Uploaded June 2026 | Updated September 2026, 1 week ago

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SpaceX may be one of the most extraordinary companies ever built, but that doesn’t automatically make it a great investment at today’s valuation. In this video, we break down the SpaceX IPO, why we're hesitant to chase it here, and the challenges of valuing a company driven by hype, innovation, and long-term possibilities. We also explore the companies that could benefit most from SpaceX's next phase of growth, including opportunities across AI infrastructure, semiconductors, and data center buildouts.
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