u/DarkHoodedOwl

Ok but what if the IPO fizzles?

As the financials have a few folks wrinkling their noses at SpaceX this kinda popped into my head:

What if this IPO really misfires?
What does this mean for competitors and adjacent stocks? The ones us mere mortals get to play?

I could see a bad flop just kinda mushing out the whole sector for a bit, but then it recovering steadily.

I could also see a meh kind of IPO as SpaceX is deemed “fine but overrated” by more investors.
But then maybe cash flows to their competitor / adjacent companies like ASTS/RKLB because investors still want in on the space scene.

Maybe some halo / FOMO effect spreads to the small fish? (RDW, SPCE, GILT, SATL,YSS).

In these kind of blah cases it’s unlikely that adjacent companies skyrocket, right? But maybe they actually build long term strength in the sector overall?

What say ye?

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u/DarkHoodedOwl — 1 day ago

SpaceX IPO Hype Alternatives

Since us mere mortals are unlikely to score any SpaceX stock…
Well we’ve all seen the 400-bagger-SPCE theory.
RDW, PL, ASTS, RKLB, SIDU (and more) are all in that sector too, and some of their call options are reasonably priced.

Claude and Grok both like RKLB, but it’s also worth noting that call options for them and ASTS are a tad spendy—and this is SMALLstreet bets after all.

What’s your favorite space stock for a sympathy upshot from the SpaceX IPO, and why?

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u/DarkHoodedOwl — 7 days ago

Best Conversion Wheels Approach

I’m looking to get back into a supermoto…
I miss my old DRZ.

That said…I’m looking at

DRZ400
WR400
WR450

In that order. I want a bike with two sets of wheels (street and dirt).

The question I have is this:
Is it easier to buy a bike with dirt wheels and find compatible supermoto wheels used?
Or easier to buy a supermoto and source dirt wheels?

I’m asking because when I looked for dirt wheels for the DRZSM the compatibility options seem limited—
Like old KTM wheel for the back and an RM250 for the front or just OEM.
Are sumo wheels more widely compatible?
Or does the WR400/450 have more options either way?
I know brake size is also gonna be a thing too.
What’s been your all’s experience?

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u/DarkHoodedOwl — 8 days ago