May. 26 at 4:15 PM
SPACEX will go down in history as the biggest IPO ever.
Those who listen will be positioned in the next decade of space expansion:
Space Chips + Optics
•
$ADI - analog systems
•
$AVGO - networking infrastructure
•
$NVDA - AI + compute backbone
No matter how big the SpaceX IPO gets, the ultimate space expansion bottleneck belongs to silicon titans. This isn't just an aerospace narrative—it’s the violent, interstellar extension of the AI Super Cycle!
May prints proved it.
$NVDA just shattered reality with an
$81.6B revenue explosion, cementing its
$5.2T global empire as the only viable choice for deep-space edge computing. Networking king
$AVGO anchors radiation-hardened satellite links, while analog giant
$ADI is catching fire, spiking over 4.3% today.
Which semiconductor beast anchors your highest conviction for this macro breakout leg? Are you riding the premium earnings dominance on
$NVDA or buying the massive volume reversal on
$ADI? Drop your picks below!
