Broadcom (AVGO) is the third stock the creator is buying over SpaceX.
Source Post
3 Stocks I'm Buying Over SpaceX Right Now
Jul 29, 2026
The creator discusses three stocks they are buying over SpaceX, focusing on companies with strong current profits and competitive advantages driven by AI. The first stock highlighted is Nvidia (NVDA), which is presented as a critical infrastructure provider for the AI revolution, contrasting its established profitability and market position with SpaceX's high valuation and lack of net income. The creator argues Nvidia's software ecosystem, particularly CUDA, creates significant switching costs, making it difficult for competitors to displace its leadership.
Linked Mentions
Tickers discussed in this post
Taiwan Semiconductor Manufacturing (TSM) is a key investment due to its central role in AI, strong financial performance, and manufacturing moat, making it undervalued compared to SpaceX.
Nvidia (NVDA) is presented as a primary buy, favored over SpaceX due to its established role as an AI infrastructure provider with significant current profits and a strong software ecosystem.