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Wright Research
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May 31, 2026
Should You Buy SpaceX at a $1.75 Trillion Valuation? | Wright Research
SpaceX is targeting a $1.75 trillion IPO in June 2026 with ticker SPCX, aiming to raise $75 billion. The company operates three segments: space (legacy rockets like Falcon 9), connectivity (Starlink internet service), and AI (integrating XAI's GRO model). While Starlink shows operating profit, significant capital is being invested in Starship development and AI infrastructure, leading to substantial net losses. The valuation implies flawless execution, with investors paying a premium for future infrastructure rather than current profits, and Elon Musk retaining majority voting control.
May 3, 2026
Will Momentum Beat Quality in 2026? | India Stock Market Recovers
The Indian equity market has bottomed, and the debate is whether momentum or quality investing will outperform. Historically, momentum has delivered higher absolute returns over full cycles despite higher volatility, and the current market environment lacks the systemic leverage issues seen in 2008, making momentum a more favorable bet. The quality index is currently overweight in struggling sectors like IT and FMCG, while the momentum index is positioned in cyclical sectors poised for growth.