SpaceX (NASDAQ:SPCX) is trying to turn rockets, Starlink, xAI, Grok, and Cursor into a powerful AI infrastructure ecosystem. The upside story is huge because Cursor could help SpaceX compete in AI coding, enterprise software, and future orbital compute. But the valuation already assumes major success, which makes this one of the most fascinating stock stories in the market.
Stock prices used were the market prices of June 18, 2026. The video was published on July 3, 2026. On the date of publication, Rick Orford did not have (either directly or indirectly) positions in any of the securities mentioned in this video.