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🚨 24 YEARS SPACEX DID NOT OPEN IT'S BOOKS $SPCX is private since 2002... No real numbers. No audited losses. Just Musk's word and a valuation built on vibes and rocket footage. That ends this quarter. (around November) For the FIRST TIME EVER, SpaceX has to open its books....

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Frogify

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40,571 次观看 • 1 个月前 •via X (Twitter)

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For years the prediction was the same. The dollar is about to collapse. It keeps not happening. Here is the piece most people miss. Dollar strain and record stock markets are not a contradiction. They are two different things. The strain is real. But so is this. Global capital keeps flowing into US assets, because out of the whole world, this is where the growth and the liquidity are. And to buy US assets, you need US dollars. So the flows themselves put a bid under the dollar. Money comes in, it has to become dollars first, and that keeps the dollar strong against everything else. That is why the dollar has not fallen to its death, no matter how many times it was called. The demand for dollars is not sentiment. It is built into the act of buying America.
8:47

For years the prediction was the same. The dollar is about to collapse. It keeps not happening. Here is the piece most people miss. Dollar strain and record stock markets are not a contradiction. They are two different things. The strain is real. But so is this. Global capital keeps flowing into US assets, because out of the whole world, this is where the growth and the liquidity are. And to buy US assets, you need US dollars. So the flows themselves put a bid under the dollar. Money comes in, it has to become dollars first, and that keeps the dollar strong against everything else. That is why the dollar has not fallen to its death, no matter how many times it was called. The demand for dollars is not sentiment. It is built into the act of buying America.

Jeffrey P. Snider

22,132 次观看 • 25 天前

🚨 WARNING: THIS IS NOT NORMAL Rocket Lab merged with SolAero in 2022. Over the following years, $RKLB pumped 2704%. $10,000 → $271,000 Now SpaceX will merge with Tesla. But this is NOT just a space merger. SpaceX is already becoming an AI company after acquiring xAI. → SpaceX brings xAI, Grok, Starlink, satellites, and global data infrastructure → Tesla brings autonomous driving, robotics, energy, and public-market liquidity → Together, they could create one of the most powerful AI ecosystems in the world Rocket Lab combined rockets with satellite technology. $SPCX and $TSLA could combine space, AI, robotics, autonomous vehicles, energy, and global connectivity inside one ecosystem. This could become one of the BIGGEST events in modern stock market history. And the setup is much larger than Rocket Lab and SolAero. Most people will ignore it until the move has already happened. But not my followers. Follow and turn notifications on. I’ll post the opportunity BEFORE everyone starts talking about it.
0:26

🚨 WARNING: THIS IS NOT NORMAL Rocket Lab merged with SolAero in 2022. Over the following years, $RKLB pumped 2704%. $10,000 → $271,000 Now SpaceX will merge with Tesla. But this is NOT just a space merger. SpaceX is already becoming an AI company after acquiring xAI. → SpaceX brings xAI, Grok, Starlink, satellites, and global data infrastructure → Tesla brings autonomous driving, robotics, energy, and public-market liquidity → Together, they could create one of the most powerful AI ecosystems in the world Rocket Lab combined rockets with satellite technology. $SPCX and $TSLA could combine space, AI, robotics, autonomous vehicles, energy, and global connectivity inside one ecosystem. This could become one of the BIGGEST events in modern stock market history. And the setup is much larger than Rocket Lab and SolAero. Most people will ignore it until the move has already happened. But not my followers. Follow and turn notifications on. I’ll post the opportunity BEFORE everyone starts talking about it.

Wimar.X

39,246 次观看 • 1 个月前

SAWYER MERRITT JUST EXPLAINED WHY SPACEX $SPCX ACTUALLY WENT PUBLIC Sawyer Merritt And it is not the reason most people think. SpaceX stopped raising money years ago. Every raise they've done over the last couple of years has been secondaries to let employees sell. The company didn't get any of that money. They did not need to. Starlink was producing enough cash to fund operations entirely on its own. Then the AI compute arms race started. "Raising $75 billion in the private market is extremely difficult. To do it over and over, having access to public markets and the amount of liquidity there is, is just a much better scenario for them." But there is a second reason people are underestimating: "Don't underestimate Elon's willingness to open it up to retail investors. I think he hates just only having big institutional guys in his stock. He really just wanted to open up the little guy to have a piece of this thing before the valuation started to get super crazy in the years to come."
0:54

SAWYER MERRITT JUST EXPLAINED WHY SPACEX $SPCX ACTUALLY WENT PUBLIC Sawyer Merritt And it is not the reason most people think. SpaceX stopped raising money years ago. Every raise they've done over the last couple of years has been secondaries to let employees sell. The company didn't get any of that money. They did not need to. Starlink was producing enough cash to fund operations entirely on its own. Then the AI compute arms race started. "Raising $75 billion in the private market is extremely difficult. To do it over and over, having access to public markets and the amount of liquidity there is, is just a much better scenario for them." But there is a second reason people are underestimating: "Don't underestimate Elon's willingness to open it up to retail investors. I think he hates just only having big institutional guys in his stock. He really just wanted to open up the little guy to have a piece of this thing before the valuation started to get super crazy in the years to come."

