深潮TechFlow|6月 17, 2026 13:49
[Ansem: SpaceX Supply-Demand Mismatch Brings Upside Flexibility, but August Share Unlocking Could Pose a Short-Term Top Risk]
According to Deep Tide TechFlow, on June 17, crypto KOL Ansem posted on the X platform, stating that the market may be significantly underestimating the upside flexibility brought by the supply-demand mismatch in SpaceX's circulating shares. He also believes that the current consensus of bearish sentiment could lead to more short squeezes.
SpaceX has now become the top-ranked stock in terms of both trading volume and options activity. However, the market has a shortsighted understanding of its progress in diversification efforts (including AI and other verticals), focusing excessively on its current revenue performance. This structural cognitive bias could drive the company to challenge for the top spot in global market capitalization by the end of this year.
That said, Ansem cautioned investors that the unlocking/release of SpaceX shares in August could act as a trigger for a short-term 'local top.'
Share To
Timeline
HotFlash
APP
X
Telegram
CopyLink