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Moon base? Musk says, "let’s go"
NASA says it wants a long-term habitat on the Moon, and Elon Musk responded the way Elon Musk always responds: with a victory lap and a lot of exclamation points. He called the idea “awesome,” which is basically billionaire shorthand for “my company wants in.”
Why this matters for your portfolio
The bigger story isn’t the lunar GIF energy. It’s that SpaceX has reportedly shifted more attention toward the Moon, with uncrewed lunar missions eyed for 2027. That’s a big deal because it suggests the company’s roadmap is getting less sci-fi and more calendar-ized.
- NASA is teasing a live event next Tuesday, May 26th, where it’ll break down the next steps.
- Musk has already talked up a self-growing lunar city, which sounds like something between a startup pitch and a Star Wars sequel.
- SpaceX is also said to be preparing for a June IPO under ticker SPCX, which would be the kind of market debut that makes Wall Street’s coffee go cold.
The money angle
If SpaceX really heads public next month, investors won’t just be buying rockets. They’d be buying Moon dreams, Starlink math, AI ambitions, and Musk’s famously oversized control structure all at once. The company’s SEC filing reportedly pegs a $28.5 trillion opportunity across its businesses, which is either wildly ambitious or very on-brand.
Big picture: NASA’s Moonbase update is interesting on its own, but paired with a possible SpaceX IPO, it starts to look like the opening scene of a much bigger space economy story.