This $7 SpaceX Stock Could Change Lives

Folks, this tiny SpaceX adjacent stock might be set to change lives. As you know, SpaceX is planning to go public on June 12th, and this is going to be the biggest IPO in human history. But here's the part that nobody's telling you straight. SpaceX itself is likely not going to be where the money's made for the average retail investor. The real money is going to be made in the ecosystem that gets dragged up with it. Now, back in our previous SpaceX video posted on May 5th, I highlighted five stocks plus one main entree to buy as many shares as possible of before the SpaceX IPO. I believe that all of these stocks were set to get huge capital inflows because of this massive SpaceX situation. Well, for a recap on the performance, PIC5 Intuitive Machines is up about 54.27% since that video. PIC4 AST Space Mobile is up about 65.74%. Planet Labs is up about 19.45%. Filtronic is up about 10.175%, although they were up 40% at some point. Rocket Lab is up about 72.37%. And then the main entree of that video, Redwire RDW, well, that's up about 101.27%, a bit more than a double since we made that video. So, in other words, so far, that massive tsunami of capital coming to all of the SpaceX adjacent stocks, well, that's been the correct prediction. But the game is not over yet. If history is any judge, the last couple of weeks heading into an IPO, well, those are the most extreme, and those are some of the biggest opportunities ever. But don't worry. In today's video, I'm going to break down all of this, the SpaceX IPO, what you need to know about the latest filing, who's going to be set to benefit, how you can position yourself to be one of them, which stocks are going to be direct beneficiaries, and then one stock with massive asymmetric upside. I'll present my case for it and let you be the judge. 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. Quick plug, we've just launched our Memorial Day sale, 50% off first year's membership. As a member, you're going to get our full pipeline. That means you're going to find out all of our ideas first. You're going to get 100 plus research reports and price forecasts a year. You're going to get our daily briefings on setups that we see. You're going to get our video lesson library and strategy library, and a lot more all delivered to your email and within our portal. Link down below, 50% off. Get it while you can. Okay, so let's start with a quick reminder of what SpaceX actually is. So there are three sides. There's the rocket side, the Starlink side, and the AI and Twitter slash X pieces. Now, the rocket side, SpaceX is best known for its rockets. They built the first rocket that can land itself and be reused. That's the Falcon 9, which you've probably seen the videos of. SpaceX now launches more stuff into orbit than any other country and company on earth combined. Starlink, the real moneymaker. So SpaceX makes most of its money from a satellite internet service called Starlink, which I'm sure all of you know. They've put about 9,600 small satellites into orbit, and those satellites beam high-speed internet down to anywhere on the planet. Very, very impressive product. Even places where cable and cell towers don't reach. Starlink now has over 10 million customers worldwide and brings in about $11.4 billion a year. It generated $4.4 billion in operating profit in 2025, a 39% margin. It's the profit engine of the entire company and arguably, again, one of the most impressive new products created this decade. And then you have the AI and Twitter slash X pieces. In February, SpaceX acquired XAI in an all-stock deal that valued the combined company at $1.25 trillion. XAI builds Grok and competes with ChatGPT and Claude, and because XAI had already bought X slash Twitter back in March of 2025, well, the social platform came along for the ride. So when you buy a SpaceX stock, you're also going to be buying Musk's AI company and his social media platform as a bundle. The AI piece is losing a lot of money right now, about $6.4 billion in operating losses. And there's an interesting wrinkle to this. Anthropic right now is paying about $1.25 billion a month, and they're committed through 2029. They can back out of the commitment. But there's so much extra computing power that it shows that, look, there is actually a lot of extra revenue sources for XAI just in terms of computing. Okay, great. So that's the business. Now, what's likely going to happen upon IPO? Well, if history for the vast, vast, vast majority of IPOs is any judge, it's going to look something like this. Current phase. The lead up to SpaceX IPO. Media goes crazy. People scramble to buy up partners and competitors to get exposure to the euphoria. Excitement compounds. Everyone and their mother is writing positive and negative content on SpaceX. The next phase. What's coming next? The actual IPO. The media circus peaks. A few hours or days of trading leads to the first top. And then you have the cool down phase. SpaceX excitement dumps and price steadies out at a fraction of the peak. Some insiders and early buyers unload. The ones with little to no restrictions, the partners and competitors also cool down substantially. And then you have the long term phase. SpaceX finds a footing as natural price discovery has taken its toll. Price is way below the top, but thanks to the Musk premium is way higher than probably what the bears would say the stock should be at. Now, this is the general trajectory that many hot IPOs have followed. This is going to be much, much hotter than almost all of them combined. So keep that in mind. Now, if you dig through the details of this latest filing, you're going to find a few details that's a little bit different for this IPO. First of all, it has a very, very tiny float and well with