Chris Weaver

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Chris Weaver

Chris Weaver

@thechrisweaver

Investing in the future of space

Katılım Nisan 2025
130 Takip Edilen20 Takipçiler
Chris Weaver
Chris Weaver@thechrisweaver·
@Nickhooton9 @growthrapidly What you may be forgetting is that insiders had a chance to sell at $105 prior to IPO. I don’t believe many insiders will sell below that now, as there has been nothing to dampen their confidence in the company since then. Quite the contrary actually.
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Nickhooton
Nickhooton@Nickhooton9·
@growthrapidly Key thing after 2 days of earnings 20% shareholders unlocked so expecting huge sale. Keep in mind they all got shares at very low price $5-6. In few months stock is expected to hit $60 or so
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Joel
Joel@growthrapidly·
$SPCX reports Q2 earnings after the bell Tuesday, its first report as a public company. In Q1, SpaceX posted a loss of $1.27 per share on $4.69 billion in revenue. For Q2, analysts expect a loss of $0.23 per share on $6.88 billion in revenue. Where does $SPCX close Wednesday? 👀
Joel tweet media
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Robert Hammen
Robert Hammen@hammen·
@PhilipJohnston @SpaceX I talk with a lot of other exXers and none of us are in a hurry to sell shares post-unlock, at least at current SPCX valuation.
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Philip Johnston
Philip Johnston@PhilipJohnston·
Controversial take: @SpaceX stock will rise not fall on the first unlock day next week. A ton of funds are already short in anticipation and they’ll wanna cover the short ASAP
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Chris Weaver
Chris Weaver@thechrisweaver·
People waiting for $SPCX to drop below $80 are going to be very disappointed.
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Chris Weaver
Chris Weaver@thechrisweaver·
@optionscjp If insiders didn’t sell during the $105 tender offer in the Spring, why would they sell now at 108 or lower?
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Options selling with Christian
I would be lying if I said $SPCX wasn’t starting to look a little attractive after coming down over 50% from its highs since IPO. People are anticipating a huge drawdown coming for the stock with insider shares unlocks starting to happen a couple days post earnings Here is every catalyst to look forward to for $SPCX in the next couple of months 👇🏼
Options selling with Christian tweet media
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Joe Barnard 🚀
Joe Barnard 🚀@joebarnard·
Hello it is your good friend joey b here with a gentle reminder; you are not required to share every opinion you have with the internet!
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Chris Weaver
Chris Weaver@thechrisweaver·
I agree - we didn't sell at $105 and we're not selling at this price, especially when everyone seems to be saying "wait until the 20% unlock to buy." Another factor that seems to be misunderstood or ignored - $QQQ and other ETFs will need to buy 4-5x the shares they currently hold to maintain their float weighting.
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vincent
vincent@SPCX100T·
Market participants are concerned that the $SPCX share unlock on August 6th will trigger heavy selling pressure; however, the stock price was $105 when SpaceX and xAI merged months ago and is currently hovering around $109. If early investors had wanted to sell, we would have done so long ago, there would be no reason to wait until now.
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James Whitte
James Whitte@SouthAfrican117·
@thechrisweaver @PTrubey That's how the markets work. He shouldn't have over leveraged. That's like blaming sharks that belong in the ocean for being sharks. Sharks play an essential role as stated
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Phil Trubey
Phil Trubey@PTrubey·
Citadel is not the bad guy in this story. When you are investing billions and make 20x returns in 2 years, you attract the notice of all the hedge funds. It was obvious to everyone that Leopold had to be using excessive leverage to get those returns. Taking out a player who doesn't have enough liquidity to cover leverage and manage a downturn is so common on Wall Street, it's one of their basic tools to enhance their own returns. No, the person who should be blamed for Leopold's implosion is Leopold himself. Hedge funds do use *some* leverage themselves, but boy do they analyze the snot out of those positions to ensure what happened to Leopold doesn't happen to them. Leopold either didn't do that basic analysis or got it comically wrong. Players like Citadel actually *help* the market by taking out the yahoos who end up causing excessive market volatility through leverage. If you know you could get pounced on by the likes of Citadel, then you won't put yourself in a position to be pounced on and thus won't cause undue market volatility.
amit@amitisinvesting

OH. MY. GOODNESS. CITADEL HAS BOUGHT A MAJORITY OF THE PUBLIC ASSETS FROM LEOPOLD'S SITUATIONAL AWARENESS FUND. So...Citadel scares everyone on Tuesday about a surprise rate hike during FOMC that WE ALL KNEW was not going to happen... On Wednesday, the entire market freaks out about the rate hike which causes the selling to compound on itself creating 50-70% drawdowns across the board in high beta semicondcutor names... Which means Leopold who we now know had $45B of assets and was 400% LEVERED ends up being the sacrifice as he gets liquidated at what theoretically could be the bottom due to not having the margin requirements to keep solvent... AND THE PERSON WHO CAUSED THE SELLOFF WITH THE RATE HIKE FEARS ENDS UP COMING IN TO BUY HIS ASSETS FOR 40 TO 50 CENTS ON THE DOLLAR. By the way, Leopold is getting married this weekend. I think he wanted to make sure he wasn't getting margin called during his wedding. A vet on wall street in Ken Griffin takes out the young new kid. ABSOLUTE. CINEMA.

