r/stocks
The most interesting SpaceX trade might not be SpaceX.
The author suggests buying quality stocks like NVDA, TSLA, and MU that were sold off as investors chased the SpaceX hype.
- Investors trimming positions to chase SpaceX hype creates a buying opportunity for quality stocks.
- Real profits may come from buying temporarily ignored companies rather than chasing hyped trades.
- SpaceX hype might persist and continue to drain liquidity from other heavily owned stocks.
Maybe I’m wrong, but I wonder if everyone is so focused on SpaceX that they’re missing the opportunity around it.
Whenever the market becomes obsessed with one trade, I start paying attention to what gets left behind. Not because the popular trade is wrong, but because sometimes the best opportunities are created when everyone is looking in the same direction.
What interests me more is what happens to names like NVDA, TSLA, MU and other heavily owned stocks if investors have been trimming positions to chase the biggest story in the market.
My guess is that the real profit might not come from chasing SpaceX after the hype. It might come from buying quality companies that were temporarily ignored or sold for reasons that have nothing to do with their actual businesses.
Maybe I’m completely wrong. Maybe SpaceX keeps running and leaves everything else behind. But whenever everyone is looking at the same thing, I can’t help but wonder if the better opportunity is somewhere else.
Curious if anyone else is looking at the post-SpaceX opportunities rather than SpaceX itself?