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SpaceX will land on the moon while $SPCX crashes (with positions)

P
Jul 22, 2026 · 19:05

*$SPCX is going one way: down.*

We all know Musk loves pumping his stocks through hype, FOMO, and soft market manipulation (taking Tesla private?). This could not be truer than for SpaceX, which is like if you took every buzzword in business today, put it in a blender, and then IPO'd the resulting scrambled eggs of a business plan. Rockets building AI datacenters to power social media chatbots? Are we insane?

Here is my DD:

1. SpaceX is the most successful rocket company ever. It is contracted by NASA to build a moon lander. SpaceX -> moon. But today is opposite day.

2. If the AI bubble pops, it's going to start with SpaceXAI (fire the intern that suggested that). Does a sun synchronous orbit get 24/7 sun to power satellites? Yes. Does it make sense to incinerate your AI datacenters every 3 years in the upper atmosphere when South Korea is doubling their GDP selling HBM? No.

3. Twitter- I mean, X (didn't mean to dead name) is not an advertising powerhouse. It makes about the same amount of money as this platform, Reddit, worth only $32B

4. I am a greedy bastard. Money, money now, money please, me money me now money

5. Rockets will eventually be a >$1T business on fundamentals alone. But this isn't 2040 yet, it's 2026

6. If I lose my money it's fake and not real and made up, if I double my money it's real.

7. See #4 again

Last note: the premiums on this are insane, so I'm going with a vertical put strategy to minimize up front premium while mitigating theta decay. I also want an expiration after all the tranches of insider lockup periods are released to maximize selling pressure

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