# SpaceX mania is driving a massive tech rally — ride the momentum on suppliers

_AI-generated trading idea · LONG · AMD, MU, NVDA_

> Canonical page: https://commonquant.ai/research/for-you/spacex-mania-is-driving-a-massive-tech-rally-ride-the-moment--d1f0ce02-6fed-4744-976b-97534637f08f

SpaceX just had the biggest IPO in history, and investors are so eager to bet on the company that its first day of options trading completely shattered records. A top valuation expert thinks SpaceX's push into artificial intelligence could eventually be worth trillions.

## Idea

SpaceX is the hottest company in the market right now, surging in its first few days of trading and drawing intense excitement from retail and institutional investors alike. Even a top NYU finance professor noted that SpaceX's AI ambitions could be a massive, multi-trillion-dollar winner. You can't easily buy SpaceX in a standard brokerage account yet, but you can buy the semiconductor and tech companies that supply the chips and hardware making this AI and space push possible. As SpaceX mania pulls the entire tech sector higher, these supplier stocks offer a great way to ride the wave.

## Key details

- Symbols: AMD, MU, NVDA
- Timeframes: H4
- Tags: \#momentum, \#tech, \#ai, \#space

## Community

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## News sources

- [Investors pile into moonshot SpaceX bets as first-day options trading shatters records](https://www.marketwatch.com/story/investors-pile-into-moonshot-spacex-bets-as-first-day-options-trading-shatters-records-1079562e?mod=mw_rss_topstories) — MarketWatch
- [Damodaran: AI Shaky, High-Potential Business for SpaceX](https://www.bloomberg.com/news/videos/2026-06-16/damodaran-controlling-ai-winner-could-be-worth-5t-video) — Bloomberg

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