5 Stocks To Buy Before SpaceX IPO

Folks, the SpaceX IPO is officially coming, and the Musk of Elon is targeting a valuation of $2 trillion, which would make this the biggest IPO in the history of the stock market by a factor of three, three times bigger than anything that Wall Street has ever seen. The smart money is already positioning for this. They're positioning in a handful of publicly traded space stocks that are going to get pulled up like driftwood when this tidal wave hits the market, because that's how this works when a $2 trillion company in a sector lists. Every other name in that sector gets repriced massively, and considering that we have only about six to eight weeks until the actual IPO, well, over that time period, that's when all the repricing is going to start. My job in today's video is to present you with the top five that I believe are going to be the biggest benefactors, and we're going to do exactly that and present the case for each. Then it's going to be time for our sponsored segment on TJ-17 doing business as Bond and trading as sticker symbol OBAI on the NASDAQ. They've built what they're calling the world's first ever AI-powered preventative personal security platform. Think about it like this. Right now, if you feel unsafe, your only real option is to call 911 after something bad already happens. Well, Bond flips that on its head. They've combined artificial intelligence with live personal security agents that respond in seconds, and they've already handled over 1.4 million security requests, including more than 10,000 emergencies. I'll break down the company and why you may want to take a look at it. And as always, if you're the one taking the ultimate risk, you've got to be the one doing the ultimate frisk. Always do your own due diligence on all ideas presented. Okay, let's start. So a couple of weeks ago, SpaceX filed confidentially with the SEC for its IPO. The prospectus becomes public in late May. The roadshow kicks off the week of June 8th, and the trading debut is expected sometime in June or early July. Nothing like this has ever come to markets before. And this deal might very well actually make Elon Musk the first trillionaire. In fact, depending on how you look at it, he probably already is a trillionaire. Now, if you've been living under a rock, let me explain to you the different parts of SpaceX. You're basically getting four distinct businesses under one ticker. The core launch business, Falcon 9 and Falcon Heavy, which ran 165 orbital flights in 2025 and have collected over $24 billion in federal contracts since 2008. Then there's of course Starlink, which closed last year with 9.2 million subscribers and more than 10 billion in revenue, with analysts modeling that number doubling again in 2026. Then there's XAI, the Grok maker, which is one of the most aggressively scaling AI labs on the planet. And then there's the deep space stuff, Starship, the Mars program, the whole long tail moonshot portfolio. Now, this is a very important part that you got to know. This is going to be a very retail heavy IPO. Most IPOs go about 90% plus to institutions. With this deal, about 30%, about 30% of the offering is being earmarked for individual investors. The CFO of SpaceX, Brett Johnson, flat out told the underwriters that retail participation will be bigger than any IPO in history. And of course, this is very relevant because Elon Musk has spent about 15 years building one of the largest retail investor bases in history. And this offering looks positioned to specifically tap into that. And when a company this big lists in a specific sector, that whole sector gets dragged higher with it. And not through wishful thinking, but through real mechanical flows. ETFs that track space, aerospace, or innovation themes have to rebalance their holdings to include a new mega cap, which means forced buying across the group. Momentum funds that chase sector relative strength rotate into the leaders. Every major financial publication runs space sector coverage for months on either side of the listing, which puts retail attention into publicly traded space names. On top of that, keep in mind that sell side research firms are going to be posting and posting and posting comp tables that explicitly benchmark SpaceX across its peers, aka other space stocks. And all of this is going to create a ton, a ton of investor paying attention to in this space. And so that's why it's so important to be following a lot of these space names right now. And right now, over the next eight to 12 weeks to the IPO, all the stocks on this list are going to be very, very relevant. And so it's very, very important that you pay close attention. Okay, let's get to work. Number five, Firefly Aerospace, ticker symbol FLY. Firefly Aerospace is one of the most fascinating public companies in the entire space economy right now. And frankly, one of the most under the radar. They build rockets like the Alpha small lift rocket that's already been flown to orbit and the Eclipse medium lift reusable rocket being developed in partnership with Northrop Grumman. They build Lunar Landers, the Blue Ghost spacecraft that became the first commercial vehicle in