3 Stocks I'm Buying Over SpaceX Right Now

In this video, I'll show you three stocks I'm buying over SpaceX right now, and the reason might surprise you. While the excitement around private space investing is understandable, I believe the biggest opportunity today is hiding in businesses that are already generating enormous profits, dominating the most important technological shift of our generation, and still have years of growth ahead of them. These are companies with powerful competitive advantages, massive global demand, and business models that become even stronger as artificial intelligence continues transforming the world. Let's begin with the first stock. The first stock I'm buying over SpaceX is Nvidia, ticker symbol NVDA. Whenever investors hear the name Nvidia, the conversation usually begins with graphics processors, but that is no longer what defines this business. Nvidia has quietly transformed itself into one of the most important infrastructure companies on Earth. Think about that for a moment. Every major wave of technological progress requires infrastructure. Railroads powered the Industrial Revolution. Electricity reshaped manufacturing. The internet changed communication forever. Artificial intelligence is no different. Before companies can build intelligent software, autonomous systems, or advanced AI assistants, they need the computing power capable of training and running those models. Nvidia has become the company supplying that foundation. That makes Nvidia far more than just another semiconductor company. It has become one of the most valuable technology platforms ever created. This is exactly why I prefer buying Nvidia instead of chasing the excitement surrounding SpaceX. SpaceX is an incredible company with an ambitious vision, but investing is ultimately about balancing vision with financial reality. SpaceX is currently valued at roughly $1.5 trillion despite generating approximately $18.7 billion in 2025 revenue and producing no net income. Management has long-term profitability ambitions, including a potential 45% net income margin once the business reaches full maturity. Even if that happened immediately, the company would still generate only about 8.4 billion dollars in annual profit based on those revenue levels. Now, compare that with Nvidia. Nvidia already operates at an entirely different financial scale. The company generates well over 10 times the revenue that SpaceX currently produces while carrying a market capitalization that, although significantly larger at roughly $5 trillion, is supported by a business already producing extraordinary cash flow and profitability. That difference matters. Investors often become fascinated with future possibilities, but businesses creating enormous profits today have a huge advantage because those profits can be reinvested into research, acquisitions manufacturing partnerships, software development, and entirely new product categories. That creates a compounding effect. Every dollar earned today helps produce even more dollars tomorrow. That is one of the greatest advantages Nvidia has. Its leadership is no accident. The company spent decades building an ecosystem that competitors have struggled to replicate. Many investors assume AI leadership comes entirely from faster chips. That is only part of the story. The real competitive moat comes from software. Developers across the world have spent years building AI applications around Nvidia's CUDA platform. Millions of lines of code have already been optimized for its architecture. Changing away from that ecosystem is expensive, time-consuming, and often unnecessary. That creates switching costs that strengthen Nvidia's competitive position every year. Even as artificial intelligence evolves from training large language models toward inference and autonomous AI agents, Nvidia continues adapting. Instead of simply selling graphics processors, the company now delivers complete AI infrastructure solutions, entire server systems, networking equipment, high-speed interconnect technology, software platforms, enterprise AI tools, cloud partnerships. The company increasingly sells complete AI factories rather than individual chips. That dramatically increases the value Nvidia provides to customers. It also makes the business harder to compete against. One misconception I frequently hear is that Nvidia's explosive growth is already over. I disagree. Artificial intelligence remains in the early stages of global deployment. Companies worldwide are still building data centers. Governments are investing billions into AI infrastructure. Healthcare organizations are adopting AI. Manufacturers are integrating AI into production. Financial institutions continue expanding AI capabilities. Every one of those trends requires computing infrastructure, and Nvidia remains at the center of that spending. This is exactly why the long-term opportunity remains enormous. Even more interesting is how the market has begun shifting its focus. Initially, AI spending revolved around training giant language models. Today, investors increasingly recognize that inference could become an even larger opportunity. Inference happens every time an AI model actually performs work. Every chatbot response, every autonomous decision, every AI-generated recommendation, every intelligent search result, every AI assistant interaction. Those workloads never stop as billions of people begin interacting with AI every day. Demand for inference computing could continue expanding for years. Nvidia has positioned itself extremely well for that future. Instead of standing still, management continues releasing increasingly powerful hardware while integrating those products with software, networking, and system-level optimization. That integrated approach strengthens customer relationships and increases overall spending per deployment. Now, let's go back to the comparison with SpaceX. One of the biggest investing mistakes people make is assuming that exciting companies automatically make exciting investments. Those are not always the same thing. Sometimes the greatest businesses become disappointing investments simply because investors paid too much. Valuation always matters. SpaceX certainly has extraordinary long-term potential, but today, investors