Frontier-rights and FOMO
My broker app reminded me that SpaceX will be available to invest in soon, and that made me wonder: how much SpaceX-Factor is there in energy on earth?
Will you buy into the SpaceX IPO? What is your hypothesis amidst the theatre?
SpaceX is valuable because…
… it dominates launch and satellite infrastructure,
… because everyone will want it in their portfolio,
… because post-IPO index inclusion will pump its value.
SpaceX is trying to make frontier exploration investable for institutional and retail investors. It’s about shaping expectations about risk and reward through carefully constructed narrative.
