[bruce511]

SpaceX could easily be a good buy, but it is indeed different to the others. For starters it's two businesses not one.

SpaceX is clearly a leader in the field and (including StarLink) has some real profit centers. Mars is a distraction, but perhaps a useful way to build out tech that may have usefulness elsewhere.

It comes bundled with xAI. And that's much more of a gamble. The market can probably bear more than 2 (not Open Source) eventual suppliers, but history suggests 2 winners and a bunch of very small 3rd places.

Is xAI in the top 3? Doesn't feel like it at the moment. But clearly this will suck resources away from SpaceX in the short term.

So this one is riskier, but with potentially more upside.