(https://www.cnbc.com/2026/07/16/short-sellers-load-up-against-spacex-as-stock-retreats-back-to-ipo-price.html) screams "crowded trade waiting to blow," but that narrative misses the actual problem. SpaceX is burning real cash on Starship infrastructure that won't generate revenue for years — that's not a short thesis, that's a capex cycle reality.

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