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▶ 3:28 · $SPCX · SpaceX 'three-engine empire' thesis: launch dominance, Starlink moat, and space-based AI infrastructure

now playing · $SPCX

$ANDURILneutral· low· posmichael sikand

XOVR holds small Anduril SPV stake; signals future private defense/tech additions

XOVR already holds a small Anduril SPV position and is actively evaluating 2-3 additional private 'future Magnificent 7' companies for concentrated ETF inclusion.

$SPCX···bullish· high· posava

SpaceX 'three-engine empire' thesis: launch dominance, Starlink moat, and space-based AI infrastructure

SpaceX controls 90% of global mass to orbit at $2-3K/kg (targeting $100/kg), Starlink provides connectivity moat, and new SpaceX AI arm (XAI/Cursor acquisition, Anthropic compute…

$XOVR···bullish· high· posmichael sikand

XOVR ETF offers cleanest retail access to SpaceX pre-IPO via 20% concentrated stake

XOVR's ETF structure trades near NAV with daily liquidity and no lockups, avoiding closed-end fund premiums of 10-20x NAV; 20% SpaceX exposure locked in at $1.4T valuation with 0%…

$OPENAIbearish· mediumava

XOVR passed on OpenAI: not seen as category leader despite hype

XOVR evaluated OpenAI but declined to invest because they do not view it as a future category leader; replicable LLMs lack durable moat compared to infrastructure plays like Space…

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