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Top 3 Stocks to Buy Now Before the SpaceX IPO

► 1,369 views ⏲ 12:49 Watch on YouTube ↗

Summary

A tactical, high-risk play on SpaceX's Starship launch via supply-chain stocks like Intuitive Machines, using a high tight flag pattern, but warns failed launches or vertical integration could kill the opportunity.

Executive Summary

The video outlines a high-stakes, tactical investment opportunity centered on SpaceX’s upcoming Starship launch, which could trigger a historic $2 trillion IPO and dramatically accelerate growth for its Starlink business. Since direct pre-IPO access is limited, the presenter highlights publicly traded supply-chain stocks like Velo3D, STMicroelectronics, and Intuitive Machines as indirect plays. To capitalize on these momentum moves, he introduces William O’Neil’s high tight flag pattern and Kristjan Kullamägi’s modern adaptation, using specific entry, volume, and stop-loss rules—demonstrated live on Intuitive Machines’ recent breakout. However, the video strongly warns that these are high-risk, non-conservative, tactical trades, especially since a failed Starship launch would sink all related suppliers, and Elon Musk’s vertical integration could eventually eliminate these opportunities. Ultimately, it frames the situation as a rare four-part convergence of a historic IPO, a critical technical milestone, overlooked small-cap stocks, and a clear rules-based framework, urging early research while the setup is still under the radar.

Key Points

  • ▶ 0:22 SpaceX is preparing a $2 trillion IPO — not a typo — tied to the success of its upcoming Starship launch.
  • ▶ 1:43 The entire IPO timeline hinges on this test flight: success boosts confidence and moves the IPO forward, while failure could delay it dramatically.
  • ▶ 2:14 Starship V3's upgraded engines enable larger payloads, directly feeding Starlink — which already has 10 million paying customers and ~80% of company revenue — making the growth curve nearly vertical if the launch succeeds.
  • ▶ 2:33 To gain SpaceX exposure before the IPO, investors can buy publicly traded companies already embedded in SpaceX’s supply chain.

  • ▶ 2:50 Velo3D (VLD) makes industrial metal 3D printers used for SpaceX Raptor engine parts; its revenue beat estimates by ~40% and the stock surged over 40% in one session.

  • ▶ 4:54 STMicroelectronics (STM) supplies RF antenna chips for every Starlink user terminal, with 7.5 billion chips shipped and volume projected to nearly double by 2027.

  • ▶ 6:32 The core trading framework is the high tight flag pattern, originally from William O’Neil: a stock doubles in 4–8 weeks, consolidates with a pullback no deeper than 25%, then breaks out on strong volume — though the speaker notes this textbook form rarely appears cleanly today.
  • ▶ 7:18 Kristjan Kullamägi’s modern adaptation simplifies the pattern: buy stocks breaking to 30–60 day highs, confirm they “surf” their 10- or 20-day moving average during consolidation, enter on a close above the consolidation high on above-average volume, then manage risk with a stop below the range, partial profit-taking after 3–5 days, and trailing the 20-day moving average.
  • ▶ 8:36 Intuitive Machines (LUNR) is presented as a live example: it has actually landed on the Moon and is an Artemis prime contractor, with revenue guidance of $900M–$1B (nearly 5x prior year) and a ~$5B market cap — and its price action followed the framework, moving from ~$16 to $31, consolidating near its moving averages, then breaking out in early May.
  • ▶ 10:27 These stocks are explicitly high-risk, non-conservative holdings, including microcaps like Velo 3D that can swing 20% daily and names like Intuitive Machines with a history of missing earnings.
  • ▶ 10:56 The biggest systemic risk is the Starship narrative: if the next launch fails, all supplier stocks will suffer, since their momentum is directly tied to SpaceX's operational success.
  • ▶ 11:10 Use aggressive profit-taking and treat these as tactical, temporary momentum plays — not long-term holds, especially given Elon Musk's pattern of vertically integrating supply chains.
  • ▶ 11:35 A rare four-part convergence is underway: a historic IPO, a critical technical milestone, smaller overlooked supply-chain stocks already moving, and a clear rules-based framework for entry and risk management.
  • ▶ 12:01 This opportunity stays under the radar because it hides in numbers, supply-chain relationships, and charts—not flashing lights—making early research the key advantage.
  • ▶ 12:18 The video asks viewers to like, share, and comment on which stock (VLD, STM, or LUNR) has the most interesting setup, reinforcing that viewer input shapes future coverage.

Video Sections

  • ▶ 0:00 Opening Hook and SpaceX Launch Context (0:00 - 2:34) - - Opens with the $2 trillion SpaceX IPO hook, a subscribe push, and sets up Starship V3, the launch, and Starlink revenue.
  • ▶ 2:34 SpaceX Supply-Chain Stocks: Velo3D and STMicroelectronics (2:34 - 6:18) - - Explains how to get exposure before the IPO, then covers Velo3D’s 3D-printed Raptor components and STMicroelectronics’ SpaceX/Starlink connection.
  • ▶ 6:18 Trading Framework and Intuitive Machines (6:18 - 10:29) - - Introduces the high-tight-flag setup and trading framework, then applies it to Intuitive Machines (LUNR).
  • ▶ 10:29 Risks and Tactical Positioning (10:29 - 11:35) - - Details the risks, the structured outline, and the need for tactical profit-taking in momentum-driven supplier plays.
  • ▶ 11:35 Rare Convergence, Opportunity Discovery, and Closing (11:35 - 12:51) - - Highlights the rare IPO/milestone/supplier convergence, how opportunities stay under the radar, and ends with the call to action and closing remarks.

Exact Transcript

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