$NOW is #1 position in President Trump's portfolio.
1 month ago, I called it out at $85 →$125 up 50% so far.
This is going past $250+ and here's why:
1. $NVDA picked $NOW as its enterprise AI partner. Jensen Huang on stage with McDermott. NOW runs NVDA's AI Factory.
2. Every AI agent needs an orchestration layer. $NOW is that layer. Token demand exploding = NOW's workflows process every single one.
3. $10.9B in contracted future revenue. 21%+ growth. Trump holds it. Smart money doesn't leave this trade.
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The largest IPO in history is $SPCX on June 12th valued at $1.75 trillion.
Elon Musk says by 2030 regular people will be ultra-wealthy.
Here's 20 companies directly linked to SPACEX:
1. $ASTS — Satellite-to-phone tech becomes backbone of Starlink's global mobile dead-zone elimination
2. $IONQ — Quantum computing powers SpaceX orbital AI compute satellites launching in 2028
3. $RDDT — Real-time data feeds Grok's truth-seeking AI engine via X integration
4. $RKLB — Rocket Lab fills small-payload launch demand SpaceX's Falcon can't efficiently serve
5. $LUNR — Lunar lander tech directly supports SpaceX's Moon base buildout timeline
6. $ACHR — Air mobility networks integrate with Starlink low-latency connectivity infrastructure
7. $LLAP — Terran Orbital builds small sats riding SpaceX rideshare missions at scale
8. $VIAV — Optical networking components critical for Starlink ground station infrastructure upgrades
9. $AEVA — LiDAR sensors enable autonomous Starship landing and booster catch precision systems
10. $SPIR — Space data analytics layer monetizing SpaceX's growing orbital satellite constellation
11. $KTOS — Defense tech partner powering Starshield national security satellite network contracts
12. $BWXT — Nuclear propulsion R&D aligns with SpaceX's Mars mission power requirements
13. $ARQQ — Quantum encryption secures Starshield government communications on classified orbital networks
14. $LAZR — Luminar LiDAR enables SpaceX autonomous vehicle docking and precision landing systems
15. $OUST — Sensor fusion tech supports SpaceX's booster catch and reusability automation stack
16. $MTSI — RF semiconductors power Starlink user terminal phased-array antenna signal processing
17. $GILT — Gilat Satellite ground infrastructure scales alongside Starlink enterprise fixed-site deployments
18. $SATL — Satellogic high-resolution imaging complements SpaceX orbital AI compute satellite constellation data
19. $TWST — Synthetic biology tools accelerate SpaceX's long-term Mars colonization life support research
20. $POET — Optical interposer chips slash data center power costs inside COLOSSUS AI cluster
Remember, the total market for space economy can be $200 trillion in less than 10 years thats 100x from IPO.
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