WOLF

58,473 次观看 • 2 个月前

$RKLB New Peter Beck interview today on Bloomberg: Does SpaceX's dominance threaten Rocket Lab? "No, I don't think so. The reality is SpaceX is a space company, but also very much an AI company and a bunch of other things as well. Rocket Lab is a very squarely focused pure play space company. I think it draws investors into the sector. And when they go looking, Rocket Lab is really the clear number two with respect to launch frequency and those kinds of things. So no, I'm not too worried about that.” "So do you find yourself complementary to SpaceX? Or are you in direct competition with Elon Musk?" "In some cases we are in direct competition, but also very complementary. We are an end-to-end space company. We're the second most frequently launched US rocket in the world behind SpaceX, so the rocket bit is competitive. But two-thirds of our business is building satellites and spacecraft and supplying components to the rest of the space industry. So in that sense, not really a competitor at all."
1:13

$RKLB New Peter Beck interview today on Bloomberg: Does SpaceX's dominance threaten Rocket Lab? "No, I don't think so. The reality is SpaceX is a space company, but also very much an AI company and a bunch of other things as well. Rocket Lab is a very squarely focused pure play space company. I think it draws investors into the sector. And when they go looking, Rocket Lab is really the clear number two with respect to launch frequency and those kinds of things. So no, I'm not too worried about that.” "So do you find yourself complementary to SpaceX? Or are you in direct competition with Elon Musk?" "In some cases we are in direct competition, but also very complementary. We are an end-to-end space company. We're the second most frequently launched US rocket in the world behind SpaceX, so the rocket bit is competitive. But two-thirds of our business is building satellites and spacecraft and supplying components to the rest of the space industry. So in that sense, not really a competitor at all."

ValueOverPrice

51,585 次观看 • 2 个月前

Elon Musk's biggest competitor is secretly paying him $1.25 BILLION per month. SpaceX just revealed its financials for the first time in 23 years of existence. And buried deep in the S-1 is a detail that changes how you should think about the entire AI race. Anthropic, the company building Claude, the company that positions itself as OpenAI's biggest threat, the company valued at over $100 billion, is paying SpaceX $1.25 billion EVERY SINGLE MONTH for compute capacity through May 2029. That is $15 billion a year flowing directly from Elon's top AI competitor into Elon's bank account. Think about what that means: Every time Anthropic trains a new model, improves Claude, or lands an enterprise customer, a massive chunk of that revenue goes straight to the guy who owns the competing AI product. Anthropic is literally funding the war against itself. And that's just the beginning of what this filing reveals... The entire SpaceX IPO is structured around a bet most people haven't figured out yet. In 2025, SpaceX spent $20 billion in capex. 60% of that, roughly $12 billion, went to AI infrastructure. Rockets and satellites got the leftovers. In Q1 2026 alone, $7.7 billion out of $10 billion in total capex went to AI. The "rocket company" is spending like an AI company. Meanwhile, xAI, the division that houses Grok, generated $3.2 billion in revenue for the full year of 2025. But its R&D costs TRIPLED to $5 billion. It's burning cash at a pace that would have destroyed it as a standalone company. Which is exactly why Elon merged it into SpaceX two months before filing the IPO. And Starlink is the engine that makes the whole thing work: $11.4 billion in revenue, $4.4 billion in operating profit, and 10.3 million subscribers across 164 countries. It's one of the most profitable subscription businesses on the planet right now. But the average revenue per user DROPPED from $99 per month in 2023 to $66 per month in March 2026. Subscribers quadrupled but each one is paying a third less. Starlink is growing by getting cheaper. SpaceX has lost $37 BILLION since it was founded. Net loss in 2025 was $4.9 billion. This is a company that has never turned an annual profit in 23 years of operation, and it is about to IPO at a $1.75 trillion valuation. And the total addressable market SpaceX claims in the filing is $28.5 trillion. That is a QUARTER of global GDP. So here is what investors are actually buying when this IPO prices: They are buying the most profitable satellite internet business in history, stapled to an AI lab that is burning cash, wrapped inside a Mars colonization pitch that requires building a permanent city on another planet, funded by monthly billion-dollar payments from a direct competitor who has no other option for compute at that scale. This is the kind of thing only Elon could pull off.
2:03

