Pretty much the title. Satellites contain highly aligned optical components. Just to get them to their working environment you essentially have to put them through a crazy earthquake (launch) and then you’re not able to service them after that. How df do optical and optomechanical engineers achieve this?
Shock mounts? Flexures? God?
SpaceX is planning to IPO at $1.75T putting it right in between AVGO and TSLA (lol). Looking at the Price to Sales ratio, that would not only make SpaceX have the highest valuation out of the big companies by FARRRRR but even much more than PLTR which is known for having one of the largest valuations in the market.
This IPO would make SpaceX one of the highest valued companies of all time…by far.
I understand paying a premium for small speculative companies with high growth potential like RKLB but for a large established company like SpaceX this makes no sense.
SpaceX valuation is not only priced to perfection but it’s priced beyond that. SpaceX would have to start sending people to the moon and teleporting people to mars and have amusement parks with ancient alien dinosaurs for this type of valuation.
SpaceX is an amazing company with an amazing future. But buying at these prices during IPO, you will be exit liquidity.
God speed to you all.
Lockheed is a huge company and makes tens of billions per year. Pretty far off its ATH. I don’t focus too much on this company but may start building a small position after some DD. What do yall think?
QQQ is up ~30% is the last 30 (trading) days. Last time it went up that fast was when 🥭 🌮 on the April lows last year, going up 30% in 29 days. Before that it was Covid, 83% in 112 days. SOXX is as overbought (on the weekly) as it’s ever been. And SP500 is up 18% from its previous low. All I see is: “X stock is up 800% this year and here is why it’s still undervalued and could go another 100%.” I don’t even want to mention the names since we all know them.
This can’t go on forever, can it? Everything and everyone is winning (except for value investors, a moment of silence…). What causes this to stop? Can it even stop? Space, chips, memory.
Just my theory here but we are seeing some rotation out of Space Stocks and into Semis. I think there are several reasons for this, I’ll keep it short. Number 1 reason: the market is starting to question SpaceX IPO valuation. Number 2 reason: Semis are killing it. Number 3 reason: Blue Origin fucked up.
Long term thesis stands, short term just hodl.