The article proposes adding SpaceX, founded by Elon Musk in 2002, to the Bullpen stocks-to-watch list. The company went public in June at $135 per share, opened at $150, peaked near $226, fell to about $105 in early August, and rebounded to the $140s. Its S-1 filing estimates a total addressable market of $28.5 trillion: $370 billion for Space, $1.6 trillion for Connectivity and $26.5 trillion for SI, formerly called AI. SI is the fastest-growing segment, with third-quarter revenue of $7.56 billion, up from $2.56 billion in the second quarter and $813 million a year earlier, while Anthropic's S-1 shows it has agreed to spend up to $120.5 billion on SpaceX compute over coming years. Starlink, the most profitable segment with $2.37 billion in third-quarter operating profit, added 1.6 million consumer subscribers, bringing its global base to just under 14 million, and SpaceX is expected to earn 32 cents per share in calendar 2026.
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VNINDEX
• NeutralRelevance: low
| Market | Vietnam stocks |
|---|---|
| Close on 10/28/2026 | 1,766.65 |
| Change that session | +0.27% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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