The Smartest Way to Bet on SpaceX Right Now Is Hiding in Plain Sight

Following SpaceX's IPO with $75 billion in fresh capital, the company plans aggressive spending focused primarily on AI infrastructure rather than space solutions. With $26.5 trillion of its $28.5 trillion addressable market tied to AI, SpaceX will need massive power generation capacity for data centers. Small modular reactor (SMR) companies like NuScale Power and Oklo are positioned to benefit from SpaceX's urgent need for nuclear energy solutions, as traditional power sources cannot meet the growing demand.