Matt Frankel

I'm not saying that that's a deal breaker.

In fact, that could really unlock a lot of shareholder value if all of Musk's plans regarding AI come to fruition.

So that's not really the issue for me.

The issue for me is that IPOs are usually

very overhyped, and this is one of the most hyped IPOs, if not the most hyped IPO of all time.

So the chances of it being at a very high valuation, the chance of diminished returns over the medium term, I think are quite elevated.

Now, there are times where a hyped IPO does make a great long-term investment.

I think you can look at Google.

I think you can look at Facebook back when they were called Google and Facebook at IPO.

Those were very hyped and wound up being great long-term investments.

But SpaceX, I'm just going to avoid it here in the beginning for sure.

And I'm keeping an open mind about the AI component.

I love space.

And so one stock that I have been looking at here, I want to provide listeners with an alternative.

Hopefully it's a hidden alternative.

And that is Voyager Technologies, V-O-Y-G.

This is a company that went public about a year ago.

It has a lot of customers in the defense industry.

And so you look at kind of the rising geopolitical threats that emerge on the battlefield of space.

This is why Space Force was created in recent times.