Is SpaceX a stock that will move in the same sector as data centers and semiconductors due to AI?

I am thinking of buying the inverse stock (SPCG) because I feel it is overvalued in the short to medium term and there are upcoming lock-up shares, but it also seems risky if it continues to move together with semiconductors.

AI views the stock price negatively, saying that passive funds won't buy as much of the upcoming lock-up shares as they did during the first round, but I'm not sure. What do you experts think?