스페이스X, 세계 시총 5위 등극…아마존 제쳤다

SpaceX's meteoric rise to world's 5th most valuable company post-IPO exposes structural market fragilities driven by limited liquidity and retail speculation rather than fundamental valuations. The company's $60 billion acquisition of AI coding startup Cursor demonstrates aggressive moves into enterprise AI to compete with Anthropic and OpenAI. Analysts caution that irrational valuations and upcoming insider lockup expirations present substantial downside risks despite bullish revenue projections of $1 trillion by 2030.