$NVDA CEO Jensen Huang basically told everyone to buy energy stocks.
This is the largest bottleneck of the AI data centre buildout.
Here are 5 stocks that could 10x in the next few years:
$SPCX shares are priced at $135 for its $2 trillion IPO.
Its return is 100x-200x by 2035.
These 20 companies will benefit the most:
1. $BKSY ~$34
AI-ready Earth observation satellites feed SpaceX orbital intelligence layer.
2. $SPIR ~$20
Space data analytics monetizing SpaceX's growing orbital constellation.
3. $ACHR ~$5
Air mobility networks integrate with Starlink's low-latency infrastructure.
5. $SATL ~$7
High-resolution imaging complements SpaceX orbital AI compute constellation data.
6. $VIAV ~$50
Optical networking components critical for Starlink ground station upgrades.
7. $OUST ~$40
Sensor fusion tech supports SpaceX booster catch reusability automation.
8. $GILT ~$15
Satellite ground infrastructure scales alongside Starlink enterprise deployments.
9. $POET ~$11
Optical interposer chips slash data center power costs inside COLOSSUS AI cluster.
10. $ARQQ ~$12
Quantum encryption securing Starshield government classified orbital networks.
11. $TWST ~$74
Synthetic biology tools accelerate SpaceX long-term Mars life support research.
12. $LUNR ~$30
NASA lunar lander tech directly supports SpaceX Moon base buildout.
13. $AEVA ~$24
LiDAR sensors enable autonomous Starship landing and booster catch precision.
14. $KTOS ~$60
Defense tech partner powering Starshield national security satellite contracts.
15. $IONQ ~$58
Quantum compute layer powering next-gen orbital AI satellites.
16. $RDDT ~$178
Real-time social data feeds Grok's truth-seeking AI via X integration.
17. $RKLB ~$115
Small payload launch fills exact gaps Falcon can't efficiently serve.
18. $ASTS ~$97
Direct-to-phone satellite broadband. Starlink's closest competitor and partner.
19. $MTSI ~$375
RF semiconductors power Starlink phased-array antenna signal processing.
20. $BWXT ~$200
Nuclear propulsion R&D aligns with SpaceX Mars mission power requirements.
I'm definetly a buyer of $SPCX IPO and want to get it super cheap.
♻️ RESHARE this post and write 1 comment, I'll DM you the PRICE I want to buy $SPCX at this month.
Nobody is getting rich off the SpaceX IPO at $1.75T
The real upside is in 5 smaller space stocks with real moats that almost nobody is watching.
Here’s the list:
��� BREAKING: AI JUST FOUND A WAY INTO YOUR GARAGE.
Here’s how it works: A startup called Span, backed by NVIDIA and homebuilder Pulte, is rolling out neighborhood-scale AI infrastructure by installing a compute node outside your home, roughly the size of an AC unit.
What’s inside the box?
→ 16 NVIDIA RTX PRO 6000 Blackwell GPUs → 4 AMD EPYC server CPUs → 3TB of memory → A 15kWh whole-home backup battery
That’s more than $200,000 worth of hardware sitting next to your house. You don’t own it, but you benefit from it.
The homeowner deal:
→ Free installation (starting with new construction) → Span covers your electricity and internet costs → You pay a flat monthly fee (~$150) → Annual savings could reach several thousand dollars
The system taps into unused electrical capacity already available in most homes. A typical 200-amp house rarely uses its full power allocation, leaving a large amount of capacity idle. Span wants to convert that excess power into AI compute.
The bigger vision is even more ambitious: Span estimates that 8,000 homes running these nodes could create the equivalent of a 100MW AI data center—at a fraction of the cost and deployment time of a traditional facility.
No massive new campus.
No years-long grid connection delays.
No waiting for new power plants.
As AI demand explodes, the company is betting that the future of compute won’t be concentrated in giant data centers.
It will be distributed across thousands of homes.
A 100-home pilot is expected in Fall 2026, with broader deployment targeted for 2027.
The AI infrastructure race may have just moved into the suburbs.
Jensen $NVDA has invested:
$2.35B in $CRWV
$2.2B in $NBIS
Up to $2.1B in $IREN
“We don’t pick winners. We need to support everyone. So when I invest in one of them, I invest in all of them.
Don’t pick winners. Either let them all take care of themselves, or take care of all of them.”
Everyone keeps trying to argue why $NBIS is better or why $IREN is better.
Reality is: you don’t need to choose.
All three are positioned to win big.
$NVDA CEO Jansen Huang is telling you the next AI BOOM
“Compute demand could increase 1,000x.”
