GENERATIONAL Opportunity, Should you Buy SpaceX Stock or This Stock?

Hinzugefügt: 2026-05-23

[00:00:00]Recently, you've heard about SpaceX going into their IPO, which is looking like it's going to happen sometime in June, which is crazy to say, and it feels like this has been taking so long, but they're rumored to be going around this IPO near $2 trillion. A good reference to these IPOs is understanding you can start at a certain price and that can quickly double. I'm not going to say they're going to go to 4 trillion, but it's something to think about. I mean, look at a name like CBRS for instance. They just IPOed and I'm going to go go somewhere with this but this IPO to give you just an idea was again you opened at 325. You can research this. They IPOed at 180. So they IPO at 180 and then they end up opening up at 325. Absurd. Now they're dipping back down. But understand this is like an insane area of what's going on in the market. Now, what I want to talk more about in today's video is my viewpoint on where the opportunity really lies. And I think people think SpaceX is more connected to space names like um ESTS and Space Mobile and Rocket Lab and some of these other stocks out there, right? And they are. I I'm not going to say that they're not anything to do with that. But I think people are ignoring where the big opportunity is.

[00:01:19]And I've talked a lot about this. We talked a lot about AI infrastructure over the past, you know, few months.

[00:01:24]Really going back to November, we had some of our best buys and trades into the beginning of this year, right? But there's still an area that, believe it or not, is still underpriced or the money hasn't started flowing in or we haven't seen that parabolic run just yet. But we saw it on one of the names.

[00:01:41]We saw it on one of the names in the sector and I think it's very telling of how this is going to start shifting.

[00:01:47]Okay, so when we look at what's going on with SpaceX, let's just get right into it, right?

[00:01:52]Understand they do make majority of their like 80% of their revenue comes from Starlink and they're making a good amount in quarter 1 of this year 2026.

[00:02:01]They did $3.2 billion. Their estimated revenue for the year is going to be around 1819 billion. Year-over-year growth around 80%. Outstanding. And they're probably going to do really good next year as well. But does making $20 billion for satellite. Now before we go any further in the video, I want to talk about one thing that I've noticed over the last few years, and that's most people don't just invest into one thing anymore. You might have stocks in one app, crypto in another app, ETF somewhere else, and then you're constantly moving money from one place to the other trying to get around and manage everything. That gets annoying fast. That's why Kraken Equities caught my attention. Eligible US clients can now trade up to 11,000 US listed stocks or ETFs directly inside of Kraken right next to their crypto portfolio. So instead of having one app for Bitcoin, one app for Apple, one app for SPY, you can start keeping all of it under one account. They offer commission free stock and ETF trading, fractional share starting at $1, and extended hours trading on Kraken Pro Monday through Friday. If you want to check it out, use the link in the description to sign up for Kraken and see if equities trading is available in your state. Let's get back to the video.

[00:03:07]in Starlink. Is that going to be does that justify a $2 trillion valuation?

[00:03:14]Right? And so some people are like, well, this is overvalued this, that, and the other. And it's probably yes, like Tesla, overvalued for where it's at now.

[00:03:21]But let's talk about where this is going, okay? And a lot of people aren't paying attention cuz SpaceX isn't just a space stock and satellites. You have to understand, they merged with XAI, which was formerly Twitter, right? And now that's not just X, the X platform, but also all their AI infrastructure and the data centers and the hyperscaler of what's happening there. So SpaceX quickly became almost an everything stock. I mean, again, they they do a lot more than just what I'm saying, but that's the big those are the two cash cows right now, okay? And they're not making really any money from the data center viewpoint. However, let's talk about a deal they just made, okay? And over the next two to three years, they just signed a deal with Anthropic. This is Go Google this for yourself. Go research it. Again, everything I say here, too, I recommend fact-checking me.

