- StocksGeniusMastery
- Posts
- 💥Will Joining The Nasdaq-100 Send SpaceX Soaring?
💥Will Joining The Nasdaq-100 Send SpaceX Soaring?
Long-term investors should focus on execution rather than short-term excitement.
Hi Fellow Investors,

Space Exploration Technologies (NASDAQ: SPCX) is about to reach another major milestone as it officially joins the Nasdaq-100, adding yet another chapter to one of the most closely watched IPOs in market history.
While index inclusion may generate short-term buying activity, SpaceX's real investment story continues to center on its leadership in reusable rockets, Starlink, and artificial intelligence infrastructure.
For long-term investors, the company's future success will likely depend far more on business execution than a single calendar event.
Key Points:
SpaceX becomes the first company to benefit from Nasdaq's new fast-track inclusion rule.
Starlink, reusable rockets, and AI infrastructure continue driving the company's long-term growth potential.
Historical data suggests Nasdaq-100 inclusion alone rarely guarantees sustained share price gains.
TODAY’S SPONSOR
The Last Time Stocks Were This Expensive Was December 1999.
"Right now, it's good. But it was in '72, '86, 2000, and 2007." - Jamie Dimon, May 2026.
The Shiller CAPE ratio just hit 42.3. The only time in 140 years it's been higher? December 1999.
Stocks can stay expensive for a long time...
It’s one metric to consider, but when your portfolio is built around the most expensive equities in modern history, what else you diversify with could really matter.
Blue-chip contemporary and post war art has shown near-zero correlation with the S&P since 1995.* Prices are largely driven by private collectors competing for a fixed supply of artwork by artists like Banksy, Basquiat, and Picasso.
Masterworks lets you invest in shares of that market.
$1.3B deployed across 500+ artworks
29 exits to date
Net annualized returns like 16.5%, 17.6%, and 17.8%, not including those unsold
*According to Masterworks data. Investing involves risk. Past performance is not indicative of future returns. See important Reg A disclosures at masterworks.com/cd.
The Nasdaq-100 Is An Important Milestone—But Not The Main Story
Joining the Nasdaq-100 represents another important achievement for SpaceX following its historic public debut.
Index-tracking funds will be required to purchase shares after the company's inclusion.
That additional demand could provide temporary support for the stock price.
However, history shows that index additions rarely produce lasting rallies by themselves.
Long-term business performance remains the far more important driver of shareholder returns.
Three Powerful Businesses Continue Fueling Growth
SpaceX has evolved into far more than a rocket launch company.
Its reusable launch technology continues lowering costs while expanding commercial opportunities.
Meanwhile, Starlink has become the company's largest revenue generator with millions of subscribers worldwide.
Artificial intelligence infrastructure and future space-based data centers add another potentially transformative growth engine.
Together, these businesses create multiple avenues for long-term expansion.
Enormous Opportunity Also Comes With Meaningful Risk
Many of SpaceX's most ambitious projects still require substantial technological development.
Building next-generation spacecraft, AI infrastructure, and space-based computing demands billions of dollars in ongoing investment.
Those expenditures may continue pressuring profitability in the near term.
At the same time, premium valuation leaves investors expecting exceptional execution.
That combination makes SpaceX a higher-risk, higher-reward investment.
Why Long-Term Investors Should Stay Focused
Short-term events like index inclusion often capture investor attention.
However, the real investment case depends on whether SpaceX continues executing across its major businesses.
Starship development, Starlink expansion, and artificial intelligence initiatives will likely determine shareholder returns over the coming decade.
For investors with patience and a long-term mindset, these fundamentals matter far more than temporary trading activity.
The Nasdaq-100 may simply mark another milestone in what could become a much larger growth story.
Strengths
SpaceX combines leadership in reusable rockets, satellite internet, and artificial intelligence under one rapidly expanding ecosystem.
Starlink continues delivering strong recurring revenue while supporting future global connectivity growth.
Elon Musk's long-term vision continues driving innovation across multiple transformational industries.

Weaknesses
Premium valuation already reflects significant future growth expectations.
Capital-intensive projects require enormous ongoing investment before generating full returns.
Execution risks remain high as several technologies are still under development.
Potential
Starship commercialization could dramatically lower launch costs and expand SpaceX's addressable market.
Continued Starlink subscriber growth may create an increasingly valuable recurring revenue business.
Artificial intelligence infrastructure and space-based data centers could become entirely new long-term growth platforms.
TODAY’S SPONSOR
Wall Street’s New Shopping List
Big money is rotating into a select group of stocks for the second half of 2026.
MarketBeat’s analysts tracked the move and identified 10 companies attracting fresh capital right now.
The updated 10 Best Stocks to Own in 2026 report lays out the tickers, trends, and catalysts.
Conclusion
SpaceX remains one of the market's most exciting long-term growth companies, but investors should separate short-term excitement from long-term fundamentals.
While Nasdaq-100 inclusion may create temporary momentum, the company's future ultimately depends on continued execution across rockets, satellites, and artificial intelligence.
For patient investors willing to embrace volatility, SpaceX continues offering one of the market's most ambitious growth stories.
Final Thought
Major milestones often capture headlines.
But the greatest investment returns usually come from companies that continue executing long after the headlines have faded.
Can I ask a small favor from you if you find the content useful to you? Spread the wealth by sharing my FREE Newsletter with fellow stock investors and friends and help to check out my sponsor advertisement and that will keep me writing more stocks newsletters!
Of course, you should always do your own research and due diligence before investing in any stock. You should also diversify your portfolio and balance your risk and reward too!
~ Final Thought: "Fortune Favors the Bold: Embrace Opportunity Property, Execute Strategy, and Reap the Rewards of Investing Wisely.”🌱
What's Your Take on Our Newsletter? 🌟We're eager to hear your thoughts so we can make our newsletter even more amazing for you! |
Disclaimer: The content provided on this blog is for educational and informational purposes only and is not intended as financial, investment, tax, or legal advice. Investing in the stock market involves risks, including the loss of principal. The views, thoughts, and opinions expressed in this blog are solely those of the author and do not reflect the views of any company, organization, or other group. Readers are encouraged to perform their own research and due diligence before making any financial decisions and actions based on the content. Neither the author nor the publisher is liable for any losses or damages arising from the use of the advice or information contained herein.



Reply