Why SpaceX Could Be a Bigger Gainer Than SK Hynix

2 months ago 30

Joey Frenette

Thu, July 16, 2026 astatine 10:21 AM CDT 5 min read

Quick Read

SpaceX's post-IPO pullback from $160 to adjacent $135 creates a diligent investor's introduction constituent arsenic AI CapEx fears resistance the banal lower.
Barclays targets $330 for SK Hynix (SKHY), but a $900 bull lawsuit connected SpaceX (SPCX) makes it the acold much explosive maturation play.
SpaceX's orbital AI compute ambitions and Starship launches indispensable execute flawlessly for it to predominate the off-Earth system and warrant its valuation.
This lithium shaper surpassed a $1B backstage valuation, joining immoderate of America's astir almighty startups. Now you tin invest successful EnergyX alongside planetary giants similar General Motors, but lone done July 16. (sponsor)

Sometimes, bully things travel to those who wait. For those who were capable to clasp disconnected from buying a fewer shares of Space Exploration Technologies (NASDAQ:SPCX) connected time one, there's present a accidental to bargain astatine astir the $135 per-share IPO price. If the sell-off continues, possibly investors volition beryllium capable to snag shares astatine person to $100 per share. Either way, SpaceX has fallen retired of favour successful a large way, and not adjacent table-pounding analysts oregon jaw-dropping terms people projections person been capable to nonstop the shares sustainably higher.

Indeed, the shares did onshore connected the nationalist markets astatine a precise costly valuation. And, arsenic I predicted earlier, encouraging investors to debar buying shares connected time 1 (they ended up fluctuating astir $160 per share) portion besides citing AI-related CapEx fears spreading to the sanction eventually, adjacent arsenic the Nasdaq 100 fast-tracked the sanction for entry.

An illustration from abstraction showing Earth's curved skyline with a purple and achromatic atmospheric glow, a acheronian starry sky, and a outer with star panels. Two precise tall, slender structures widen from the Earth's aboveground into space, each topped with a level emitting bluish light, suggesting precocious abstraction elevators oregon towers.

Could it beryllium that traders person moved onto the newer IPO with SK Hynix (NASDAQ:SKHY), adjacent though SpaceX touched down connected the nationalist marketplace conscionable implicit a period ago?

July 16 is the Final Day to Tap Into the Lithium Boom (sponsor)
General Motors, POSCO, and 50,000+ mundane investors person already backed lithium shaper EnergyX.

Here's wherefore you should bash the aforesaid earlier their July 16 concern deadline: lithium prices are up 75% this year, with request projected to turn a staggering 5X by 2040.

With tech that tin retrieve up to 3X much lithium than accepted methods, EnergyX is preparing to unlock up to 15M+ tons. Become a private-stage EnergyX capitalist earlier the July 16 deadline.

Maybe, possibly not. But either way, I deliberation SpaceX stands retired arsenic the acold much explosive maturation play than the likes of SK Hynix, which seems to person landed successful U.S. markets astatine a clip erstwhile the semiconductors and DRAM commercialized are astir to endure a correction, oregon worse, a vicious bursting of the bubble, arsenic superior rotates from the sellers of "picks and shovels" to the users that volition unearth each that golden (think the hyperscalers that were antecedently punished for spending truthful overmuch connected AI information halfway buildouts).

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