[00:04:14]Anyone on the internet, we can literally say anything we want. I recommend everything you're doing, take with a grain of salt, write down some notes, go research it for yourself. It should take 5 minutes. AI can help you do all this as well. So, understand that the anthropic contract is $1.25 $25 billion dollar a month. A month. And the product isn't even there yet. So, this should be a telling sign of where we're going with data centers. Understand they're making $3 billion with Starlink right now with the product with subscribers. Right now, without the product even being there from one client, they're going to be doing 1.25 billion. Well, what happens, you know, when these other players come in? What happens with Google? what happens with all these because XEI is setting the standard to be one of the top hyperscalers out there right and again the whole thing is we don't have enough compute to go around so it's going to be jam-packed okay now they're going to lose money 2025 to 2026 most likely but understand where they're going they're what they're targeting with compute 2 is again monstrous topofthe line next to meta next to Oracle okay understand that's the growth bet reaching 100 gig by 2029, which I will say is ahead of a lot of these other estimations. So, just saying that, I want people to understand where we're at and ultimately what I'm going at with this is you're seeing and if we look at the stocks, let's just quickly look.

[00:05:45]Okay, so ahead of this, you're seeing stocks like AS, right? Let's just let's zoom out. Let's I want to get rid of everything on the chart so it's super clean here. We're going to go into some more of this stuff and we'll do some charting. I I do want to cover that, but I do want to go further out. Okay, this is the weekly chart first of all. And so you can see you're breaking back into highs on ESTS.

[00:06:06]Okay. Well, what about Rocket Lab? Okay, going parabolic. Just parabolic 135.

[00:06:12]Now, is this only because of SpaceX? No, but it's a lot to do with it. Okay, the revenue isn't that crazy. So, that's where you're at. Okay. Now, what about the data center names? Well, I did say one has gone crazy, Nebius, which we talked about and I was, you know, very much pushing this for the past six, seven months. So, but but what about the other names, right? Iron not really doing much. Kind of kind of flat here, right? Kind of been flat since October trying to break back out.

[00:06:40]You were just at $30, right? Well, what about Coreweave, right? It's kind of down. It's not really doing much. Trying to break out. What about Oracle?

[00:06:51]It's trying, but it's back below 2024 all-time highs, right? We can even go further into some of the other names that are out there, too. I don't like these as much, but we'll talk about them. CLSK, they're converting from Bitcoin miners into data center type plays, right? You can go to Riot, which I hated most of these names, but this is actually a good sign of something that like you're you're seeing some of the hype get here because they're making that conversion over. But again, this will die down again. It will get hyped and it'll die back down and then wait for them to actually get a product, etc. But you can see what's kind of going on there, right? Go to Mara, all these names, right? But they're not moving like the space stocks. And I think it's because again, you're getting hype, but you're getting hype in areas that aren't really the hype areas in my opinion. Cuz you could look at this and tell, okay, long over the next 3 4 years, this is going to be the cash cow. This is where the money's going. And as we dive into this too, we'll understand that yes, SpaceX, I think, agrees with what I'm saying because they're investing most of their money not into Starlink, which again, they it's a great product, but they're investing here. This is where they see everything going. That's why they're willing to take a loss because they know these contracts are just the tip of the iceberg. Okay? And that again is where things really get interesting and that's where the opportunity starts to rise. Number one, if you trade futures at all, and if you don't know what that is, basically scalping futures, and you're trying to make 200, 300 bucks a day, anything along those lines, I recommend checking out take-profit trader. It's who I use personally. Now, again, their 150k or their two 25k accounts are the cheapest like in the industry. Use code hefe. You get it for $80, $85, I believe. And again, profit targets 1,500. Trailing draw down is $1,500 as well. Literally one for one. some of the best accounts you can literally have and you can take payouts daily. Again, check them out.

[00:08:47]It's who I who I use, who I only one I'm really recommending right now. I like Tradeify, some of the others, but I think they're the king and the best in the business right now. The other side too is if you want to see how we're trading, what we're trading, etc. go into detail with everything, our Discord link is down below. Every day we go over what's happening with futures. We break that down, break down opportunity setups there. We sit in voice chat where we're going over live streaming the market as well, me and Jordan. We have our scalp setups, our top trades, what we're looking at, and why. One of the big trades last night was again and yesterday was going short on Cerebras under 272, dropping down to 250. One of the really solid trade. Uh but again, more setups like that as well. It's all, you know, down below, okay? Use code uh we might have a code right now, code Tyler. Check it out. It still might be available if all those terms haven't been used. So check it out. It could be really cheap. So again, use that if you want. Now the other thing I'll say too is if you are looking at our charts and you see all the levels there well you actually get access when you subscribe to our channel and subscribe to the discord you get access as well to our key level indicator which is this right here. It connects right to your trading view and it gives you every level on our chart. It also connects to 100 SMA. It shows you the fib levels of alltime high breakouts. It has all of our tools directly on your chart. So you really only need one indicator and it basically gives you all of our levels directly to there. So again, if you're scalping, it says break and retest, everything like that. So again, it's there for you. But let's get back to what we're looking at there, back with hyperscalers, etc. Okay, so what are we doing here? When he's talking about investing, where is SpaceX investing their money? Well, they're investing number one, 61% of their money, they're throwing into $20 billion from 2025. We haven't seen 2026 yet, but over the past year, they're doing heavily into AI and data center names. Now, I want you to think about this as well.

