Michael Burry reportedly wants to short SpaceX (SPCX) but finds the options too expensive. The post conveys a bearish view from a notable investor, though it lacks specifics on his reasoning. SPCX is currently trading at $201.80, up 4.83%, with a market cap of $2.66T. Recent news highlights SpaceX's first Wall Street sell rating and describes the valuation as 'bubbliscious' after a 49% post-IPO rally in three sessions, suggesting market concerns about overvaluation.
Burry's desire to short signals bearish view, aligning with news of first Wall Street sell rating and 'bubbliscious' valuation concerns after 49% post-IPO surge. However, confidence is low because the post provides no specific catalyst, reasoning, or data—only that Burry wants to short but won't due to option cost. Current price action shows strength (+4.83%), creating divergence between bearish thesis and market momentum.
关键要点
Michael Burry wants to short SPCX but options are too expensive
SPCX currently up 4.83% at $201.80
SpaceX received its first Wall Street sell rating
Valuation described as 'bubbliscious' at $2.64T after rapid post-IPO rally
Post lacks specific catalyst or detailed bearish thesis from Burry