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SpaceX short interest soars to 32%; Musk warns shorts: “Virtually no chance of survival”!
① Musk recently warned that investors shorting SpaceX have virtually no chance of survival; ② he also said, “I’ve said it before—if we hit our targets, the value of SpaceX will exceed the entire planet. There’s no doubt about it”; ③ with several key catalyst events on the horizon, shorts have increased their short positions in the company to nearly one-third of the company’s publicly traded shares.
As multiple key catalyst events approach, shorts have increased their short position in the company to nearly one-third of its publicly traded shares. Musk recently warned that investors shorting SpaceX have virtually no chance of survival.
According to estimates by financial research firm S3 Partners, about 206 million shares of SpaceX are currently being shorted, accounting for roughly 32% of the company’s publicly traded float, with a notional short position size of about $25 billion. This figure is up from roughly 185 million shares (29% of float) last week, and far higher than the estimated 40 million shares (about 5% to 7% of float) about a month ago.
Matthew Unterman, head of S3 Research, said that ahead of multiple key catalyst events, shorts have continued to add to their positions. These potential catalysts include SpaceX’s release of its first quarterly results since going public, as well as the phased release of insider shares that had been subject to lockups.
In the face of rising short positions, Musk recently posted on the X platform in response, bluntly stating that investors shorting SpaceX will ultimately lose money.
“Longing to short SpaceX with heavy positions over the long term has a very low probability of survival,” Musk wrote. He added, “I’ve said it before—if we hit our targets, the value of SpaceX will exceed the entire planet. There’s no doubt about it.”
On Tuesday, SpaceX confirmed it will release its first quarterly results after going public on August 4, after the U.S. market closes. The results will give investors their first detailed look at the company’s operating picture, and will serve as a key test for the next round of bull-bear games.
At the moment, investors are weighing SpaceX’s long-term outlook, the current valuation, and the impact of the release of locked-up shares. Bulls are optimistic about the company’s leading position in space launches, the expansion of its Starlink business, and its artificial intelligence strategy. Meanwhile, bears question how much growth room the company may still have in the future that has not yet been priced into the current stock price $NVDAB

どうしても拭いきれないアイデアがあります。それを私は「許可の流動性プール」と呼びたい。これは現在、Newton Protocolが提供している機能ではありません。ただ、同プロトコルが構築しているアーキテクチャの自然な拡張のように感じます。
認可を、一度きりの承認ではなく、暗号学的に検証可能なポリシーとして表現できるなら、なぜそれらが単一の取引の後に消えてしまうのでしょうか。伝統的な金融では、市場は価値のさまざまな形を絶えず分離しています。
オプションは権利と義務を分けます。先物はエクスポージャーと決済を分けます。オンチェーンの金融も、同じようにいずれは認可と実行を分離することになるのではないかと思うのですが。