[00:10:32]When we look at capex among the mag 7, we've noticed that it only is it's just compounding over and over and over and over and over, right? It's only getting more and more and more. So again, if 2025 was 20, you know, 21 billion roughly going into data center or, you know, their capex spend, most these names are doubling overall spend. So again, I'm not saying they're to spend 40 billion, but let's just say you spend 30 billion in 2026. I would be willing to bet as well that this number from goes from 61% even higher of a percentage of what they're investing in.

[00:11:05]Personal opinion, do what you want. What we're looking at there, I believe Starship also aligns directly back with data centers as well. So again, where you're at right there and what's going on now, as far as the top plays, let's we'll come back to these top plays here.

[00:11:17]Again, Nebus is still my, you know, Crim Deacro, right? We love to see it. Best name out there, and it's run like a madman. And it's funny, 87% year-to date. Uh but funny enough that's like if you go back to like uh you know let's go to the daily here on Nebius it's truly beautiful to see. Um again if you go back from January 1st you literally have run and you're up more than that. Okay so from January 1st you've ran from $90 to 210. So over it's around give or take like 140% 130%. So, a fantastic run so far. And I do want to give you a glimpse what we were previously heavy on. You know, if again I I did say Nebius before, but I wasn't as big on the other data center. I thought they were more risky. But what we were really big on back in November was AI infrastructure, which I still think those are great names like VRT, right? Or we go into GLW or we go into GEV Energy or PWR or, you know, the names can go on and on, right?

[00:12:19]I'm probably missing a few, but again, CRDO is another name we mentioned. I didn't buy any, which I regret, but it is what it is. This is one of the ones we missed. Bought some ETN. This ran from, you know, 350 into 4 440 almost.

[00:12:33]But again, the AI infrastructure has been a great play, but I think now when we look at data centers, especially if we start to see a dip, it's it's going to be the best opportunity for the next two to three years. And I think again, it could run a lot sooner than that. I just like to give myself wiggle room to not, you know, push the agenda and be too early or too shortterm, right? So, we're going to come back here to the the NeoCloud place. And you're going to notice here we have NeoCloud, okay? And then you have your hyperscaler down here, okay? Long-term hyperscaler. And giving you a quick understanding simplistic terms, Neocloud are basically names that are just starting or they're not there yet. Hyperscalers are the big dogs that have massive amounts of compute, right? or they're building like again like what's happening uh with SpaceX 100 gawatt right for instance Nebus is like working it way towards 4 gawatts so do we understand the difference okay I want to make that really clear so the long-term names are Amazon meta and I would even say Microsoft with what they're doing I didn't add it on here but Microsoft as well and I want to make this clear these are the names that you can just buy long term as far as like just stock and I think you're going to feel very very comfortable Okay. Now, when I say these names, too.

[00:13:48]Amazon's a little bit higher. Okay.

[00:13:50]We'll get rid of the drawing so you can see here, right? It's a little bit higher. It's run a lot. We're on the daily chart still. So, it's run and you're holding previous all-time highs, 258. And again, it's solid. Okay. But they have they also own equity and anthropic and a few other names as well.

[00:14:03]Open AAI. So, they have exposure beyond just their hyperscaler capabilities, right? They actually own these AI names as well, but they've run a lot. Okay.

[00:14:11]So, I think it's I'm not going to say it's risky, but you you've you kind of miss a little bit of the boat at 200.