history to execute a fully successful moon landing. And after the November 2025 acquisition of SciTech, they now have a serious AI enabled national security software business layered on top of all of it. Now, their mission here is very, very simple and straightforward. Enable responsive, reliable access to space for commercial, civil, and national security customers. Now, what makes Firefly different from most of the other space startups is that they're not just trying to win in just one vertical. They're building a full stack space company that looks architecturally a lot like a mini SpaceX Firefly Aerospace is literally the only commercial company in the world besides SpaceX that has successfully soft landed a spacecraft on the moon. Blue Ghost mission one accomplished the first ever fully successful commercial lunar landing in history. And that mission was recognized on times most notable inventions in a sector where most companies are still presenting their PowerPoints and have done basically nothing. Well, that's a pretty nice competitive moat. Secondly, you have to understand that the broader space economy is expected to reach the trillion dollar mark by the 2030s. And within that, the two highest growth sub segments are lunar surfaces and responsive national security launch, both of which Firefly is positioned at the center of NASA's Artemis program alone represents billions of dollars in commercial lunar payload services contracts flowing to companies like Fireflies through the 2030s. And as we head into the SpaceX IPO, well, this is the type of name that gets rediscovered when retail investors start searching for space stocks and financial media starts running which space stocks to buy lists. And when ETFs rebalance into this larger sector, well, Firefly is in every single one of those conversations. Number four, Redwire RWD. So Redwire is the stealth dual threat play on the entire space sector, and it's one of the most interesting setups on this list. On the space side, they're one of the premier suppliers of the unsexy but absolutely mission critical components that make satellites and space stations actually function. Solar arrays, berthing and docking mechanisms in space manufacturing and proprietary spacecraft platforms. Redwire's components and subsystems have flown on over a thousand missions already, and their rows of solar arrays are on the International Space Station. Their docking mechanisms are the standard interface for the International Space Station's resupply framework, and that kind of track record is a massive barrier to entry. On top of that, the book to bill ratio is running above 1.3, meaning they're signing new contracts meaningfully faster than they're burning through existing backlog. Now, the catalyst calendar for Redwire is also loaded up. On the space side, new contract awards continue to flow in. The recent DARPA $44 million award, a Belgian satellite deal, a Moog partnership integrating Redwire's ELSA solar arrays into the Leo Buzz platforms. On the defense side, additional Stalker and Penguin orders from the US and European customers are expected to continue flowing as Pentagon and NATO defense budgets absorb the lessons of Ukraine. And the company is also positioned to benefit from the Golden Dome Missile Defense Initiative as a subsystem supplier. So this company has a bunch of space and military applications and tailwinds. Number three, Planet Labs, ticker symbol PL. Planet Labs is the company that took a science fiction premise, photographed the entire surface of the Earth every single day, and actually built the business to do it. Based in SF with satellite manufacturing facilities expanding into Berlin, Planet offers the largest fleet of Earth imaging satellites in the world. Over 200 Dove satellites in their PlanetScope constellation capture a roughly 3.7 meter resolution image of Earth's entire landmass every 24 hours. Their SkySat and Next Generation Pelican constellations provide high resolution tasking imagery that many are arguing are the best in the world. And their Tanager hyperspectral satellites can actually detect methane and carbon emissions from orbit. Now Planet Labs operates on a data as a service model, which is really important to understand because it changes how you look at the company. Unlike traditional satellite operators that sell imagery as one-off transactions, well, Planet generates over 90% of its revenue through recurring subscriptions. Customers pay for continuous access to daily global imagery and AI powered analytics. Now Planet's mode is very, very difficult to replicate, quite competitive. They have launched more Earth imaging satellites than any commercial operator in history, giving them a proven track record that matters enormously to government customers and, well, corporate customers, everybody really. Their constellation creates a parabyte scale historical archive of Earth imagery that no competitor can go back and recreate, at least not easily and without spending billions upon billions of dollars. The combination of the largest satellite fleet, the deepest historical archive and onboard AI processing creates a compounding advantage that I think is going to set