Skip to navigationSkip to main contentSkip to right columnADVERTISEMENTBilly Duberstein, The Motley FoolWed, June 24, 2026 at 2:35 PM GMT+2 6 min readOn Monday, a Wall Street analyst wrote favorably about certain semiconductor stocks with a vendor relationship to Elon Musk's Space Exploration Technologies (NASDAQ: SPCX), or SpaceX.While several companies in SpaceX's supply chain were mentioned as beneficiaries, most of the mentioned stocks are at or near their all-time highs. However, one AI infrastructure stock should also benefit, perhaps even more than the others, and it's the only stock in the group trading at a reasonable valuation, 75% below its all-time high.Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »Why SpaceX vendors are poised to benefitOn Monday, GF Securities analysts Jeff Pu and Alicia Xia wrote a note saying that, as SpaceX has begun renting out excess computing power to other AI companies, and given that it just raised a whopping $86 billion in last week's initial public offering, there shouldn't be any obstacle to SpaceX building a massive amount of computing infrastructure. The theory is that this will benefit AI hardware makers that already have a strong relationship with SpaceX.SpaceX's recent acquisition of Cursor should help improve both SpaceX's Grok models and Cursor's internal models, boosting demand for SpaceX's internal AI computing needs. But even if that doesn't work out, SpaceX's recent decision to rent out its capacity to other rival AI companies and hyperscalers should be a promising "fallback" option.According to analysts, SpaceX brought up its massive Colossus 1 and 2 AI data centers in just 122 days and 91 days, respectively -- a significantly shorter time frame than a typical data center build-out. Shorter construction durations mean lower costs and increased revenue, suggesting SpaceX's burgeoning "neocloud" business is likely highly profitable.Super Micro Computer has been a key partner in ColossusThe company most responsible for SpaceX getting Colossus up in record time is Super Micro Computer (NASDAQ: SMCI).The controversial server maker is a U.S. company that has had to compete with low-cost Asian rivals in the server business. To do so, CEO Charles Liang has focused on key features, such as lower energy leakage, as well as on being faster than rivals at building and delivering customized server racks.Terms and Privacy PolicyPrivacy & Cookie SettingsMore Info