HAWTHORNE, Calif., September 3 — For families watching their retirement accounts and wondering what comes next in a jittery market, a new investment thesis making the rounds offers a counterintuitive prescription: if stocks tumble, buy the innovators. Prosper Junior Bakiny, a healthcare analyst contributing to Motley Fool, published a piece on September 1 arguing that long-term investors should treat a potential crash not as a threat but as a shopping opportunity. His targets?
Two companies pushing boundaries in artificial intelligence and aerospace: SpaceX and Intel. SpaceX, still a private company, has no ticker symbol.
What it does have, according to Bakiny, is a commanding position in reusable rocket technology — a breakthrough that has reshaped how humanity accesses orbit. The company is not resting on its lead. Starship, its next-generation spacecraft, remains in active development.
So does Starlink, the satellite internet constellation that could eventually blanket the globe in broadband. Bakiny frames these projects as evidence of an innovative culture with durable competitive advantages.
The space economy is still young. For patient capital, Bakiny suggests, a market downturn might offer rare entry into a company that has otherwise stayed private and selective about outside investment.
Intel: The Turnaround Bet in AI Chips
Intel, by contrast, trades publicly and has faced challenges. The semiconductor giant has struggled in recent years. Yet Bakiny sees seeds of recovery.
The company is pouring resources into its foundry business, aiming to manufacture chips for others rather than just itself. Advanced process nodes are in development.
And in the AI chip market, Intel is competing with Nvidia and AMD — the dominant players in a sector reshaping everything from drug discovery to climate modeling. Intel’s AI ambitions matter beyond Wall Street. The chips powering machine-learning systems increasingly touch patient care, medical imaging, and pharmaceutical research — the very healthcare terrain Bakiny typically covers.
The Broader Market Context
Fear of a crash is not irrational. Geopolitical tensions, elevated inflation, and macroeconomic headwinds have investors on edge. Yet the S&P 500 has climbed 11% year to date as of Bakiny’s publication date, suggesting resilience despite the anxiety.
The author, whose day job involves analyzing healthcare companies, ventured into tech and AI stocks for this piece. It ran as part of Motley Fool’s broader coverage of artificial intelligence investments and market trends.
What to watch: whether SpaceX eventually opens to public investors, and whether Intel’s manufacturing turnaround gains traction against entrenched competition. For now, Bakiny’s message is straightforward. Quality, when discounted, rewards those who look past the panic.