[00:14:19]And I'm a realist. I still think it's a great name. Throw it in the basket of names you can have, but understand that names like Meta, in my opinion, are very are very cheap for where they're at. Are they betting big on this? 110%. But the other side of this is, you know, they're even if whatever you think with Zuckerberg with what's going on with his metaverse and integrating maybe AI and data centers in the met metaverse, they're going you need people need to understand compute is a massive issue. The need for these data centers for instance, they're going to fill up the space no matter what. So even if Zuckerberg's plans don't work out or his exact vision doesn't work, they're still going to make money and they're I believe as of right now they have the largest data center being built. Okay, so I want to make that very clear. Something might have changed in the last month, but as of like past 60 days, they were there.

[00:15:17]Okay, so I want to make I'm again give myself some wiggle room to potentially be wrong on that. But again, where you're at and Meta is still cheap. It's at 60 bucks. Go look at the 4P. We talked a lot about it. 600 bucks. I still think it's a very cheap. Remember, we talked about this way back here, too.

[00:15:30]You bounced from 600 into 750. It was a great buy. So, again, I still think you're getting an opportunity.

[00:15:35]Microsoft, another massive opportunity here. And again, I'm not telling you that. Look, if you buy if you buy Meta, Microsoft, Amazon right now, in 6 months, you're going to double your money. I'm not saying that. I'm saying these are the names you're buying in the portfolio that are names you don't really have to think about. you don't have to stress about, but you're going to have exposure to the things that I'm talking about. And they're good names and they're going to make long-term money. I do think over the next two to four years, most of these names, crazy enough, will double. Personal opinion, just telling you right now. But I'm not going into with the expectation. It's more just stock, maybe leaves here.

[00:16:15]Let's make money on the account, keep it growing. That's the visual here. The big winners I think are going to be some of these smaller names I'm going to mention just like Nebius has been such a big winner and I think Nebius is still at the tip of the iceberg right so again things to think about how I'm visualizing this and how to understand how to like kind of um view the risk parameters here again I like to use different visuals and understanding of what's happening there okay so that's the hyperscalers now when we look at what we're doing here with the neocloud names I still think this is this is the metric to look at Okay, Nebius is the top dog. Okay, it just is, right? Doing really well. And the reason they're doing so well is because they're meeting all their their targets, okay?

[00:16:59]They're not being overzealous with their goals, but they're meeting everything.

[00:17:03]They're not having any delays. And that's why they're doing so well and that's why they're getting more contracts. And you're going to understand they're getting more contracts even though they can't even necessarily supply those contracts yet, which is like pretty crazy. Okay, Coreweave, really solid name, really cheap name. They're getting hit the 100 MA or the 200 SMA is around $100. We'll go into that in a second. But what's wild here, it's the largest pure play NeoCloud, 5.12 billion in 2025 revenue, which again, it's still it's actually making money, which is good, but they're losing money as of right now. They're not profitable. But the revenue is scaling to 12 to 13 billion going into 2026. heavy Microsoft OpenAI concentration is a strength also a risk because again open AAI we've talked about the OpenAI risk chat GBT risk any bad news comes out the names get hit but again I think they're going to succeed long term now the craziest part is right here they have a backlog of contracts right now approaching a hundred billion I think it's like 92 billion right now with multi-year Microsoft open eye and metad deals that's the good I think they just got their metad deal I believe I could be wrong but again they just got one of these deals over the past like 30 days and that's why they kind of started booming a little bit but then they came back down on some other fears. Okay, riskwatch 35 billion offbalance sheets at leases again they do have debt that's the risky asset here I I do think now it's probably my riskier name in this list oracle's risky but I think coreweave has some risk associated but again Nvidia's invested they closed a 3.1 uh debt deal with them as well again they're Nvidia's banking on their success over time as well because they have deals with them to give them and you know supply them with rental GPUs Okay, iron probably my favorite play right now of the four as far as if we buy if I buy and we'll go into the levels here in a second. Am I going to make money over the next year? Like a shorter viewpoint. Yeah, I think there's a chance iron could two to 3x in the next year. Just realistic what I'm looking at right now. Again, they were a Bitcoin miner and they're one of the best examples of like Riot and Mara, CleanSpark transitioning from Bitcoin solely into data center type place. Want to make that right now. Okay. They're probably doing it the best along with Nebas obviously. Okay. So, where they're at right now, they have a 4.5 gawatt pipeline and then another 1.6 gawatts in the Oklahoma. But again, where they're at right now, pretty nice. 140k GPU target by the end of 2026. We'll see.

