R2D2

2.8K posts

R2D2

R2D2

@subprimepart2

Katılım Kasım 2022
129 Takip Edilen410 Takipçiler
R2D2
R2D2@subprimepart2·
@mikepat711 After the SpaceX IPO when every sourpuss is waiting on the sideline for the 70% crash.
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Mike P
Mike P@mikepat711·
Tesla will turn on 10,000 Cybercabs and announce Optimus V3 the day after you sell. But not until then.
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R2D2
R2D2@subprimepart2·
@elonmusk Was this only referencing insiders?
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Elon Musk
Elon Musk@elonmusk·
I’ve mentioned something like this before, but, if any of my companies goes public, we will prioritize other longtime shareholders of my other companies, including Tesla. Loyalty deserves loyalty.
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R2D2
R2D2@subprimepart2·
@DarkMiner Its been cool since last November...🧊
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DarkMiner
DarkMiner@DarkMiner·
$PLTR recent run has been awesome for the put side of the strangles But the paper cuts are hurting a little in the meantime. I need the stock under $185 by 6/18 $195 7/17 $260 8/21 Do you think im cooked? Or will it cooloff after this major runup.
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R2D2
R2D2@subprimepart2·
The fear mongering around SpaceX IPO is insane. $SPCX
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RedBloodTechGuy
RedBloodTechGuy@RedBloodTechGuy·
@DeItaone Usually it’s only 5% for retail only. Remember FB IPO disaster and it did 10% with 30% for retail and 5% for insiders with no lockup this should be an epic shit show.
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*Walter Bloomberg
*Walter Bloomberg@DeItaone·
SPACEX RESERVES 5% OF IPO SHARES FOR INSIDERS SpaceX will allocate up to 5% of its IPO shares to employees and executives’ friends and family, according to an updated filing. Unlike most IPO investors, participants won’t face lock-up restrictions. Meanwhile, over 60% of shares—including Elon Musk’s—will remain locked after listing. The company is targeting a valuation of at least $1.8 trillion, with earlier estimates above $2 trillion.
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Sawyer Merritt
Sawyer Merritt@SawyerMerritt·
SpaceX filed its amended IPO filing (S-1/A) today. Here's everything new that I found: • In relation to acquisitions, divestitures, or other strategic transactions, @SpaceX says they "may issue a significant amount of equity in connection with future transactions." 👀 • SpaceX has reserved 5% of its IPO shares for select employees and friends and family of its executive officers. These shares will not be subject to any lockup period. • SpaceX deal compute lease deal with Anthropic includes ~325,000 NVIDIA GPUs, backed by hyperscale-class CPUs, exabyte-scale storage and high-speed networking and interconnects. • As of December 31, 2025, the company had 4.1 million X Premium Basic, X Premium and Premium+ paid subscribers and approximately 900,000 SuperGrok and SuperGrok Heavy paid subscribers. • SpaceX added American Airlines as a @Starlink customer in the filing. • The underwriters will not receive any discount or commission on any shares of our Class A common stock sold pursuant to the over-allotment option. • The shares subject to the extended lock-up period, together with the shares held by Elon (which are subject to a 366-day lock-up period), represent approximately 7.8 billion shares of common stock, or greater than 60% of SpaceX's shares outstanding immediately prior to this offering. • Elon Musk has agreed with the underwriters, that during a period of 366 days after the date of this prospectus, all of the shares owned by him are subject to the restrictions described in the paragraph below; and certain shareholders have agreed that, until the release of our financial results for the quarter ending June 30, 2027, certain shares owned by them are subject to the restrictions described in the paragraph below (subject to timed automatic releases described in the “Underwriting—Lock-up Agreements” section of this prospectus). Shares held by Mr. Musk will not be subject to any early release provisions. • SpaceX added new language that: "If a court declines to transfer an Internal Dispute to the Business Court, but such court is later held not to have personal or subject matter jurisdiction with respect to such Internal Dispute, the arbitration provision would not be triggered because such action would be required to be dismissed and subsequently brought in a court of competent jurisdiction." • SpaceX added some language stating that Elon Musk has the right to vote all of the performance-based restricted shares of Class B common stock that remain outstanding from his grant that was approved on January 13, 2026: "our board approved the grant of 1 billion performance-based restricted shares of Class B common stock to Mr. Musk. The restricted shares vest upon (i) our achievement of specified market capitalization milestones across 15 equal tranches and (ii) the Company’s establishment of a permanent human colony on Mars with at least one million inhabitants, in each case, subject to Mr. Musk’s continued employment with us through the date on which achievement is certified by our board."
Sawyer Merritt tweet media
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R2D2
R2D2@subprimepart2·
@DrDavidKass Doing the opposite of Financial Analysts is usually the correct decision. As they fabric most of their ideas on BS analysis.
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David Kass
David Kass@DrDavidKass·
Whitney Tilson: "I think SpaceX will fall 70% from its opening-day close. It's shaping up to be one of the most overhyped, overvalued large-cap IPOs of all time. The numbers are absurd... SpaceX looks set to trade near 100x revenue, with 15% top-line growth last quarter and accelerating losses. When things are this obvious, making a "big call" like this is easy..."
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Eliano A Younes
Eliano A Younes@eliano·
@GarciaCap hey bro, big fan of your account. how did you become so knowledgeable about advanced technical analysis? please drop some recommended reading and accounts I should follow. thanks!
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Garcia
Garcia@GarciaCap·
This setup looks extremely bullish Whoever can guess what I’m charting gets this emoji medal🥇
Garcia tweet media
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Enrich Trades
Enrich Trades@enrichtrades·
$PLTR might go straight for $200 this week
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The Bear Jew
The Bear Jew@626358493g·
Complete speculation here. Peter ($pltr) leaving the US could be a big sign of large pending military contract that a lot of his enemies won't like. Something very big.
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R2D2
R2D2@subprimepart2·
@BullTheoryio Must be nice that only a select few have these opportunities...
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Bull Theory
Bull Theory@BullTheoryio·
David Sacks invested in SpaceX at a $27 million valuation back in 2002. Even a small $50,000 angel check from that time would be worth roughly $3.14 billion today.
Bull Theory tweet mediaBull Theory tweet media
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jalen Horner
jalen Horner@robot_maniac·
@subprimepart2 but what do you think is the actual moat driver here data access government contracts or AI integration?
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Arny Trezzi
Arny Trezzi@arny_trezzi·
$PLTR: why shouldn't I go all-in?
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R2D2 retweetledi
PalanTesla
PalanTesla@PalanTesla·
@DeepValue47 The stock price for $PLTR will follow the free cash flow over the long term, in the short term we accumulate during this period of consolidation.
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R2D2
R2D2@subprimepart2·
@PLTRs_Palantir $PLTR needs to announce an AI chip deal to pump the stock...because they dont have superior metrics to $SNOW...oh wait they do and they are profitable with $8b in cash/equivalents
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R2D2
R2D2@subprimepart2·
@GuntherEagleman WTF does this mean? Kalshi is a gambling app 🤡
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R2D2
R2D2@subprimepart2·
@Badie912 Selling on good news only 👌
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Badie
Badie@Badie912·
Please, for the love of god 1 green candle.
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R2D2
R2D2@subprimepart2·
@Born2farm1 Buy some chips and the stock will take-off $PLTR
GIF
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Born2farm
Born2farm@Born2farm1·
@subprimepart2 Just a matter of time....they can't ignore it forever....and the volume is very light....
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R2D2
R2D2@subprimepart2·
Good earnings and a stock surge for everyone except $PLTR. How long does Mr. Market punished Palantir for?
GIF
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