The SpaceX IPO Could Trigger a $50 Billion Spending Spree. These Stocks Will Benefit.
Key takeaways
- But the more useful question for investors isn t whether Space X s stock will pop on Day 1.
- In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia.
- When that spending begins in earnest, four industrial companies that most investors have never added to a watch list are directly in its path.
Micah Zimmerman, The Motley Fool Thu, June 11, 2026 at 10:37 PM GMT+7 5 min read SPAX.PVT NVDA When Space X (NASDAQ: SPCX) filed its S-1 prospectus on May 20, 2026, targeting up to $75 billion in fresh capital at a $1.75 trillion valuation, most of the attention went to Elon Musk, Starlink s subscriber growth, and whether any IPO in history has ever been this hyped.
But the more useful question for investors isn t whether Space X s stock will pop on Day 1. It s what happens after the roadshow ends and $50-plus billion hits the balance sheet. That capital goes somewhere -- into Starship production, Starlink infrastructure, the $55 billion Terafab chip plant in Texas, and an orbital compute build-out that has no precedent in the history of the aerospace industry.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »