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Armando Juan Pantoja raises the question of whether investors would consider buying SpaceX, trading under SPCX, at a potential $2 trillion valuation.
He points to key factors such as the impact of Starlink, its role in AI infrastructure, launch monopoly status, ownership of 18,712 Bitcoin, Elon Musk's control, and the likelihood that only 2-3% of shares may be available to the public. Pantoja describes this IPO as having historic potential and offers a detailed breakdown.
Pantoja has previously highlighted notable shifts in cryptocurrency and equity markets. He cited a $2.17 billion stack of XRP short liquidations above price, noting a key barrier at $1.35. In a separate observation, he pointed to RDW climbing more than 120 percent following earlier mentions at industry events.