I’m not buying more space stocks right now. I’m trimming positions and only holding my strongest conviction name,
$LUNR. I’m still bullish on
$LUNR long term because the company has real contracts, cash, and fundamentals but I’m much less bullish on names like
$SIDU or
$SPCE once the SpaceX IPO hype fades. The entire sector will likely follow whatever SpaceX does after the IPO, so expect volatility either way. My plan is to hold part of my
$LUNR position and reduce exposure elsewhere, because after the IPO I think interest in space stocks starts cooling off. If you’re buying,
$LUNR is the only name I’d still be comfortable holding through the noise