I don’t mean to sound like a broken record here because I know we’ve discussed SpaceX’s coming IPO quite a bit, but the opportunity is so big and there’s a new wrinkle I wanted to share.
I’ve said this before but I really think SpaceX can be a $4 trillion company. I know how that sounds. I sound like the biggest bull ever and yeah, I’m drinking the Kool-Aid. But I firmly believe it could be one of the most valuable companies on the planet.
When I say I think SpaceX will overtake Nvidia (NVDA), that’s not a throwaway line — that’s the scale of the opportunity I see.
The QQQ Fast-Track Warning
Here’s where it gets interesting for anyone holding Nasdaq exposure. Apparently, they’re trying to get SpaceX within a 15-day period to be in the Qs…
As in the Nasdaq 100 (QQQ) for those keeping score. If that happens, anyone holding the QQQ ETF through a mutual fund or index fund might automatically end up with SpaceX exposure just days after the IPO.
This kind of accelerated inclusion is almost unheard of and it tells you everything about how aggressively the market wants access. Most people won’t even realize they’re getting SpaceX in their portfolios until it’s already there.
Pre-IPO Positioning Strategies
If you want exposure before the rush hits, there are a couple plays worth considering. Tema Space Innovators ETF (NASA) is one I actually don’t mind. It’s new, there are no options available, but it includes a 15% special purpose vehicle allocation tied to SpaceX.
It’s a clean way to get indirect exposure.
The second option is Echostar (SATS), which I like as a more direct SpaceX-related play. Not perfect but closer to the core business.
As for my own position, I’ll probably continue to hold my pre-IPO shares, but I’ve got to figure out how long lockup is. It varies for each investment, usually anywhere from 90 to 180 days. And that matters. I’ve heard horror stories of someone going from $100,000 to $2 million on paper only to watch it drop back near the original amount because they couldn’t sell during lockup. When you’re sitting on life-changing gains and you can’t touch them, that’s a serious risk.
The bottom line: SpaceX isn’t just another IPO — it has the potential to be the next mega-cap phenomenon. Whether you’re getting exposure through QQQ, NASA, SATS or waiting for the IPO itself, this is one of the most important market events to keep an eye on.
Order Flow:
This is for informational and educational purposes only. These are not official alerts issued by Lance, but rather some interesting orders picked by the team at Lance Ippolito Trading.
When you look at these plays, always take the market maker move into consideration.
You can be right on the direction but still lose money if the stock doesn’t move enough. That’s where the market maker move comes in clutch.
With puts, they’re often downside hedges in case a stock tanks, especially around earnings. The further out of the money they are, the more likely they are to be hedges.
Also be sure and check when the company’s earnings date is because many of the plays we post here are centered around earnings!
If a stock is really expensive, consider a spread to lower the cost.
And finally, always remember the golden rule when it comes to buying calls: Buy dips, sell rips — and don’t chase!
If a stock’s moved a ton already today, maybe wait for a pullback.
There is inherent risk in trading. Trade at your own risk.
Note: If no date is listed after the month, it’s the monthly expiration (third Friday).
The team at Lance Ippolito Trading
Lance doesn’t want the CCP spying on him, so you’ll never find him on TikTok. Same goes for other social media sites, which are filled with impersonators, scammers and crypto bros.
You can only find him on his personal YouTube Channel — smash that Subscribe button! https://www.youtube.com/@LanceIppolito
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*This is for informational and educational purposes only. There is inherent risk in trading, so trade at your own risk.
P.S. We’ve Clocked 200 Winners Trading the Market’s Most Repeated Daily Pattern
By playing a pattern the market repeats daily no matter what…
We’ve been able to stay immune from some of the worst market conditions in the last year.
Be it the war with Iran this year or the tariff war last year, my No. 1 daily approach has kept us floating and in the green.
Want to see how it works?
We develop tools and strategies to the best of our ability, but no one can guarantee the future. There is always a risk of loss when trading past performance is not indicative of future results. From 2/20/25 to 4/08/2026, the average win rate on live published trade alerts is 89.5%. The average weighted rate of return on options trades was 14.11% over a six-hour hold time.
