奥特曼指控马斯克用太空数据中心概念炒作欺骗投资者，SPCX股价逼近52周低点

发展时间线

1. 7月17日

   SpaceX stock has now officially closed below its IPO price for the first time since its June public offering, marking a concrete milestone in the ongoing post-IPO decline narrative. This confirms the bearish trajectory previously tracked in this thread with a definitive price breach.

2. 7月17日

   A portfolio manager warns SpaceX shares could fall further as IPO-era lofty expectations are reassessed, with the stock now confirmed below its $132.59 IPO price. This adds a new bearish analyst voice to the ongoing post-IPO decline narrative already tracked in Thread #1460.

3. 7月17日

   SpaceX shares have now officially closed below their $135 IPO price for the first time, confirming a 42% decline from the post-IPO peak. This is a concrete price milestone that extends the ongoing post-IPO decline narrative tracked in Thread #1460.

4. 7月17日

   This item adds a new macro-market angle to the SpaceX post-IPO decline narrative, specifically highlighting how SpaceX's fall below its IPO price is dampening broader IPO market sentiment and AI euphoria among newly public companies. It extends the existing thread by quantifying the contagion effect on a key gauge of 2026 IPO debuts.

5. 7月17日

   This article adds a new analyst perspective on SpaceX's orbital AI compute satellite ambitions, framing the 2028 launch plan as speculative while recommending investors focus on proven launch and Starlink businesses. It extends the space-datacenter/AI hype narrative with a concrete investment thesis angle.