SpaceX’s Secret Partners: 3 Stocks Set to Soar 1,500%

The coming IPO of SpaceX is now expected to take place on June 12 – and it could become the biggest IPO in history.

The company is already valued at an astounding $1.25 trillion following its merger with xAI. That’s virtually unheard of for a private company.

And when SpaceX officially debuts on June 12, analysts expect it could raise another $50 billion – pushing its market cap toward $1.5 trillion.

That would make it larger than Walmart, JPMorgan, Visa, Eli Lilly, and even Warren Buffett’s Berkshire Hathaway…

On day one.

The problem is, if you’re trying to profit from the SpaceX IPO, buying on opening day isn’t your best bet.

And with June 12 quickly approaching, some investors may assume they’ve already missed the opportunity.

But in reality, the window may still be wide open.

Historically, the biggest flood of speculative money tends to arrive in the final stretch before a blockbuster IPO – especially once mainstream media coverage reaches a fever pitch.

That means investors positioning themselves today could still be early compared with the broader retail crowd.

More importantly, the opportunity surrounding SpaceX isn’t limited to a single trading day.

The company sits at the center of several massive long-term trends:

Satellite internet…

Artificial intelligence infrastructure…

Space-based communications…

And potentially even orbital data centers.

So while June 12 could serve as a powerful catalyst…

The broader SpaceX ecosystem may still be in the very early innings of growth.

Why?

Because 30% to 40% of IPOs trade below their first-day close within a month of trading.

Think Airbnb… Uber… Rivian… Robinhood… the list goes on.

So instead of buying shares alongside everyone else when SpaceX goes public, consider two paths I recommend…

First, you can get into SpaceX pre-IPO.

Note, though, that those opportunities will be limited to accredited investors – and often require massive minimum investments.

That’s why I found a backdoor way to get into SpaceX’s IPO (which I reveal in my report here).

Second, identify smaller companies that stand to benefit from SpaceX’s success.

I’m talking about the suppliers, partners – any company Elon Musk depends on to make his vision real.

And the thing is, these smaller stocks often deliver even bigger gains than the giant at the center.

Take Nvidia, for example.

Today it’s the king of AI and the hottest stock on the planet. But that wasn’t always the case.

Most people didn’t even know the company existed 10 years ago.

But then Tesla announced that every single vehicle would ship with Nvidia’s Drive PX2 computer to power Autopilot.

Once Nvidia was on everyone’s radar, the stock exploded for gains of more than 27,000%.

And all they did was supply the brains behind Tesla’s cars.

A similar thing happened with Plug Power.

It was a tiny company most people had never heard of… until Amazon turned to Plug Power to deliver fuel cells for its warehouse forklifts.

Within four years of that announcement, Plug Power exploded as high as 3,000%.

And look what happened with Meta Platforms when it needed servers for its AI data centers… Super Micro Computer – a little-known company at the time with a $2 billion market cap – stepped in.

Within two years, the stock had rocketed 2,577%.

It happens time and time again.

When huge companies blast higher, smaller companies within their orbit can see even more extreme results.

And that’s exactly why I believe investors still have time to act before June 12.

Because while much of Wall Street is focused on the IPO itself…

Many of the companies quietly powering SpaceX’s growth story remain largely underfollowed today.

That’s why I’ve identified three companies I expect to see massive gains following SpaceX’s IPO – each with the potential to jump 1,500% or more.

They all have ties to SpaceX’s biggest moneymaking segment: Starlink.

Orbiting Around SpaceX’s Revenue Juggernaut

Starlink is a system of low-flying geosynced satellites providing data and internet access around the globe.

Remember what a big deal America Online was in the ’90s?

Think of Starlink as “The World Online.”

While many countries use cabling and fiber optic to provide internet access, Starlink sends data from space to any spot on Earth.

That’s a huge advantage over using cables. It means true internet everywhere. Even the middle of the desert.

And Starlink is paying off big-time.

In 2025, Starlink produced around $11 billion in revenue for SpaceX. And that’s expected to go higher in 2026 – reaching $18.4 billion.

That’s a growth rate of over 50%.

And the growth is set to continue, especially since SpaceX has ambitions of becoming the world’s biggest internet provider and streaming data directly to everyone’s smartphones.

The thing is, while Starlink continues to expand, the companies tied to the success of the satellite network are bound to ramp higher as well.

That’s why I call them SpaceX’s “Secret Partners.”

Let’s break each of them down now…

Secret Partner #1: The Chipmaker

First on our list is STMicroelectronics (NYSE: STM), the Dutch company that supplies SpaceX with semiconductors and antennae for the Starlink satellite network.

STMicro and SpaceX have been working together now for just over a decade, so STM’s chips have become the backbone of SpaceX’s Starlink project.

Without STMicro’s chips, there is no Starlink.

So far STMicro has shipped over 5 billion semiconductors for SpaceX’s Starlink system.

But that is just the beginning…

By 2027, STMicro executives expect SpaceX to double its order of chips. And with Starlink looking to improve its technology to direct-to-cell communications, it will mean more revenue for STMicro.

Direct-to-cell communication is the holy grail of satellite-based data and communications. Right now, Starlink requires a “Dishy” unit on your roof in order to communicate with its satellites.

The full name of the unit is actually “Dishy McFlatface” in what can be typical Musk humor. They’re known as “Dishys” for short.

But the real goal is for your phone to hook up directly to the satellite with no additional unit necessary.

And STMicro is working with SpaceX to make this a reality by miniaturizing the radio-frequency (RF) technology found in the larger units… along with installing inter-satellite laser links so the technology works directly with your phone as you move around.

So as SpaceX grows, expect STMicro to grow even more.

Just in the last 12 months, its stock price has gone up 46%. And sales are expected to rise 122% in 2026 – and keep climbing in 2027.