Elon Musk's biggest competitor is secretly paying him $1.25 BILLION per month. SpaceX just revealed its financials for the first time in 23 years of existence. And buried deep in the S-1 is a detail that changes how you should think about the entire AI race. Anthropic, the company building Claude, the company that positions itself as OpenAI's biggest threat, the company valued at over $100 billion, is paying SpaceX $1.25 billion EVERY SINGLE MONTH for compute capacity through May 2029. That is $15 billion a year flowing directly from Elon's top AI competitor into Elon's bank account. Think about what that means: Every time Anthropic trains a new model, improves Claude, or lands an enterprise customer, a massive chunk of that revenue goes straight to the guy who owns the competing AI product. Anthropic is literally funding the war against itself. And that's just the beginning of what this filing reveals... The entire SpaceX IPO is structured around a bet most people haven't figured out yet. In 2025, SpaceX spent $20 billion in capex. 60% of that, roughly $12 billion, went to AI infrastructure. Rockets and satellites got the leftovers. In Q1 2026 alone, $7.7 billion out of $10 billion in total capex went to AI. The "rocket company" is spending like an AI company. Meanwhile, xAI, the division that houses Grok, generated $3.2 billion in revenue for the full year of 2025. But its R&D costs TRIPLED to $5 billion. It's burning cash at a pace that would have destroyed it as a standalone company. Which is exactly why Elon merged it into SpaceX two months before filing the IPO. And Starlink is the engine that makes the whole thing work: $11.4 billion in revenue, $4.4 billion in operating profit, and 10.3 million subscribers across 164 countries. It's one of the most profitable subscription businesses on the planet right now. But the average revenue per user DROPPED from $99 per month in 2023 to $66 per month in March 2026. Subscribers quadrupled but each one is paying a third less. Starlink is growing by getting cheaper. SpaceX has lost $37 BILLION since it was founded. Net loss in 2025 was $4.9 billion. This is a company that has never turned an annual profit in 23 years of operation, and it is about to IPO at a $1.75 trillion valuation. And the total addressable market SpaceX claims in the filing is $28.5 trillion. That is a QUARTER of global GDP. So here is what investors are actually buying when this IPO prices: They are buying the most profitable satellite internet business in history, stapled to an AI lab that is burning cash, wrapped inside a Mars colonization pitch that requires building a permanent city on another planet, funded by monthly billion-dollar payments from a direct competitor who has no other option for compute at that scale. This is the kind of thing only Elon could pull off.

Ricardo

208,631 次观看 • 3 个月前

🚨THEY CALLED HIM CRAZY FOR 20 YEARS.. HE'S ABOUT TO FILE THE BIGGEST IPO IN HISTORY.. SpaceX is quietly preparing to go public.. targeting a $1.75 trillion valuation.. bigger than Saudi Aramco.. the biggest IPO in human history.. but that's not even the real story.. in february elon merged xAI into SpaceX.. so now one single company owns the rockets.. owns about 65% of every satellite in orbit.. owns Starlink with over 10 million users.. and owns the AI.. think about that for a second.. OpenAI rents its servers from Microsoft.. Anthropic rents from Amazon.. they don't own anything.. they're tenants.. elon owns the infrastructure.. they're putting AI data centers in space.. solar powered.. no electric grid.. no cooling problems.. just satellites running AI in orbit while everyone else is fighting over GPU shipments on the ground.. the pentagon just handed them $2 billion for a defense satellite network.. starlink aviation customers are paying $300K a year.. NASA used to be their biggest customer.. now NASA is only 5% of their revenue.. they outgrew the entire US government.. this man built a company that launches the rockets.. owns the satellites.. provides the internet.. runs the AI.. and is about to go public at the highest valuation in history.. nobody is connecting the dots.. i got into xAI before the merger.. that converts to SpaceX equity before it even hits public markets.. sometimes the play is obvious.. you just have to be paying attention.
0:28

🚨THEY CALLED HIM CRAZY FOR 20 YEARS.. HE'S ABOUT TO FILE THE BIGGEST IPO IN HISTORY.. SpaceX is quietly preparing to go public.. targeting a $1.75 trillion valuation.. bigger than Saudi Aramco.. the biggest IPO in human history.. but that's not even the real story.. in february elon merged xAI into SpaceX.. so now one single company owns the rockets.. owns about 65% of every satellite in orbit.. owns Starlink with over 10 million users.. and owns the AI.. think about that for a second.. OpenAI rents its servers from Microsoft.. Anthropic rents from Amazon.. they don't own anything.. they're tenants.. elon owns the infrastructure.. they're putting AI data centers in space.. solar powered.. no electric grid.. no cooling problems.. just satellites running AI in orbit while everyone else is fighting over GPU shipments on the ground.. the pentagon just handed them $2 billion for a defense satellite network.. starlink aviation customers are paying $300K a year.. NASA used to be their biggest customer.. now NASA is only 5% of their revenue.. they outgrew the entire US government.. this man built a company that launches the rockets.. owns the satellites.. provides the internet.. runs the AI.. and is about to go public at the highest valuation in history.. nobody is connecting the dots.. i got into xAI before the merger.. that converts to SpaceX equity before it even hits public markets.. sometimes the play is obvious.. you just have to be paying attention.

Evan Luthra

101,861 次观看 • 5 个月前

🚨 WARNING: 99% OF PEOPLE WILL MISS THIS SpaceX will become the biggest retail opportunity of this cycle. In 2016, Tesla acquired SolarCity. Over the next five years, Tesla pumped 3,300%. $10,000 → $330,000 Now SpaceX plans to merge with Tesla. But this is NOT just a space merger. SpaceX is now an AI company after merging with xAI. - SpaceX brings xAI, Grok, Starlink, satellites, and global data infrastructure. - Tesla brings autonomous driving, robotics, energy, and public-market liquidity. - Together, they will create the most powerful AI ecosystem in the world. This could become one of the BIGGEST events in modern stock market history. And now the stakes are much higher than they were with the SolarCity merger. Reminder: I’ve called every major market top and bottom for the last 15 years, including the tops in Gold and Silver, the collapse in Oil, the SpaceX drop, and Bitcoin’s crash. When I start buying SpaceX, I’ll post it here publicly like I always do. Turn notifications on. If you’re not following yet, you’ll understand why that was a mistake later.
0:33