it up to be one of the top benefactors as money starts flowing more and more into the sector. Number two, AST SpaceMobile, ticker symbol ASTS. AST SpaceMobile is the most audacious bet on this list, and if it works, it's going to be one of the most consequential companies in the history of telecommunications. Now we've talked about the stock before here and there, and I know this is already very, very popular amongst most of our viewers. However, the story is just getting started. AST is building something that no one has ever built before, a satellite network that allows standard unmodified smartphones, the iPhone or Android phone already in your pocket to connect directly to a satellite in space for 4G and 5G broadband. No dish, no special hardware, no satellite phone, just your regular phone getting cellular signal in the middle of the ocean on top of a mountain or anywhere else traditional cell towers can't reach. Their mission is basically to eliminate dead zones anywhere on earth. AST's business model is very, very elegant. They don't even try to sell directly to consumers. Instead, they partner with the world's mobile network operators, and when customers roam outside territorial coverage, AST provides the satellite connection and splits the revenue with the carrier. They have partnerships with over 50 mobile network operators globally, including AT&T, Verizon, Vodafone, Rakuten, STC Group, and Telus, representing approximately 3 billion mobile phone subscribers combined. They also have strategic relationships with American Tower and Google. The core product is the Bluebird satellite constellation built and operated from a growing US manufacturing footprint with roughly 500,000 square feet of facilities and over 1,800 employees. Now the competitive advantage here comes down to antenna size and spectrum. AST's next generation Bluebird satellites feature phased array antennas of approximately 2,400 square feet, each the largest commercial communications arrays ever deployed in low earth orbit. They also hold an extensive IP and patent portfolio with over 3,800 patents and patent pending claims, and they use the mobile network operator's own licensed terrestrial spectrum, which eliminates the enormous cost of acquiring global spectrum licenses. The company is also vertically integrated, handling satellite manufacturing integration and testing in-house, giving them roughly 95% self-sufficiency in production. Number one, Rocket Lab RKLB. Now this is probably the most well-known name on the list, and unfortunately, it's also one that I think is probably the most pricey right now. And that's something to consider. However, Rocket Lab is the name that has got to be at the top of any serious conversation about publicly traded space stocks. It's based in Long Beach, California, with launch operations in New Zealand and Virginia. And Rocket Lab is the largest, most operationally mature, and most flight proven pure play space company you can actually buy on a stock exchange. They are, for all practical purposes, the primary public competitor to SpaceX. They build rockets. They launch rockets. They build satellites. They launch satellites. They manufacture spacecraft components. They operate full end-to-end space missions for commercial, civil, and national security customers. And unlike most of the newer space companies, Rocket Lab has been doing all of this at scale for years. Now, Rocket Lab operates through two primary business segments, each of which is essentially its own meaningful business. The launch services segment includes the Electron small lift rocket, the most frequently launched orbital small rocket in the world, and Haste, a hypersonic testbed version of Electron used by the U.S. government for hypersonic weapons testing. And then the space systems segment includes satellite design, manufacturing of spacecraft components, optical systems, and full mission integration. And coming soon is Neutron, the medium lift reusable rocket being developed as a direct competitor to SpaceX's Falcon 9. Now, the company's backlog grew about 73% year over year to nearly $1.9 billion, which gives multi-year revenue visibility that few space companies can match. And the Golden Dome Missile Defense Initiative represents a potential additional massive tailwind as the architecture they're developing fully gets to completion. Now, what about their competitive advantage? Well, what makes them stand out is they arguably have one of the most successful proof of concept track records in history, probably second to only SpaceX. If you look at Electron alone, they have over 70 successful flights, a 100% mission success rate for 2025 across 21 missions, and a proven reliability profile that customers can plan around. Obviously, if you're a customer to one of these companies, track record is very, very important and they have that track record to boot. Anyways, folks, that caps off our top five stocks to buy before the SpaceX IPO. Let us know your favorite ideas down below and what you're doing to prepare for the SpaceX IPO. Now it's time for our sponsored segment on TJ-17 doing business as Bond and trading as ticker symbol OBAI on the NASDAQ. They've built