Google is identified as an indirect play for SpaceX and Anthropic optionality, offering hidden value.
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Don’t Buy the SpaceX IPO — Buy These 3 Stocks Instead
May 26, 2026
The creator discusses the potential SpaceX IPO, warning investors against buying at the rumored high valuation. They highlight the company's significant revenue growth but also substantial losses and debt, suggesting the valuation prices in future success. The creator also touches on Elon Musk's strategy of using retail investors to support valuation, drawing parallels to Tesla's shareholder voting patterns.
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Amazon is mentioned as a broad public market alternative to the SpaceX story.
Alphabet (Google) is a high-quality, indirect way to play SpaceX and AI, offering a profitable core business with significant long-term investment optionality.
Rocket Lab (RKLB) is presented as a direct public proxy for SpaceX-style plays, but its stock has already rallied significantly, pricing in substantial optimism and making its risk-reward profile harder to justify.
Tesla is mentioned as an example of Elon Musk's strategy of leveraging retail investor loyalty, referencing their vote to reinstate his pay package.
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GOOGLbuy opened May 26, 2026
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