🚨 WARNING: 99% OF PEOPLE WILL MISS THIS SpaceX will become the biggest retail opportunity of this cycle. In 2016, Tesla acquired SolarCity. Over the next five years, Tesla pumped 3,300%. $10,000 → $330,000 Now SpaceX plans to merge with Tesla. But this is NOT just a space merger. SpaceX is now an AI company after merging with xAI. - SpaceX brings xAI, Grok, Starlink, satellites, and global data infrastructure. - Tesla brings autonomous driving, robotics, energy, and public-market liquidity. - Together, they will create the most powerful AI ecosystem in the world. This could become one of the BIGGEST events in modern stock market history. And now the stakes are much higher than they were with the SolarCity merger. Reminder: I’ve called every major market top and bottom for the last 15 years, including the tops in Gold and Silver, the collapse in Oil, the SpaceX drop, and Bitcoin’s crash. When I start buying SpaceX, I’ll post it here publicly like I always do. Turn notifications on. If you’re not following yet, you’ll understand why that was a mistake later.

Alex Mason 👁△

136,001 次观看 • 13 天前

#WATCH | Sriharikota, Andhra Pradesh: On the launch of India's first privately developed orbital-class rocket, Vikram-1, by Skyroot Aerospace, Pawan Kumar Chandana, CEO and Founder of Skyroot Aerospace, says, "... This is the first time that a private company in India has built the rocket, brought the launch pad, and taken off... It is a very important moment for the global space sector... We are proud that we were able to do this. A team with an average age of just 28 years has built India's first private orbital rocket... The rocket is completely built with carbon composite..."
3:30

#WATCH | Sriharikota, Andhra Pradesh: On the launch of India's first privately developed orbital-class rocket, Vikram-1, by Skyroot Aerospace, Pawan Kumar Chandana, CEO and Founder of Skyroot Aerospace, says, "... This is the first time that a private company in India has built the rocket, brought the launch pad, and taken off... It is a very important moment for the global space sector... We are proud that we were able to do this. A team with an average age of just 28 years has built India's first private orbital rocket... The rocket is completely built with carbon composite..."

ANI

251,495 次观看 • 1 个月前

🚀🚨 EVERYONE IS STARING AT THE ROCKET. I AM STARING AT THE EXIT DOOR. SpaceX is up 70% and the timeline is losing its mind. Here is what they are not telling you. Only about 4 of every 100 shares actually trade. The rest are locked with insiders. With a float that small, the price is not a real price. A few hands can push the chart anywhere. Then the unlocks come. The first chunk frees up in August. More in November. Then the whole thing. Early investors waited 15 years for this. You think they hold one more? This is not an IPO. It is an exit.
0:21

🚀🚨 EVERYONE IS STARING AT THE ROCKET. I AM STARING AT THE EXIT DOOR. SpaceX is up 70% and the timeline is losing its mind. Here is what they are not telling you. Only about 4 of every 100 shares actually trade. The rest are locked with insiders. With a float that small, the price is not a real price. A few hands can push the chart anywhere. Then the unlocks come. The first chunk frees up in August. More in November. Then the whole thing. Early investors waited 15 years for this. You think they hold one more? This is not an IPO. It is an exit.

Mister Crypto

12,866 次观看 • 2 个月前

The Cultural Tutor grew to 1.6 million Twitter followers in less than two years of full-time writing. He insists that his unique writing style comes from his unique reading style. He avoids new books and basically doesn't read anything published in the past 50 years. The problem with new books isn't that they're bad. The problem is that everybody else is reading them, which doesn't give you much edge as a writer. In the words of The Cultural Tutor: "The simplest reason not to read something published in the last 50 years is because that's what everyone else is reading. The only books that most people read are books published in last, not even ... In the last six years, in the last two years. I'm not disparaging these authors. They've done incredibly well for themselves, and I have no doubt their books are filled with marvels and wonderful, wonderful things, but the rest of the world is reading them. And it's a simple fact of life that if you consume, you read what everyone else is reading, then the likelihood that you will write what they are writing, and worst of all, think what they are thinking increases. It's not certain, but if we all read the same books, we all think the same things."
3:43

The Cultural Tutor grew to 1.6 million Twitter followers in less than two years of full-time writing. He insists that his unique writing style comes from his unique reading style. He avoids new books and basically doesn't read anything published in the past 50 years. The problem with new books isn't that they're bad. The problem is that everybody else is reading them, which doesn't give you much edge as a writer. In the words of The Cultural Tutor: "The simplest reason not to read something published in the last 50 years is because that's what everyone else is reading. The only books that most people read are books published in last, not even ... In the last six years, in the last two years. I'm not disparaging these authors. They've done incredibly well for themselves, and I have no doubt their books are filled with marvels and wonderful, wonderful things, but the rest of the world is reading them. And it's a simple fact of life that if you consume, you read what everyone else is reading, then the likelihood that you will write what they are writing, and worst of all, think what they are thinking increases. It's not certain, but if we all read the same books, we all think the same things."