what they're calling the world's first ever preventative personal security platform. Think about it like this. Right now, if you feel unsafe, your only real option is to call 911 after something bad already happens. Bond flips that on its head. They've combined artificial intelligence with live personal security agents that respond in seconds, and they've already handled over 1.4 million security requests, including more than 10,000 emergencies. I'll break down the company and why you may want to take a look at it and begin your due diligence. Okay. Think about how personal security works today. If you're a corporate executive, a journalist, a university student walking home at night, or just someone who feels unsafe in a situation, what are your options? Well, you could call 911, but that's reactive. By definition, you're calling after something already went wrong. Or you can hire a personal bodyguard, but that costs tens of thousands of dollars and is completely impractical for like 99.9% of the population. And there's basically nothing in between. Companies are under increasing pressure to protect their employees. It's called duty of care, and it's becoming a legal liability issue. Universities need to keep students safe. Everyday people, women, ride share drivers, delivery workers feel vulnerable and have almost no tools to do anything about it. That's a massive gap. Private security market was valued at about $235 billion in 2023 and is projected to reach roughly $338 billion by 2030, growing at a 5.3% gagger. But almost all of that goes to old school security, guards, cameras, alarms, AI powered smartphone delivered preventative personal security. Well, that's a brand new category and Bond is essentially the only company doing it at scale. Now here's how Bond works. You download the Bond app. If you feel unsafe, you tap one button. Within seconds, a trained personal security agent connects with the user live. Average response time is about four seconds. They see your location, monitor your situation through video, guide you to safety, and if things escalate, coordinate directly with 911 on your behalf. The platform offers over 14 distinct services, route tracking, video monitoring, on-demand agent standby, scheduled check-ins, and escalation to first responders. The AI handles detection and workflow automation while human agents provide judgment and real world response. Now let's talk about traction because this is where it gets interesting. Bond isn't just an idea or a prototype. They've handled over 1.4 million security requests, including more than 10,000 emergencies and life-saving situations. They operate across 28 countries with over 40 B2B customers plus a few thousand direct to consumer members. They report 100% consumer retention. Every enterprise client that adopted the platform has stayed. Revenue grew 35% in 2024 with trailing 12-month revenue of about $9.8 million. Annual recurring revenue was about $9.7 million with bookings of $10.3 million as of December 31, 2024. The company has invested over $100 million built out this platform. In February of 2026, Bond announced that a major global city completed a pilot, certified Bond as a sole supplier, no competitive bidding needed, and indicated intent to deploy Bond to its entire municipal workforce. CEO also appeared on Fox Business Network's The Klaman Countdown discussing growing demand for preventative personal security following reports about the alleged abduction of Savannah Guthrie's mother. Now let's talk about the leadership. So the founder and CEO is Dorn Kempel. This is not a first-time founder. He founded Diligent Technologies acquired by IBM for approximately $200 million in 2008 and then SimpliVity acquired by Hewlett Packard Enterprise for approximately $650 million in 2017. He has a Harvard MBA. He served approximately 13 years in the Israeli Defense Forces, rising to deputy commander of one of the most elite special force units. Then you have the head of global security, Joseph DeSalvo, former chief security officer at Blackstone, former FBI agent, U.S. Army veteran. Now the head of commercial operations is a U.S. Navy Academy graduate and former Marine Corps officer. Advisors include former leaders of the U.S. Secret Service and the FBI, chiefs of major police departments, and veterans of military operations. Now of course, this is a high-risk stock. There's limited trading history and it's also not yet profitable. So keep those in mind when you're doing your own due diligence and reading the SEC filings and coming to your own conclusion. But anyways, to sum it up, they've built what they're calling the world's first AI-powered preventative personal security platform, a new category in a market projected to grow a lot, and they've already had over 1.4 million security requests and handled 10,000 plus emergencies. They also have very high customer retention across their platform and a leadership team that includes former FBI, Secret Service, and military special operations leaders. If you want to learn more, I'll put a link to their investor relations page down below. Read through their SEC filings, do your own due diligence, and have a great rest of your day.