"The nerd in me loves this company," says Keith Snyder regarding SpaceX (SPCX), though he's cautious as an analyst. He says the company's current growth projections don't match the current valuation, calling it an "Elon Musk premium." Scott Trabucco makes the case that SpaceX can justify its valuation with its businesses from Starlink to Cursor exhibiting growth potential. However, he notes retail interest is slowing down.