Here are some energy stocks I would keep an eye out on:
$CEG
$VST
$BE
$FLNC
$FCEL
$EOSE
$OKLO
Don’t fade the man the legend when he’s telling you what’s next on the AI phase
$NVDA CEO is telling you the next AI boom isn’t just chips… it’s ENERGY.
“Compute demand could increase 1,000x.” Aka Energy demand is about to explode.
Stocks positioned to benefit:
$CEG
$VST
$GEV
$IREN
$ETN
$SMR
If you missed $INTC at $32.
Missed $SNDK at $183.
Or even Missed $RKLB at $37.
Then buy these 4 stocks, & thank me later:
1. Nebius ~ $NBIS
2. Iren ~ $IREN
3. CoreWeave ~ $CRWV
4. Cipher ~ $CIFR
These Neo-Cloud names will be the next to 10x.
Millionaires will be made…
SpaceX is expected to IPO next month which could force the market to start treating space economy as foundational infrastructure with durable demand from both government & commercial customers.
That could lift entire public space ecosystem across launch, LEO connectivity & orbital infrastructure.
Current backlog across the ecosystem:
• $RKLB: ~$2.2B
• $FLY: ~$1.3B
• $ASTS: ~$1.2B
• $LUNR: ~$1.1B
• $PL: ~$900M
• $RDW: ~$498M
• $BKSY: ~$380M
• $VOYG: ~$275M
• $SPIR: ~$185M
• $SATL: ~$77M
Most retail investors have no idea how many stocks are quietly benefiting from Trump’s policies right now.
Some are up triple digits in months, and some have not moved yet.
Here are the real Trump policy beneficiaries everyone needs to know about:
Joe Rogan: "One of the real problems with the Bible is as you get older and older, things get weirder and weirder."
The Dead Sea Scrolls are bananas. They contain the Book of Enoch about the watchers who came down and mated with human beings and created a race of giants called the Nephilim. "It's not just the giants, it's aliens." 👽
Rabbis yanked it because it didn't align with the Torah yet Isaiah was preserved verbatim for 1,000 years.
What do you think? Should the Book of Enoch be part of the Bible? Have you studied the Dead Sea Scrolls?
SPACE ECONOMY CHEAT SHEET
A SpaceX IPO likely forces the market to look beyond rockets and start repricing the full supply chain and infrastructure layer beneath the space economy:
Spacecraft & Launch Systems
• $YSS manufactures standardized satellite buses for rapid deployment
• $RKLB builds launch vehicles, spacecraft systems & broader orbital infrastructure
• $VOYG supplies space infrastructure & in-space services for government programs
• $LUNR provides lunar landers & surface delivery systems tied to NASA Artemis missions
• $FLY develops launch vehicles & lunar lander services for commercial & government missions
• $RDW manufactures spacecraft components, deployable structures & in-space manufacturing systems
Satellite Operators & Services
• $BKSY provides real-time geospatial intelligence & high-revisit satellite imagery
• $IRDM operates the only truly global LEO satellite network covering the entire planet
• $SPIR delivers satellite-based data & analytics across maritime, weather & RF monitoring
• $AMZN building a direct-to-device & broadband satellite network through Project Kuiper + $GSAT assets
• $PL operates the largest Earth observation constellation serving commercial, defense & intelligence customers
• $ASTS building a space-based cellular broadband network for D2D connectivity with BlueBird 7 launching April 19 & 45-60 satellites targeted by year-end 2026
Raw Materials & Mining
• $AA supplies aluminum used in launch vehicles & spacecraft structure
• $FCX provides copper that feeds power systems & electronics across the space stack
• $TECK offers diversified exposure to critical minerals tied to aerospace & industrial buildout
• $MP controls the only scaled rare earth mining & processing asset in the U.S. supporting satellite & propulsion supply chains
Specialty Materials & Alloys
• $ATI produces titanium & nickel alloys critical to propulsion & aerospace systems
• $HXL makes carbon fiber composites used in launch vehicles & satellite structures
• $PKE manufactures advanced composite materials for aerospace & defense structures
• $CRS supplies high-performance alloys used in rocket engines & spacecraft component
• $GLW supplies specialty glass & optical components for satellite communications & sensing
• $MTRN provides advanced materials & precision components for defense and space systems
Electronics & Semiconductors
• $QRVO supplies RF chips & filter components for satellite communications payloads
• $LITE supplies optical components & lasers used in high-speed communications links
• $ADI supplies precision analog & sensing chips used across satellite and launch systems
• $COHR provides lasers & optical components tied to satellite & communications systems
• $NVDA provides AI compute infrastructure for satellite data processing & autonomous systems
• $STM provides semiconductors for guidance, control & communications in space-grade applications
• $AVGO supplies connectivity & networking semiconductors used across communications infrastructure