And while semiconductor competitors Nvidia, Broadcom, and Micron have market caps ranging from $430 billion to $4.2 trillion, STMicro is only at $30 billion.

That means STMicro’s stock price could increase 1,000% and still be smaller than all three.

That’s a lot of room to run.

Add in that STMicro recently did a huge deal with Amazon Web Services to provide energy-efficient chips for its new data centers, and you can see why we are bullish on this company.

Recommendation: Buy STMicroelectronics (NYSE: STM) at market, and use our customary 25% trailing stop to protect your principal and your profits.

Secret Partner #2: The Competitor’s Advantage

I also expect Iridium Communications (Nasdaq: IRDM) to win big once the SpaceX IPO hits.

Iridium and SpaceX are so closely linked, in fact, that SpaceX might not even exist without it!

You see, in 2010 – back when SpaceX was struggling to get started – Iridium invested $492 million in the company.

At the time, Iridium was looking to provide data in a similar way to Starlink. But it didn’t have the means to get its satellites into orbit.

Through its partnership with SpaceX, Iridium was able to launch 72 initial satellites. And with SpaceX’s Falcon 9 rocket, they were able to launch 10 satellites at a time, significantly reducing the number of launches needed (and saving Iridium a ton of money).

And Iridium was the first company to allow for the use of SpaceX’s “flight proven” rockets – allowing SpaceX to showcase its reusable rocket technology.

Now, in recent years, SpaceX and Iridium have become a mix of partners and competitors.

Iridium is still a customer of SpaceX, but both companies are competing for the direct-to-cell market.

So why do I think Iridium will be a big winner with SpaceX’s expansion?

I believe there is room for more than one provider of direct-to-cell data and communications. Plus, in competitive environments like this, you typically begin to see specialization.

Iridium, for example, recently announced it will begin to focus on using its weather-resistant L-band technology to service areas where Starlink struggles.

The company has also started focusing on more lucrative commercial business over retail.

Iridium’s network of satellites are also coded to work with the standard cellphone’s 5G setup, which makes up nearly all smartphones in the world.

Starlink’s system still requires proprietary hardware to connect.

Bottom line: I see room for both companies to thrive. And as Starlink grows in terms of market share, a smaller company like Iridium should rise with the tide.

But Iridium’s smaller market cap should allow for even greater profits and price appreciation.

Recommendation: Buy Iridium Communications (Nasdaq: IRDM) at market, and use our customary 25% trailing stop to protect your principal and your profits.

Secret Partner #3: The Moon’s Ground Crew

Most investors focus on what SpaceX does in the sky. The rockets. The satellites. The launches. But there’s a company that’s quietly become essential to what happens when those rockets arrive at their destination.

Intuitive Machines (Nasdaq: LUNR) is building the roads, relay towers, and communications network of the lunar economy. If SpaceX is the shipping company, Intuitive Machines is the port authority.

And the two are directly connected.

Intuitive Machines has SpaceX under contract to launch its next missions to the Moon – IM-3, expected in late 2026, and IM-4 in 2027. Every time Intuitive Machines launches, it rides SpaceX to get there.

If that strategic partnership continues, it means that LUNR should continue to grow stronger as SpaceX continues on its upward trajectory.

Now, here’s what makes Intuitive Machines unique.

NASA awarded it the Near Space Network Services contract – NSNS for short. Think of it as the cell tower network of the Moon.

Without it, future astronauts, rovers, and commercial operators have no reliable way to communicate from the lunar surface back to Earth. Intuitive Machines is the company building it.

That contract is driving real revenue. In 2024, Intuitive Machines brought in $228 million – nearly triple what it made in 2023.

And that’s not all it’s got in the pipeline…

In early 2026, Intuitive Machines completed its $800 million acquisition of Lanteris Space Systems – formerly Maxar Space Systems, a proven spacecraft manufacturer with decades of national security contracts behind it. As of early 2026, total contract backlog stood at roughly $943 million.

That backlog number matters. It tells you what’s already been won and is waiting to be earned. It’s one of the best forward-looking signals a company like this can show you.

There’s also a potential blockbuster on the horizon…

I’m talking about NASA’s Lunar Terrain Vehicle Services program – crewed Moon rovers for the Artemis missions. It carries a total contract value of $4.6 billion. And Intuitive Machines is in the running. Winning even a piece of it would be a game-changer.

Still, it’s worth mentioning that LUNR isn’t profitable yet. It’s an early-stage space company, so that shouldn’t be too surprising. The company reported a net loss of $10 million in the third quarter of 2025. Free cash flow is still negative too.

But here’s what gives me confidence…

The losses are shrinking. Gross margin improved to 19% in the fourth quarter of 2025. Revenue is growing fast. And the customer base – NASA, the Department of War – is about as stable as it gets.

But Wall Street is underestimating how durable this company’s position really is.

Benjamin Franklin had a saying I keep coming back to: “An investment in knowledge pays the best interest.”

Intuitive Machines has spent years building deep knowledge – of lunar navigation, of communications architecture, of how to actually land on the Moon.

That knowledge is hard to replicate. And as SpaceX’s ecosystem grows, it becomes more valuable every year.

Recommendation: Buy Intuitive Machines (Nasdaq: LUNR) at market, and use our customary 25% trailing stop to protect your principal and your profits.

Follow the Money

So follow the money and let’s turn it into profits.

Because with June 12 now approaching fast, Wall Street’s attention is only beginning to shift toward the companies orbiting SpaceX’s expanding empire.

And while the IPO itself may grab the headlines…

History shows that some of the biggest winners often come from the smaller companies helping make the vision possible.

Investors who position themselves before the IPO frenzy fully kicks into gear may still have an opportunity to benefit from one of the most important technological rollouts of the next decade.