Buy SPIR by Sep 9, 2026.

SPCX's drop is consuming most of the coverage this week, but there is way more meat in Elon's actual filing [prospectus](https://www.sec.gov/Archives/edgar/data/1181412/000162828026036936/spaceexplorationtechnologi.htm). SpaceX explicitly names orbital AI compute (targeted "as early as 2028") and a lunar economy buildout as the next phase, and lists inter-satellite lasers, mesh connectivity, and satellite mass production at scale as capabilities the company has already solved. If you take that seriously, the question is which public small-caps have direct exposure to those capability buckets. The one …