TSMC is an essential component of the semiconductor supply chain, manufacturing the advanced chips required by both NVIDIA and Intel.
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The creator advises against buying SpaceX due to upcoming insider share lock-up expirations and suggests fo...
Jun 22, 2026
The creator advises against buying SpaceX due to upcoming insider share lock-up expirations and suggests focusing on five semiconductor and infrastructure stocks that benefit from SpaceX's capital expenditure instead.
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Intel is positioned to benefit from SpaceX's future AI chip needs through its 14a process and $119 billion investment in new plants.
Dell is a critical partner for SpaceX, with a $5 billion deal to build AI servers that house NVIDIA GPUs.
NVIDIA is a key infrastructure play as it provides the GPUs powering SpaceX's Colossus supercomputer.
STMicroelectronics is a strong play as it scales alongside Starlink's growing demand for chips.
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