are paying a valuation that assumes years of future success. Meanwhile, Nvidia already generates financial results that many businesses can only dream about. The difference between possibility and proof is enormous. Nvidia has already proven its ability to dominate one of the fastest-growing industries in history. That reduces uncertainty. Another reason I prefer Nvidia is visibility. Artificial intelligence spending remains one of the clearest secular growth trends in global technology. Large enterprises continue allocating massive capital toward AI infrastructure. Cloud providers continue expanding AI capacity. Governments increasingly view AI as strategic national infrastructure. Those trends create sustained demand rather than temporary excitement. The AI build-out also creates a reinforcing cycle. More computing power enables larger AI models. Better AI models attract more customers. Growing customer demand requires more infrastructure. That infrastructure often requires more Nvidia products. It becomes a powerful flywheel. Financially, Nvidia also stands in an entirely different league. The company's profitability provides flexibility during uncertain economic environments. Strong margins generate substantial free cash flow. Strong cash flow funds innovation. Innovation strengthens leadership. Leadership supports pricing power. Pricing power supports margins. And the cycle continues. That kind of business quality deserves attention from long-term investors. Of course, no investment is without risk. Competition will continue increasing. Technology evolves rapidly. Customer spending can fluctuate. Government regulations could change. Those are all real considerations. But when evaluating long-term investments, I prefer companies already demonstrating world-class execution rather than businesses still working toward their long-term financial aspirations. The market often rewards consistency. Nvidia has consistently shown an ability to execute at an exceptionally high level. Perhaps the biggest reason I continue buying Nvidia comes down to one simple idea. Artificial intelligence is no longer a futuristic concept. It is becoming essential infrastructure for nearly every industry. And whenever infrastructure spending accelerates on a global scale, the companies supplying that infrastructure often become some of the biggest long-term winners. That is exactly where Nvidia sits today. Instead of betting primarily on what could happen years from now, I would rather own a business already benefiting from one of the strongest technology investment cycles we've ever seen. That is why Nvidia remains my first choice over SpaceX. If this resonates with you, you're exactly who this channel is for. Please hit the like button, share the video, and leave your thoughts in the comments. Subscribe to the channel so you don't miss out on the next important financial investing update. Remember to do your own research before you invest in any stock. The second stock I'm buying over SpaceX is Taiwan Semiconductor Manufacturing, ticker symbol TSM. When most investors think about artificial intelligence, they naturally focus on the companies designing the chips. But there is another business that is arguably just as important. Because no matter how brilliant a chip design is, it is completely worthless until someone can manufacture it at an incredibly advanced level. That is where Taiwan Semiconductor Manufacturing comes in. This company is the silent engine behind the AI revolution. It manufactures some of the world's most advanced semiconductors, producing the chips that power everything from AI servers to smartphones and next-generation computing systems. Its role in the technology ecosystem is almost impossible to replace. In fact, one of the biggest reasons I continue buying TSM over SpaceX is because this company sits at the center of nearly every major AI investment taking place today. Think about how powerful that position is. Instead of relying on the success of one product, one software platform, or one customer, Taiwan Semiconductor benefits from the success of the entire semiconductor industry. As artificial intelligence spending grows, demand for advanced chip manufacturing grows alongside it. That creates a business model with remarkable durability. Unlike many companies that constantly battle for consumer attention, Taiwan Semiconductor competes through engineering excellence, manufacturing precision, and decades of accumulated expertise. Building cutting-edge semiconductor fabrication facilities is one of the most difficult industrial challenges on Earth. These factories cost tens of billions of dollars. They require years to construct. They demand some of the world's most advanced manufacturing processes. And they require an enormous talent pool that cannot simply be replicated overnight. This creates one of the strongest competitive moats anywhere in technology. Even if a competitor wanted to catch up, the amount of capital, technical expertise, and execution required makes the challenge extraordinarily difficult. That moat becomes even more valuable as chip complexity continues increasing. Artificial intelligence workloads demand more powerful processors every year. Those processors require smaller manufacturing nodes, greater energy efficiency, and increasingly sophisticated production capabilities. Taiwan Semiconductor continues leading that race. This leadership gives the company enormous pricing power while allowing customers to confidently build their future product roadmaps around its manufacturing capabilities. Now, let's compare that to SpaceX. SpaceX currently carries of roughly $1.5 trillion. Meanwhile, Taiwan Semiconductor's market capitalization sits around $2.1 trillion. At first glance, some investors might assume both companies deserve similar valuations. But when you compare the underlying businesses, the picture changes dramatically. Taiwan Semiconductor generates nearly four times the revenue that SpaceX currently produces. Even more impressive, the company generates almost four times as much profit as SpaceX currently generates in revenue. Think about that for a second. Its annual profits alone approach four times SpaceX's entire annual sales. Yet investors are only paying roughly 1/3 more