Strategic Fortunes analyst Ian King is selling a moonshot under the headline “Elon Musk’s Secret Reason For Landing On The Moon.”
The offer, titled “Profit From Elon Musk’s Race To The Moon: 4 Stocks To Buy Today,” says a helium-3 race is sending nations back to the Moon and points readers toward four companies outside Tesla and SpaceX. The promotion gives September 16th as its deadline.
We identify the four-stock basket below. The headline pick is STMicroelectronics, ticker STM, with 91/100 confidence. The match is strong, though several of the moon-mining claims are doing gymnastics.
Reading between the lines
The pitch starts with Apollo 17, lunar helium-3, quantum-computing refrigeration and a supposed shortage of the isotope. Then it hands over the real giveaways: radiation-hardened chips linked to SpaceX, automotive sensors allegedly connected to Tesla, nuclear systems for a lunar colony and a semiconductor company tied to NVIDIA, trading below $20 with more than 300 patents.
The same pitch is also branded as “Elon Moon,” “Elon’s Race To The Moon,” “Elon Musk's Secret Reason For Landing On The Moon,” “Elon Musk’s Secret Reason For Landing On The Moon,” “Race To The Moon” and “Profit From Elon Musk’s Race To The Moon.” These names refer to the same promotion.
The stocks behind Elon Musk’s Race To The Moon
The headline pick is STMicroelectronics N.V. ADR, NYSE: STM. Its own product materials describe radiation-hardened chips for space and other extreme environments, while an STMicroelectronics and SpaceX announcement describes a decade-long partnership involving co-designed products used in Starlink terminals and satellites. That is the cleanest convergence in the pitch: a real Musk-space connection and a real space-chip business.
The other three identified picks are Allegro MicroSystems, ticker ALGM; BWX Technologies, ticker BWXT; and Navitas Semiconductor, ticker NVTS. Allegro makes magnetic-sensor and power-management chips, though its annual report doesn't name Tesla or Elon Musk. BWXT supplies naval nuclear technology and worked with Lockheed Martin on a NASA-backed 40-kilowatt lunar fission concept, but that isn't the same as independently powering a Moon colony. Navitas has the documented NVIDIA collaboration for next-generation data-center power, more than 300 intellectual-property assets and a share price below the promotion's $20 clue.
The bonus reports are much less firmly pinned down. We tentatively associate “The Trillion Dollar Market… One Single Move To Own The Entire Space Economy Right Now!” with Redwire, RDW, at 78/100 confidence, and with Intuitive Machines, LUNR, at only 22/100. “5 Ways To Profit From Phase 2 AI” is a tentative match to onsemi, ON, at 80/100, while “The Patent King Leading The $24 Trillion Quantum Revolution” is a low-confidence match to IonQ, IONQ, at 58/100. Those are guesses, not additional confirmed members of the four-stock basket.
| # | Ticker | Company | Our confidence |
|---|
| Main pick | STM | STMicroelectronics NV ADR | 91/100 — high |
| 2 | ALGM |
Also in this offer
The offer bundles 4 bonus reports that tease their own stocks. These get a sentence or two of copy each, so the evidence is much thinner than for the main pick and what follows is our best reading rather than a confident answer.
| Bonus report | Our best guess | Confidence |
|---|
| The Trillion Dollar Market… One Single Move To Own The Entire Space Economy Right Now! | RDW — Redwire Corp | 78/100 — solid |
| 5 Ways To Profit From Phase 2 AI | ON — ON Semiconductor Corporation | 80/100 — solid |
| The Patent King Leading The $24 Trillion Quantum Revolution | |
What survives the paperwork
The claim-by-claim table below separates the clues that survive from the ones that swell under promotional pressure. It draws on STMicroelectronics and SpaceX announcements, company product pages, the latest annual reports and 10-K filings, NASA material, and GAO and DOE information on helium-3.
STM — STMicroelectronics NV ADR
| The promotion claims | Verdict | What we found |
|---|
| STM builds radiation-hardened microchips for extreme environments | Checks out | STMicroelectronics’ product materials describe a large portfolio of radiation-hardened products intended for demanding space and other extreme environments. |
| Elon Musk has worked with STM for years | |
ALGM — Allegro Microsystems Inc
| The promotion claims | Verdict | What we found |
|---|
| ALGM makes automotive magnetic sensors and power-management ICs | Checks out | Allegro MicroSystems’ corporate description says it designs magnetic sensor ICs and power ICs for automotive and industrial applications. |
| ALGM is a Tesla sensor supplier and silent partner to Elon Musk | |
BWXT — BWX Technologies Inc
| The promotion claims | Verdict | What we found |
|---|
| BWXT has made billions supplying government nuclear propulsion for ships and submarines | Overstated | BWX Technologies’ 2025 Form 10-K describes its naval nuclear reactors and components, and reports approximately $2.2 billion of U.S. government revenue, but does not establish that billions came specifically from nuclear propulsion alone. |
| BWXT is developing a system to power a colony on the Moon | |
NVTS — Navitas Semiconductor Corp
| The promotion claims | Verdict | What we found |
|---|
| The fourth company is a tiny advanced semiconductor company | Overstated | Navitas was trading at $13.11 after hours with a market capitalization of about $3.4 billion; that is a small public company but not a tiny or micro-cap company. |
| Navitas signed an NVIDIA deal for next-generation AI data-center power | Checks out | Navitas announced on May 21, 2025 that NVIDIA selected it to collaborate on next-generation 800 V HVDC architecture for data centers. |
|
Claims about the pitch itself
| The promotion claims | Verdict | What we found |
|---|
| The report covers four non-Tesla, non-SpaceX stocks | Checks out | The report presents four picks other than Tesla and SpaceX, matching the campaign’s stated structure. |
| Apollo 17 sample analysis led to the identification of lunar helium-3 | Checks out | In his essay Mining the Moon, Apollo 17 astronaut Harrison Schmitt wrote that sample 75501 and later analysis revealed significant helium-3 in lunar soil. |
|
Claims the record contradicts
“Quantum computers require a temperature of negative 459.652 degrees Fahrenheit” — IEEE Spectrum describes some superconducting systems operating near 10 millikelvins, approximately -459.652°F, but quantum computers are not universally required to operate at that temperature.
