---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/41512376.md"
description: "$SpaceX(SPCX.US) This page in the roadshow materials is the most stunning; no other company can replicate this vertically integrated supply chain.Self-developed rockets (lowering launch costs) → Self-developed satellites (lowering manufacturing costs) → Self-built inter-satellite communication network (lowering data transmission costs) → Proprietary AI models (directly consuming computing power) → Owned end-user platform (X, 550 million MAU)From silicon wafers to space, from space to the end-user, fully integrated across the entire chain. Valuation must consider a monopoly premium; the calculator is hard to figure out now."
datetime: "2026-06-05T05:18:42.000Z"
locales:
  - [en](https://longbridge.com/en/topics/41512376.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/41512376.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/41512376.md)
author: "[lyhalfway](https://longbridge.com/en/profiles/3372973.md)"
---

# $SpaceX(SPCX.US) This page in the roadshow materia…


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- [DXYZ.US](https://longbridge.com/en/quote/DXYZ.US.md)
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## Comments (9)

- **浙江忧郁二代 · 2026-06-05T06:02:41.000Z · 👍 2**: Time to study the industry chain again
  - **最后10U的巴菲特** (2026-06-05T07:07:32.000Z): Xinwei Communications?
- **戒急戒燥修心 · 2026-06-05T05:51:13.000Z**: Will the boss buy as soon as the market opens?
  - **lyhalfway** (2026-06-05T06:12:01.000Z): I'll take a small position to get in, and wait for the lock-up period to end before adding more.
- **zag · 2026-06-05T05:45:16.000Z · 👍 1**: I was passively holding for 15 days
  - **慢慢变富•** (2026-06-05T05:55:50.000Z): How did you manage to buy it?
  - **zag** (2026-06-05T06:07:04.000Z): Everyone who bought the index is passively holding it now
- **lyhalfway · 2026-06-05T05:37:18.000Z · 👍 2**: This time, the IPO's floating shares are only 4.2%, and the premium also comes from scarcity, just like how QDII gets a premium from being hyped by domestic investors.The prospectus disclosed the lock-up release schedule: After the Q2 earnings report, around August, the first batch of internal share
  - **jessie_liu2016** (2026-06-05T09:10:41.000Z): Thanks for sharing.