SpaceX raised $85B on its IPO.
Now that money has to be spent, and it will move through the whole value chain.
These are the key suppliers and beneficiaries:
SpaceX & Starlink
Electronics: $STM $FLTCF $TEL $APH $TXN
Materials: $HXL $VELO $CPSH $CSTM $ATI
Design: $ACM
xAI & Colossus
Chips & Compute: $NVDA $DELL $SMCI $ANET
Power & Cooling: $GEV $VRT $CAT $TSLA $BE
Solar will power the future of AI.
Elon said “solar electricity will become by far the biggest source of power for civilization".
So, here's the breakdown of the solar sector:
Solar Panels
$FSLR First Solar
$JKS JinkoSolar
$TE T1 Energy
$CSIQ Canadian Solar
Plant Operators
$CWEN Clearway Energy
$ENLT Enlight Renewable Energy
$SPRU Spruce Power
Tracker Systems
$NXT Nextpower
$ARRY Array Technologies
$SHLS Shoals Technologies
Residential
$RUN Sunrun
$TSLA Tesla
$SPWR SunPower
Inverters
$ENPH Enphase Energy
$SEDG SolarEdge Technologies
Energy Providers
$NEE NextEra Energy
$BEP Brookfield Renewable Partners
$AEP American Electric Power
Materials & Equipment
$DQ Daqo New Energy
$VECO Veeco Instruments
I’ll say this once. These 8 stocks are going to make generational wealth for many by year end…
1. ServiceNow ~ $NOW
2. Nokia Oyj ~ $NOK
3. Nebius ~ $NBIS
4. Micron Technologys ~ $MU
5. Circle~ $CRCL
6. Intel ~ $INTC
7. Rocket Lab ~ $RKLB
8. Marvell Technology ~ $MRVL
These names will be your next wave of opportunities that you need to take advantage of.
Like and follow, save it for future reference…
$NOW is 1000$ stock trading 115$
$CRWD is a 2000$ stock trading 660$
$SMCI is a 250$ stock trading 45$
$OKTA is 500$ stock trading 122$
$AAOI is a 900$ stock trading 180$
$ZETA is 200$ stock trading 22$
$OCTV is a 150$ stock trading 18$
$EOSE is a 110$ stock trading 8$
$RDW is a 150$ stock trading 18$
$INFQ is 175$ stock trading 17$
$UMAC is a 200$ stock trading 28$
$SATL is a 80$ stock trading 8$
$HIVE is a 50$ stock trading 4$
$IMSR is a 85$ stock trading 8$
$SMR is 120$ stock trading 12$
$LAES is a 45$ stock trading 3.50$
$CGNT is a 135$ stock trading 9$
$ELMT is a 100$ stock trading 19$
$VELO is a 150$ stock trading 18$
$DDD is a 35$ stock trading 3$
$GRRR is a 90$ stock trading 18$
$TSSI is a 165$ stock trading 13$
$SAIL is a 130$ stock trading 17$
$NTSK is a 120$ stock trading 10$
$FLNC is 155$ stock trading 140$
$RZLV is a 35$ stock trading 2.50$
$ASPI is a 90$ stock trading 8$
$RR is a 30$ stock trading 2.60$
$CPSH is a 85$ stock trading 8$
$OCC is a 160$ stock trading 14$
$VIVO is a 45$ stock trading 5$
$CRDO is a 600$ stock trading 200$
$QBTS is a 200$ stock trading 27$
$USAR is a 150$ stock trading 27$
$NNE is a 120$ stock trading 26$
Don’t miss these x fam.
These are the dips.
They were all down 9/10% today.
Bookmark. Repost. Subscribe 1$
Check back in 5 years.
Take risks.
Here are the Q3 earnings grades for my growth holdings that have reported so far 🧐
1. $PLTR | A+
2. $RKLB | A+
3. $SNOW | A+
4. $AMZN | A
5. $TSLA | A
6. $AXON | A
7. $NVDA | A
8. $GLBE | A-
9. $CRWD | B+
10. $TTD | B
11. $U | B
12. $IONQ | B
13. $DOCN | B
14. $MELI | B
15. $NET | B-
16. $ASML | C
17. $JMIA | C
18. $TMDX | C-