Everyone is talking about SpaceX...
To buy or not to buy
Expensive or not expensive
But at the same time, everyone forgets the bigger story...
Just like in artificial intelligence - the big beneficiaries are not always the tech giants that spend huge capital on infrastructure...
But sometimes it's precisely the companies in the supply chains that benefit from this capital...
For example -
Broadcom $AVGO, or Celestica $CLS, and many other companies like $APH $FIX $POWL and more...
These are companies that may be less known in the same field - but benefit from the huge capital expenditures of tech giants, which turn into massive profits for them.
And this is exactly how we should look at SpaceX:
SpaceX, according to forecasts, is expected to increase its capital expenditures in the coming years...
As it pushes for more launches and progress on the giant project - 'Starship'.
We have collected for you some companies that are at the base of SpaceX's supply chain, and may benefit from the increase in Elon Musk's expenditures:
We will be monitoring here