David Perell

96,667 次观看 • 2 年前

🚨THE NEXT SPACEX MOVE IS IN THIS SETUP $SPCX is setting up to be the biggest retail opportunity of the entire cycle and almost nobody sees it coming. Here's the pattern that should stop you cold. Back in 2016, Tesla absorbed SolarCity. Everyone called it a distraction, a mistake, a waste of money. Over the next five years, $TSLA ran 3,320%. Ten grand turned into $332,000 for the people who saw the vision while the crowd laughed. Now the same playbook is loading, but bigger. SpaceX is lining up to merge with Tesla and this isn't just a rocket story. After folding in xAI, SpaceX is now an AI company. Look at what each side brings to the table: → SpaceX: xAI, Grok, Starlink, the satellite network, global data infrastructure → Tesla: autonomous driving, robotics, energy, and deep public-market liquidity Put those together and you don't get a company you get one of the most powerful AI ecosystems on the planet, with the infrastructure and the liquidity to scale it fast. This has the makings of one of the biggest events in modern market history. And the setup dwarfs SolarCity it's not even the same league. Here's the catch: most people will ignore it completely, right up until the move has already happened. Then they'll ask how everyone else got positioned so early. That won't be my followers. Follow and turn notifications on. I'll post the opportunity before everyone starts talking about it.
0:28

🚨THE NEXT SPACEX MOVE IS IN THIS SETUP $SPCX is setting up to be the biggest retail opportunity of the entire cycle and almost nobody sees it coming. Here's the pattern that should stop you cold. Back in 2016, Tesla absorbed SolarCity. Everyone called it a distraction, a mistake, a waste of money. Over the next five years, $TSLA ran 3,320%. Ten grand turned into $332,000 for the people who saw the vision while the crowd laughed. Now the same playbook is loading, but bigger. SpaceX is lining up to merge with Tesla and this isn't just a rocket story. After folding in xAI, SpaceX is now an AI company. Look at what each side brings to the table: → SpaceX: xAI, Grok, Starlink, the satellite network, global data infrastructure → Tesla: autonomous driving, robotics, energy, and deep public-market liquidity Put those together and you don't get a company you get one of the most powerful AI ecosystems on the planet, with the infrastructure and the liquidity to scale it fast. This has the makings of one of the biggest events in modern market history. And the setup dwarfs SolarCity it's not even the same league. Here's the catch: most people will ignore it completely, right up until the move has already happened. Then they'll ask how everyone else got positioned so early. That won't be my followers. Follow and turn notifications on. I'll post the opportunity before everyone starts talking about it.

Shelpid.WI3M

30,075 次观看 • 29 天前

Gavin Baker Gavin Baker: the Anthropic S1 is going to break a lot of people's brains. The entire AI bear case rests on one assumption, that tokens are sold below cost. What the filing settles, and who has to cover: Baker says that assumption is wrong. Open-source tokens are profitable. Anthropic is profitable and generating cash. OpenAI is close. Most tokens in the chain make money today. The S1 is the first audited document that settles it either way. Jim Chanos James Chanos has spent the year on the other side, calling the AI buildout a circular financing story. Plain version for a position holder: a lot of macro and value money is bearish on AI because it believes tokens are subsidized. If the filing shows real margins, that money covers into a re-rating and $NVDA, $TSM, $MU and the hyperscalers all move on it. If the filing shows subsidized tokens, every valuation downstream of it is sitting on sand. One document, one binary, a date on the calendar. David Sacks David Sacks and Jason Calacanis @jason worked him over on it for a full segment. Source: All-In Podcast -
2:40

Gavin Baker Gavin Baker: the Anthropic S1 is going to break a lot of people's brains. The entire AI bear case rests on one assumption, that tokens are sold below cost. What the filing settles, and who has to cover: Baker says that assumption is wrong. Open-source tokens are profitable. Anthropic is profitable and generating cash. OpenAI is close. Most tokens in the chain make money today. The S1 is the first audited document that settles it either way. Jim Chanos James Chanos has spent the year on the other side, calling the AI buildout a circular financing story. Plain version for a position holder: a lot of macro and value money is bearish on AI because it believes tokens are subsidized. If the filing shows real margins, that money covers into a re-rating and $NVDA, $TSM, $MU and the hyperscalers all move on it. If the filing shows subsidized tokens, every valuation downstream of it is sitting on sand. One document, one binary, a date on the calendar. David Sacks David Sacks and Jason Calacanis @jason worked him over on it for a full segment. Source: All-In Podcast -

