A $2 trillion IPO doesn't happen in a vacuum. Before SpaceX ever trades on a public exchange, the infrastructure powering its reusable rockets and AI-driven systems is already running through a handful of publicly traded companies—and according to Dylan Jovine, founder of Behind the Markets, most investors are focused on the wrong part of the story.
"SpaceX is not happening without the power of chips," Jovine says. The company's ability to land reusable rockets autonomously and scale Starlink's satellite internet business runs on semiconductor technology, designed, manufactured, packaged, and shipped by companies you can buy today.
