2 Stocks to Buy Before SpaceX IPO!!
Why It Matters
SpaceX’s IPO will funnel unprecedented liquidity into aerospace, making semiconductor leaders TSMC and ASML critical, long‑term beneficiaries for investors seeking structural growth.
Key Takeaways
- •SpaceX plans 2026 IPO targeting $1.75‑2 trillion valuation worldwide.
- •TSMC benefits from AI compute demand and potential space data centers.
- •Elon Musk may develop in‑house chip fabs, posing future TSMC risk.
- •ASML holds monopoly on EUV lithography, powering advanced semiconductor supply.
- •Geopolitical tensions and export controls could pressure TSMC and ASML.
Summary
The video centers on SpaceX’s confidential filing for a summer 2026 IPO, aiming for a historic $1.75‑2 trillion market cap, and how that event will reshape capital flows into aerospace and deep‑tech sectors.
Analysts argue that TSMC is a prime beneficiary because AI firms need massive compute power and SpaceX’s vision of orbital data centers could further boost chip demand. They also flag Musk’s new Terraab partnership to build in‑house chip fabs as a long‑term, though not immediate, threat to TSMC’s dominance, while noting the company’s geographic concentration in Taiwan and its gradual U.S. fab expansion.
The second pick, ASML, is highlighted for its exclusive control of EUV lithography machines—essential for sub‑7 nm chips. The firm posted €9 billion in Q1 sales, a 53% gross margin, and carries an order backlog near €40 billion, underscoring a predictable earnings runway despite a trailing P/E above 50. Export restrictions on China are already priced in, and global tech‑sovereignty drives demand for ASML’s $350 million‑plus systems.
Investors are urged to look beyond the SpaceX hype and focus on the structural profit engines of TSMC and ASML, while monitoring geopolitical, supply‑chain, and regulatory risks that could affect valuations over the next few years.
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