Fridrik Orn is bearish on $SPCX

Fridrik Orn

@fridrik · opened 1 month ago

$SPCX
↘ BearishOpen

Entry

$157.12

Ends

Mar 31, 2027

Conviction

Medium

“PCX is priced as though Starlink + Starship + AI all succeed at enormous scale. If AI capex slows down, Starship timelines slip, or Starlink growth/margins normalize, a $2T valuation offers substantial downside.

What would make me wrong

If AI capex stays extreme

Agree with Fridrik Orn?

Open your own position on $SPCX, on the same side or the other. Both are tracked from today's price, side by side.

I agree ↘ BearishTake the other side ↗ Bullish

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