Apr. 19 at 5:27 PM
SPACEX IPO ISN’T JUST A STORY — IT’S A FLOW TRADE.--5
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When this hits, money won’t stop at rockets. It rotates downstream into the enablers — the silicon + optics layer powering the entire space stack.
Watch the tape:
$LITE / AAOI → optical bandwidth = data backbone
$COHR → lasers = precision + defense crossover
$QRVO / ADI / STM → RF + analog = signal + guidance
$AVGO → networking dominance = hyperscale spillover
$NVDA → AI compute = mission control of everything
This is how markets work — first the headline, then the picks & shovels go vertical.
Don’t chase the rocket. Position in the infrastructure before the crowd connects the dots.
