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How SpaceX Became a Short Sellers Dream in Mid-2026
SpaceX went public in late 2025 to massive fanfare. By July 2026, the stock is trading below its IPO price and short interest is surging. Lucas and Luna dissect what went wrong: the Starlink revenue miss, the Starship cost overruns, and the broader lesson about hype in concentrated portfolios. They also discuss what the sell-off means for investors who bought the IPO hype — and whether this is a buying opportunity or a value trap. Specific numbers, honest takes, no fluff.
#SpaceX #ShortSelling #IPO #Starlink #Starship #ElonMusk #Space #ConcentratedPortfolio #StockPicking #ValueTrap #Investing…
The skinny
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