Civmec

SpaceX's surge highlights growing appetite for foundational AI and satellite infrastructure despite multi-decade high Treasury yields. While rich valuations and elevated interest rates increase short-term drawdown risk, SpaceX’s unique intersection of orbital scale and network connectivity positions it as a long-term strategic core, rendering dip-buying attractive for patient capital.

Space, planet, October 2026, play rocket related stocks could bring some profit but only to some people. SpaceX, Let us see how far to the moon

Is SpaceX Worth It Or Overpriced?

Morgan Stanley maintains a roaring USD 300 price target, citing a narrow window of opportunity for retail investors to buy before major catalysts land:

Starship Flight 15: Scheduled for late October or early November. If the launch pad successfully catches the upper stage of the largest rocket ever built, it will be the single largest positive catalyst since SpaceX IPO.

Q3 Earnings: Expected in late October, it will shine a light on the high margin revenue being unlocked by the Starlink network.

My Take

If you are looking for defensive stability, it is best to sit on the sidelines. But if you have a multi year horizon and want a piece of pure growth cosmic infrastructure that doubles as an AI play, SpaceX remains a high conviction addition to your portfolio before the next flight clears the tower.

Which side are you on: Defensive or Offensive on SpaceX?

SpaceX in my opinion is a big risk medium reward type of stock. Couple of red flags here: Just IPO not long ago without proving sustainability and profitability, too much hype from the rich etc. Swing trades could be done for those experiences traders but a no no for me

finally spcx jumped to near or above ipo price if not wrong. probably wont see much momentum or rally, but think is good to hold some for long term for those who is/isnt onboard yet.

Thanks for the update. First time hearing about the company DayOne, always happy to learn about new IPOs and emerging companies in the local market

I'm not jumping onboard SPCX just because of it's jump fueled by Morgan Stanley's opinion and 300 TP. It has to prove it's profitability else it's another round of hyping up the market.

The market might return spaceX to 220 at the end of the year if it remains bullish based on trends. But valuation wise it is still not profitable so I do not think it can hold for long term after the venture or big money has exited the stocks it might drop 50-80% if its cash flow remains tight or even unprofitable. DCA slowly into the stock if you like the stock do not go all in because no one knows when the crash or correction will happen and after the crash will it recover quickly or not

Chinese AI companies are catching up. The latest top Chinese AI models lag their US rivals by just 3% on benchmarks scores. What if deepseek outperforms OpenAI ?🤔

Source : The business times 6 Oct 2026

Sometimes investing can be as simple as betting on the richest man on Earth, as a shareholder, in a way he is working for you. Hehe.