ScÔrpion 🦂 🚀X

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ScÔrpion 🦂 🚀X

ScÔrpion 🦂 🚀X

@Scorpion_Captl

Analyzing.

United States Katılım Eylül 2017
266 Takip Edilen202 Takipçiler
Shay Boloor
Shay Boloor@StockSavvyShay·
Michael Burry says he is tempted to bet against $SPCX but is passing because options are too expensive.
Shay Boloor tweet mediaShay Boloor tweet media
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Teslaconomics
Teslaconomics@Teslaconomics·
SpaceX’s first three trading days since IPO has been wild. • $SPCX IPO price at $135 per share • Day 1 (6/12): $160.95 (+19.22%) • Day 2 (6/15): $192.50 (+19.59%) • Day 3 (6/16): $201.80 (+4.83%) This is a +49.48% return since IPO… the first three days are in the books!
Teslaconomics tweet media
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Elon Musk
Elon Musk@elonmusk·
AI will achieve Stockfish-level coding and generalized computer use
SpaceX@SpaceX

SpaceX has exercised the option to acquire @cursor_ai in an all-stock transaction with the goal of building the world’s most useful AI models. For the past few months, SpaceXAI has been jointly training a model with Cursor, which will be released in Cursor and Grok Build soon. We look forward to working closely with the Cursor team to advance our frontier AI capabilities

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Sawyer Merritt
Sawyer Merritt@SawyerMerritt·
Every single eligible retail investor that put in a request for @SpaceX IPO shares with Robinhood, Charles Schwab, Fidelity and SoFi was allocated at least one IPO share, according to the firms’ respective representatives. Robinhood disclosed that 855,424 of its customers requested shares at the IPO price via its IPO Access platform and it filled the same number of requests. bloomberg.com/news/articles/…
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Cole Grinde
Cole Grinde@GrindeOptions·
CAN SOMEONE PLEASE EXPLAIN TO ME LIKE AT 7 YEARS OLD AS TO WHY $SPCX IS NOW WORTH $2.7 TRILLION AFTER PASSING $220/SHARE IN OVERNIGHT TRADING? 🤔
Cole Grinde tweet media
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amit
amit@amitisinvesting·
it’s going to $3T soon isn’t it
amit tweet media
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Bill Ackman
Bill Ackman@BillAckman·
An update on Pershing Square USA, Ltd. $PSUS:   Since its IPO on April 29th, PSUS has deployed nearly 85% of its capital in 12 companies including Amazon, Microsoft, UBER, Meta, Brookfield, Restaurant Brands, Fannie Mae and Freddie Mac at prices we believe to be extremely attractive.   The PSUS portfolio, along with the other Pershing Square funds, also includes four new companies, which we will disclose at the time of our second quarter report.   As a result of our investment activity over the last six weeks, we believe the PSUS portfolio is now invested in a number of the highest quality durable growth companies in the world, which are trading near their all-time lowest valuations.   Furthermore, as of this moment, PSUS is trading at a ~20% discount to the net asset value (NAV) of its underlying holdings so a buyer of the stock at today’s price is acquiring the current portfolio at a double discount. We believe the PSUS discount to NAV has emerged due to short-term technical factors related to the IPO that should moderate over time.   Pershing Square management and affiliates are all-in, having acquired more than ten million shares or $500+ million of PSUS in the IPO and in the market thereafter. 
In summary, we believe PSUS and its portfolio holdings represent an extremely attractive bargain at today’s share price and we have put our money where our mouth is.
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ARK Funds
ARK Funds@ARK_Funds·
SpaceX is now public. For ARK, this moment has been years in the making. We initiated our position in the ARK Venture Fund in 2023, long before the S-1 was filed, and have built conviction through every data point since. Our thesis has not changed: this is one of the most important infrastructure companies of our lifetime. $SPCX is now accessible in public markets, and ARK is invested in it across the ARK Space & Defense Innovation ETF $ARKX, ARK Autonomous Technology & Robotics ETF $ARKQ, ARK Innovation ETF $ARKK, and ARK Next Generation Internet ETF $ARKW.
ARK Funds tweet media
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CG Investing
CG Investing@CGInvesting10·
$SPCX is still climbing Is this what you expected?
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Michael, CPA
Michael, CPA@MacGillivrayCPA·
Umm, $SPCX is worth $2.5 TRILLION. They must have achieved time travel?
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Sawyer Merritt
Sawyer Merritt@SawyerMerritt·
SpaceX today officially announced that they have raised a total of $85.7 billion in their IPO, the largest amount of money ever raised in an IPO. "SpaceX today announced the closing of its initial public offering of an aggregate 638,888,888 shares of its Class A common stock, including the full exercise by the underwriters of their overallotment option to purchase an additional 83,333,333 shares of Class A common stock from SpaceX. The issuance of all shares closed on June 15, 2026, bringing the gross proceeds from the initial public offering to SpaceX to approximately $85.7 billion."
Sawyer Merritt tweet media
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Steve Grasso
Steve Grasso@grassosteve·
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
Elon Musk@elonmusk

The scale of what is to come has no precedent

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Elijah 🤲🏽
Elijah 🤲🏽@ElijahColeman21·
I guess I’m not selling $SPCX today after all. When do you all think $200 a share will arrive? 🤔
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Jeremy Judkins
Jeremy Judkins@jeremyjudkins_·
How many people selling their $TSLA for a loss to buy $SPCX here?
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Jeremy Judkins
Jeremy Judkins@jeremyjudkins_·
Robinhood put an “elevated investment risk” warning on $SPCX Why do you think they did that?
Jeremy Judkins tweet media
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amit
amit@amitisinvesting·
Took some trades on SpaceX $SPCX today. Bought and sold for a few bucks, but this thing is absurdly volatile, which ironically will attract many traders. 130M shares traded after 500M traded on Friday. Options open up tomorrow and I would bet that $SPCX is in the top 5 daily, like $NVDA and $TSLA, for most calls/puts traded every single day. Holding a $2.3T valuation on $20B of revenue, Elon said over the weekend he feels revenue can 50x by 2030 to $1T. Who’s buying? $SPCX +11%
amit tweet media
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