Nobody is talking about what the SpaceX IPO does to the rest of the market

Not trying to hype the IPO itself. Honestly the $2T number is probably aggressive. But what I don't see people talking about is what a $75B offering does to everything around it. Fund managers don't just conjure new cash. They're going to have to sell something to make room for this. That's a lot of selling pressure hitting large-cap tech and defense right before pricing. The defense piece is what I keep thinking about. LMT and BA have been getting their lunch eaten on launch contracts for years already. SpaceX going public gives them a war chest and a stock they can use for acquisitions. The legacy guys are in trouble and I don't think it's priced in yet. Starlink is also just quietly printing money at this point. That's the actual business. The rockets are the story, the satellite internet is the cash flow. Here is a writeup that lays it out pretty well: [bigmarketreport.com/analysis/spacex-ipo-2-trillion-rocket-2026-market](https://bigmarketreport.com/analysis/spacex-ipo-2-trillion-rocket-2026-market) Is anyone actually positioning around this or just watching?