SpaceX has big plans that will double its current compute capacity. That bodes well for both companies.

Nvidia ( NVDA -0.93%) has been one of the most exciting stocks to own since the AI arms race kicked off in early 2023. If you had invested $5,000 in Nvidia at that time, your position would now be worth $80,000. While Nvidia is too large today to repeat that type of 16x performance again, I do think it has plenty of upside.