Dr. Mark Skousen is predicting Tesla and SpaceX will eventually merge, creating a massive company spanning AI, robotics, satellites, and semiconductor manufacturing. But his investment pitch isn't actually Tesla or SpaceX. It's three smaller companies he believes Musk might need.
AMPX (Amprius Technologies): Develops lightweight, high-density batteries that could be useful for satellites and orbital data centers.
AEHR (Aehr Test Systems): Makes semiconductor testing equipment, potentially useful for chips operating in extreme environments.
NVTS (Navitas Semiconductor): Develops advanced power-management chips, with an existing collaboration involving Nvidia's AI infrastructure.
The interesting part is that all three have businesses beyond Musk's companies. They don't necessarily need a Tesla-SpaceX merger to succeed.
But there's a pretty big catch...none of these companies is guaranteed to become a major SpaceX supplier, and the merger itself remains speculative. I find AMPX particularly interesting because better battery energy density could have applications across drones, aerospace, and defense, regardless of what Elon does.
Would you rather invest directly in Tesla, or take a chance on smaller suppliers that might benefit from Musk's ambitions?
Major growth potential with these small market cap companies but right in the middle of this AI boom none have a face ripping rally to the upside hmmm
Fair point, maybe the market's waiting for actual earnings instead of more AI hype.
They just got through the 4680 wall they spent years on, and the motivation there was scale rather than density.
Also the density comes with the other trade-off of cycle life. Satellites and cars being in service for years means a lot of cycles.
AMPX batteries may have use-cases but Tesla/SpaceX would be the last place I'd look for one.
This is the best tangential play to Tesla/SpaceX I've come across: #1594200