AcPotango

@TicTocTick it will end badly, but 5% float could squeeze this to $500 before more shares enter

It took Amazon 10 years to be profitable. At that point, stock was just $77 billion. After that it took almost 15 years for Amazon to gain 2.5 trillion in market cap. These are large numbers in terms of time. SpaceX has strung a note in hearts of men who view this as what a massive bubble this is… Cash is sloshing around.. monster leverage, margins, everything just chasing everything in sight at any price like a dog in heat.. How will this end? Only one way…

Has anyone done a wellness check on the people that shorted $SPCX? They might be right in the long term, but not the short term.

@JPATrades they working to gamma this to the moon

The have $SPCX options up to 380 for June 18th expiration What are we doing 🤣😂

@stonk_daddy both. I think it will keep going up until July 6th or so, but after indexes in, that's the last new money chasing few shares. after that, lockouts start and will be a different game. Only in December when all shares out will we know the real price it is valued at

Then was the IPO “exit liquidity” or was it an actual gift for the 20% retail allocation? Also, indices are weighted by float, as float increases Nasdaq 100 and Russell 1000 will need to increase weighting by buying at quarterly rebalance. I agree that current dynamics are crazy, but increased float will also be accompanied by forced index buying and that’s before S&P 500 inclusion.

Is it too soon to laugh at these pompous finance influencers so CONFIDENTLY proclaiming in their mom’s basement how the SpaceX IPO would be “exit liquidity” to dump on poor unsuspecting retail investors who are *checks notes* up 50% in the first two days???

@thedefivillain I think you have to wait until aug earnings at a min or you can get cooked.

I'm getting more and more attracted to shorting $SPCX ngl Top 5 largest US market caps and less than 2x away from NVDA mcap. It's already larger than TSLA despite having even less revenue We are currently in the post IPO low float dynamic that is squeezing it, but unlocks are going to be heavy after that I haven't pulled the trigger yet, but I think people are delusional about it, upside is obviously capped from a $2.7T mcap

@Mr_Derivatives yep and esp if they keep a similar low float. that's what's moving this and the ETFs need shares

Given how $SPCX has performed these last few days, it is almost too obvious to buy Anthropic immediately when it IPO’s later this year. Sometimes just don’t overthink it.

@marc02200 cause its going up and BTC keeps going down

Can someone please explain to me.. WHY ARE PEOPLE STILL BUYING $SPCX OVER $BTC RIGHT NOW?

@JOBhakdi agree, too much support with only 5% of shares released and in demand by EFTs alone

I am a big fan of SpaceX, but not of $SPCX right now. Tiny float, additional buying pressure from index inclusions, combined with selling prohibitions from lockups, trading at 90x 2026 revenue is a recipe for disaster mid-term. I expect downwards pressure starting in August. For the next weeks, the stock can go higher (even though that's a bit crazy). Long term it's undervalued, but that's only because it has infinity growth potential, which won't prevent a stock crash in 2026 imo. If $SPCX would trade at the same revenue multiple as $TSLA (ca. 14x), which by many is already considered crazy high, $SPCX would be at $35. Caution!

@capexbt 5% float, ETFs and indexes will pump this for a month, then lockouts end and imho will be $100 by December

Everyone said SpaceX was overvalued at $135. Now it’s up almost 50% in 2 days. - Demand was $150 billion for a $75 billion raise. They rejected half the money - Normies shorted it on day one. Got liquidated hard - Insiders locked for 366 days. Zero sell pressure for a full year - Ron Baron says this goes to $10 trillion. He turned $80M into $6B on Tesla If we can learn one thing from the past 10 years: Never fade Elon Musk. He’s a Chad.

@Simba_crpt 5% float will keep this going until lockouts start

🚨 WARNING: SPACEX WILL DUMP BELOW IPO PRICE SpaceX just went public. I won't be surprised if $SPCX will be below IPO price within the next 3-6 months. Buying here feels like chasing peak hype, not fundamentals. I might buy after the market finishes the real valuation process. But right now this looks like EXIT LIQUIDITY for early investors. There is always an Elon Musk effect. There isn't a $2T business today. This is what peak EUPHORIA looks like. The valuation is ABSURD. Everyone loves it at the top. Nobody will want it after the repricing.

@DividendMil 5% float + ETFs buying in will continue to keep this up, not until the lockouts start ending will it begin to fall

There are a lot of really smart finance accounts on this platform, and many of them share the same stance I do on SpaceX. They believe the valuation is too high and that, at some point, the stock will trade below its IPO price. Maybe we’re all wrong. But when a large number of experienced investors independently come to the same conclusion, it might be worth being a little cautious instead of blindly chasing the hype. Time will tell who’s right. The market always does.

@IndexAndForget agreed, but the 5% float is propping it up

X said SpaceX is a rug pull yet its up 20% since IPO Never take investing advice on X

@drayinvests ETFs buying

Can someone tell me how $SPCX doesn’t have a big sell off soon? Up almost 40% in just 2 trading days with the valuation it is at

@grant_melson I think it's negative any way you look at it. Once the lockup ends and the float increases from 5% it will drift downward. And TSLA will likely follow it down too. Come end of December, SPCX and TSLA could both be at $100

For perspective, the amount that Elon’s SPCX stock has gone up since IPO is greater than his TOTAL stake in TSLA.. What implications does this have for TSLA investors? Any thoughts?

@fuckyouiquit Only 5% float, and all the investment houses behind it + add in stupid retail. It will probably still go up more for min 2 weeks, then added to indexes and up again. But after more shares start to get released, it will start to drop. Until then will go up

Can someone please explain to me how a company that lost $9,360,000,000 on $19,300,000,000 in revenue is somehow worth $2,500,000,000,000? Welcome to the modern economy, where everything is made up and the points don't matter.

@cmsinvests ETFs and Indexes

Can someone please explain to me why anyone would be buying $SPCX at $185 right now?

@WilderStocks @grassosteve by end of year I agree this will be sub $100

@AcPotango @grassosteve Good point, agree the float is low which could lead to a longer upswing. Pull back is coming though, no way it just stays above these levels

Got an allocation in $SPCX on June 12th and added to it today. We're already above $175 which starts the early unlock clock. Everyone's worried about supply hitting the market, but MSCI, Nasdaq and Russell are all forced buyers in the next 30 days into the thinnest float in IPO history. Supply meets a passive buyer. In the end I think the bulls and the math win. $SPCX

@WilderStocks @grassosteve It could go on for at least another couple weeks as ETFs add and then Indexes. That low float is very low...

@grassosteve Added at $175 seems crazy. Do people really think it's going to just keep going and not pull back? IPOs always pump on the first day or two? Why not wait a week or two at least? No way this initial hype keeps up. I'll be shocked if we are over $180 even by this friday

@EricLDaugh what a joke, we started a war and then totally surrendered to them

🚨 JUST IN: Iran did NOT GET what they wanted in President Trump's strong Iran deal — the US is NOT leaving the region, and Iran is getting $0 in unfrozen assets unless they comply The Strait of Hormuz is set to OPEN fully on FRIDAY 👏🏻 "They wanted US forces to leave the Middle East and abandon all bases. That's not going to happen...even if there is a drawdown of the military, there will still be thousands of forces prepared." "There is this economic leverage, they won't get sanctions relief they want and need if the US doesn't get everything they want." @TreyYingst