Thanks for signing up for DividendStocks.com! It's the daily newsletter built for dividend and income investors. Before we can begin sending your daily updates, there’s one quick step left. Please confirm your subscription using the link below so our emails reach your inbox. Click Here to Confirm Your Subscription to DividendStocks.com Here’s a small glimpse of what you’ll get access to: Dividend Stock Ideas — Each newsletter features dividend stocks with high yields, sustainable payouts, and strong growth potential. Ex-Dividend Stocks — Want to capture upcoming dividend payouts? Find out which stocks are going ex-dividend this week. Market News and Events — Stay in the loop on the latest developments impacting popular dividend names like AT&T, Exxon Mobil, IBM, Procter & Gamble, and Verizon. Bonus: As a thank-you for confirming, you’ll also receive a free PDF copy of Automatic Income, our popular guide to building wealth through dividend investing. Let’s get your dividend journey started! Discover Top Income-Generating Stocks Here See you in your inbox soon,
The DividendStocks.com Team P.S. Don’t miss out click here to verify your subscription and secure your daily dividend insights and your free investing guide!
Special Report
SpaceX Gets the Attention, But These 4 Stocks Could Get the ReturnsWritten by Bridget Bennett. Article Posted: 5/25/2026. 
Key Points
- Luke Lango of InvestorPlace argues that Tesla, SpaceX, X, and XAI are converging into a single AI-driven empire, and the SpaceX IPO expected in June is the catalyst that sets the whole story in motion
- Lango's top SpaceX-connected pick is Redwire Corporation, a space-based solar panel manufacturer he believes is positioned to capture a significant share of Elon Musk's orbital data center spending
- The bigger opportunity, Lango argues, isn't the SpaceX IPO itself, but the ecosystem of stocks positioned around each pillar of the empire before the convergence plays out
- Special Report: Have $500? Invest in Elon’s AI Masterplan
The SpaceX (NASDAQ: SPCX) IPO is dominating headlines, but Luke Lango of InvestorPlace says investors are looking at the story through too narrow a lens. The real trade is not just one rocket company going public; it is a decades-long convergence of four separate business ventures into one AI-driven empire, and the stocks riding that wave are already starting to move. Where SpaceX's IPO Money Is Actually GoingMost investors think of SpaceX as a rocket story, but Lango frames it differently.
Tesla's most recent SEC filing contains a single line showing $12 billion in revenue from a new venture Elon Musk has been quietly building inside the company — one that has nothing to do with cars, robots, space, or AI.
Blackstone calls the underlying opportunity a $23 trillion market. On July 22, Elon is expected to go public with it. Former hedge fund manager Adam O'Dell says he already knows what's coming — and is sharing the name and ticker of one of his top picks to play it, free. Watch Adam O'Dell's full briefing and claim your free ticker now
Since acquiring X and folding in xAI's Grok models and data-generation capabilities, SpaceX has quietly become an AI infrastructure play. And the IPO, which Lango expects to land in June, is primarily about raising capital to launch data centers into orbit. The economics behind that move are worth understanding. Terrestrial data centers are resource-constrained: land, water, and energy costs tend to rise over time. But orbital data centers face no land costs, reduced cooling needs in the near-absolute-zero environment of space, and minimal energy costs thanks to uninterrupted solar exposure. The primary cost driver is hardware, and hardware follows known cost-reduction curves. The cost of building on Earth goes up; the cost of building in space goes down. The way Lango wants to play it is not through the SpaceX IPO itself. It's Redwire Corporation (NYSE: RDW). Redwire builds space-based solar panels—the same technology that powers the International Space Station—and Lango believes that capability is essentially impossible for SpaceX to replicate in-house. Once the IPO closes and capital starts flowing into orbital compute, he expects Redwire to capture a significant share of that spending. Lango called it a potential triple-digit stock within 12 months. For context, he pointed to Planet Labs PBC (NYSE: PL), Rocket Lab USA (NASDAQ: RKLB), and AST SpaceMobile (NASDAQ: ASTS) as earlier space trades that have already run from single-digit prices to multiples of that — part of a broader wave of space infrastructure stocks gaining momentum ahead of the SpaceX IPO. Tesla's Real Job in the Empire Has Nothing to Do With Electric VehiclesLango's read on Tesla (NASDAQ: TSLA) strips the EV narrative away entirely. In his framework, Tesla is the distribution arm of the empire, the physical layer through which artificial general