“The way to make big money is to be right at exactly the right time.”
– Jesse Livermore (The Maxims of Wall Street, Page 193)
I hope you are as excited as I am about SpaceX going public this Friday, June 12. We need some good news after the stock market suffered a mini-crash on Friday.
Wall Street expects SpaceX to go public at about $135 a share and raise around $1.75 trillion, becoming the biggest IPO in history. It will make millionaires out of some 4,000 employees at SpaceX, a good example of democratic capitalism. Elon Musk made sure that all full-time employees benefited from SpaceX’s success.
Shrewd investors have also benefited.
Fortunately, those of you who joined The Skousen Report in the past few months have been able to take advantage of the increasing value of private SpaceX stock through either the Baron Partners Fund (Nasdaq: BPTRX) or the ERShares Private-Public Crossover Fund (Nasdaq: XOVR), both of which have large positions in SpaceX stock. The Baron Partners Fund is up 12% since April 1, and the Crossover Fund has done even better − up 20% since April 1.
Ron Baron, the CEO of the Baron fund, is especially bullish on SpaceX and Elon’s vision for the future. He believes that SpaceX and xAI could become 10 to 15 times more valuable in the next 10 years.
However, anything could happen over the next few months, as many longtime investors may want to take their profits. Over 60% of Elon Musk’s stock is locked up and can’t be sold for months, but there are others who may sell immediately.
We do know that within a week, Nasdaq will add SpaceX to its Nasdaq-100 index. It may take a few years before it’s added to the S&P 500 Index or the Dow Jones Industrial Average, so long-term investors must be patient.
How to Ride the SpaceX Wave: Invest in Elon Musk’s Supply Chain!
That being said, I do have good news on how you can profit right now on top of your position in SpaceX. Let me explain.
When a company goes public, it must disclose its suppliers, partners, and contractors for the first time. Every major bank on Wall Street then dispatches analysts to map that supply chain and identify the small companies feeding the giant.
That mapping exercise triggers capital flows – and those capital flows often hit small-cap suppliers harder and faster than they hit the original IPO itself.
We saw it when CoreWeave (Nasdaq: CRWV) went public in 2025. After the IPO, its connection to Bloom Energy (NYSE: BE), a power supplier most investors had ignored for years, became impossible to ignore.
Bloom went from roughly $15 a share to over $230 in under 12 months.
But here’s the thing: SpaceX is approximately 20 times larger than CoreWeave was at its IPO. The wave behind it will be proportionally larger.
What makes SpaceX’s orbit unusually wide is that it has quietly become three distinct businesses under one roof.
There is the launch division, which now carries roughly 80% of all payload mass sent into orbit globally, generating over $4 billion annually.
Then there is Starlink, the satellite internet network. It’s amassed more than 9 million subscribers across 155 countries, and it’s generating over $10 billion in annual revenue – with Morgan Stanley projecting that figure could reach $48 billion by 2030.
Lastly, following the historic $1.25 trillion merger with xAI – the largest corporate merger ever recorded – there is now an artificial intelligence division. It’s powering the Colossus supercomputer in Memphis and planning data center satellites in orbit.
Three separate multibillion-dollar businesses. One supply chain. And Wall Street is only beginning to map it.
To identify the stocks best positioned inside that supply chain, I’ve joined forces with Chief Investment Strategist Alexander Green in a joint research effort to find the best small stocks that will profit handsomely from the SpaceX expansion program.
Alex is a 40-year veteran of the markets who applies his momentum framework to find the companies that are already moving in SpaceX’s orbit. He is constantly analyzing revenue growth, stock price acceleration, and news catalysts simultaneously to identify the best candidates.
On my end, I am drawing upon my own network of industry insiders, my 45-year track record in early-stage tech, and my proprietary framework for identifying “invisible income” – revenue already flowing that Wall Street hasn’t priced in yet.
This Wednesday, June 10, at 2 p.m. ET, Alex and I are coming together to reveal to you our seven favorite supply-chain stocks that should skyrocket as they achieve SpaceX’s goals.
