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InvestAnswers
My Costly Mistake 🤖 Front-Running the AI Revolution: SPCX or SOL? 🚀💸
⏱ 38 min video · 4 min read24 May 2026Worth watching
TL;DR
InvestAnswers host James answers Patreon community questions on whether to sell MicroStrategy or Solana to buy SpaceX IPO shares, shares his biggest investing mistake (passing on Palantir at $9 for ethical reasons, costing 1,560% gains), and discusses STRC as a cash equivalent, AI-driven job displacement, and geo-arbitrage retirement strategies.
Key points
1
Do NOT sell MicroStrategy or Solana to buy SpaceX IPO: SOL is the fastest horse (3x potential), MSTR doubles before SpaceX doubles, SpaceX is a 4-5 year story at a $2T starting valuation
2
Painful lesson: passing on Palantir at $9 in May 2023 for ethical/surveillance concerns cost at least 1,560% in gains — filtering opportunities through ideology rather than data is a costly mistake
3
Solana hit $82 (the long-flagged buy target) and the host sees it 3x from there; 50% of base fees are burned at high transaction velocity making SOL structurally deflationary, with tokenization demand potentially driving price toward $10,000 by 2030
4
STRC (Strategy preferred equity) pays 11-12% yield, has a $2.25B reserve covering ~2.5 years of dividends, and the host holds all his cash in it — but warns it is not FDIC insured and recommends keeping allocation under 10% of portfolio
5
AI displacement will drive UBI-nation conditions in first-world countries; the host recommends owning hard assets as a life raft, considering geo-arbitrage, and embracing AI investment rather than fighting it — 'if you cannot stop the machine from being built, you must own the machine'
Actionable insights
→
Use dry powder to buy a small SpaceX IPO position for optionality, but do not sell faster-moving assets like SOL or MSTR to fund it — the return timeline is 4-5+ years
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Solana at $82 is a high-conviction buy; watch for the consensus upgrade (replacing Proof of History) bringing 15-20ms finality as a near-term catalyst
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For cash holdings, STRC at ~$100 par with 11-12% yield is viable as a cash substitute, but cap exposure under 10% of portfolio given no FDIC insurance and Bitcoin-linked risk
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Borrow against existing Tesla equity (25% margin) to fund a STRC position — the 11-12% STRC yield covers the 4.5-6% margin interest, with margin interest tax-deductible and STRC income tax-deferred
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Apply a 25-35% CAGR assumption for Palantir in retirement models; the host considers 45% defensible if 85% year-over-year earnings growth continues for another 3 years
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Avoid physically constrained plays like NKT (metal cables); pivot to photonics names such as ALAB, Credo, Marvell, and Broadcom for data center infrastructure exposure
Notable quotes
“If you cannot stop the machine from being built, you must own the machine to protect your family from it.”
“I made more money in 10 weeks on three names — ALAB, Micron, and Marvel — than I have stacking Bitcoin for 10 years.”
“I was filtering opportunities through an ideological lens that prioritized abstract ethical signaling over clear data and long-term value creation. That hesitation cost me and by extension it cost the community as well.”
Worth watching?
✅
Worth watching the full video?
Worth watching if you want the live tone and chart walkthroughs, but all the key numbers, trade rationale, and the Palantir confession are fully captured here — skip the video unless you are a regular follower of the InvestAnswers community.
Saved you some time? The creator still deserves a like.
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