, there is a clear trend:
AI is not just calculating data on the ground, but is beginning to participate:
Satellite operation
Orbital calculation
Real-time data processing
Simply put: 👉 Space is becoming an extension of AI computing power
2️⃣ Cost reduction makes commercial aerospace 'scalable'
Reusable rockets + Decreased launch costs = Industry inflection point
Previously: 💸 Launching a rocket costs money each time
Now it has become: 📉 Cost reduction → Satellite networking becomes cheaper → Commercialization is faster
📊 4. Why this round is not like 'pure speculation'?
The problems with aerospace stocks in the past were very obvious:
❌ Burning money ❌ Long cycles ❌ Slow landing
But now the change is👇
✔ There are orders now (military/remote sensing/services) ✔ There is a cash flow model ✔ There are sustainable business splits
The market has begun to shift from 'watching stories' to 'watching structures'.
⚠️ 5. Can this wave continue?
Yes, but the key is not the heat, but in three things:
📌 1. Will SpaceX IPO really land?
As long as the process advances, the entire sector will continue to have emotional support.
📌 2. Whether military/government orders are fulfilled
This is the core variable for stock differentiation.
📌 3. Can the company survive (cash flow)
The aerospace industry is still a high-investment track; those who can hold on will have subsequent stories.
🧠 One sentence conclusion
This round of space market is not as simple as 'SpaceX is going public'.
Rather, 👉 a once distant sci-fi industry is being dismantled into realizable, profitable, and tradable real assets.
Emotions can ignite, but what truly determines the height is whether the industry can land.
🚀 The rocket has not officially launched, but the funds have already taken their seats on the launch pad.
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