massive demand and a tiny float. Oof. Is it going to be a show? They're selling just 4% of the company at 1.75 to $2 trillion in valuation. That means there's going to be barely any stock to go around relative to how many people want to buy it and how much coverage it's going to get. When way more people want shares than there are shares available, while the price goes up supply and demand. And if you could just picture this, it's much easier for 4% of a company's float to double than say 20% of a company's float to double. Every buy order has a much bigger impact on 4% than it does on 20%. And that's something to consider and why this stock might not actually crater as fast as Now there's also a dynamic where retail investors are specifically being marketed to. Normally on a big IPO, Wall Street keeps like 90% of the shares for themselves and you buy after the easy money is made. This time up to 30% is set aside for regular investors at the same price institutions pay through Robinhood, SoFi, Fidelity, Schwab, and E-Trade. That's never happened on a deal this big. Musk knows he has a big retail investor fan base and well, he's using that to his advantage. Now there's also the situation where index funds are forced to buy it. So NASDAQ changed its rules effective May 1st so that SpaceX can join the NASDAQ 100 in just 15 days after going public instead of waiting three months like everybody else. The S&P 500 may follow in some way, shape, or form. Now that means trillions of dollars in index funds and ETFs have to mechanically buy SPCX whether they want to or not. The closest comparison is Tesla joining the S&P 500 in 2020, which ran some 70 to 75% in three weeks on forced buying pressure alone. Next is the Elon premium. Now the math on SpaceX's valuation has nothing to do with fundamentals. It has everything to do with Elon's storytelling ability and his capital raising ability and people having faith that even if they aren't in love with the story that Elon will be able to pull through and continue to keep valuations up. And that leads you to a big point here. You're buying Elon, not the company. Musk owns about 42% of the shares but controls about 85% of votes through special voting stock. Regular shareholders basically have no say in how the company is run. There's no board check, no shareholder vote that matters. And this quite frankly, in my opinion, is a massive plus because the company does need to be focused on Elon Musk's mission. Since investors are literally buying this because of Elon Musk and his abilities, well, it would be unfortunate if he doesn't have complete control over the company. The stock would probably trade at a massive discount if Elon could easily be taken over. Now there is something very unusual going on here in terms of lockup rules. So what's a lockup? Well, when a company goes public, the insiders, employees, early investors, the founder usually can't sell their shares for about six months. That rule exists so that they don't dump everything on day one and crash the stock after the six months are up. They're all free to sell at once, which is why most IPOs actually tend to drop very, very hard at the six month mark, as you can see here. Now SpaceX did this very differently. Instead of one big unlock at six months, they're letting insiders sell in small chunks along the way. And it's going to be interesting to see how this plays out. So here's the rough timeline around mid-summer when SpaceX reports its first earnings. 20% of insider shares are going to unlock. The bonus unlock if the stock is up 30% or more by then, another 10% unlocks. And then there's five times of unlocking between roughly day 70 and day 135, 7% unlocks each time around October. When they report second earnings, another 28% unlocks. And then at the sixth month in December, everything else is free to sell. Now there are two big exceptions. Elon Musk himself is locked up for a full year. Same for other big early investors. So here's the effect of this in plain English. So there's no wait six months and buy the dip play here. Like you usually see with IPOs, insiders are going to be able to sell in waves the whole way down, not all at once. So you won't get that classic post-lockup crash to buy. It's going to be more stretched out. And then you have a 30% bonus unlock, which is basically a ceiling on early gains. If the stock rips fast while more insider shares get released, which adds more supply and slows the run, that's a built-in break pedal. But anyways, when you have this largest IPO in history coming to market, well, a lot of that money is going to be flowing to a lot of places that you might not have expected. For starters, just the most obvious. The first is there's a hidden alphabet stake here. Google quietly invested $900 million in SpaceX back in 2015, when SpaceX was valued at just $12 billion. We know that Google held over 6% of SpaceX at the end of 2025, diluted to about 5% after the XAI merger. And so at a $2 trillion IPO valuation, well, that stake is worth roughly $100 billion. Second, you have EchoStar, ticker symbol S-A-T-S. This is the highest purity SpaceX proxy out there. So in late 2025, EchoStar did a massive spectrum for stock deal with SpaceX. They essentially traded their wireless spectrum to SpaceX in exchange for $8.5 billion in cash and $11.1 billion in actual SpaceX shares, which means that EchoStar now owns roughly 2% of SpaceX, over 525 million shares sitting on their balance sheet. At a $2 trillion IPO valuation, well, that stake is going to be worth alone somewhere between $31 and $40 billion. EchoStar's whole market cap today is about $40 billion, which means the market is essentially valuing all of EchoStar's other businesses, the satellite, TV, Boost Mobile, remaining spectrum cash at roughly zero. I think