Better Buy: SpaceX or Nvidia?

The article is a valuation comparison between SpaceX (SPCX.OQ) and Nvidia (NVDA.OQ), arguing that SpaceX has a broader business model but Nvidia remains the stronger investment today. SpaceX is described as diversified across launch, Starlink broadband, and xAI exposure, yet its 2025 revenue of $18.7 billion and implied market-cap-to-sales ratio of 84 make it look expensive. Nvidia, meanwhile, is growing faster, with expected revenue growth of 82% this year and 42% next year, while also trading at a much more reasonable valuation. The piece concludes that SpaceX wins on business breadth, but Nvidia wins on growth and price, making Nvidia the preferred buy in the author’s view.