Google (Alphabet) is recommended over SpaceX, with its $4.6 trillion valuation generating $160 billion in net income and $422.4 billion in revenue, contrasting sharply with SpaceX's valuation.
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SpaceX at $2 Trillion Is Way Too Expensive. Here's What I'm Buying Instead
Couch InvestorMay 25, 2026
The creator discusses the upcoming SpaceX IPO, expressing concern about its high valuation. Instead of buying SpaceX at its projected $1.75-$2 trillion valuation, the creator suggests buying Rocket Lab, which is much smaller but is expected to move in tandem with SpaceX. The creator also analyzes SpaceX's revenue segments and capital expenditures, particularly in AI and cloud services, and notes the significant deal with Anthropic.
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Nvidia is presented as a strong alternative to SpaceX, with its $5.2 trillion valuation yielding $159 billion in net income and $253.4 billion in revenue, making SpaceX's valuation appear unreasonable.
Mercado Libre is favored over SpaceX, with the creator noting that 20 Mercado Libres could generate nearly $40 billion in net income and $64 billion in revenue, offering a much better value proposition.
The creator highlights Shopify as a preferred investment, stating that ten Shopifys could generate $13.3 billion in net income and $123 billion in revenue, making it a more sensible purchase than SpaceX.
AMD is presented as a smaller, profitable company that could be acquired twice for the price of SpaceX, highlighting its value.
Broadcom is mentioned as a company with a significant market cap and net income, suggesting stability.
Meta is presented as a stable, profitable company with significant revenue and net income, making it a potentially good investment.
Amazon is highlighted as a strong, profitable company with significant revenue and net income, making it a stable investment.
Microsoft is presented as a stable, profitable alternative to SpaceX, generating significant revenue and net income.
The creator suggests buying Rocket Lab as an alternative to SpaceX, anticipating its stock will rise if SpaceX performs well.