**Summary**
The video argues that the upcoming test flight of SpaceX’s Starship Version 3 is a pivotal event that could trigger the company’s anticipated $2 trillion IPO. Because SpaceX is still private, investors can gain exposure through three publicly‑traded suppliers that are already benefitting from the Starship program:
1. **Velo3D (VLD)** – makes industrial metal‑3D printers used to produce the complex Raptor‑engine components; recent earnings beat estimates by ~40%, sending the stock up >40% in a day, with a market cap around $570 M.
2. **STMicroelectronics (STM)** – supplies the RF‑antenna chips in every Starlink user terminal; it has shipped 7.5 billion chips and expects demand to nearly double by 2027 as Starlink expands, tying its growth directly to Starship‑enabled satellite capacity.
3. **Intuitive Machines (LUNR)** – a lunar‑lander contractor for NASA’s Artemis program; it has already landed hardware on the moon, guides 2024 revenue to $0.9‑$1 B (≈5× prior year), and trades at ~5× forward revenue despite a $5 B market cap.
The presenter also shares a momentum‑trading framework (a modernized “high tight flag”/William O’Neil pattern adapted by trader Kristjan Kullamägi) for identifying entry points, setting stop‑losses, and scaling out of positions in these stocks.
**Key take‑aways**
- Starship V3’s success is seen as the catalyst for SpaceX’s massive IPO and for heightened demand across its supply chain.
- VLD, STM, and LUNR each have a direct, measurable link to that catalyst and have already shown strong price momentum.
- The stocks are high‑risk, small‑ to mid‑cap plays; the presenter advises treating them as tactical, momentum‑driven trades rather than long‑term holds, using disciplined entry/exit rules to manage risk.
- The overall message: act now, before the broader market catches on, and use a rules‑based approach to capture the upside while limiting downside.
1. A rocket is being fueled in South Texas.
2. The rocket is SpaceX’s Starship version 3, the production model.
3. Starship version 3 is being prepared for a critical test flight.
4. SpaceX is owned by the wealthiest individual on the planet (Elon Musk).
5. SpaceX is expected to go public in what could be the largest IPO in financial‑market history, with a reported target valuation of $2 trillion.
6. The timing of the SpaceX IPO is essentially tied to the outcome of this Starship version 3 launch.
7. Starship version 3’s booster carries 39 Raptor engines.
8. Each Raptor engine delivers roughly 250 tons of thrust at sea level and about 275 tons in vacuum, an ~8 % improvement over prior versions.
9. SpaceX’s Starlink satellite‑internet service has over 10 million paying customers and generates close to 80 % of the company’s total revenue.
10. Velo3D (ticker VLD) manufactures industrial‑grade metal 3D printers used by SpaceX to print Raptor‑engine components.
11. Velo3D reported quarterly revenue roughly 40 % above analyst estimates, causing the stock to gap up 18 % overnight and rise another 25 % intraday (≈40 % total in one session).
12. Velo3D’s market capitalization is around $570 million.
13. STMicroelectronics (ticker STM) has a 10‑year partnership with SpaceX to produce the radio‑frequency antenna chips in every Starlink user terminal.
14. STMicroelectronics has shipped approximately 7.5 billion of those chips, with volume projected to nearly double by 2027.
15. Intuitive Machines (ticker LUNR) has successfully landed a vehicle on the lunar surface and is a prime contractor on NASA’s Artemis program.
16. Intuitive Machines’ revenue guidance for the current year is between $900 million and $1 billion, about five times its revenue from the prior year.
17. Intuitive Machines’ market capitalization is around $5 billion.
18. The outcome of the Starship version 3 launch directly influences investor confidence and the progression of SpaceX’s IPO timeline.