SpaceX (NASDAQ:SPCX) is now part of the AI infrastructure conversation. Reflection AI could become a key customer for its compute business, giving SpaceX a stronger path beyond aerospace. But with heavy AI losses and a premium valuation, the debate is getting more intense.
Stock prices used were the market prices of July 2, 2026. The video was published on July 11, 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.