for Taiwan Semiconductor's total valuation. That comparison highlights That's I believe the market is placing a premium on future expectations for SpaceX, while perhaps under appreciating the extraordinary financial engine already operating inside Taiwan Semiconductor. As investors, proven earnings matter, predictable cash flow matters, operational excellence matters. Taiwan Semiconductor delivers all three. Another reason I continue buying this stock is because management has consistently demonstrated exceptional capital allocation. Instead of chasing every trend, the company invests heavily where it sees sustainable long- term demand. Today, that demand is overwhelmingly centered around artificial intelligence. AI accelerators require advanced manufacturing processes that only a handful of companies in the world can even attempt. Taiwan Semiconductor remains the industry leader. That leadership should continue benefiting shareholders as AI infrastructure spending expands over the coming years. Wall Street analysts also expect strong growth next year as AI related demand continues accelerating. Higher production volumes combined with premium manufacturing technologies should continue supporting healthy margins and growing profitability. That creates a powerful combination. Revenue growth, profit growth, cash flow growth, those three factors working together often create tremendous long-term shareholder value. Another characteristic I love about this business is that it participates in nearly every stage of AI expansion. When companies build larger data centers, Taiwan Semiconductor benefits. When more advanced AI processors are designed, Taiwan Semiconductor benefits. When enterprises deploy more AI services, demand for cutting-edge chips increases and Taiwan Semiconductor benefits again. It is one of the few businesses positioned to win regardless of which specific AI applications dominate in the future. That diversification within one industry gives investors an additional layer of confidence. The company also benefits from long customer relationships. Developing an advanced semiconductor product takes years of collaboration between designers and manufacturers. Once those relationships are established, switching to another manufacturing partner is rarely simple. The technical risks are enormous. The costs are substantial. The delays can be significant. Those switching costs help strengthen Taiwan Semiconductor's competitive advantage year after year. Of course, investors should always recognize potential risks. The semiconductor industry remains cyclical. Global economic slowdowns can temporarily reduce demand. Geopolitical tensions remain an important consideration. Supply chains can experience disruptions. Those risks deserve attention. But despite those uncertainties, Taiwan Semiconductor has repeatedly demonstrated resilience through multiple economic cycles while continuing to invest aggressively in future manufacturing leadership. That long-term mindset is exactly what I look for as an investor. I also believe many investors underestimate just how early we still are in the AI infrastructure cycle. Companies around the world are only beginning to modernize their computing capabilities. Governments continue investing in sovereign AI infrastructure. Cloud providers continue expanding capacity. Businesses across nearly every industry are integrating artificial intelligence into daily operations. All of those trends require more advanced semiconductors. And advanced semiconductors require world-class manufacturing. That places Taiwan Semiconductor in one of the strongest strategic positions anywhere in global technology. When I compare that reality with a company whose valuation already assumes enormous future success, but has yet to demonstrate comparable financial performance, my decision becomes relatively straightforward. I prefer buying proven execution. I prefer buying businesses generating substantial profits today. I prefer companies that already sit at the center of one of the biggest technological transformations of our lifetime. Taiwan Semiconductor checks every one of those boxes. That is why it remains my second choice over SpaceX. This video is brought to you by Value Stocks Investing Master Course. If you're looking to grow your wealth by investing in solid undervalued stocks, but not sure where to start, I created the value stocks investing master course to teach you how to identify great companies, make smart investment decisions, and build a portfolio that lasts. Click the link in the description and pinned comments to get the course today and take control of your financial future. The third stock I'm buying over SpaceX is Broadcom, ticker symbol AVGO. If Nvidia has become the face of artificial intelligence and Taiwan Semiconductor is the manufacturing powerhouse behind it, then Broadcom has quietly positioned itself as one of the biggest long-term winners that many investors still underestimate. That is exactly why I believe this stock deserves serious attention. Broadcom is one of those rare businesses that becomes more valuable as technology becomes more complex. Instead of relying on one blockbuster product, the company has built a highly diversified technology platform serving some of the world's most demanding customers. Its products help move enormous amounts of data, connect AI clusters, power networking equipment, accelerate computing performance, and increasingly enable the next generation of artificial intelligence infrastructure. As AI systems become larger and more powerful, they require thousands of processors working together. Those processors cannot simply operate independently. They need to communicate with incredible speed and efficiency. That is exactly where Broadcom excels. The company develops critical networking technologies that allow AI systems to function at scale. Without those technologies, even the most advanced processors cannot reach their full potential. This makes Broadcom an essential piece of the AI infrastructure puzzle. And unlike businesses built around one exciting idea, Broadcom has spent decades building trusted relationships with enterprise customers. Those relationships translate into recurring demand, stable cash flow, and exceptional visibility