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Before the IPO: 4 Companies That Rewarded Investors Who Got In Early
By Bridget Bennett. Article Published: 6/4/2026.
Key Points
- Weiss Ratings analyst Chris Graebe argues the largest IPO gains go to investors who enter companies at the private-round stage, well before any public listing.
- The JOBS Act of 2016 allows non-accredited retail investors to participate in early-stage private companies through SEC-qualified Regulation A offerings with minimums as low as $100.
- Graebe highlights four private-round investments—FJET, BeatBox Beverages, NUCL, and CNXU—each of which he claims delivered roughly 5x to 7x returns upon listing or acquisition.
- Special Report: Elon Musk’s $1 Quadrillion AI IPO
The SpaceX (NASDAQ: SPCX) IPO is one of the most talked-about market events in years. But Chris Graebe, an analyst at Weiss Ratings, says the investors who are likely to profit most already got in long before now.
Graebe has spent the last several years helping everyday investors gain access to private companies before they ever reach a public exchange. In a market flooded with IPO enthusiasm, his message is equal parts exciting and sobering: the biggest returns in any IPO story almost always go to those who wrote checks long before the opening bell.
The SpaceX Reality Check
A tiny supplier at the center of Elon's AI infrastructure (Ad)
The upcoming SpaceX IPO - reported for June 12 - is valued at $1.75 trillion. But one analyst says fighting over those shares may be the wrong move.
There's a tiny supplier, just 1/60th the size of SpaceX, sitting at the center of what he calls Elon Musk's 'tollbooth' plan for AI infrastructure. Once SpaceX goes public, Wall Street could expose this under-the-radar vendor to a much wider audience.
Watch the urgent presentation to see this hidden stock before the IPO window closesFor retail investors dreaming of a SpaceX windfall, Graebe's view is clear-eyed. The investors positioned to make the most from that deal got in years ago at valuations far below today's. Institutional money, along with a handful of early creditors, is the group likely to benefit from the IPO. Any online offer claiming to give retail investors access to SpaceX right now—whether through tokenized coins or fractional insider shares—warrants serious caution. Do your own due diligence before acting on anything you find on the internet.
That doesn't mean the space economy is off-limits. It means the opportunity may be elsewhere.
The Legislation Most Investors Don't Know About
Here's what most people miss. Under the JOBS Act of 2016, everyday investors, accredited or not, gained the ability to invest in private companies through SEC-qualified Regulation A offerings. Think of it as an Amazon-style marketplace for early-stage companies raising capital, with roughly 55 active portals currently listing somewhere between 490 and 500 offerings. Minimum investments can range from $100 to $500, depending on the deal.
Graebe says most investors still don't know this is possible. Most founders don't even know they can raise capital from their own customers this way. That gap, he argues, is exactly where the opportunity lies.
Starfighters Space: The Air-Launch Play
Starfighters Space, Inc. (NYSE American: FJET) is trying to solve one of the most expensive bottlenecks in the satellite economy: the launch queue. The company operates a fleet of modified F-104 supersonic aircraft out of NASA's Kennedy Space Center and is developing an air-launch system designed to carry small satellites to 45,000 feet before releasing a rocket into low orbit. The pitch is speed and cost—potentially a two-week turnaround versus the months-long wait typically associated with traditional launches.
Graebe says he invested in the company's Regulation A round at around $3.59 per share, and members who participated saw the stock open at $10 on its December 2025 NYSE American debut before climbing to $31.50 by the third trading day. He says that represented roughly a 7x return for those who entered at the private-round price. Notably, there was no lockup period, so investors had access to their shares from day one.
Whether FJET is a buy at current prices is a more complex question. The company is pre-revenue and still developing its launch programs, while space stocks broadly are running hot. Shares have pulled back from the $31.50 third-day peak and were trading around $8 heading into June—still well above Graebe's private-round entry. He says he's holding a position for the long haul, citing NASA and Space Force demand for lower-cost launch access and what he describes as a capable leadership team.
BeatBox Beverages: The Cuban-Backed Party Punch
The second win was further from the space race. BeatBox Beverages is a ready-to-drink party punch brand started by three founders in Austin, Texas, that landed a $1 million investment from Mark Cuban on Shark Tank in 2014. Graebe says he found the company in 2020 when it was generating around $7 million in revenue, saw something in the founders' resilience, and got in.