[00:19:36]We'll see where they get see where they go. That's where they're at right now.

[00:19:40]And then you have Oracle, which I think Oracle is your highest risk but also highest reward opportunity.

[00:19:47]Because of all these names right here, if putting these in comparison, could these names become a hyperscaler? I think I think Core could the soonest at least it would be Corore, but Oracle's the closest there. They're hyperscaler hybrid. They're heavily heavily exposed to OpenAI though. That's the concern.

[00:20:09]However, if they start not if they meet all the the requirements or you know the targets of what they're doing, if they just start hitting any of them over the next year and a half and they're building data centers like crazy. I have a big one being built here in Texas. If they do, it's going to explode. And when I see explode, I believe Oracle gets towards $1,000, which is I know it's again, do your own research about how much money they can make, what's happening, and also the Tik Tok deal, which no one's talking about, but I personally believe that's the path here for Oracle. If things just work out, and again, I said it's high risk because again, there's how much, you know, concentration into one area. They're the name that could become a mag seven type stock. They could be one of the biggest names inside the NASDAQ S&P 500. I'm telling you right now. So, where we're at there. Okay. And then if you look at projected revenue growth, what's happening here? Again, Oracle's revenue growth is lower over the next year, but again, they're projecting their data centers will be done around 2027 to 2028. So, again, a longer, you know, longer path, but again, maybe the mode, the biggest pot of gold at the end, right? So, again, Nebius, that's again why they're killing it because their revenue growth is going stupid. Corey doing good. Iron doing really well is also again taking account what's happening with debt etc. Rising names to watch APLD a lot of people like it. I haven't got big into it. It is doing really good. I will say it's doing pretty decent. Uh CFR has a new AWS deal. And it's really big that you're watching these if number one you want to see they're reaching goals. How are they progressing? Are they delaying? Etc. But like the deals the deals aligned with them are very important because they start to get a backlog that's like okay well this one has this one has legs they start getting the deals it start showing big companies big money's believing in them okay picks and shovels they put in video but you can still be looking at other other AI names or uh semiconductor names and what's happening there the pix and shovels longterm AI infrastructure power etc fiber optics like DLW uh cooling names like VRT those are all still great long-term names also so I do want to make that very clear. I I just think again I'm talking the explosive names. Yeah, you guys always ask like what do you think could three 4x I'm giving it to you telling you right now.

[00:22:29]So again where we're at now let's quickly run through these charts tell you what we like levels I'd be watching at. So first off we'll start with Nebus.

[00:22:36]Now Nebius I'm going to tell you right now you you don't have like crazy like opportunity here right now just cuz you're so high. Okay, for me bare minimum and you got you got the test.

[00:22:48]It's actually disgusting. It really is cuz and I had stock. I just didn't like I I was like, man, do I buy more? What do I do? You got the break and retest here. You broke of alltime highs. You retested and you went up another $100.

[00:23:01]Okay, for me, if I'm doing anything, I would want to see either a retest of number one, the same all-time high potentially, or a test of the 100 or 200 SMA. That simple. I don't think I'm going to be able to add any anytime soon. Telling you right now, if you want to buy, do what you want to do. But I know unfortunate there's no opportunity.

[00:23:19]You're just going straight up. Now, we get into iron, which I think is probably your biggest opportunity right now. Now, I made and if you don't follow me on X, I I recommend doing so cuz I've made a lot of videos about this. Okay. And what we were looking for here was a test back into 49 to 48 or your 100 200 uh simple moving average right there. basically around the 46 your daily moving average I'm sorry or 44 which you came right into your 100 day moving average and you popped right back up. So really nice to see there if you start mounting above 58 I think you have room to the upside but again where we're at how we're moving and people like well what's your target names over the next few years go insane.

[00:24:03]So I don't have like a target of like oh $200 that's kind of arbitrary. I'll just be watching what they're doing and watching the stocks in the portfolio.

[00:24:10]This is not a short-term trade for me.

[00:24:12]Making that very clear. I think you're going to with a short-term mentality.

[00:24:16]That's stupid. You're selling yourself short. Personal opinion though. Do your own research. Okay. Uh but that's where you're at right now. Okay. So, I like it. But I will say also, I do think the market is in a position to take a dip.

