SPACE EXPLORATION TECHNOLOGIES CORP
Commented by André Will-Laudien on June 18th, 2026 | 08:05 CEST
AI and Semiconductors Soaring with SpaceX! AMD, Broadcom, Microsoft, and Aspermont in the Spotlight
With SpaceX's IPO, one thing is clear: the tech rally continues! This brings the favourites of recent weeks back into the spotlight: chip and AI stocks. Leading the way in the return rankings are semiconductor giants AMD and Broadcom. After repeatedly testing the USD 550 mark, AMD recently suffered significant daily losses. Broadcom also set its sights on USD 500 but fell short just before reaching it. We are also keeping an eye on Aspermont. There was an interesting pullback here, and now institutional investors can finally step in. Things certainly remain exciting, as SpaceX had already gained for four consecutive days before correcting for the first time yesterday. Its initial market capitalization of USD 1.8 trillion was heavily criticized, but now Elon Musk's latest venture is valued at USD 2.8 trillion and has caught up to Microsoft quite quickly. We are diving even deeper!
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Commented by Jens Castner on June 17th, 2026 | 06:50 CEST
SPACEX SOARS, ALMONTY ADVANCES, PLS REWARDS PATIENCE: THREE LESSONS IN RATIONAL INVESTING
An IPO that is electrifying the world. A mining company the market is currently misjudging. And an Australian commodities giant that rewards patience with share price gains. At first glance, SpaceX, Almonty Industries, and PLS are three completely different stories—yet they follow the same ironclad stock market logic: those who chase the hype pay the price, while those who think countercyclically are rewarded. While Wall Street debates trillion-dollar valuations, the real opportunities lie further down the supply chain—with companies without which neither rockets nor batteries for electric mobility would be possible.
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Commented by André Will-Laudien on June 15th, 2026 | 07:20 CEST
The Countdown to Mars is on: SpaceX, OHB, Rheinmetall, and Kobo Resources are Taking Off
Long-awaited, and now it has finally happened! We are talking about the IPO of the century from Elon Musk's empire: SpaceX. With a market capitalization of USD 2.2 trillion, the stock has joined the illustrious "MAG7" club after its first day of trading—it is now, so to speak, the "MAG8". Of the 22,000 employees, one in four has become a millionaire. There are 20 new billionaires from the founder's inner circle; even the operator of the SpaceX Campus Café is now worth USD 5 million. Elon has become the new messiah of the dollar, and the markets follow him with reverence. This once again highlights the fascination of "stocks" for the average person: anyone can obviously make it; you just have to be in the right place at the right time. Whether SpaceX's high valuation will still hold true in a few weeks now depends on the ETFs. They account for 30% of US stock market trading and will have to reflect the IPO valuation champion in their future weightings within the NASDAQ and Russell indices. Inclusion in the S&P is not expected until December. The catch: only 7% of the shares are freely tradable. What should investors pay attention to now?
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Commented by Nico Popp on June 12th, 2026 | 06:50 CEST
Geostrategic Raw Materials Alliance: Export Controls Hit SpaceX and Rheinmetall – Wall Street Bets on Almonty
Trade barriers, reduced mining quotas, and a US legal import ban on certain critical metals set to take effect in 2027—the West's traditional raw materials supply chains are under pressure. At the heart of the supply bottleneck is tungsten, which, due to its melting point of 3,422 °C, is irreplaceable for modern kinetic military applications and high-temperature-resistant alloys in the aerospace sector. Since alternative, non-Chinese production capacities have so far accounted for less than 10% of global production volume, Western technology companies face a very real supply crisis. Tungsten heavyweight Almonty Industries is stepping into this supply vacuum and, thanks to new production capacities, is emerging as a key player and de facto monopolist.
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Commented by André Will-Laudien on June 11th, 2026 | 07:20 CEST
Gold, Silver, Defence, AI, or the Nasdaq? SpaceX Heads for the US Indices – Defying Weakness with Lahontan Gold
A remarkable phenomenon is currently unfolding in the markets: virtually everything is weakening. From gold to silver, from high-tech to low-tech, whether AI or hydrogen—every sector is undergoing a correction. So far, however, the pullback remains modest when measured against the extraordinary gains achieved over the past 14 months following the tariff-driven sell-off triggered by Donald Trump. During that period, the Nasdaq effectively doubled. Traders know that a volatile interim low will now be reached, particularly over the summer, before the markets look forward to 2027 with renewed hope. This period needs to be bridged, and there may also be a need for hedging. Historically, gold has served this role well, often gaining value when other asset classes came under pressure. Yet gold itself has been one of the best-performing asset classes over the past two years, leading to some profit-taking here as well. Whether the S&P 500 can absorb additional heavyweights such as SpaceX, OpenAI, and Databricks following its historic rally remains to be seen. A fast-track inclusion of SpaceX into the S&P indices was reportedly rejected by S&P Dow Jones, while NASDAQ, Russell, and MSCI are set to list it within a few trading days. This should be exciting! Where are the tangible opportunities for investors?
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