SPCX vs RKLB - who’s ass is bigger
Everyone wants a piece of that SpaceX 🍑 now that it’s finally public. Fine. But look at the size of the thing before you decide where the real upside is…
SpaceX IPO’d at $135. Market cap about $1.7 trillion. It raised $75 billion in a single day. That one day of fundraising inflows is bigger than all of Rocket Lab put together.
Rocket Lab is about $100 a share right now. The whole company is worth around $58 billion… so SpaceX is roughly 30 times bigger than it.
For SpaceX to double, it has to add another $1.77 trillion on top of itself. It would have to become one of the biggest companies on the planet, from a base that’s already massive. Not
For Rocket Lab to go from $100 to $200 a share, the company only has to grow from about $58 billion to about $116 billion. That’s roughly $58 billion in added value. Feels huge right? It’s about 3% of what SpaceX is worth. Three percent. A rounding error on SpaceX is a double on Rocket Lab.
So for the caveman investors in the room, that’s the whole point… Small market caps move much faster. Big moves slow. Doubling $58 billion is a lot easier than doubling $2 trillion. That’s just how the math works.
So if you’re chasing space and you want actual room to run, you don’t pile into the $2 trillion name everyone already bought. You look at the small one with the same story and 30x less weight on it.
Basically… sell your spaceX stock and go all-in on rocketlab. Otherwise you’ll be stuck eating Subway your entire life.