Podcast Alpha

29,416 次观看 • 14 天前

🚨 SPACEX NEEDS TO GROW 600X TO JUSTIFY ITS IPO PRICE!! No company in the history of capitalism has ever come close to that. Current revenue: $18,700,000,000 Revenue needed by 2035: $1,100,000,000,000 That requires 50% annual growth every single year for a decade. Not one bad quarter, not one slowdown, not one miss. In 2035 alone SpaceX would need to add... JUST IMAGINE. $360,000,000,000 IN REVENUE. That's MORE than $NVDA added during its entire record-breaking year To put that in perspective: SpaceX would need to generate 2.4% of the ENTIRE US GDP by itself. More than whole industries produce combined. Now look at what they're actually working with: Current losses: $4,280,000,000 in Q1 2026 alone Total losses since founding: $41,300,000,000 Not a single profitable year on record Starlink is real, launches are real, the technology is real. But the valuation has nothing to do with. At $1,750,000,000,000 you're not buying a rocket company. You're buying a math problem that has never been solved in market history. Amazon at peak growth, Apple during its best decade, Google in its prime. None of them came anywhere near this growth requirement. The IPO is June 12. Insiders have been waiting years for this door to open. By November 93% of their shares are free to sell. Draw your own conclusions. This sounds SCARY, but I'll be tracking every move around this listing. I will post my moves here so my FOLLOWERS can SAVE their money. Follow me and turn NOTIFICATIONS ON, as I will share my strategy soon. Many will regret not following me earlier...
0:29

🚨 SPACEX NEEDS TO GROW 600X TO JUSTIFY ITS IPO PRICE!! No company in the history of capitalism has ever come close to that. Current revenue: $18,700,000,000 Revenue needed by 2035: $1,100,000,000,000 That requires 50% annual growth every single year for a decade. Not one bad quarter, not one slowdown, not one miss. In 2035 alone SpaceX would need to add... JUST IMAGINE. $360,000,000,000 IN REVENUE. That's MORE than $NVDA added during its entire record-breaking year To put that in perspective: SpaceX would need to generate 2.4% of the ENTIRE US GDP by itself. More than whole industries produce combined. Now look at what they're actually working with: Current losses: $4,280,000,000 in Q1 2026 alone Total losses since founding: $41,300,000,000 Not a single profitable year on record Starlink is real, launches are real, the technology is real. But the valuation has nothing to do with. At $1,750,000,000,000 you're not buying a rocket company. You're buying a math problem that has never been solved in market history. Amazon at peak growth, Apple during its best decade, Google in its prime. None of them came anywhere near this growth requirement. The IPO is June 12. Insiders have been waiting years for this door to open. By November 93% of their shares are free to sell. Draw your own conclusions. This sounds SCARY, but I'll be tracking every move around this listing. I will post my moves here so my FOLLOWERS can SAVE their money. Follow me and turn NOTIFICATIONS ON, as I will share my strategy soon. Many will regret not following me earlier...

ᴛʀᴀᴄᴇʀ

811,446 次观看 • 2 个月前

🚨 SPACEX IS DONE? It opened at $150, ripped to $225 in three days, and everyone called it the buy of the decade. Now it's at $145 - an all-time low, below the open, sitting a few dollars above the IPO price. Down 35% from the top. The chart isn't breaking. It already broke. And this was the easy part. Here's where it goes from here: $145 → $135 → $120 → $100 Why this has to happen the math is brutal and public: → Only ~4% of shares actually trade. Nasdaq bent the float rule just to let this listing through. → It got jammed into the indexes, and every passive fund on the planet was forced to buy near the top. → Insiders still hold 96% of the supply. → The first unlock hits on August 6 - right at Q2 earnings. About 20% of insider shares go free, and the float doubles overnight. → Then it doubles again through the fall, all the way to a full unlock. Sit with that. This entire 35% collapse happened on a tiny float, with no supply. The actual wall of stock hasn't even arrived yet. And look at the backdrop: Apple's printing new all-time highs while SPCX bleeds to fresh lows. That's not a market problem that's a SpaceX problem. The hype died, the capex is enormous, the valuation is priced at ~100x sales, and the unlock cliff is dead ahead. Everything I said would happen is happening. No surprises. The next leg is where the real money gets made but not on the long side yet. Save this. Turn on notifications. Or come back in 30 days wishing you had.
0:30

🚨 SPACEX IS DONE? It opened at $150, ripped to $225 in three days, and everyone called it the buy of the decade. Now it's at $145 - an all-time low, below the open, sitting a few dollars above the IPO price. Down 35% from the top. The chart isn't breaking. It already broke. And this was the easy part. Here's where it goes from here: $145 → $135 → $120 → $100 Why this has to happen the math is brutal and public: → Only ~4% of shares actually trade. Nasdaq bent the float rule just to let this listing through. → It got jammed into the indexes, and every passive fund on the planet was forced to buy near the top. → Insiders still hold 96% of the supply. → The first unlock hits on August 6 - right at Q2 earnings. About 20% of insider shares go free, and the float doubles overnight. → Then it doubles again through the fall, all the way to a full unlock. Sit with that. This entire 35% collapse happened on a tiny float, with no supply. The actual wall of stock hasn't even arrived yet. And look at the backdrop: Apple's printing new all-time highs while SPCX bleeds to fresh lows. That's not a market problem that's a SpaceX problem. The hype died, the capex is enormous, the valuation is priced at ~100x sales, and the unlock cliff is dead ahead. Everything I said would happen is happening. No surprises. The next leg is where the real money gets made but not on the long side yet. Save this. Turn on notifications. Or come back in 30 days wishing you had.

