Tesla has been breaking through expectations again and again with its technological advances. They are poised to take a huge lead in self-driving cars, batteries, and Tesla robots. Tesla stock has outperformed almost every other stock over the past few years. Tesla stock is rumored to merge with SpaceX after its IPO, which could further drive up the stock value.
SpaceX has a virtual monoploy for delivery of payloads into space. Their Starlink satellite internet will be the largest internet provider in the world. They are also developing AI capabilities with X AI will soon be launching AI Data Centers into space to dramatically reduce the cost of power and cooling. This will give them a huge cost advantage over their competitors.