#SpaceXUnlockLooms

🚨 BE CAREFUL: The $SPCX Pullback May Not Be Over $SPCX is now trading nearly 50% below its all-time high. Many investors assume the worst is behind us. But post-IPO history often tells a different story. 📊 A Look Back at $PLTR • IPO around $10 (Sept. 2020) • Rallied to $39 • Lock-up expiration triggered heavy insider selling • Bottomed near $6 in 2022 • Spent months building a base • Eventually rallied to new highs Where $SPCX Stands • IPO: June 12 • Peak: Around $225 shortly after listing • Current Price: Around $111 Levels I'm Watching 🟢 $110–115 Support If this zone continues to hold through the remaining unlock periods, the longer-term structure could remain constructive. 🔻 A decisive break below this range could signal further downside before a more durable base forms. 📈 If accumulation returns and the structure improves over time, higher price targets become more realistic—but only after confirmation. My Approach I'm not rushing in. I'd rather wait for the market to confirm a base than try to catch the exact bottom. Patience usually beats prediction. $SPCX $ETH $BTC #30YYieldAt19YHigh #AMZNMissesButRallies #MSFT450BInADay

When will Elon Musk's SpaceX be great again? Man, SpaceX and SK Hynix have really cost me a fortune over the past two months.😂

$SPCX SpaceX (SPCX) August 2026 | Institutional Bullet Brief Core Macro View - SPCX corrected ~48% post-IPO, currently trading below $135 IPO price. - August 2026 is the critical inflection month: defined by Q2 earnings + massive lock-up expiry, extreme volatility expected. - Base case: range-bound $108–$132; long-term growth thesis intact, near-term headwinds underpriced by retail. Key August Catalysts (Upside Triggers) 1. Aug 4 | Q2 Earnings Release - Consensus: ~$6.9B quarterly revenue, ongoing net loss. - Key focus metrics: Starlink subscriber growth & gross margin, xAI/AI cloud contract visibility, Starship commercial timeline guidance. - Beat on margins + positive cash-flow guidance = relief rally toward $130–$135. 2. Mid-Aug | Starship Test Flight - July scrubbed tests built market impatience. - Successful full orbital test = reusable launch premium recovery; repeated delays = rising skepticism on capital burn. 3. Institutional Rebalancing - Expanded public float post-lock-up allows ETF/fund dip buying on further valuation compression. Major August Risks (Downside Pressures) 1. Aug 6 | Massive Lock-Up Expiry (Top Risk) - 911.5M insider/early investor shares unlocked, creating severe liquidity supply shock. - Partial insider selling will test $105–$110 support without earnings beats. - Rolling lock-up tranches through late 2026 = persistent overhang. 2. Unsustainable Heavy Cash Burn - Q1 2026 net loss: $4.28B; high capex for Starship, Starlink & AI data centers. - Positive FCF not expected until 2030; higher-for-longer rates pressure long-duration growth multiples. 3. Fed Hawkish Risks - Market pricing for residual 25bp 2026 hike; elevated discount rate caps upside for space tech long-duration assets. 4. Intensifying Industry Competition - Amazon Kuiper & Blue Origin scaling rapidly; state-backed aerospace programs eroding launch market share. - Starlink (core profitable vertical) faces sustained margin compression threats. 5. Governance & Sentiment Risk - Elon Musk’s dominant voting control creates headline/distraction volatility risk. #交易之声：你的经验值得被听到

#SPCX first financial report to be released, $100 billion unlocking imminent SpaceX has an event next week that people in the crypto circle should pay more attention to. The first quarterly report will be released after the market closes on August 4, and $100 billion will unlock on August 6, totaling 911.5 million shares, which is larger than the current circulating supply. The stock price has already dropped from 225 to 108, breaking below the issue price by 20%, nearly halving. But interestingly, the same event is viewed differently by different people. Short-term funds focus on the August 6 unlocking, thinking there’s too much supply to absorb, so they sell off early. Long-term funds focus on the financial report, wanting to see if Starlink has a path to profitability. If the report is good, the unlocking could actually be an opportunity—once the shares come out and are absorbed, the turnover lightens the holding pressure. The same event is seen as negative by short-term funds but as an opportunity by long-term funds. This is the divergence. Back to the crypto world, this kind of thing happens every day. A project’s price often drops before unlocking, then rises after unlocking because the supply was hanging over the market, and once it lands, uncertainty is removed and buyers emerge. SpaceX is the same; the stock price has already dropped 50% in advance, and after unlocking, those who want to leave will have left, leaving those who can hold. Next week, just focus on two things. The August 4 financial report to see if Starlink’s profitability path is clarified. The market performance after the August 6 unlocking—if there are buyers, it means turnover succeeded; if not, the market will continue to grind. $BTC $ETH $SNDK #30YYieldAt19YHigh #SpaceXUnlockLooms #EarningsWeekAhead

🚨 99% OF PEOPLE ARE ABOUT TO GET DESTROYED IN $SPCX. And they're making the exact same mistake investors made with $PLTR. $SPCX is already down 50% from its all-time high. Most people think the story is over. History says this is exactly where the real opportunity begins. Look at $PLTR: → IPO at $10 (Sept. 2020) → Pumped to $39 in just four months → Lock-up expired and insiders dumped millions of shares → Retail panic sold the bottom → Institutions quietly accumulated → $6 → $207 Almost nobody had the patience to buy when everyone else was giving up. Now look at $SPCX: → IPO on June 12 → Exploded to $225 in four days → Already crashed to $111 Sound familiar? My thesis hasn't changed. If $110–115 survives the unlock selling... I think this becomes one of the best risk/reward setups on the market. Target: $250+. I won't tweet after the move starts. I'll post my entry before everyone else realizes what's happening. Turn notifications on. You only need to catch one trade like this.

SpaceX fell 46%. 911.5M more shares unlock next month. First earnings land next week, with short bets near 219M shares.

Everyone calls Anduril the SpaceX of weapons. Last month $SPCX showed the industry the playbook. Float 4% of the company. Get the index rules bent. Let $30 trillion of passive money buy you at 100x revenue on day fifteen. Anduril watched all of it. Same lead investors on the cap table. Thrive and Andreessen Horowitz sit in both companies. Then in July, Anduril's CEO told CNBC it would be bad to IPO in the middle of a hype cycle, and the listing quietly slid off the calendar. Same investors. Same moment. Same open window. One company sprinted through it and handed retail the bag at $1.77 trillion. The other looked at the same forced bid, the same retail appetite, the same bent rules, and said the buyers at these prices lose. One monetized the hype. One declined it. Props to Palmer Luckey.

JUST IN: 60% chance Tesla and SpaceX merge before 2028

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