Forget SpaceX! Buy These 3 Stocks NOW
In a Nutshell
The video argues that SpaceX's success will drive demand for supporting infrastructure in data, AI, and satellite systems, creating opportunities for other public companies. It highlights Marvel and Light as the strongest performers based on price action, along with Rocket Lab as a top pick, while noting most mentioned stocks sold off on the SpaceX IPO day. The core advice is to focus on technical confirmation and fundamentals rather than IPO hype when investing in the space ecosystem.
These notes were generated by AI and may contain inaccuracies.
SpaceX had an incredibly successful IPO according to a lot of people. If SpaceX succeeds, other companies are likely to succeed with it as it builds that ecosystem and infrastructure. SpaceX makes $18-19 billion in revenue but loses $8 billion. It trades at a negative 235 times PE ratio. SpaceX is not considered cheap or undervalued at 2.1 trillion fundamentally.
Warren AI from Investing Pro was asked: If SpaceX succeeds, what are some other public companies that are likely to succeed as well due to growth in infrastructure? The AI listed three companies plus two others for a total of five: AVAV, Hawk, KOS, Marvel, and Light.
The modern space race is much more about data and AI infrastructure as it's about rockets. Miss the backbone and you'll miss the boom.
The AI takeaway emphasized that the modern space race is much more about data and AI infrastructure than just rockets. The analogy was made to the AI revolution where Nvidia leads but many other companies were needed for Nvidia to succeed.
AVAV is described as the leading US drone and robotics supplier.
Hawk is a fresh IPO with 100 plus million in new contracts and is a direct play on satellite and based intelligence and analytics for global security, telecom, and logistics.
KOS is a top pick by Jeff in space defense tech with strength in satellite comms, missile defense, and autonomous platforms.
Marvel is one of the best performing stocks of 2026. It provides power inside the data centers and satellite critical for data flow and AI infrastructure, fueling SpaceX's ambition. Jensen, the CEO of Nvidia, called Marvel the next trillion dollar company, though it is still considered way overvalued fundamentally.
Light supplies hyperscale and cloud providers with optical tech crucial for satellites and terrestrial data networks.
Rocket Lab was identified as one of the top performing rocket or space companies. Almost all of the mentioned companies including Marvel were red on Friday during the SpaceX IPO, potentially because money was being pulled out of the market and poured into SpaceX due to hype.
On the 4 hour time frame, AVAV shows a strong consistent descending pattern.
Hawk is incredibly oversold but shows no indication of a reversal yet. It was also down 7% on the day.
KOS was down 1.7% and remains consistently bearish with lower highs and lower lows.
Marvel shows an incredibly great performer with higher highs and higher lows but had a slightly red day.
Light ended the day in the green at 3.5% and has been on the bullish side with consistent higher highs and higher lows.
Based on price action and performance, the favorites are Marvel and Light. The speaker prefers to be late to a rally rather than early to a sell-off and recommends adding undervalued companies to watch lists and setting alerts until price action confirms.
Additional space-related companies discussed include:
- Rocket Lab, down 10% on SpaceX IPO day
- LUNR, down 13%, was bullish but began to sell off leading up to the IPO
- ASTS, sold off 15% on IPO day, was bullish and recently sold off
- RDW, saw a nice little pullback of 11.5% but was previously bullish
The top three favorites based on price action and performance where Wall Street actually appreciates the companies are Rocket Lab, Marvel, and Light. The speaker does not necessarily believe in the SpaceX hype but selected these based on technical factors.
Investors should dive deeper into these companies to ensure they align with personal trade or investment criteria. If they align, add them to watch lists, set appropriate alerts, and decide to trade or invest when it fits. The key question is whether one is trading the hype of the IPO or actually believes in investing in the space sector. If there is belief in a future in that space, SpaceX will need other companies to succeed with it due to infrastructure needs.
Investing Pro link in the description provides 50% off, breaking down to less than $10 a month. When SpaceX was analyzed in the platform, it showed 29% downside, $19 billion in revenue, $8 billion in loss, and negative 225 PE ratio. The platform is recommended for understanding companies both technically and fundamentally. The speaker uses Investing Pro daily and encourages checking it out via the affiliate link.
Viewers are invited to comment whether they believe in the SpaceX hype or view it as a short-lived catalyst that will eventually fade.
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