After $NVDA’s 500,000% Run, Investors Turn to $SPCX & AI IPOs 🔥
$NVIDIA(NVDA)$ is up 500,000% since its IPO in 1999.
$10,000 would be $50M doing nothing all but holding.
SPACEX, OPENAI, ANTHROPIC are all going public now.
Here's how I'm playing each one and why:
• SPACEX $SpaceX(SPCX)$ (BUY & HOLD for 100x)
Real hardware, real revenue, real moat rockets + Starlink = untouchable infrastructure play.
SpaceX generates actual cash flow from launch contracts and Starlink subscriptions globally. The Starlink TAM alone could exceed its current valuation within a decade this is a buy-and-forget position.
• OPENAI (SHORT to $0 until proven profitable)
Burning billions with no moat every Big Tech giant is replicating its models for free.
OpenAI has no durable competitive advantage $Alphabet(GOOG)$ $Meta Platforms, Inc.(META)$ $Amazon.com(AMZN)$ are shipping comparable models at zero marginal cost to users.
A $1T valuation on a product that commoditizes by design is a short waiting to happen.
• ANTHROPIC (WAIT AND SEE, but most likely a buy)
Best AI safety narrative and enterprise traction, but valuation needs a hard reset first.
Anthropic has genuine differentiation in safety-focused AI and growing enterprise adoption through $Amazon.com(AMZN)$ , but at a $1T private valuation there's no margin of safety. Watch for IPO pricing before sizing in.
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