Josh Taves maintains a bullish outlook for SpaceX (SPCX) pointing to its AI compute business as a huge factor. He mentions the leasing out of its Colossus servers to companies like Anthropic as one revenue stream to watch. On the potential for a Tesla (TSLA) merger, he goes a step further saying Elon Musk would essentially become "President of Earth" with so many key tech segments under one umbrella. Josh adds that SpaceX could be a bellwether for growth stocks moving forward and "definitely influences" markets as a whole.