🚀Did we just hop on a SpaceX rocket?
SpaceX shot up from 135 to 200 in no time, that pace is just insane.
This isn't just a regular pump; it's like the whole market is scrambling for a ticket to "Musk's future empire."
This price action is no ordinary stock rally; it’s a mix of hype, liquidity, chip scarcity, and IPO fever that’s blown the charts wide open.
A lot of folks keep saying:
Valuation is too high.
Losses are too big.
Musk's story is too grand.
SpaceX isn’t worth this price.
I don’t completely disagree with these points.
But the thing is, the market isn’t really debating “overvalued or not” right now; it’s all about trading:
1. The largest IPO in the world;
2. Extremely low float;
3. Rapid growth in Starlink users and revenue;
4. The super narrative of SpaceX + xAI + space computing;
5. Institutions, retail investors, and index funds are all vying for chips;
6. Shorts want to hammer it down, but there aren't enough chips to do so.
The most surreal part is right here:
Bears talk valuation,
Bulls talk future,
But right now, the market is all about the chips.
That’s why the more people short it, the higher it goes.
Because this phase isn’t about dissecting earnings reports; it’s about “who can grab a ticket.”
Of course, I don’t think this is a time to just mindlessly chase.
Now that we’re nearing 200, it’s definitely not a comfy buy zone. The real test ahead will be the lockup expiration, earnings reports, Starship progress, xAI’s cash burn, and whether valuation can be validated by revenue.
But I have to say, this SpaceX wave is really fascinating.
Right now, I most want to ask everyone:
Do you think this SpaceX wave is the beginning of a historically super asset,
or is it just a massive short squeeze driven by IPO excitement and low float?
#马斯克预测SpaceX年收入万亿美元 #SPCX #SPCX $SPCXB
SpaceX shot up from 135 to 200 in no time, that pace is just insane.
This isn't just a regular pump; it's like the whole market is scrambling for a ticket to "Musk's future empire."
This price action is no ordinary stock rally; it’s a mix of hype, liquidity, chip scarcity, and IPO fever that’s blown the charts wide open.
A lot of folks keep saying:
Valuation is too high.
Losses are too big.
Musk's story is too grand.
SpaceX isn’t worth this price.
I don’t completely disagree with these points.
But the thing is, the market isn’t really debating “overvalued or not” right now; it’s all about trading:
1. The largest IPO in the world;
2. Extremely low float;
3. Rapid growth in Starlink users and revenue;
4. The super narrative of SpaceX + xAI + space computing;
5. Institutions, retail investors, and index funds are all vying for chips;
6. Shorts want to hammer it down, but there aren't enough chips to do so.
The most surreal part is right here:
Bears talk valuation,
Bulls talk future,
But right now, the market is all about the chips.
That’s why the more people short it, the higher it goes.
Because this phase isn’t about dissecting earnings reports; it’s about “who can grab a ticket.”
Of course, I don’t think this is a time to just mindlessly chase.
Now that we’re nearing 200, it’s definitely not a comfy buy zone. The real test ahead will be the lockup expiration, earnings reports, Starship progress, xAI’s cash burn, and whether valuation can be validated by revenue.
But I have to say, this SpaceX wave is really fascinating.
Right now, I most want to ask everyone:
Do you think this SpaceX wave is the beginning of a historically super asset,
or is it just a massive short squeeze driven by IPO excitement and low float?
#马斯克预测SpaceX年收入万亿美元 #SPCX #SPCX $SPCXB