The lead up to the SpaceX IPO was interesting to watch because Space stocks in general were rising for months in anticipation. Stocks like RKLB and RDW and ASTS and even ETF’s like NASA saw some big gains.
I saw a lot of debate between people about whether the SpaceX IPO will boost the entire space sector as a whole when it launches or if neighbouring space stocks will sell off because everyone will simply want to buy SpaceX directly / it’ll suck liquidity out of the other space stocks.
Well the latter clearly became the case. Most of all the other space stocks took quite a big haircut as SpaceX has surged.
All of this has got me thinking about what the best plays are leading up to the next big upcoming Anthropic and OpenAI IPO’s.
My question is what kind of stocks will benefit the most from the next IPO’s.
Memory stocks? Buy more Micron / DRAM?
Data center stocks like NBIS?
What do you think?