SPCX 2X Long ETF

Plan: $SpaceX(SPCX.US) is reportedly seeking $40B (USD30B investment-grade debt, USD10B bank loans) led by Apollo and PIMCO to fund $NVIDIA(NVDA.US) AI chip purchases, targeting a 2027 close.

* SpaceX Impact : Non-dilutive debt financing avoids stock dilution and funds orbital AI data centers, though it adds significant leverage and fixed interest service obligations. ⚠️

* Nvidia Impact : Secures massive revenue growth and validates AI hardware demand beyond traditional cloud hyperscalers. 👍

* Bond Market: USD 30B corporate issuance creates temporary supply pressure, widening credit spreads and offering elevated yields to institutional lenders.

* Retail Investors: No direct access to private debt, but retail benefits (higher yield) via NVDA equity holdings and indirect bond ETF exposure (e.g., PIMCO funds).

** BUT **

This is an unconfirmed insider report initially broken by the Financial Times. Neither SpaceX, Nvidia, Apollo, nor PIMCO has officially confirmed the transaction. 👀 👂 🤔

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.

$SpaceX(SPCX.US)SPCX has gone through a pretty aggressive short squeeze, with the stock moving up much faster than I expected. After such a sharp run, I’m starting to think about taking some profit rather than chasing the move higher.

For now, I’m looking at around 180 as the area where I’d consider trimming part of the position. I’m not necessarily changing my view on the story itself—I just want to lock in some gains after the momentum trade has played out.

The key question now is whether this move can turn into a sustainable trend or simply burn through the remaining short interest.

@Captain's Treasure

$SpaceX(SPCX.US)

👀

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.