TechFlow News, June 17: Crypto KOL Ansem posted on X stating that the market may significantly underestimate the upside elasticity generated by SpaceX’s supply-demand mismatch in its freely tradable shares. He believes the current bearish consensus sentiment could lead to further short squeezes. SpaceX has now become the top-ranked stock by both trading volume and options activity; however, the market holds a short-sighted view of the company’s progress toward diversification—including in AI and other verticals—overemphasizing its current revenue performance. This structural cognitive bias could propel SpaceX to become the world’s most valuable company by year-end.
Nonetheless, Ansem cautions investors that the expiration of SpaceX’s share lock-up period in August may trigger a near-term “local top.”
