27 stocks...

Here are 27 stocks set to benefit from what I'm calling "Elon's Endgame"

I'll provide tickers and quick descriptions of each stock below in this megathread 🧵

But first... here's my thesis, and why you as an investor might want to start positioning yourself. ⬇️ In my recent Grow or Die piece "Elon's Endgame" I laid out Musk’s updated master plan, how the roadmap recently changed, and how the empire’s pieces fit together.

(growordieinvesting.substack.com/p/elons-endgame)

The quick summary: We shouldn’t look at Elon’s empire like it’s a collection of separate companies. We should view it as a vertically integrated stack where AI, energy, robotics, connectivity, and space logistics & infrastructure reinforce each other.

Mars colonization remains the North Star, but the near-term roadmap has pivoted to the Moon as the proving ground and steppingstone and to orbital AI data centers as the next compute frontier.

You don’t have to believe Mars will be colonized on any particular timeline to profit. You don’t even have to own stock in Tesla or SpaceX—though both will be core holdings for many.

What matters is mapping capital flows because Musk’s vision is directing hundreds of billions of dollars today, and potentially trillions more over the next decade.

If you understand where all that money is going, who is likely to benefit across supply chains, adjacent technologies, and supporting infrastructure, and how the timelines stack up, you can better position yourself to profit from one of the most important structural investment themes of the next decade.