that's an opportunity. Wall Street is already calling EchoStar a space-themed hedge fund. If you want concentrated, levered exposure to SpaceX through a stock you can actually buy today, well, EchoStar is the cleanest way to do it. Third, the space ETFs and their forced buy-in. So ETFs like ARKX, UFO, and ROKT all have to add SPCX as a top holding the moment it trades. That triggers a chain reaction inflows to chase the ETFs. As retail investors pile in, the ETFs then have to buy every other space stock proportionally to maintain their weightings. That means every small cap space name in those baskets, your Rocket Lab, your AST Space Mobile, your Intuitive Machines, Redwire, Iridium, Planet Labs gets a mechanical bid every single time a dollar flows into a space ETF. Fourth, the launch and supply chain comps. So when SpaceX gets re-rated at $1.75 to $2 trillion, every analyst on Wall Street has to remodel the entire space sector. Rocket Lab, for example, is the only credible small launch competitor in the United States. Redwire builds the picks and shovels components that go inside everyone else's satellites, solar array sensors, antennas, in space 3D printing. AST Space Mobile is the direct-to-sell satellite competitor to Starlink. All of these names get sympathy buying as the SpaceX comp math drags the entire sector multiple higher. And that's exactly what's been happening over the last month. By the way, if you had bought all of these stocks at the time we made the last video covering these, oof, oof, are they up a lot as we talked about earlier. Okay, great. But Charlie, where are the ones that are actually actionable, the ideas that still have a lot of upside potential? Well, there's a few ideas, and then we're going to get onto the main entree, which is one idea that hasn't really run at all that markets have been completely ignoring. But first, I just want to talk about the NASA ETF. So it is the only space ETF that actually holds SpaceX directly, not just SpaceX competitors or suppliers, but actual SpaceX shares held through a special purpose vehicle currently around 10% of the fund. Now, here's the kicker that a lot of people are missing. So the SpaceX SPV stake is marked at cost, not marked to market. That means that Tima is carrying that stake at roughly a $1.54 trillion valuation. That means that when SPCX prices at 1.75 or 2 trillion on June 12th, well, that SPV position is going to get remarked higher overnight. That's an automatic NAV bump baked into the fund the day SpaceX goes public. So if you don't want to pick individual names and you want SpaceX exposure, NASA, in my view, is the best way to do it. Next, we got to talk about Redwire RDW, easily one of the most popular tickers right now. So back on May 5th, we presented on this when it was trading at around $9, $8.69 to be exact. And at the time of that original video, literally every space related stock besides Redwire had already gone up massively. And Redwire was arguably one of the best of the bunch as far as story potential and as actual fundamentals were concerned, yet none of this had been priced into the stock. And so we presented on it. And I would say that about eight days later, all of a sudden everybody was presenting on it and the stock was at $11.46. We presented again, why I believed it had the potential to be still a 10 bagger from those prices. Well, since the original video, the stock has now climbed about 101%, closing Friday at $17.49. Now I continue to believe that there's upside for this. Although of course there is more risk because the stock has run so quickly. They're still way cheaper than their comps. I mean, Rocket Lab trades at 90 times sales. ASTS trades at 500 times sales. Redwire trades nowhere near those multiples, even after 100% of the move. Redwire's at about six times sales right now. When the entire space sector gets re-rated and SpaceX gets into the index funds and all these index funds and space indexes specifically have to start re-rating and re-weighting. Well, I think that Redwire is going to have a lot more upside. So I continue to see RDW as a great buy, but now it's time for our main entree. The main entree for today is one specific stock that is about 1000th the size of Rocket Lab. They have a direct SpaceX integration. They have defense contracts and I'll break down why they have about a nine X revenue growth story happening over the next 12 months. I believe this stock in its entirety is going to be re-rated much higher, both before the SpaceX IPO and after the SpaceX IPO. Although in the immediate aftermath, it might take a dip with the rest of the sector. However, long-term, if you're looking at the next three, six and 12 months, I believe at each point it's going to be trading a lot higher and I'll present my case for it and let you be the judge. Momentous Inc. MNTS. Now this is the next name that is arguably the cheapest SpaceX place still around. This is the first time we've covered it, although I did post it for members earlier today. Momentous operates what are called orbital service vehicles. Think of them as the space tow trucks that ride into orbit on SpaceX rockets. The way it works is this. SpaceX launches a Falcon 9 with dozens of payloads on board. Momentous' Vigoride vehicle is one of those payloads. Once they reach orbit, Vigoride detaches from the Falcon 9 and attaches a delivery driver in space, moving satellites to their final orbits, hosting customer payloads and providing in-space services that SpaceX doesn't do itself. So essentially you could think of SpaceX as being like a highway and Momentous is the delivery van that operates on the highway. The more SpaceX launches, the more potential business for Momentous. In just this past March, Momentous successfully launched their Vigoride 7 vehicle aboard SpaceX's