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This Trillion-Dollar Behemoth Is a Backdoor Way to Invest in SpaceX. But It's an Even Better Investment by Itself.

The article argues that retail investors can get indirect exposure to SpaceX ahead of its expected IPO by buying Alphabet shares, since Alphabet owns roughly 6% of SpaceX. If SpaceX lists at an estimated $1.75 trillion valuation, Alphabet could realize a windfall exceeding $100 billion, which could be redeployed into its AI and cloud investments. The piece highlights Alphabet’s strength in AI (Gemini), accelerating Google Cloud growth (63% revenue growth in Q1), and its TPU hardware sales as drivers that make Alphabet an attractive standalone investment. Overall the author recommends Alphabet as a bullish, pragmatic play both as a backdoor to SpaceX upside and for its own secular AI/cloud growth story.

Category

Tesla

Sentiment

Bullish

Event

Market commentary

Reading time

1 min