Shelpid.WI3M

356,362 次观看 • 1 个月前

Threadguy explains why the SpaceX trade was obvious “Every person said SpaceX is the top of the market. It’s the most expensive stock of all time, IPOs ended the dotcom bubble...” “The reason that I got excited about SpaceX was, it's the crypto strategy that we know all too well. It's low float, high FDV on the greatest narrative of all time by the greatest bull poster of all time” “If they launch this thing, fully diluted and everybody's unlocked on day one, obviously you're not touching it. But we watched in real time how Elon has structured it to push float super low at the beginning and lockups down the line” “Every 401k in the world is gonna be forced to TWAP this thing because of their indexes. Retail has no choice but to buy the top. Then last but not least is everybody wanted shares and nobody got them”
2:15

Threadguy explains why the SpaceX trade was obvious “Every person said SpaceX is the top of the market. It’s the most expensive stock of all time, IPOs ended the dotcom bubble...” “The reason that I got excited about SpaceX was, it's the crypto strategy that we know all too well. It's low float, high FDV on the greatest narrative of all time by the greatest bull poster of all time” “If they launch this thing, fully diluted and everybody's unlocked on day one, obviously you're not touching it. But we watched in real time how Elon has structured it to push float super low at the beginning and lockups down the line” “Every 401k in the world is gonna be forced to TWAP this thing because of their indexes. Retail has no choice but to buy the top. Then last but not least is everybody wanted shares and nobody got them”

Jack

102,426 次观看 • 2 个月前

The largest IPO in history is also shaping up to be the largest exit liquidity operation in history SpaceX went public at more than 90x revenue, and the insiders who bought in at a fraction of today's price are about to start selling their shares to you. Let me walk you through why this IPO is built to separate retail investors from their money: SpaceX has NEVER turned a profit and lost close to $5 billion last year. At the offering you were paying more than 90x revenue and at the peak the market briefly valued it near 140x. 30 years ago the head of Sun Microsystems explained in detail why paying even 10x revenue almost always ends in tears, and he was right. But listen closely, because the valuation is not even the real story. The scarcity is what CREATED this valuation in the first place, and the calendar that kills the scarcity is what kills the price. Less than 5% of SpaceX shares were actually available to trade at the IPO. Then the index committees REWROTE their own rules to fast track the stock into the Nasdaq 100 just 15 trading days after listing, which forced every passive fund and index ETF in the country to buy at the exact moment the float was at its tightest. The Nasdaq inclusion alone forced an estimated $4.3 billion of buying, and the Russell reweighting added roughly $3 billion more. The supply was minuscule and the buying was mandatory. That's a manufactured squeeze, and it is why the stock went above $225 in its first week. Now watch what happens next, because this is the part they ain't explaining to you: The lockup was staggered on purpose, and the entire schedule is sitting in the prospectus for anyone who bothers to read it. In early August, right after Q2 earnings, 20% of the locked shares come free. Another 10% unlocks early if the stock trades 30% above the $135 IPO price going into the report. Then tranches of 7% hit the market at 70, 90, 105, 120 and 135 days after the IPO, which means fresh insider supply lands roughly every 2 to 3 weeks from late August through late October. Q3 earnings triggers the single biggest release of all, another 28%, roughly 1.3 billion shares. On December 8 the 180 day lockup expires entirely. And on June 12, 2027 comes the final wave, when Musk's own 6.4 billion shares, 42% of the whole company, become sellable for the first time. Add it all up and insiders could be free to sell as much as 44% of the company by early September, which would balloon the tradable float by roughly 900%. All of that supply lands on a stock the company deliberately packed with retail, because SpaceX reserved close to 30% of the offering for individual investors vs the usual 10%. This deal created over 4,400 paper millionaires inside the company. You think none of them are looking to cash out? Early holders are already loading up on puts to lock in what they have. First they keep the float tiny. Then they let the index rules force the world to buy at the top. Then they release a flood of insider stock into a crowd of retail buyers who were handed the shares up high. When the price finally breaks the offering level, the people who got in years ago at pennies on today's dollar will hit the bid, and the exit liquidity is your retirement account. And what are you actually left holding? Strip away the science fiction and the only business inside SpaceX that reliably earns money is Starlink, which produced $1.2 billion of operating income last quarter. A wonderful business worth hundreds of billions on its best day. NOT $2 trillion. Serious fair value work lands around $30 a share. Nobody has been a bigger bear on this deal than me. I called it out the moment it started trading, and it is already playing out on schedule as the shares have given back the entire squeeze and slipped below their opening print. I was Peter Lynch's auto analyst back in 1981 and I have watched every disaster since, and I am telling you this is one of the great wealth transfers of my lifetime packed into a fancy narrative. Tesla was the biggest misallocation of capital in the history of stock markets. SpaceX may have just surpassed it. SPCX goes straight onto my short list, and the beauty of this setup is that the catalyst is not a guess or something, it is literally a PUBLISHED CALENDAR. This is the most grossly overpriced stock at scale that I have ever seen.
2:11

