SpaceX IPO Nears & Retail Makes a Comeback

Motley Fool Hidden Gems Investing

The Motley Fool

Business, Investing

4.3 • 3.1K Ratings

🗓️ 22 May 2026

⏱️ 39 minutes

🔗️ Recording | iTunes | RSS

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Summary

We learned how much money SpaceX is (or isn’t) making from rocket launches and AI in anticipation of the company’s upcoming IPO. Plus, we discuss positive retail earnings, NVIDIA’s results, and software making a comeback. Travis Hoium, Lou Whiteman, and Jon Quast discuss: - SpaceX S-1 - NVIDIA earnings - Target and Walmart’s results - Software’s comeback Companies discussed: Tesla (TSLA), Target (TGT), Walmart (WMT), NVIDIA (NVDA), Onto Innovation (ONTO), IBM (IBM), Cloudflare (NET), Workday (WDAY). Host: Travis Hoium Guests: Lou Whiteman, Jon Quast Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	The SpaceX IPO is almost here.
0:04.0	Monty Fool Hidden Gems Investing starts now.
0:07.0	Welcome to Motley Fool, Hidden Gems Investing.
0:11.0	I'm Travis Hoym, joined today by Lou Whiteman and John Kwasht.
0:16.0	Guys, the big news of the week is that SpaceX's S1 is out. If you're not familiar with an S1,
0:23.1	this is the document that gives all the financial information, the total addressable market,
0:27.8	maybe something we'll talk about with SpaceX. Basically, all the financials, all the things
0:31.5	that we've been speculating on for years are now public. And this is kind of the last big thing
0:36.0	before the company actually goes public.
0:38.6	So, John, I want to start with you, and I'm just going to start this wide open.
0:42.7	This is a multi-hundred page document.
0:44.7	What stuck out to you?
0:46.9	Well, the big thing that stuck out to me, ignoring everything else, is that I think that we thought that this was going to be a rocket company
0:56.0	that had a little bit of AI on the side, but really the S-1 is pointing to, this is an AI first company
1:03.4	that dabbles in rockets. I don't want to be too bombastic and stating it that way, but look, it has a total addressable market that
1:13.8	it's putting out there of $28.5 trillion. We can talk about that all day long, but 80% of that
1:20.1	Tam is for enterprise AI. That is extraordinary, but it's putting its money where its mouth is here, 76% of first quarter capital expenditures going to AI.
1:33.9	In other words, what it is spending in AI is more expensive than putting rockets into space.
1:40.1	This is a very big surprise to me.
1:43.2	Yeah, Lou, I want to put these numbers out there because they are fascinating.
1:47.0	Space is, and this is their total addressable market that they have published in the S-1.
1:51.8	Space, $370 billion.
	...

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