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Chris Weaver
Chris Weaver@thechrisweaver·
@PTrubey You’re right. Leopold should have been a better market manipulator like Ken.
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Chris Weaver
Chris Weaver@thechrisweaver·
@maustermuhle Great idea, but good luck finding a plot that hasn’t already been bought for data center development.
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Chris Weaver
Chris Weaver@thechrisweaver·
@DrChrisCombs > the fact that a few people from boeing/ULA were mean to spacex engineers like 15-20 years ago Your bias is showing.
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Chris Combs (iterative design enjoyer)
the fact that a few people from boeing/ULA were mean to spacex engineers like 15-20 years ago doesn't negate the fact that it is a unique challenge (much more so than F9) to make the largest rocket ever also rapidly reusable (also note I have never said never) one of the big differences here being the tech they need doesn't currently exist, whereas F9 reuse was more of an engineering problem
avgrocketman@avgrocketman

@DrChrisCombs the experts also screamed for many years that falcon 9 would never be reusable, but look how that turned out. I have much more trust in SpaceX than any random 'expert'

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Chris Weaver
Chris Weaver@thechrisweaver·
@MuellerSheWrote LOL as if our politicians give a shit. Dems will all vote no and Republicans will all vote yes regardless of what the people want. They’re scared shitless of Trump and will do whatever he tells them to do.
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Mueller, She Wrote
Mueller, She Wrote@MuellerSheWrote·
Why bother calling your Senator and telling them to vote NO on Todd Blanche for Attorney General even though Trump will keep him in the job regardless? Because history should record the NO vote. You’ll want it on the record that we rejected him. That’s why.
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Shay Boloor
Shay Boloor@StockSavvyShay·
Raymond James reiterates its $800 price target on $SPCX after Starship Flight 13 validated key V3 upgrades and reduced program risk. The firm says the next major milestone could be “the first attempt to catch Ship with the launch tower.”
Shay Boloor tweet mediaShay Boloor tweet media
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Stellarix
Stellarix@Stellarixorine·
Rocket Booster Welding
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Chris Weaver
Chris Weaver@thechrisweaver·
@DjangoCeezar @StockSavvyShay If you actually believe that, what’s *your* price target? How much profit do you expect to make on it if you think 112 is too high?
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Chris Weaver
Chris Weaver@thechrisweaver·
Michael Burry made a personal gain of about $100 million from the housing crisis. That money invested in the S&P 500 would be worth approximately $1 billion to $1.2 billion today. Burry is worth approximately $300 million today, so he would have been much wealthier just putting that money in $VOO.
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Rob Berger
Rob Berger@Robert_A_Berger·
Hey @michaeljburry, how much wealth would you have today if after you shorted the housing market, you put all of your money in the S&P 500 and went fishing?
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Philip Johnston
Philip Johnston@PhilipJohnston·
“It won’t be that long before robots get really good, and the expectation that it’s really difficult to make rockets might change dramatically.” @sama 🚀
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Chris Weaver
Chris Weaver@thechrisweaver·
@levparnas Like we’re supposed to believe Lev fucking Parnas? 😂
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Lev Parnas
Lev Parnas@levparnas·
Andrew and Tristan Tate spent the days before their arrest partying in Washington, D.C., as guests of Paolo Zampolli — Donald Trump’s U.S. Special Envoy for Global Partnerships and a longtime friend of Trump and Melania. Zampolli is the former modeling executive who says he brought Melania to the United States and introduced her to Donald Trump. His name has also surfaced repeatedly in reporting surrounding Jeffrey Epstein’s modeling-world connections. And there’s more. Zampolli previously acknowledged contacting a senior ICE official about Amanda Ungaro, the mother of his child, during a bitter custody dispute. She was later taken into immigration custody and deported, although Zampolli denies that he asked ICE to detain her. Now we learn that the Tate brothers — facing rape and sex-trafficking charges in Britain — were being welcomed and entertained in Washington by a Trump administration envoy shortly before federal authorities arrested them in Miami. That raises some very serious questions: Who invited them? Who did they meet with? And why were they being embraced by someone so close to Trump’s inner circle? Stay tuned. There is much more to come.
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Chris Weaver
Chris Weaver@thechrisweaver·
@GerberKawasaki While that’s true, the short selling is the major factor in the suppressed share price.
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Ross Gerber
Ross Gerber@GerberKawasaki·
Everyone wanted in on SpaceX stock when it wasn’t public. Now it’s below the offering price and no one wants it. It’s the public markets where true valuations find themselves… this will get interesting... $SPCX
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