In February 2026, Anheuser-Busch InBev SA/NV (NYSE: BUD) completed its acquisition of an 85% stake in BeatBox for up to $490 million, with a path to full ownership after five years. Graebe claims early private investors saw a roughly 5x to 6x return on that exit over a six-year hold. BeatBox no longer trades independently; it now operates within AB InBev's Beyond Beer portfolio.
The story is instructive beyond the numbers. Graebe credits founder assessment as the single most important factor in early-stage investing. Grit, humility, and the willingness to build the right team around a core idea are the signals he looks for. Arrogance is the one that sends him running.
Eagle Nuclear Energy: The Uranium Deposit Everyone Forgot
The third pick is a uranium story that went quiet. Eagle Nuclear Energy Corp. (Nasdaq: NUCL) holds rights to the Aurora Uranium Project—a large near-surface deposit on the Oregon-Nevada border with a measured and indicated resource of approximately 32.75 million pounds of uranium, plus additional potential from the adjacent Cordex deposit. The company completed a SPAC merger and began trading on the Nasdaq in February 2026.
Graebe says he invested in the early private round at around $3.50 per share, visited the site in person, and timed his entry around a March 2025 executive order pushing for more aggressive domestic uranium mining. He claims the stock ran to around $14 at its peak, roughly five weeks after listing, and was trading in the high single digits heading into June.
The nuclear narrative has cooled since 2025's peak enthusiasm. Graebe says that's actually part of the appeal—data center energy demand hasn't gone away, and small modular reactors are increasingly part of the longer-term solution. He's holding the stock and remains bullish on the story, citing the deposit's domestic strategic value as grid demand continues rising.
Conexeu Sciences: The Biotech Wildcard
The fourth pick is the highest-risk of the group. Conexeu Sciences Inc. (Nasdaq: CNXU) is a preclinical biotech developing a collagen-based extracellular matrix scaffold platform targeting wound care, dental regeneration, aesthetics, and potentially 3D-printed tissue reconstruction, including post-mastectomy breast restoration. The company completed a direct listing on Nasdaq on May 21, 2026.
Graebe says he invested in the private round at around $2 per share, approximately 10 months before listing. Since its IPO, the price has been volatile, swinging as high as $17 per share. From his $2 private-round entry, that still represents a roughly 8x gain.
The caveat here is real: preclinical biotech is among the riskiest categories in early-stage investing. FDA trial outcomes, funding availability, and execution risk all matter enormously. Graebe says he's drawn to biotechs that run lean—more like tech startups than traditional drug developers—because it extends runway and signals disciplined management. His long-term view on CNXU is that it could eventually become an acquisition target for a major pharma player once clinical milestones are cleared, though nothing in the company's current stage makes that outcome certain.
The IPO Cycle Warning
Graebe closed with a historical frame worth keeping in mind. The year 1999 saw a record number of IPOs, followed almost immediately by the dot-com collapse. The year 2021 produced more than 1,000 IPOs and was followed by a brutal 2022 correction. IPO volumes are climbing again. He thinks the current cycle runs another year and a half to two years before it resets.
His read: when the hype peaks and IPO activity slows, that's typically when the best private-stage opportunities appear. The investors who put money into Facebook, Airbnb, and Instagram during the 2008-2009 downturn weren't making headlines—they were building the foundation for the next wave. The AI valuation environment right now, he says, closely echoes the dot-com era: enormous collective valuations chasing revenue that hasn't fully materialized yet.
The SpaceX IPO will be wild. But if history is any guide, the people with popcorn are the ones who already got paid.
The Biggest Opportunity From SpaceX’s IPO May Surprise You
By Jeffrey Neal Johnson. Article Published: 6/10/2026.
Key Points
- The SpaceX IPO is more than four times oversubscribed, leaving an estimated $225 billion in sidelined capital to rotate into public space stocks.
- Rocket Lab, the most direct public competitor to SpaceX, reported 63.4% revenue growth in Q1 2026 and holds a $2.2 billion launch backlog.
- Investors seeking diversified exposure to the space sector could consider the Procure Space ETF, which holds Rocket Lab, Redwire and others.
- Special Report: Elon Musk’s $1 Quadrillion AI IPO
You’ve probably seen the headlines about Senator Elizabeth Warren trying to delay the SpaceX IPO. While that makes for good political drama, the reality for investors is that the deal is almost certainly happening on Friday. The real story isn’t the political noise; it’s the simple math of supply and demand. Getting your hands on SpaceX (NASDAQ: SPCX) shares will be nearly impossible for the average investor.
