# SpaceX IPO mania spills over into AI stocks — ride the momentum on chip suppliers

_AI-generated trading idea · LONG · APH, MU, NVDA, SMCI_

> Canonical page: https://commonquant.ai/research/for-you/spacex-ipo-mania-spills-over-into-ai-stocks-ride-the-momentu--3d6bd58e-d2b5-4eb6-88af-789f7cb223d6

SpaceX had a massive IPO, soaring 37% in its first week and creating massive hype around tech and AI stocks. Experts now believe this excitement could carry over to upcoming AI company IPOs like OpenAI.

## Idea

When a massive IPO like SpaceX rockets 37% in a week, it brings a wave of new money into the broader technology sector. Investors who missed out on the IPO will immediately look to buy the next closest things, specifically the companies supplying the tech and infrastructure for the AI boom. With anticipation building for more AI IPOs, companies that provide the literal wiring and memory chips for data centers, like Amphenol and Micron, are perfectly positioned to ride this wave of investor enthusiasm.

## Key details

- Symbols: APH, MU, NVDA, SMCI
- Timeframes: D
- Tags: \#stock, \#ai, \#momentum

## Community

- Upvotes: 13
- Views: 0
- Copies: 0
- Cosigns: 0

## News sources

- [SpaceX IPO Sparks Anticipation for OpenAI and Anthropic](https://www.bloomberg.com/news/videos/2026-06-20/spacex-ipo-sparks-anticipation-for-openai-and-anthropic-video) — Bloomberg
- [The riskiest SpaceX stock trade of all had a big first week](https://www.cnbc.com/2026/06/19/spacex-stock-risk-buy-sell.html) — CNBC

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