[00:24:30]So, and understand this. People were like, "Well, Tyler, uh, you know, when we dipped back in like January and or early in the year with, you know, the Iran stuff, people were like, "Well, Tyler, you were wrong because we're dipping. We're going down." Well, little Timmy, let me tell you, if America starts bombing Iran, number one, I can't predict that, especially with Donald Trump, no one can predict what he's going to do. He's a wild card, if I've ever seen one. Number two, if the rest of the market is going straight down, the S&P 500, the NASDAQ, I'm going to give you a little spoiler alert. Nine out of 10 stocks are going to follow the S&P 500 and the NASDAQ. So, don't think your one stock is the magical one that just wins wins wins. Okay? Understand that. Read the room. Use the brain. It's powerful. God gave it to us for a reason. Love God. Super super great, right? Thank God he gave us some brains.

[00:25:22]Okay. Next name, Cororeweave.

[00:25:26]As much as I love iron, I am starting to like Cororee as well. And it's funny because I didn't like, if you remember my old videos, I was like, don't touch coravee, don't touch Nebia, or don't touch iron. The reason why I was so big on not getting into core or iron is because of how this played out. Now, I could 100% have been wrong. I will address that. Okay. But the thing that I'll add in here is I wasn't. So, I'm happy. Okay. Nebius was just the clear winner. I I when you look at the the the data, when you look at what was happening with the stock, the you know the fundamentals, it was just it was the easiest data center to play in the world. Right now I think you're seeing like look some of these names in the AI and data series compute. It's in a position that we can't afford to let some of these stocks fail in my opinion.

[00:26:15]Okay. Some there just too much money is tied up into them. So coreweave, I think your opportunity is between $100 and the $95 here. But if you start to lose a 100 day moving average, your big area where you could buy, and I've said this was way back there, too, is again back here at $65 to $70. Okay, little zone, little box right here. Now, what is this level?

[00:26:39]You're like, Tyler, why why do you like that level? This was your IPO high. So when you IPOed back here, this is what happened on Coreweave. You went from $37 into $65 and then you crashed back down to 30 and then you mounted that level.

[00:26:53]And if you zoom in, you can see what is one of the most beautiful break and retest that we've ever seen. A break.

[00:27:00]And dude, this is actually like the loins are are feeling good right now, right? The break, the retest, and then you went to Narnia. Okay. And well, let's see what happened more recently.

[00:27:12]You tested it here in November. You tested it here in December. And then you and that's actually funny the 17th and the 17th there. That's that's interesting. Um but then you came back here in March more recently right at the end of the not the end but like towards the end of the Iran conflict. Okay. Now that's where you're at there going into Oracle. Those are your opportunities where I'll be looking to add stock or leaps. Okay. And when I say leaps, I'm talking two years out, not even a year out. I want longer longer longer. Okay.

[00:27:39]Now Oracle is the most interesting here.

[00:27:42]And funny enough, Oracle has been doing pretty good here on the chart. So your level's right here around 198 roughly.

[00:27:48]That's your previous 2024 high. When you broke that the first time you went to $3 like $50. Well, now you're there again.

[00:27:56]So the question here is is how do we react? And you're I'm betting you reject here and we'll see. And like I said too, I kind of expect the market to take a bit of a dip because of what's happening with Iran energy. I I think we're just in a weird spot. I'm looking for a dip in the market. Maybe I'm just hoping for a dip. I don't know. But that's where we're at right now. So when we look at what's going on here above 198 you have the 200 SMA. If you break the 200 SMA I think you have room honestly to 260 and then back to alltime high right now. Uh but I would prefer to be looking at this at 165 167 then back down towards 140 and then 128 as buying opportunities that level right here which was your 2023 little highs back here. So again what and why I'd be looking at that. So again those are my big opportunities as far as the chart is concerned what I'm looking at revenue-wise. dig deeper into it, do your own research, but I think this is going to be if if you're looking to like have a sympathy names to SpaceX and what's happening, understand SpaceX, this is where they're putting their money into names like into the same properties that these names possess.

[00:29:03]Okay? So again, do your own research as always. And some of you might be like, well, isn't SpaceX going to be competition? Yes. But the beautiful thing about this is just like semiconductors, there's too much demand and not enough supply. So again, understand that right there. So do your own research. Salute. Have a good one, boys and girls. Next video coming out