🚨 I’ll be live at 11:30 a.m. ET with Jack Carter🚨
 We’ll share the report with today’s top Triple Income Strategy trades, break down the setups, discuss what’s moving markets and more [tap to join us for Market Masters]!
Everyone’s buzzing about the upcoming SpaceX IPO and I get it…
It’s going to be massive. But here’s what I’ve been thinking about — and what I think most traders are missing. SpaceX isn’t just entering the market, it’s poised to disrupt entire segments of broadband communications.
Companies already trying to carve out their own foothold, like AST SpaceMobile (ASTS), could find themselves competing with a far more dominant force the moment SpaceX goes public.
That dominance is already showing. SpaceX has locked down first mover advantage with tens of thousands of Starlink satellites deployed, while competitors like Amazon (AMZN), through its Project Kuiper, are barely off the ground.
The competitive landscape is almost comical at times.
Delta Airlines (DAL) is announcing partnerships with alternative constellations even though some of those networks have fewer satellites than the airlines have airplanes. That gives you a sense of how tilted the field is right now.
But dominance doesn’t equal independence. And that’s where this gets interesting.
Why Supporting Companies Could Be the Better Play
SpaceX is flying rockets roughly every two days, and Elon has publicly said he wants to push that to a rocket every two to three hours by 2029 or 2030. That kind of launch cadence changes everything. It requires industrial quantities of materials, components and supply chain reliability that most people aren’t even thinking about yet.
Even with all of SpaceX’s vertical integration, there are still critical inputs they can’t manufacture alone.
Rocket fuel is one example. High-performance chips are another. Even though they’re building their own chip fab, it’s years away from being operational, and even when it is, a facility like that can’t simply swap between producing graphics chips and AI chips on a whim.
There’s no universe where SpaceX suddenly becomes chip-independent overnight.
That means the companies feeding this machine — fuel suppliers, component manufacturers and chip producers — stand to benefit directly from SpaceX’s growth long before any IPO frenzy settles.
One Name Worth Watching
Take Rocket Lab (RKLB) as an example. It’s not a direct supplier, but it sits in the same ecosystem and benefits from the same rising tide. Technically, once it gets back above $80, the next major target sits near $108. It already ran up to $99.40 and failed to tag the round $100 level, which is classic market psychology.
The broader point is simple. Instead of chasing the SpaceX IPO — which will be crowded, overhyped and probably overpriced — the smarter angle may be in companies that rise because SpaceX rises. Firms that deliver the materials, technology and infrastructure SpaceX needs to hit its aggressive cadence are positioned for a quieter but potentially more reliable upside.
And while people love to speculate about splashy moves like SpaceX buying Tesla, that’s at least a year away from being a real conversation. If it were part of the IPO deal, we’d already be hearing about it.
The IPO will dominate headlines, but the real trades might already be hiding in plain sight — in the companies SpaceX can’t operate without.
Jeffry Turnmire
Jeffry Turnmire Trading
I host my Morning Monster livestream at 9:15 a.m. ET each weekday on YouTube, and then 30 Minutes of Awesome at 5 p.m. ET each Tuesday!
Please check out my channel and hit that Subscribe button!
You can also follow along and join the conversation for real-time analysis, trade ideas, market insights and more!
- Telegram:https://t.me/+6TdDE7-F6GlhMmJh
Important Note: No one from the ProsperityPub team or Jeffry Turnmire Trading will ever message you directly on Telegram.
I’m just a regular dude in Knoxville, Tennessee: a husband, father, civil engineer, urban farmer, maker and trader.
I’ve been at this trading thing with real money for 20-plus years, and started paper trading over 35 years ago. I have a knack for making some epic predictions that just may very well come true. Why share them? Because I like helping other people — it’s the Eagle Scout in me.
*This is for informational and educational purposes only. There is inherent risk in trading, so trade at your own risk.
P.S. Have You Seen the 99.7% Historical Edge Backing My $50K Income Challenge?
You won’t believe how straightforward it is to grow a small account consistently using just one trade a day.
Leveraging this one-sided statistical pattern helped me double my trading account over the last year…Â
And now I’m revealing all the details behind it and more…
We develop tools and strategies to the best of our ability but no one can guarantee the future. There is always a risk of loss when trading. Past Performance is not indicative of future results. My $50k Challenge is a personal challenge to target $50,000 in trading revenue per month. In order to meet my personal challenge, I am starting with an account balance of $116,000. My goal is to grow this account to $1,600,000.00 over the course of time and make $50,0000 per month in trading revenue. Naturally, smaller accounts would take much longer to grow to that level and success…. and success is of course not guaranteed.
