The $85B Ripple Effect: Why $NVDA, $VRT, $CAT, and $ANET Could Benefit From SPCX IPO

AfraSimon
06-24 06:51

$SpaceX(SPCX)$ raised $85B on its IPO.

Now that money has to be spent, and it will move through the whole value chain.

These are the key suppliers and beneficiaries:

SpaceX & Starlink

Electronics: $STMicroelectronics NV(STM)$ $Filtronic PLC(FLTCF)$ $TE Connectivity(TEL)$ $Amphenol(APH)$ $Texas Instruments(TXN)$

Materials: $Hexcel(HXL)$ $Velo3D, Inc.(VELO)$ $CPS Technologies Corp(CPSH)$ $Constellium NV(CSTM)$ $ATI Inc(ATI)$

Design: $AECOM(ACM)$

xAI & Colossus

Chips & Compute: $NVIDIA(NVDA)$ $Dell Technologies Inc.(DELL)$ $SUPER MICRO COMPUTER INC(SMCI)$ $Arista Networks(ANET)$

Power & Cooling: $GE Vernova Inc.(GEV)$ $Vertiv Holdings LLC(VRT)$ $Caterpillar(CAT)$ $Tesla Motors(TSLA)$ $Bloom Energy Corp(BE)$

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

  • breAkdaWn
    06-24 09:09
    breAkdaWn
    excellent break down!  keep it up!
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