into future growth. Now, let's compare Broadcom with SpaceX. The comparison becomes very interesting. Broadcom's market capitalization currently sits around $1.8 trillion, placing it relatively close to SpaceX's estimated 1.5 trillion dollar valuation. Yet, financially, the businesses could hardly be more different. Broadcom has generated more than four times the revenue that SpaceX currently produces. That gap is enormous. Even if SpaceX continues growing rapidly over the next few years, it still has a significant distance to travel before approaching Broadcom's financial scale. That is exactly why I believe investors should focus less on excitement and more on execution. Revenue matters. Profitability matters. Cash generation matters. Broadcom already excels in all three areas. One of the biggest reasons I remain bullish is what lies ahead. Management expects custom artificial intelligence chips to become one of the company's largest growth drivers. Many of the world's largest cloud operators are increasingly designing specialized AI processors tailored to their own computing needs. Broadcom has become one of the leading companies helping make those chips possible. That opportunity is expected to expand significantly with custom AI chip shipments projected to accelerate meaningfully in 2027. If those expectations become reality, Broadcom could experience another major wave of revenue growth. That creates a powerful catalyst extending well beyond today's AI infrastructure buildout. Instead of relying entirely on one product cycle, Broadcom continues expanding into new opportunities created by artificial intelligence. That flexibility gives the business remarkable staying power. Another characteristic I appreciate is management's disciplined approach to growth. The company has consistently expanded its capabilities while maintaining a strong focus on profitability. Many technology companies pursue growth at any cost. Broadcom has demonstrated that it can grow while continuing to generate substantial earnings. That combination is incredibly attractive for long-term investors. Strong profits provide resilience during uncertain markets. They allow management to continue investing through economic slowdowns. They support shareholder returns. And they create financial flexibility that many competitors simply do not have. Broadcom also benefits from one of the strongest secular trends in technology. Artificial intelligence requires dramatically more networking capacity than previous generations of computing. As AI clusters continue expanding from thousands of processors to potentially hundreds of thousands, networking performance becomes increasingly critical. That is excellent news for Broadcom. Its products become even more valuable as AI infrastructure becomes larger and more sophisticated. This creates another long-term growth engine beyond traditional semiconductor demand. When I step back and compare all three companies in today's video, a clear pattern emerges. Each one occupies a different but essential layer of the AI ecosystem. Nvidia supplies the computing power, Taiwan Semiconductor manufactures the advanced chips, Broadcom provides critical connectivity and custom AI solutions that allow the entire system to operate efficiently. That means all three companies benefit from the same overarching trend while maintaining distinct competitive advantages. It also explains why I currently prefer them over SpaceX. This is not an argument against SpaceX as a business, far from it. SpaceX has accomplished remarkable things and could eventually become one of the world's most valuable companies, but investing is about weighing opportunity against price. Today, SpaceX already carries a valuation that reflects extraordinary expectations. Meanwhile, Nvidia, Taiwan Semiconductor, and Broadcom have already demonstrated something incredibly important. They have proven they can generate enormous revenue. They have proven they can generate substantial profits, and they are all participating in one of the biggest capital spending cycles the technology industry has ever experienced. That combination is difficult to ignore. The AI infrastructure boom is still unfolding. Companies continue building new data centers. Governments continue investing in AI capabilities. Businesses across every major industry continue integrating artificial intelligence into their operations. Those trends are not disappearing anytime soon. As long as artificial intelligence continues reshaping the global economy, demand for advanced computing infrastructure should remain exceptionally strong. That creates a generational opportunity for businesses already sitting at the center of this transformation. I also think investors sometimes overlook the power of compounding. When companies consistently generate billions of dollars in annual profits, they gain enormous strategic flexibility. They can invest in research, expand manufacturing capacity, develop new technologies, strengthen customer relationships, acquire complementary businesses. All of those actions reinforce competitive advantages over time. That is exactly what makes these three companies so compelling. Their success is not based on hope, it is based on businesses already producing extraordinary financial results while continuing to invest for the future. That is the kind of combination I want in my portfolio. If you want exclusive stock tips, in-depth analysis, real-time trade alerts, and free investing guides, join the Stocks Galore Patreon today and take your investing game to the next level. Our members get full in-depth analysis on most of the stocks mentioned here. Head over to patreon.com/stocksgalore and become part of our growing community of smart investors. Link is in the description. Before I wrap up, I would love to hear your opinion. Which business do you believe has the strongest long-term competitive advantage? Nvidia, Taiwan Semiconductor, or Broadcom? And which one would you personally choose over ASML? Let everyone know in the comments because I'd really like to hear your perspective. Do not forget to like the video, share your thoughts in the comments, and subscribe so you do not miss the next important investing update. Thanks for watching, and I will see you in the next one.