The SpaceX IPO: One Frontier Bet Is Enough
Excerpt (for WordPress post listing/preview):
The SpaceX IPO is the biggest market event of 2026. At $1.77 trillion and 110x trailing revenue, everyone wants a piece. I don’t — at least not at this price. Here’s why I’m sitting out SPCX, what the RKLB hype trade tells us about sentiment-driven investing, and why I’m watching ATI and Honeywell instead. Plus: what Quantinuum’s quiet Nasdaq debut says about where the real value is hiding while everyone watches the rocket.