Listen to the audio version of this article (generated by AI).
Editor’s Note: A few weeks ago, my colleague veteran trader Jonathan Rose urged readers not to get swept up in the excitement surrounding the SpaceX IPO. Now that the deal is done, he believes an even bigger opportunity is taking shape.
I asked Jonathan to clarify in today’s Smart Money that the IPO isn’t the main story — instead, it’s what SpaceX plans to do with the money.
He also shares three stocks he believes stand to benefit as the communications industry adapts to a new reality and explains why this is exactly the kind of second-order market shift he and Wall Street veteran Marc Chaikin built their Convergence system to identify.
If you missed their recent presentation, you can still catch the replay here.
