Amit Kukreja needs THIS to happen for him to buy SpaceX stock

WOLF Financial
•June 16th, 2026
DESCRIPTION
Amit Kukreja from AmitisInvesting, one of the biggest stock market live streamers in the world, joins WOLF Financial to break down the SpaceX IPO, why he can't sleep well at night holding it at current valuations, and where he sees the real opportunities in AI right now.
Amit covers why SpaceX did not collapse the market, the fundamental mismatch between its $2.2 trillion valuation and $20 billion in revenue, why the NeoCloud business is being overhyped, the Tesla-SpaceX merger thesis, share unlock risk, and why Meta, NVIDIA, and Amazon are still better risk-reward plays right now.
He also shares why he has started trading for the first time after four years of pure long-term investing, how he is using ChatGPT to learn technical analysis from scratch, and his outlook on the broader market heading into midterms.
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Timestamps:
0:00 Intro
1:37 Did SpaceX collapse the market? Amit's first take
3:06 The valuation problem: $20B revenue, $2.2T market cap
4:10 Would Amit buy SpaceX here? His honest answer
7:00 Tesla-SpaceX merger: is it actually going to happen
13:12 Share unlock risk and why insiders are selling
15:53 TerraFab explained: exciting vision, ugly balance sheet impact
20:20 The AI picks and shovels trade: Corning, Nokia, and what Amit is actually buying
28:19 Why Amit started trading after four years of pure investing
34:30 The ChatGPT and AI portfolio arena: 13 million dollars copy trading
41:43 Amit's live stream, Basis Points podcast, and Singapore meetup
This content is for informational purposes only and does not constitute investment advice. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results.

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