EPISODE · May 12, 2026 · 12 MIN
SpaceX IPO: Top 5 Stocks + 2 Hidden Gems
from Tony Crypto & Stock News Podcast · host Tony Colon
🚀 SpaceX is going public — and the IPO of the century is closer than you think.Roadshow starts June 8th. $1.75 TRILLION target valuation. $75 billion raise. Largest IPO in U.S. history.But here's what most channels won't tell you — you might not even get shares at IPO. And even if you do, history says the smartest play is NOT chasing the open.Today I break down the TOP 5 publicly traded stocks positioned to WIN the SpaceX IPO wave — PLUS 2 hidden gems that almost nobody on YouTube is covering right now.⚠️ MAJOR UPDATE: This isn't just a SpaceX IPO. When you buy in, you're also buying xAI (burning $28M/day), X (formerly Twitter, revenue DOWN from $4.4B to $2.9B), Neuralink, and the Boring Company — all bundled in. I cover the full ugly truth so you can make an informed decision.─────────────────────────────────────────📊 STOCKS COVERED IN THIS EPISODE:─────────────────────────────────────────1️⃣ RKLB — Rocket Lab- Q1 2026: $200M revenue | +63.5% YoY | $2.2B backlog- +34% surge May 8 | Hit all-time high $110- $30M Anduril hypersonic deal + Raytheon military contract- Neutron rocket (Falcon 9 rival) launching Q4 20262️⃣ ASTS — AST SpaceMobile- Only company building direct-to-phone space 5G- Partners: Verizon, TELUS, Orange, Vodafone- Revenue: $4.4M (2024) → $70.9M (2025)- NEW: FCC spectrum win unlocks 7x more capacity- $3.9B cash war chest3️⃣ LUNR — Intuitive Machines- 2026 revenue guidance: $900M–$1B (5x jump from 2025)- $4.8B NASA Near Space Network contract through 2034- +21% May 8 | +79% YTD | Targeting positive EBITDA 20264️⃣ PL — Planet Labs- FY2026 record revenue $307.7M | $900M backlog (+79%)- +97% YTD — sector leader- NEW: Defense demand surge — Earth observation = national security5️⃣ GS — Goldman Sachs- Primary underwriter of the $75B SpaceX IPO- Direct fee beneficiary — no space-stock premium risk- Low volatility, high certainty finance play🔍 HIDDEN GEM #1 — LIN (Linde PLC) — "The Exxon of Space"- Supplies liquid oxygen, nitrogen & helium for EVERY rocket launch- New facility built directly next to SpaceX Starbase in Brownsville, TX- Analyst: SpaceX IPO could DOUBLE Linde's aerospace business to $1B+- +16% YTD | No satellite failure risk | No hype premium- Called out on CNBC May 9, 2026🔍 HIDDEN GEM #2 — GOOGL (Alphabet)- Owns approximately 6% of SpaceX — invested $900M in 2015- At $1.75T IPO valuation, that stake is worth $100B+- When SpaceX goes public, Google's stake gets marked-to-market- Backdoor SpaceX play with ZERO space-stock premium risk─────────────────────────────────────────💀 THE UGLY TRUTH (what Wall Street isn't saying):─────────────────────────────────────────- xAI is burning $28 MILLION per day — $5B net loss in 2025- Musk posted Mar 12: "xAI was not built right first time around"- Top 10 mega-IPOs underperform S&P 500 by median -31% in year 1- At $1.75T you're paying ~94x trailing sales (Nvidia peaked at 15–20x)─────────────────────────────────────────🟢 TRADE ON KRAKEN (my referral link):https://invite.kraken.com/JDNW/bivvbwz3🎬 EDIT YOUR VIDEOS WITH DESCRIPT — 50% off 2 months (Creator Monthly Plan):https://descript.cello.so/orr9ZO4T6sH─────────────────────────────────────────⚠️ NOT FINANCIAL ADVICE. This video is for educational and entertainment purposes only. Always do your own research before making any investment decisions. Past performance does not guarantee future results.📲 Follow @TonyCryptoNews on all platforms for daily crypto & stock coverage.Data. Strategy. Freedom.#SpaceX #SpaceXIPO #Stocks #StockMarket #Investing #RKLB #RocketLab #ASTS #ASTSpaceMobile #LUNR #IntuitiveMachines #PlanetLabs #GoldmanSachs #Linde #LIN #Alphabet #Google #GOOGL #xAI #Starlink #ElonMusk #IPO #CryptoNews #Finance #WallStreet #HiddenGems #TonyCryptoNews
What this episode covers
