What Meet Kevin said in this video:
- TSLAbearishThe host believes Tesla (TSLA) is currently trading at about a 5 PEG and is probably worth twice its price, meaning it is overvalued; if it merges with SpaceX, SpaceX shareholders may pay a premium for Tesla stock that is already selling at a premium.Source
- SPCXbullishThe host is bullish on SpaceX (SPCX), calling it inexpensive at about a 1 PEG with a floor around 132, and highlights strong quarterly results: super intelligence (compute rental) revenue nearly tripled year over year, plus $2.8 billion of additional prepayments, showing hyperscaler demand for compute. Despite negative free cash flow, large future fundraising needs, and likely debt raising, Starlink and compute demand are strong, a Tesla merger is highly likely, and the host discloses he has been buying and has not sold any shares.Source
- AI Capexpositive for stocksThe host is bullish on AI capex / compute demand: SpaceX's super intelligence (compute rental) revenue nearly tripled year over year and it received $2.8 billion of prepayments, with hyperscalers hounding for compute and writing checks. He expects the capex cycle to continue, benefiting Nvidia and the broader tech stack.Source
- NVDAbullishThe host is bullish on NVIDIA (NVDA), saying SpaceX's continued capex and compute demand are very good for Nvidia; Nvidia is SpaceX's exclusive partner for space and some data centers, and Elon Musk is enamored with Jensen Huang, so he tells viewers to go get it.Source