๐ Community Spotlight | SpaceX IPO Maths, NVIDIA's PC Gambit, and REIT Reality Checks
This week's community feed clustered around the IPO pipeline, AI-hardware positioning, and a pair of unsentimental looks at Singapore income names. ๐
๐ SpaceX โ Counting Down to the 12 June Debut
The community spent the week doing the maths on SpaceX's Nasdaq listing: 555.6 million shares at a target of USD 135, raising USD 75 billion at a USD 1.75 trillion valuation โ well above Morningstar's estimate closer to USD 780 billion. Fattycat's breakdown notes all proceeds are primary, funding Starship and Starlink rather than cashing out insiders. WikiFin takes the contrarian angle: an offering this size pulls USD 75 billion of liquidity out of the rest of the market, and even index holders will feel the crowd-out.
Featured: SpaceX's Nasdaq debut, by the numbers โ Fattycat ยท "Crowd-Out": $75 Billion Leaves the Market on June 12 โ WikiFin
๐ธ๐ฌ Mapletree REITs โ Two Income Stalwarts Under the Microscope
FaithAnchor delivered the week's sharpest Singapore-listed analysis with back-to-back deep dives on the Mapletree stable. On MPACT, the verdict is that Singapore assets still carry the post-merger portfolio while Hong Kong and China drag, leaving future value creation to optimisation rather than acquisitions. On Mapletree Logistics Trust โ DPU down 10.6% in FY2024/25 โ the call is "recovery play, not yield trap": occupancy above 96% and positive reversions outside China buy patience, but not near-term distribution growth.
Featured: MPACT's post-merger report card โ FaithAnchor ยท MLT: recovery play, not yield trap โ FaithAnchor
๐ป NVIDIA โ The N1X PC-Market Gambit
NVIDIA's first serious push into Windows client silicon split opinion. XX maps the winners and losers from the N1X ARM laptop chip, confirmed at GTC Taipei and due in partner devices for the 2026 holiday season. dingdongbell reads the same move more sceptically โ set against the new dividend and buyback programme, it may signal management sees little left worth acquiring in AI.
Featured: NVIDIA Enters the PC Market: Mapping the Winners and Losers โ XX ยท Does NVIDIA's PC push signal limits? โ dingdongbell
๐พ Micron โ Memory Joins the Four-Digit Club
With Micron crossing USD 1,000 this week, the debate is runway. Merlion88 points to a reported 435% jump in memory costs for NVIDIA's next-generation Vera Rubin platform as reason to hold Micron, SK Hynix and Samsung, while Champ_tkd calls USD 1,150 next, framing memory as the AI trend's least crowded lane.
Featured: Vera Rubin's 435% memory bill โ Merlion88 ยท Micron's run to four digits โ Champ_tkd
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