Transporter 16 mission. Ten payloads on board, they are now booked on SpaceX's transporter program going forward. And this is a really good long-term catalyst for the stock. Vigoride 8 is already fully manifested for early 2027, meaning they have a confirmed seat on a future SpaceX launch. So think about what happens when SpaceX goes public on June 12th. SpaceX has stated publicly they want to launch more frequently, cheaper, more payloads per flight. Every single one of those launches is potentially a Momentous revenue opportunity because Momentous is one of the very few companies actually licensed and integrated to ride on SpaceX rideshare missions in the first place. When all of the space-related and space-adjacent companies get repriced to factor in all of these extra missions and all of this extra revenue and all of this extra massive booming and expanding of the TAM of the space economy, what's going to happen? People are going to be looking for small companies that haven't run yet, haven't factored in anything yet, and are riding on these SpaceX missions. Of all the looking I've done, Momentous is the only one that hasn't really priced in anything. Redwire actually had this in common a month ago, although that one's at a completely different area of the space economy and a completely different area in terms of their defense offering. Now, there are some catalysts that exist independent of the SpaceX IPO. So their March mission was backed by DARPA contracts worth $4.2 million, a $1.9 million contract with SpaceWorks, which is the U.S. Space Force's innovation arm and additional partnerships with NASA. They're getting government dollars right from Uncle Sam. I wish I got some dollars from Uncle Sam. All my dollars tend to go the opposite direction. But anyways, in their May 5th letter to shareholders, management forecasted 2026 revenue of $10 million, a nine times increase over $1.1 million in 2025. This is very small in absolute terms. However, it's the rate of change that actually motivates the stock to move and re-rates it. Now, the U.S. Space Force financial year 2027 budget request is $71 billion, more than double last year's allocation. Momentous is positioning for the Golden Dome Space-Based Interceptor Program and MDA Shield. Both of these programs require space-based assets that need to be moved, serviced and supported in orbit, which is exactly what Momentous does. They also just cleaned up the balance sheet. April 20th, they eliminated, completely eliminated their convertible debt entirely, simplified the capital structure, moved into a 61,000 square foot facility in San Jose and quadrupled their clean room capacity. Now, the reason this matters is not because they're spending tons and tons of money to build all this stuff out. Obviously, in a normal market, that would be a negative. However, they're doing this right now. They're operationally massively scaling at the same moment that SpaceX is about to put all this rocket fuel under the entire space sector. And the stock is trading at such a low market cap, it's roughly $75 million. So Momentous is about 1,000th the size of Rocket Lab and they have direct SpaceX integration, for the next 12 months. This is a space stock, it's a risky space stock and it's a super small cap space stock. Very speculative, very high risk. However, if you're looking at the overall rising tides, well, the smallest boats tend to be lifted the most aggressively. So anyways, this is the briefing that we sent out to members on MNTS. So five catalysts for MNTS, SpaceX IPO, which is going to put a halo on the sector. This is expected to start June 12th, but the roadshow, the roadshow itself actually starts on June 4th. So if history is any judge, I guess the biggest runs for the stock will happen June 4th to June 12th, and then maybe an individual pump right afterwards before a taking profit cycle. I think by all said and done from today's trading prices to the highs in this current cycle, you could be looking at a 100 to 400% run. And then in the days after, you'd see the inevitable big take profit cycle as the new cycle dies down. And then you have some other individual catalysts. So the Vigoride 7 mission success reports, I think each individual report that comes out on a rolling basis, you could be looking at something like 30 to 80% appreciation. Bearish ones and failures, 25 to 50%. First shield task order win for the second half of 2026 in the bull case, that could be as much as 50 to 100% potential upside. These small caps can move really, really fast on such big news. And the bear case, if you don't see any wins, I think people are going to be souring a bit 15 to 30% without any wins. Q2 earnings are going to be coming out August 18th, 25 to 60% in the bull case, depending on the scale and really depending a lot on the other metrics in terms of contracts and success reports. And then finally, classified program contract win. If you get something in the space, which I'd estimate could happen in the next six to 18 months, you could be looking at 75 to 200% in upside. If not, slow bleed. You need this kind of outside validation. If you get it, really, really big positive for the stock. If you don't get it, well, slow bleed. People are going to be wondering why it doesn't deserve it. So anyways, there you have it. Let us know your favorite ideas down below, how you're playing the SpaceX IPO, what you think of MNTS Momentus. And by the way, a quick reminder, if you do want to take advantage of that Memorial Day sale 50% off membership, well, I'll put the link to that down below. Anyways, that caps off today's video honor for our fallen troops. I hope you have a nice Memorial Day weekend with your friends and family. It's raining here in New York. So there's that. Anyways, have a good one. See you next time.