AST SpaceMobile (ASTS) is highlighted as a stock that smarter money is moving into, benefiting from the trend of satellite broadband direct to phone, and may be repriced higher due to SpaceX's valuation.
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The creator discusses the upcoming SpaceX IPO, highlighting its extremely high valuation and comparing it t...
May 27, 2026
The creator discusses the upcoming SpaceX IPO, highlighting its extremely high valuation and comparing it to past IPOs like Facebook, Uber, and Rivian that underperformed. They suggest that instead of chasing the SpaceX IPO, investors should look at companies like Rocket Lab (RKLB) and AST SpaceMobile (ASTS) which are already showing growth and may benefit from the broader trend of satellite broadband and AI infrastructure.
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Rocket Lab (RKLB) is presented as a potential trade opportunity with a $2.2 billion backlog and strong revenue growth, suggesting it could be repriced higher due to SpaceX's high valuation.
The creator advises against investing in SpaceX due to its staggering $1.75 trillion valuation, comparing it to past IPOs that dumped and warning of 'exit liquidity' tactics.
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SPCXsell opened May 27, 2026
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