Episode Details

SpaceX just soared into the two-trillion-dollar club, joining an elite group of tech titans like Nvidia, Apple, and Amazon — and it’s the biggest gainer since its debut, up over 21%. But as AI and consumer tech race ahead, the world’s memory chip shortage is hitting hard: Apple’s raising prices, cloud giants like Microsoft and Alphabet are paying more for AI infrastructure, and investors worry about slowing sales and ballooning costs. While TSMC and SpaceX shined in June, one analyst flags SpaceX as potentially overvalued — instead spotlighting Nvidia as the top pick, benefiting from AI demand without absorbing chip price pain. Despite the buzz, most trillion-dollar players still look like solid long-term bets — except maybe SpaceX, which may be ahead of itself.

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