Shay Boloor, TW, and others argue a SpaceX IPO would re-rate the whole space sector, pushing capital into Rocket Lab and AST SpaceMobile as liquid proxies for launch, connectivity, and space infrastructure exposure.
If this is the biggest IPO ever, the trade won’t just be SpaceX. It will be the entire space sector. Names that benefit most: $RKLB - mini SpaceX $ASTS - cell service
A SpaceX IPO will force the market to rethink what space infrastructure is worth.
If the market is going to crowd into public space proxies ahead of SpaceX then I think $RKLB & $ASTS are two of the best places for that capital to land.
BREAKING: SpaceX IPO could be the biggest catalyst of 2026. If you missed $RKLB and $ASTS, don’t miss what comes next.
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