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The Space Economy is entering its most explosive phase yet. While the broader markets search for direction, the Space ETF has surged +20% since our April 3 report, fueled by a relentless rally in high-beta, pure-play space stocks that are up +27% in the last month alone. But the real firestorm is brewing beneath the surface.

The highly anticipated SpaceX IPO is expected within the month. As the company prepares to raise a massive $70 billion from investors, media exposure will reach a fever pitch. Institutional appetite is already boiling over: the SpaceX tracking asset on Hyperliquid is trading at a staggering 36% premium to its projected $1.75 trillion IPO valuation, strongly signaling a massive first-day pop when the shares officially begin trading.

To help our premium subscribers navigate and profit from this historic event, we have drastically expanded our flagship Chart Book to 31 charts covering 27 companies. Most importantly, we have cracked open a brand-new, sixth investment category: The Hidden SpaceX Supply Chain.

Because SpaceX rarely discloses its vendor partnerships, these stocks have largely flown under Wall Street’s radar. If you are waiting for the IPO to buy SpaceX, you are already too late. The real institutional "playbook" is positioning in the critical component suppliers right now before the retail crowd connects the dots.

(pdf chart book included with 30 charts)

SpaceX valuation is ticking higher

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