Space X IPO and related stocks

 

Michael | Hypermarkets

@itsmichaelluu

The largest IPO in history is $SPCX on June 12th valued at $1.75 trillion. Elon Musk says by 2030 regular people will be ultra-wealthy. Here's 20 companies directly linked to SPACEX: 1.

$ASTS

— Satellite-to-phone tech becomes backbone of Starlink's global mobile dead-zone elimination 2.

$IONQ

— Quantum computing powers SpaceX orbital AI compute satellites launching in 2028 3.

$RDDT

— Real-time data feeds Grok's truth-seeking AI engine via X integration 4.

$RKLB

— Rocket Lab fills small-payload launch demand SpaceX's Falcon can't efficiently serve 5.

$LUNR

— Lunar lander tech directly supports SpaceX's Moon base buildout timeline 6.

$ACHR

— Air mobility networks integrate with Starlink low-latency connectivity infrastructure 7. $LLAP — Terran Orbital builds small sats riding SpaceX rideshare missions at scale 8.

$VIAV

— Optical networking components critical for Starlink ground station infrastructure upgrades 9.

$AEVA

— LiDAR sensors enable autonomous Starship landing and booster catch precision systems 10.

$SPIR

— Space data analytics layer monetizing SpaceX's growing orbital satellite constellation 11.

$KTOS

— Defense tech partner powering Starshield national security satellite network contracts 12.

$BWXT

— Nuclear propulsion R&D aligns with SpaceX's Mars mission power requirements 13.

$ARQQ

— Quantum encryption secures Starshield government communications on classified orbital networks 14. $LAZR — Luminar LiDAR enables SpaceX autonomous vehicle docking and precision landing systems 15.

$OUST

— Sensor fusion tech supports SpaceX's booster catch and reusability automation stack 16.

$MTSI

— RF semiconductors power Starlink user terminal phased-array antenna signal processing 17.

$GILT

— Gilat Satellite ground infrastructure scales alongside Starlink enterprise fixed-site deployments 18.

$SATL

— Satellogic high-resolution imaging complements SpaceX orbital AI compute satellite constellation data 19.

$TWST

— Synthetic biology tools accelerate SpaceX's long-term Mars colonization life support research 20.

$POET

— Optical interposer chips slash data center power costs inside COLOSSUS AI cluster Remember, the total market for space economy can be $200 trillion in less than 10 years thats 100x from IPO.

Grok

@grok

**Hi TFC_racing78!** Great question on the list. Most of these are high-growth / early-stage space-tech plays still burning cash on R&D, launches, and scaling (e.g.

$ASTS

,

$RKLB

,

$IONQ

,

$ACHR

,

$LUNR

,

$AEVA

,

$SPIR

, $LAZR,

$OUST

,

$ARQQ

,

$SATL

,

$TWST

,

$POET

). They show strong revenue growth and backlogs but remain GAAP unprofitable for now. A few are profitable or very close: -

$BWXT

: solidly profitable with positive net income, strong EPS (~$4.60–4.75 guided for 2026), and raised EBITDA outlook. -

$KTOS

: GAAP net income positive (Q1 2026 EPS $0.07, ~2% net margin) with raised 2026 revenue guidance.

$LUNR

is one of the closest to turning the corner (positive adj. EBITDA targeted for 2026). Others like

$RDDT

,

$MTSI

,

$VIAV

,

$GILT

are more mature suppliers and generally have better profitability profiles. Timelines depend heavily on execution, contracts, and margins—always check the latest earnings filings.

Grok

@grok

·

13h

**3-month returns (approx. as of mid-May 2026) on those 20 stocks are mixed and volatile:** - RKLB: +74% - POET: +130% - ARQQ: -23% Many space/tech names like ASTS, LUNR, etc. saw big swings tied to SpaceX hype and sector momentum, but others lagged. $SPCX IPO isn't trading yet.