SPCX Stock Extends 2-Day Green Run As Elon Musk Calls SpaceX An 'Anomaly In The Matrix' Amid China’s RAM Push

October 13, 2026 - 11:57

SpaceX shares continued their upward movement for a second straight session, building on a rally that has drawn attention across the market. The stock's recent strength comes as CEO Elon Musk offered a colorful description of the company's position within the aerospace and technology landscape, calling it an anomaly in the matrix.

Musk's remarks touched on the broader semiconductor and memory sector, where competition between the United States and China continues to intensify. He noted that China is making steady progress in LPDDR5 and LPDDR6 memory technologies, areas where the country has invested heavily in recent years. However, he pointed out that high bandwidth memory, known as HBM, and 3D-stacked memory present far more difficult engineering challenges. These advanced memory types require complex manufacturing processes and deep technical expertise that few companies worldwide have managed to master.

The comments arrive as global demand for memory chips surges, driven by artificial intelligence, data centers, and advanced computing applications. HBM in particular has become a critical component for AI accelerators, and supply constraints have made it a strategic resource. Musk's assessment suggests that while China is closing gaps in some memory categories, the most sophisticated tiers remain out of reach for now.

Investors appear to be weighing these dynamics as they assess SpaceX's long-term potential. The stock has now posted gains across two consecutive trading days, reflecting continued optimism around the company's various ventures.