How to Capitalize on Elon Musk's Investments: The Most Promising Opportunities in 2025

Elon Musk’s position in the American government has transformed the landscape of public investments related to his enterprises. With a wealth reaching $326 billion, surpassing figures like Bernard Arnault of LVMH (160 billion), Musk’s influence has extended in unprecedented ways. This scenario raises interesting questions: which public stocks can benefit from this new dynamic?

Tesla: The Main Foundation

Tesla remains the most direct asset for those wanting to bet on Musk’s success. With a 22% shareholding, the TSLA stock faithfully reflects his entrepreneurial capacity. Despite early difficulties in 2024—slowed growth and aggressive competition from rivals like BYD—Tesla has shown a spectacular rebound. From November 5, 2024, onward, the stock has increased by 35%, regaining investor confidence and returning to a market capitalization in the trillions of dollars. This performance highlights how political dynamics can directly impact leading tech stocks.

Destiny Tech100: Indirect Exposure to SpaceX

For those seeking diversification while maintaining focus on Musk, Destiny Tech100 (DXYZ) represents a sophisticated option. Although not immediate, this investment fund holds SpaceX at 36.9% of its portfolio. The aerospace company has recently achieved extraordinary milestones, such as the precise landing of a rocket. Since SpaceX remains private, DXYZ offers one of the few channels to gain exposure to the commercial space sector. The performance of DXYZ speaks volumes: a 245% increase since election day, demonstrating how the market rewards association with Musk’s ambitions in the aerospace sector.

Dogecoin: Between Cultural Phenomenon and Volatility

Born as a joke, the cryptocurrency Musk himself called in 2019 his “favorite crypto” on X has gained significant cultural stature. The ironic link with the Department of Government Efficiency (DOGE), which Musk currently leads, has further fueled media attention. Currently trading at $0.13, DOGE has gained 156% since November 5, 2024. However, investors should consider the risks associated with cryptocurrency exchanges, which are often not fully regulated.

Nvidia and AI Chips: Critical Infrastructure

Musk’s xAI ambitions heavily depend on Nvidia technology. Currently, the company uses 100,000 H100 chips, with plans to acquire another 100,000 thanks to $6 billion in funding. Further projections suggest that up to 300,000 new-generation Blackwell chips may be needed. Despite this extraordinary demand, NVDA shares have fallen 3% since November 5, 2024, presumably due to profit-taking by investors after strong earnings already priced into the stock.

Server Suppliers: Dell and Super Micro Computer

Dell and Super Micro Computer (SMCI) play key roles in providing infrastructure for the xAI computational project. Dell supplied XE 9680 servers, while SMCI equipped the system with liquid-cooled servers. However, the dynamics are complex: SMCI has faced pressure due to a U.S. Department of Justice investigation, while Dell disappointed with guidance on revenues. Since election day, SMCI has risen 27%, while Dell has fallen 12% overall. The association of these suppliers with Musk is more nuanced, as they operate with numerous clients.

Building a Diversified Strategy

Those aiming to build a multi-layered exposure to Elon Musk’s investments should consider a balanced composition. Tesla offers the most direct exposure to Musk’s entrepreneurial vision, while Destiny Tech100 allows leveraging innovation in the private space sector. Dogecoin represents a speculative component for those accepting volatility, Nvidia provides access to AI infrastructure, and server suppliers complete the picture of the tech ecosystem. The challenge remains significant: many of Musk’s initiatives—xAI, X, Neuralink, The Boring Company—remain private companies, limiting opportunities for direct exposure in the public market.