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Jon Najarian, co-founder of Market Rebellion, highlights the rapid growth in space industry valuations, noting that SpaceX could be valued between $1.5 trillion and $1.75 trillion—roughly double its prior level.
Najarian adds that while quick doubling may require patience, the ripple effect across the sector is significant. Companies such as RKLB, ASTS, and LUNR are positioned to benefit as attention on space investments intensifies.
Najarian has previously tracked trader activity in specific equities. He noted heavy TTD put buying and after-hours share purchases as traders acted on options strategies in The Trade Desk. In a separate note, Najarian observed a 7 percent jump in Inhibrx Biosciences shares after hours ahead of a key phase 2 trial update.