SK Hynix's IPO followed the 2026 mega-IPO pattern: a strong initial surge to $195, then a drop below $125, before settling around $162, above its $149 offer price. Despite the volatility, its fundamentals are strong with a 76% operating margin and 41% revenue growth, making it the cheapest stock among trillion-dollar companies by valuation metrics. Unlike other IPOs, SK Hynix's U.S. listing involved only new shares, minimizing insider selling pressure, and the company has launched a $28.6 billion buyback program to offset share dilution. For investors comfortable with the cyclical memory chip market, SK Hynix presents a compelling long-term investment opportunity.
SpaceX's recent IPO at $135 per share has stirred significant market activity, overshadowing smaller space firms like Firefly Aerospace. Firefly's shares have dropped 56% since their peak in May, partly due to investor focus shifting to SpaceX. Despi...
D1 Capital Partners disclosed a massive stake in SpaceX, holding 126 million shares valued at $21.5 billion, making up nearly 62% of its portfolio as of June 30. This reflects a long-held conviction, as SpaceX only recently went public in June 2026. ...
In the latest 13F filings, Altimeter Capital, led by Brad Gerstner, increased its investments in tech stocks including SpaceX, Cerebras Systems, and Micron during a volatile second quarter. Gerstner views recent semiconductor market dips as buying op...
SpaceX shares are trading just above their IPO price of $135, sparking debate over whether the current valuation is justified given the company's ambitious growth prospects in space and AI. Analyst price targets vary widely, from as high as $800 to a...
Scott Galloway, NYU Stern professor, called SpaceX shares "crazy overvalued," suggesting an intrinsic value of $10 to $30 versus the $146 close on Aug. 17, 2026. He cites a low public float of about 4%, forced buying from NASDAQ-100 inclusion, and sp...
