The Whole Musk Universe
christian@rocket
−10.6%
since Oct 3
The idea
I believe Musk's companies are still underrated for what they're building: cheap launch and global internet, electrification and robots, and the AI buildout now underway. So this basket owns Tesla and SpaceX directly, then surrounds them with the suppliers that get paid as those machines scale, the chipmakers and server builders behind AI, the lithium and magnet producers behind cars and robots, and the partners carrying Starlink forward.
What it owns
- xAI and Tesla's AI work depend on chips, servers, cooling, and power infrastructure from specialized suppliers across the stack. · NVIDIA CorporationIt supplies the GPUs that power xAI's Colossus cluster and gains revenue each time the cluster grows larger., Taiwan SemiconductorIt manufactures both NVIDIA's GPUs and Tesla's in-house AI chips, positioning it to win on either path of Musk's AI buildout., Dell TechnologiesIt assembles AI servers for xAI's data centers and wins orders as Colossus expands and replicates., Vertiv HoldingsIt sells cooling and power infrastructure that dense AI data centers like Colossus require to operate at scale., Oracle CorporationIt rents cloud compute and AI infrastructure to xAI while building its own data center capacity to capture growth in that demand., Solaris Energy InfrastructureIt supplies gas turbines that power data centers when grid connections lag, a critical input as AI infrastructure expands faster than the grid., Super Micro ComputerIt builds the GPU server racks that populate Colossus and similar clusters, gaining orders as xAI and competitors scale their infrastructure.35%
- Tesla and SpaceX are the two public holdings that directly embed Musk's vision for electrification, space launch, and robotics. · Tesla, Inc.It must turn electrification, energy storage, and robotics from projects into products that ship at scale over the next decade., SpaceXIt operates as the legal entity behind SpaceX and Starlink, capturing value from cheaper launch and expanding satellite broadband.25%
- As Tesla scales cars, batteries, and robots, the suppliers of lithium, power chips, magnets, and grid equipment get paid first for the inputs those products require. · GE VernovaIt builds grid equipment and power generation capacity that a decade of electrification and data center growth will require., Albemarle CorporationIt mines and refines lithium, the core input for batteries in Tesla's cars and robots that cannot be designed around., ON SemiconductorIt makes the power management chips inside electric vehicles that control battery and motor electricity, gaining volume as EV production scales., MP MaterialsIt mines and processes rare-earth magnets needed for motors in cars and humanoid robots, a non-Chinese source of supply as demand rises.21%
- Companies that benefit from Starlink's cheap satellite bandwidth and SpaceX's falling launch costs are positioned to capture value as those services scale. · T-Mobile USIt partnered with Starlink to beam satellite service directly to consumer phones, a path to turning satellite broadband into a mass-market utility., United AirlinesIt deployed Starlink internet across its fleet as a visible example of how cheap satellite bandwidth changes existing industries., Planet LabsIt operates satellites launched on Falcon rockets, a business that expands in scope as falling launch costs make more missions economically viable.12%
- Cash7%