Everyone's taking a short on SPCX, estimating around 200, which puts the valuation at roughly 2.44 trillion. That should land it in the top five by market cap. I think a market cap ranking of 6-7 seems pretty reasonable.
Continue to short SPCX at the 206 level, it's seriously overvalued. Fair market cap Around 106 corresponds to a market cap of 12.5 trillion. At 206, it corresponds to a market cap of 24.4 trillion. Global top 8 valuations: #NVDA 5.52 trillion #GOOGL 4.80 trillion #AAPL 4.40 trillion #MSFT 3.10 trillion #AMZN 2.8 million TSM 21 million AVGO 20 million META 16 trillion Where do you think SPCX stands? Can it break into the top few? Keep shorting. I think 160 is a solid level, right in front of META. Bearish.
The final issue price for SpaceX's IPO will be officially revealed on June 11, 2026 (pricing date), but the current market has provided a relatively clear reference range: Current fair value: about $105.32 per share SpaceX has completed a "1-for-5" stock split, reducing the fair market value in the private market from $526.59 to around $105.32, expected to be completed by May 22. The core purpose of the split is to reduce the nominal price per share, making it easier for retail investors to participate. Expected IPO issue price: about $160 per share Although the fair value after the split is around $105, the market expects the actual IPO issue price to be marked up by about 50% from this base, landing near $160 per share. Pricing logic: fundraising amount ÷ number of shares issued Key parameters Current status/expectation IPO fundraising amount $75 billion—$80 billion Valuation range $1.75 trillion—$2 trillion IPO issuance ratio about 3.75%—4.57% (i.e. fundraising of $75 billion / valuation of $2 trillion) Final pricing expected around $160 per share Issue price ≈ (valuation × issuance ratio) ÷ expected number of shares issued, with the number of shares to be further disclosed as the pricing date approaches. Currently, the so-called "$160" is a prediction from market analysts, not an official disclosure. The final IPO price will be determined during the roadshow (starting June 4, launching June 5) through negotiations between the underwriting syndicate and institutional investors, with an official release on June 11. It's recommended to closely monitor the official pricing announcement on June 11, at which point the share price and the number of shares available for subscription will be fully clarified. Current price 207. If not shorting now, when to short?
In the cryptocurrency world, if you've made a hundred million, how do you spend it in China? Let me tell you. Buy computing power graphics cards in Europe, the USA, or Dubai. Taking the 5090 as an example, with 3800u you can buy 27,000 units. Then sell them in Hong Kong and let them settle with RMB or Hong Kong dollars. If you find that too slow, buy the H200 module for 320,000 USD, which can purchase 313 units, then ship to Hong Kong and sell for Hong Kong dollars. If the channel is good, send it directly to the mainland. Still too slow? Get a whole computing power machine for 500,000 USD, which is only 200 units, and send it directly to the mainland to ensure no black money. If you can't find a channel to buy, you can contact me. I collect computing power servers, graphics cards, memory, and SSDs globally.
BNB builds a solid center in the range of 1220 ~ 1250, with both the capital and trading volume indicating that the main force is accumulating at high levels. • If the price breaks through 1 265 with volume and stabilizes above 1 270, it will trigger a new round of trend acceleration, targeting 1 300 ~ 1 330. • If it breaks below 1 235, then in the short term, it is expected to test the support at 1 210 before stabilizing again.
Overall structure remains in a phase of oscillation and consolidation during a strong upward trend, suitable for short-term long positions, gradually accumulating on dips.