Money
Stocks I'm Buying Over SpaceX Right Now
xCruzo Brief
A commentary piece argues that Space Exploration Technologies (SpaceX) is trading above fundamentals and that investors may prefer other AI- and chip-linked stocks. It notes SpaceX shares crashed back after an IPO, now trading around $115, and places its valuation near $1.5 trillion. The author compares that level with Taiwan Semiconductor Manufacturing (TSMC) at about $2.1 trillion, Broadcom at roughly $1.8 trillion, and Nvidia at around $5 trillion. Using 2025 figures, SpaceX generated $18.7 billion in revenue, up 33%, but produced no net income, while targeting a 45% net margin when mature. The piece contends that Broadcom, TSMC, and Nvidia each show stronger profit and revenue support, with AI demand providing ongoing catalysts.
xCruzo quick-read summary • Source: The Motley Fool • Read the full article for complete information.
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Your Daily MomScope for July 29, 2026