The analyst states they personally own CCXI, believing it offers more pure play exposure for mass production and commercialization in US supply chains compared to others.
CCXI (Agility) has more pure play exposure for mass production/commercialization through US supply chains, making it a better investment despite Elon Musk's influence on other companies.
Literally just Elon. - The guy + $SPCX is basically the only reason why US is in the lead with Space. - $TSLA led EV commercialization in US He's sometimes off with timeframes, but right directionally, so pretty sure he can make US robotics #1 again. I personally own $CCXI though since I think Agility currently has more pure play exposure for mass production/commercialization through US supply chains + $MELI/ $AMZN.
| Horizon | Raw move | vs SPY |
|---|---|---|
| 1 day | -3.8% | -3.5% |
| 1 week | +0.7% | +0.1% |
| 1 month | — | — |
| 3 months | — | — |
| 6 months | — | — |