🚀 SpaceX is going public — and the IPO of the century is closer than you think.Roadshow starts June 8th. $1.75 TRILLION target valuation. $75 billion raise. Largest IPO in U.S. history.But here's what most channels won't tell you — you might not even get shares at IPO. And even if you do, history says the smartest play is NOT chasing the open.Today I break down the TOP 5 publicly traded stocks positioned to WIN the SpaceX IPO wave — PLUS 2 hidden gems that almost nobody on YouTube is covering right now.⚠️ MAJOR UPDATE: This isn't just a SpaceX IPO. When you buy in, you're also buying xAI (burning $28M/day), X (formerly Twitter, revenue DOWN from $4.4B to $2.9B), Neuralink, and the Boring Company — all bundled in. I cover the full ugly truth so you can make an informed decision.─────────────────────────────────────────📊 STOCKS COVERED IN THIS EPISODE:─────────────────────────────────────────1️⃣ RKLB — Rocket Lab- Q1 2026: $200M revenue | +63.5% YoY | $2.2B backlog- +34% surge May 8 | Hit all-time high $110- $30M Anduril hypersonic deal + Raytheon military contract- Neutron rocket (Falcon 9 rival) launching Q4 20262️⃣ ASTS — AST SpaceMobile- Only company building direct-to-phone space 5G- Partners: Verizon, TELUS, Orange, Vodafone- Revenue: $4.4M (2024) → $70.9M (2025)- NEW: FCC spectrum win unlocks 7x more capacity- $3.9B cash war chest3️⃣ LUNR — Intuitive Machines- 2026 revenue guidance: $900M–$1B (5x jump from 2025)- $4.8B NASA Near Space Network contract through 2034- +21% May 8 | +79% YTD | Targeting positive EBITDA 20264️⃣ PL — Planet Labs- FY2026 record revenue $307.7M | $900M backlog (+79%)- +97% YTD — sector leader- NEW: Defense demand surge — Earth observation = national security5️⃣ GS — Goldman Sachs- Primary underwriter of the $75B SpaceX IPO- Direct fee beneficiary — no space-stock premium risk- Low volatility, high certainty finance play🔍 HIDDEN GEM #1 — LIN (Linde PLC) — "The Exxon of Space"- Supplies liquid oxygen, nitrogen & helium for EVERY rocket launch- New facility built directly next to SpaceX Starbase in Brownsville, TX- Analyst: SpaceX IPO could DOUBLE Linde's aerospace business to $1B+- +16% YTD | No satellite failure risk | No hype premium- Called out on CNBC May 9, 2026🔍 HIDDEN GEM #2 — GOOGL (Alphabet)- Owns approximately 6% of SpaceX — invested $900M in 2015- At $1.75T IPO valuation, that stake is worth $100B+- When SpaceX goes public, Google's stake gets marked-to-market- Backdoor SpaceX play with ZERO space-stock premium risk─────────────────────────────────────────💀 THE UGLY TRUTH (what Wall Street isn't saying):─────────────────────────────────────────- xAI is burning $28 MILLION per day — $5B net loss in 2025- Musk posted Mar 12: "xAI was not built right first time around"- Top 10 mega-IPOs underperform S&P 500 by median -31% in year 1- At $1.75T you're paying ~94x trailing sales (Nvidia peaked at 15–20x)─────────────────────────────────────────🟢 TRADE ON KRAKEN (my referral link):https://invite.kraken.com/JDNW/bivvbwz3🎬 EDIT YOUR VIDEOS WITH DESCRIPT — 50% off 2 months (Creator Monthly Plan):https://descript.cello.so/orr9ZO4T6sH─────────────────────────────────────────⚠️ NOT FINANCIAL ADVICE. This video is for educational and entertainment purposes only. Always do your own research before making any investment decisions. Past performance does not guarantee future results.📲 Follow @TonyCryptoNews on all platforms for daily crypto & stock coverage.Data. Strategy. Freedom.#SpaceX #SpaceXIPO #Stocks #StockMarket #Investing #RKLB #RocketLab #ASTS #ASTSpaceMobile #LUNR #IntuitiveMachines #PlanetLabs #GoldmanSachs #Linde #LIN #Alphabet #Google #GOOGL #xAI #Starlink #ElonMusk #IPO #CryptoNews #Finance #WallStreet #HiddenGems #TonyCryptoNews
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SpaceX IPO: Top 5 Stocks + 2 Hidden Gems
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