“Scientists have only 8,000 liters of helium-3 stockpiled on Earth” — GAO reported roughly 8,000 to 10,000 liters per year of helium-3 becoming available from tritium decay, while its 2011 report cited almost 31,000 liters in a U.S. inventory; DOE currently describes annual availability as thousands of liters, not a total 8,000-liter stockpile.
“Astrotech received a NASA contract for lunar helium-3 mining” — NASA awarded a $6.9 million lunar-resource prospecting contract to Interlune, while Astrotech’s own release described a proposal to NASA rather than an awarded helium-3 mining contract.
Where the pitch outran the record
“The four nations are competing to return to the Moon because of helium-3” — NASA, China, Russia, and Japan all have lunar programs, but NASA and JAXA describe their programs around exploration, infrastructure, science, and resource use rather than a coordinated helium-3 race.
“Helium-3 can remove nearly all heat from its surroundings and cool quantum hardware” — Science reporting and dilution-refrigeration descriptions say a helium-3/helium-4 mixture absorbs heat during mixing; the effect belongs to the mixture and refrigeration system, not uniquely to helium-3 alone.
“BlackRock is heavily invested in STM” — STMicroelectronics’ ownership records list BlackRock as a shareholder, but the latest holdings data show about 4.9 million shares, roughly 0.6% of the reported shares outstanding, which is not a heavy position. “Citadel is heavily invested in STM” — Citadel appears in STM ownership records with about 6.9 million shares, roughly 0.8% of the reported shares outstanding; that is an institutional position, not evidence of heavy ownership.
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About that deadline
What is the September 16th deadline actually attached to? We received this promotion on only one day, August 1, so the record is too thin to say whether the date rolls or how it is enforced.
There is one genuine event on that date: onsemi announced its 2026 Financial Analyst Day for September 16. But the promotion doesn't establish that its deadline is tied to that event. A calendar coincidence isn't a lunar launch window.
Are these worth owning?
The pitch's central claim is simple: a helium-3 race to the Moon will create a gigantic new market, and these four companies are positioned to profit from it through Musk, lunar power and advanced chips. The first link has a real historical foothold: Apollo 17 samples did reveal significant helium-3. The chain breaks when that discovery becomes an imminent commercial race and then gets mapped neatly onto four stocks.
The weakest link is the helium-3 economics. NASA, DOE and GAO material doesn't establish the promotion's claims that helium-3 is 128 times more valuable than gold or nearly 8,000 times more valuable than silver. GAO also discussed roughly 8,000 to 10,000 liters becoming available each year from tritium decay and almost 31,000 liters in an older U.S. inventory, not a planet holding only 8,000 liters. Even the quantum-computing angle is stretched: some superconducting systems operate near -459.652 degrees Fahrenheit, but quantum computers don't all require that temperature, and the cooling effect belongs to a helium-3/helium-4 refrigeration system rather than helium-3 acting alone.
As a basket, these companies have very different businesses. STM carries the clearest operating link to the advertised Musk-space clue, although the BlackRock and Citadel claims are inflated: the ownership records show roughly 0.6% and 0.8% of reported shares outstanding, not heavy positions. BWXT has a serious government nuclear business and a genuine lunar-power collaboration, while ALGM has a real sensor and power-chip franchise but no documented Tesla or Musk relationship. NVTS has the NVIDIA deal and substantial patent activity, but the exact 393% surge and any connection to Musk's Optimus robot remain unverified.
That makes the basket a collection of aerospace-adjacent, industrial and semiconductor companies rather than four clean helium-3 plays. STM and BWXT have the strongest links to the pitch's space infrastructure story; ALGM and NVTS need to stand on their ordinary business prospects, not an unverified Musk connection. If the investment case is “the Moon will be mined soon, therefore these four stocks are the answer,” the filings don't carry that load.
How confident are we? STM 91, ALGM 84, BWXT 88, NVTS 82 out of 100. We identified 4 stocks from the promotion's own clues and checked 36 claims across them against filings, earnings calls, ownership records, market data and public reporting. Confidence is scored per stock, so a weaker one does not borrow credit from a stronger one. This is our analysis, not the publisher's disclosure — we have no relationship with them.