intelligence eventually reaches the real world via autonomous vehicles and humanoid robots. Cyber Cab production is just beginning. Optimus is in the early ramp phase. The Terrafab, a vertically integrated semiconductor facility under construction in Texas, is designed to collapse a sprawling global supply chain under one roof and remove the production bottlenecks slowing both programs down. His pick tied to Tesla's physical AI ramp is Hesai Group (NASDAQ: HSAI), a Chinese LiDAR manufacturer and one of the world's leading providers of that sensor technology. Hesai has been expanding beyond automotive ADAS into robotics and “physical AI” applications, and the company said in January that it planned to double annual production capacity in 2026 to more than 4 million LiDAR units. The argument: while Elon Musk has long opposed LiDAR for cars, he has made no such statement about humanoid robots. Operating in homes and factories requires a level of spatial redundancy that Lango believes will require LiDAR, and Hesai's cost structure aligns with Tesla's goal of a sub-$20,000 Optimus robot. HSAI ran hard before pulling back. Lango called the current level an attractive entry point ahead of what he expects to be a significant re-rating once sensors are validated as a core component of physical AI. The Data Advantage Hiding Inside Elon's Most Overlooked AssetThe conventional knock on data as an AI input is that it's commoditized. Anyone can scrape the web. Lango pushes back on that, drawing a distinction between structured published content and the real-time, unfiltered human expression generated on social platforms. X, in his view, sits on one of the largest and most humanlike datasets in existence, making it not just a social platform but the fuel source for the entire empire's AI training operation. The more humanlike AI needs to become, the more valuable that data gets. That sets up his next pick. Every major hyperscaler—Alphabet (NASDAQ GOOGL), Amazon (NASDAQ: AMZN), Microsoft (NASDAQ: MSFT), Meta (NASDAQ: META)—has moved aggressively toward custom silicon. No entity within Elon's empire has made a comparable move yet. Lango expects that to change, and he expects it to be built on top of ARM Holdings (NASDAQ: ARM) architecture. A partnership announcement between ARM and any Elon-affiliated entity could trigger a significant re-rating, the kind of move that partnership news has delivered for other AI-adjacent names. ARM has already run on the custom silicon theme; Lango treats it as a momentum name to accumulate on pullbacks. For investors who want a lower-volatility path to the same opportunity, he flagged SoftBank Group (OTC: SFTBY) as a backdoor play. SoftBank holds a substantial stake in ARM, a major investment in OpenAI, and has been aggressive across the AI semiconductor supply chain. It won't deliver the same upside multiple as ARM directly, but it offers broader exposure to the AI buildout with less single-stock concentration. The Compute Play Behind XAI's AmbitionsxAI is the brain of the empire, the model-training operation that makes everything else functional. The way to play it, Lango said, is the same way you'd play any AI compute expansion: more infrastructure. That points to neoclouds, the independent compute providers serving a structurally undersupplied market. His top neocloud pick is Nebius Group (NASDAQ: NBIS), a European-focused GPU cloud operator with roots in Yandex that reincorporated after Russia's invasion of Ukraine. Triple-digit revenue growth and improving margins make the valuation case, even after a significant recent run. His other neocloud name is CoreWeave (NASDAQ: CRWV). The market has punished CoreWeave for its leverage and perceived dependence on OpenAI. That concern is real, but CoreWeave has also broadened its customer base, including a roughly $21 billion expanded AI infrastructure agreement with Meta announced in April 2026. Lango counters that xAI was a CoreWeave customer before Elon Musk built the Colossus supercluster in Memphis, and that the customer base is broader than the bears acknowledge. More to the point, leverage that hurts in a slowdown accelerates in a buildout cycle, and right now the buildout is what is happening. The very thing that kept investors away is becoming a tailwind. He put CoreWeave in the same early-innings category as Redwire, a stock the market has been slow to believe, setting up what he sees as a significant move ahead. The throughline across all four pillars is straightforward: SpaceX builds the infrastructure, Tesla distributes the intelligence, X fuels the models, and xAI runs the brain. Whether that convergence ultimately produces one publicly traded entity or remains a constellation of separate companies, the stocks positioned around each pillar—RDW, HSAI, ARM, and NBIS—are where Lango says the opportunity is taking shape today. |
Post a Comment
Post a Comment