Now that SpaceX (SPCX) is a public company, moving into the public arena, and the focus is squarely on that and upcoming glamour trades, I’m doing what I typically do. I’m looking elsewhere. I’ll catch y’all after some of the space stocks blow up.
I’ve shifted to the top 20 U.S. mega-caps to hunt for value under the hood. At least on a trading basis, since so much of the market now reacts at speeds we investing veterans of the last century can’t easily rationalize.