SpaceX’s initial public offering is more than four times oversubscribed, meaning Wall Street’s biggest players have placed orders for more than $300 billion in stock for a deal raising only $75 billion. When the dust settles, a staggering $225 billion or more in cash will be left on the sidelines from investors who wanted a piece of SpaceX but got locked out. That money won’t just disappear; it’s about to flood the rest of the publicly traded space sector.
What Happens When $225 Billion Needs a New Home?
A tiny supplier at the center of Elon's AI infrastructure (Ad)
The upcoming SpaceX IPO - reported for June 12 - is valued at $1.75 trillion. But one analyst says fighting over those shares may be the wrong move.
There's a tiny supplier, just 1/60th the size of SpaceX, sitting at the center of what he calls Elon Musk's 'tollbooth' plan for AI infrastructure. Once SpaceX goes public, Wall Street could expose this under-the-radar vendor to a much wider audience.
Watch the urgent presentation to see this hidden stock before the IPO window closesAll that money that couldn’t buy SpaceX stock has to go somewhere. Big investment funds have mandates to invest in the aerospace sector, so they’ll immediately look for the next best thing. This creates a powerful sympathy bid, where the excitement and capital from a massive IPO spill over into related companies, lifting their valuations.
Think of it this way: large investment funds are often required to keep a certain percentage of their assets in specific industries, such as aerospace. If they can’t get SpaceX, they can’t just sit on that money. They have to find other space stocks to buy to stay on track with their investment goals. This predictable rotation of capital is what creates the opportunity. The challenge is knowing where to look.
Launchpads, Workshops, and Baskets
Navigating this spillover requires understanding the different types of companies that make up the space economy. Investors can generally break them down into three categories: launch providers, which are the sector’s logistical backbone; infrastructure companies building the picks and shovels; and diversified funds that offer broader exposure.
Rocket Lab: The Established Rocket on the Pad
Rocket Lab (NASDAQ: RKLB) is the most direct public competitor to SpaceX in the small-to-medium satellite launch market. For large investors who need immediate exposure to the launch industry, Rocket Lab is the logical safe harbor.
Rocket Lab’s financials show a strong foundation. The company has very little debt and plenty of cash on hand, which is crucial because it allows it to fund major projects, like its new Neutron rocket, without taking on risky loans.
The business is also growing at an impressive pace. Rocket Lab reported a 63.4% increase in revenue in the first quarter of 2026 compared with last year and already has a $2.2 billion backlog of scheduled launches. This predictable revenue stream is exactly what institutional investors look for when they need to deploy large amounts of capital quickly and safely.
Redwire: The Space Economy’s Workshop
If launch providers are the trucking companies of space, Redwire Corporation (NYSE: RDW) is the company building the highways, warehouses, and tools.
Redwire specializes in critical space infrastructure, from solar arrays that power satellites to robotics and in-space 3D printing.
At first glance, Redwire’s financials might look complex, showing negative profit margins and recent stock issuance. But it’s important for investors to understand why those issues exist. Redwire is in high-growth mode, spending heavily now to build unique technologies that could become the industry standard.
This is a classic picks-and-shovels play. Instead of betting on one specific mission, you’re investing in the underlying hardware that everyone will need. The unusually high activity in the options market on June 10, 2026, suggests that some sophisticated investors are betting Redwire’s big upfront investments are about to start paying off in the form of high-margin government and commercial contracts.
Don’t Pick a Rocket, Buy the Whole Fleet
For investors who find picking individual stocks too volatile, another strategy is to buy a basket of companies all at once through an exchange-traded fund (ETF). This approach offers instant diversification across the entire industry.
A popular option is the Procure Space ETF (NASDAQ: UFO), a leading pure-play space ETF. This fund specifically targets companies that generate the majority of their revenue directly from space-related activities, such as rocket manufacturing, satellite communications, and launch services. Its holdings provide a broad cross-section of the industry, including Rocket Lab and Redwire. For investors seeking direct, yet diversified, exposure to the growth of the space economy, an ETF like UFO can be a compelling alternative.
Your Final Pre-Launch Check
For investors seeking exposure to the space economy, the key takeaway is to look beyond the immediate IPO frenzy. Chasing SpaceX stock on day one could be a volatile ride filled with institutional-level competition. A different approach is to research the established public companies that form the backbone of the space industry. Understanding these secondary players and how the coming wave of capital could impact them may offer a more grounded strategy for participating in the sector’s long-term growth.
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