Total Tracked
20
Stocks across all tiers
Prime Plays
12
Direct space companies
Supply Chain
8
Confirmed suppliers
SpaceX IPO
Jun 12
Nasdaq: SPCX Β· $1.75T
π Live prices: Click any ticker to open Google Finance Β· Or use the Live Prices button for all sources Β· Prices shown below are research estimates β always verify.
π Prime Space Stocks
Direct plays
Launch Β· Satellite Β· Lunar Β· Earth Observation Β· Satcom
| Ticker | Company | Est. Price | Est. Chg | Mkt Cap | Category | Signal |
|---|
βοΈ Supply Chain Stocks
Confirmed suppliers
RF/GaN Β· Solar Β· Materials Β· Connectors Β· Thermal Β· 3D Print
| Ticker | Company | Est. Price | Est. Chg | Mkt Cap | Confirmed | Signal |
|---|
π Supply chain thesis: SpaceX 1M-satellite orbital AI datacenter plan + Starlink V3/V4 expansion = massive demand for RF amplifiers, solar cells, PCBs, superalloys, and thermal systems. These are the picks-and-shovels of the space gold rush β click each layer to expand.
π Space company map: Public tickers, private launch companies, and supplier read-throughs. Use this as a starting map, then verify current contracts and filings before trading.
π X Handle Tracker: Monitoring space & crypto influencer stock picks. Click "View on X" to check their latest posts. X has no public API so picks are from research.
π SpaceX IPO CountdownJun 12, 2026
Nasdaq: SPCX Β· Target valuation: $1.75T
Roadshow: Jun 5β11
Retail ~30% allocation
π S-1 Key Facts
π S-1 confidentially filed Apr 1, 2026
π¦ 21-bank syndicate β Goldman + Morgan Stanley lead
π°οΈ Starlink Q1 2026: $3.257B revenue
π Q1 2026 total: $4.694B
π° FY2025 adj. EBITDA: $6.58B (35% margin)
π€ xAI merger Feb 2026 β orbital AI DCs
πΈ FCC filing: 1M solar-powered AI satellites
π΅ IPO raise target: $75β80B
π₯ Retail allocation: ~30% of shares
π IPO Halo β Beneficiary Stocks Ranked by ConvictionClick to view live price
| Ticker | Reason | Conviction | Tier | Live Price |
|---|
β οΈ S-1 Risk Disclosures
Orbital AI datacenters "may not be viable" β radiation and thermal not solved
Starship hasn't yet achieved commercial orbital delivery
Starlink revenue: 69% of total β concentration risk
US Government = large % of launch revenue β policy risk
π Full Investment ThesesUpdated May 26 2026
π Screen History β What Ran & What's Fresh