Jim Cramer Discussed These 22 Stocks Including A Hidden Oil & Energy Play

16. Space Exploration Technologies Corp. (NASDAQ:SPCX)

Number of Hedge Fund Holdings in Q1 2026: N/A

Space Exploration Technologies Corp. (NASDAQ:SPCX)’s shares have struggled since their IPO last month, as they are down by 9.7% over their day one close. With the mandatory quiet period for investment banks having expired, several of them have discussed the firm since the IPO. One recent coverage came from Morgan Stanley’s Adam Jonas, who is also one of Tesla’s biggest supporters. In a recent interview with CNBC, Jonas outlined that Space Exploration Technologies Corp. (NASDAQ:SPCX)’s launch business offered 20 times lower cost-per-kilogram to orbit than its competitors. The analyst added that the firm’s Starlink satellite internet constellation was its primary cash flow generating business. In this appearance, Cramer briefly commented on Jonas and his impact on shaping his views on Space Exploration Technologies Corp. (NASDAQ:SPCX):

“I am too [positive], because of Jonas. . .he likes SpaceX the company more than he likes SpaceX the stock.”

ClearBridge Large Cap Growth Strategy discussed Space Exploration Technologies Corp. (NASDAQ:SPCX) in its Q2 2026 investor letter:

“Our participation in the Space Exploration Technologies Corp. (NASDAQ:SPCX) IPO also keeps the portfolio in step with a risk-on benchmark. A diversified aerospace and communications company, SpaceX competes in several large addressable markets with a significant technology lead versus peers. Its core competitive advantage is its proven ability to reuse rockets, which materially lowers the cost of delivering payloads into orbit. This capability is supported by the company’s vertically integrated approach to rocket design, manufacturing and launch operations. By combining SpaceX’s operations with Starlink, the dominant satellite Internet provider, the company plans to extend this playbook into AI infrastructure scaling orbital data center compute. SpaceX also has demonstrated the ability to lower the cost of scaling data center compute terrestrially through innovative techniques like onsite battery power generation. Moving forward, key questions are around execution as SpaceX scales its next generation of large payload rockets, enabling the company to unlock multiple new end markets.”