Forget SpaceX… Buy These 2 Stocks Instead

Fade the SpaceX IPO hype. The trade isn't the rocket, it's the suppliers profiting from the new space race: HWM & CRS. IPOs are unquantifiable risk; better entry post-hype. Core macro view: Long DXY as US demographics trump a decaying Europe/Japan. Inflation is a tug-of-war between sticky energy costs and powerful AI-driven disinflation. The latter will win, allowing an eventual Fed cut. Stick with AI 'legal monopolies' (NVDA, PLTR) run by billionaires.

Yields cautious up , short term, interviewee implicit

implicit

NDX cautious up , medium term, interviewee implicit

implicit

RUT

Oil

Metals up , medium term, interviewee explicit

explicit

USD up , medium term, interviewee explicit

explicit

Navellier & Associates 4.2
Wealth Manager
Louis Navellier 8.0

Forget SpaceX… Buy These 2 Stocks Instead

dxy

I'm expecting a stronger dollar and a lot of these countries are just under pressure because they got old and forgot to have kids.

2/28/2026 6:54:08 PM	short term sharp up	6 days later	+0.48%	+0.72%
1/21/2026 2:00:00 PM	long term cautious up	60 days later	+0.60%	+0.30%
12/28/2025 5:38:11 PM	medium term cautious up	21 days later	+1.38%	+0.69%

metals

I like Howmet Aerospace HWM... Carpenter Technology CRS... metals, titanium, all kinds of specialty materials... I prefer that the suppliers that make these rare metals.

3/4/2026 5:00:00 PM	medium term up	20 days later	-11.34%	-11.34%
2/25/2026 5:00:00 PM	short term up	5 days later	-4.16%	-4.16%
2/8/2026 5:00:00 PM	long term sharp up	60 days later	-7.51%	-11.27%
1/21/2026 2:00:00 PM	short term up	5 days later	+9.15%	+9.15%
1/14/2026 5:02:40 PM	short term up	5 days later	+2.92%	+2.92%
12/28/2025 5:38:11 PM	short term sharp up	7 days later	+3.29%	+4.93%
11/16/2025 5:00:27 PM	short term up	7 days later	+2.12%	+2.12%

Show all metals results

SpaceX IPO is coming June 12th, potentially the biggest in history. Asks what the guest knows that others don't.

Speaker2
Speaker1

Prefers to play the space boom via suppliers, recommending Howmet Aerospace (HWM) and Carpenter Technology (CRS) for their expertise in titanium and exotic metals used in aerospace and rockets.

Analogous to the California gold rush where suppliers got rich, not miners.
Speaker1

Will not buy the SpaceX IPO because he cannot calculate risk on IPOs; prefers to wait for the stock to trade publicly and check financials against his eight-factor fundamental model.

IPOs typically gap higher then back and fill; there will be a better entry window.
Speaker1

Starlink is quietly profitable with over $11B revenue, but Elon may merge less profitable ventures like Grok or Optimus robots into SpaceX.
Speaker1

Key to getting rich is investing in legal monopolies led by billionaires, citing Jensen Huang (Nvidia), Alex Karp (Palantir), and Google.
Speaker1

Gold prices are up this year but down since military action against Iran; owns gold stocks for sales and earnings, not as a gold bet.

Central banks buy gold to shore up balance sheets due to aging demographics in Japan, Britain, France; US is an oasis with better demographics and immigration.
Speaker1

Expects a stronger dollar as other countries face demographic decline.
Speaker1

Fed Chairman Kevin Warsh has his hands full; core inflation is rising due to energy costs, but AI productivity gains are disinflationary.

Expects a rate cut later in the year after months of consensus building.
Speaker1

Holding Palantir despite sector weakness; last two quarters were perfect, but software stocks are under pressure from a false narrative that AI will replace software.

Markets are crowds and crowds are dumb; doesn't want to be manipulated by false narratives.
Speaker1

Sold PSIX before disappointing earnings due to analyst trims and lack of confidence.
Speaker1

Holding IDN despite in-line earnings; forward sales up 10.7%, earnings up 1500%, with 200% upward analyst revision.

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