The largest IPO in history is also shaping up to be the largest exit liquidity operation in history SpaceX went public at more than 90x revenue, and the insiders who bought in at a fraction of today's price are about to start selling their shares to you. Let me walk you through why this IPO is built to separate retail investors from their money: SpaceX has NEVER turned a profit and lost close to $5 billion last year. At the offering you were paying more than 90x revenue and at the peak the market briefly valued it near 140x. 30 years ago the head of Sun Microsystems explained in detail why paying even 10x revenue almost always ends in tears, and he was right. But listen closely, because the valuation is not even the real story. The scarcity is what CREATED this valuation in the first place, and the calendar that kills the scarcity is what kills the price. Less than 5% of SpaceX shares were actually available to trade at the IPO. Then the index committees REWROTE their own rules to fast track the stock into the Nasdaq 100 just 15 trading days after listing, which forced every passive fund and index ETF in the country to buy at the exact moment the float was at its tightest. The Nasdaq inclusion alone forced an estimated $4.3 billion of buying, and the Russell reweighting added roughly $3 billion more. The supply was minuscule and the buying was mandatory. That's a manufactured squeeze, and it is why the stock went above $225 in its first week. Now watch what happens next, because this is the part they ain't explaining to you: The lockup was staggered on purpose, and the entire schedule is sitting in the prospectus for anyone who bothers to read it. In early August, right after Q2 earnings, 20% of the locked shares come free. Another 10% unlocks early if the stock trades 30% above the $135 IPO price going into the report. Then tranches of 7% hit the market at 70, 90, 105, 120 and 135 days after the IPO, which means fresh insider supply lands roughly every 2 to 3 weeks from late August through late October. Q3 earnings triggers the single biggest release of all, another 28%, roughly 1.3 billion shares. On December 8 the 180 day lockup expires entirely. And on June 12, 2027 comes the final wave, when Musk's own 6.4 billion shares, 42% of the whole company, become sellable for the first time. Add it all up and insiders could be free to sell as much as 44% of the company by early September, which would balloon the tradable float by roughly 900%. All of that supply lands on a stock the company deliberately packed with retail, because SpaceX reserved close to 30% of the offering for individual investors vs the usual 10%. This deal created over 4,400 paper millionaires inside the company. You think none of them are looking to cash out? Early holders are already loading up on puts to lock in what they have. First they keep the float tiny. Then they let the index rules force the world to buy at the top. Then they release a flood of insider stock into a crowd of retail buyers who were handed the shares up high. When the price finally breaks the offering level, the people who got in years ago at pennies on today's dollar will hit the bid, and the exit liquidity is your retirement account. And what are you actually left holding? Strip away the science fiction and the only business inside SpaceX that reliably earns money is Starlink, which produced $1.2 billion of operating income last quarter. A wonderful business worth hundreds of billions on its best day. NOT $2 trillion. Serious fair value work lands around $30 a share. Nobody has been a bigger bear on this deal than me. I called it out the moment it started trading, and it is already playing out on schedule as the shares have given back the entire squeeze and slipped below their opening print. I was Peter Lynch's auto analyst back in 1981 and I have watched every disaster since, and I am telling you this is one of the great wealth transfers of my lifetime packed into a fancy narrative. Tesla was the biggest misallocation of capital in the history of stock markets. SpaceX may have just surpassed it. SPCX goes straight onto my short list, and the beauty of this setup is that the catalyst is not a guess or something, it is literally a PUBLISHED CALENDAR. This is the most grossly overpriced stock at scale that I have ever seen.

George Noble

349,691 次观看 • 1 个月前

🚨 THE BIGGEST IPO IN HISTORY HAS ONE UGLY THING IN COMMON WITH EVERY MARKET TOP This is not a theory. It happened for 100 YEARS. Goldman Sachs in 1928. Intel in 1971. AT&T in 2000. Every one looked like the opportunity of a lifetime. Every one came near a major market top. Every one was followed by a brutal correction. Funny how the biggest “once-in-a-generation” IPOs always show up when the market is already overheated. Probably nothing. Now look at the real problem nobody wants to talk about: A $2 TRILLION listing needs buyers. Buyers need cash. But cash on the sidelines is already sitting near historic lows. So where does the money actually come from? It doesn’t appear out of nowhere. It comes from selling what funds already own. That means: • Big tech gets sold • Indexes get rebalanced • Liquidity gets drained • Retail becomes the exit JPMorgan estimates passive funds may need to dump around $95 BILLION of the biggest tech stocks just to make room for SpaceX. Read that again. $95 BILLION in forced selling. At the exact same time retail is rushing in to buy the hype. And smart money already started moving first. Hedge funds were dumping big tech before the IPO even opened. That is not a coincidence. That is liquidity leaving the room. Now let me be very clear: SpaceX is not a bad company. It might be one of the most important companies ever built. But the best company and the best trade are NOT the same thing. The market doesn’t care about the mission. It cares about: • Liquidity • Positioning • Forced buyers • Forced sellers • Math And the math looks almost identical to every major top of the last 100 years. SpaceX might not mark the exact top. But history is screaming that we are very close to one. Most people will celebrate. Smart money will exit. Retail will realize it too late. Keep in mind: I’ve called every major market top and bottom for over 10 YEARS. I was one of the only people who called the top in October, and I’ll do it again. That’s literally my job. If you still haven’t followed me, you’ll regret it.
0:50

🚨 THE BIGGEST IPO IN HISTORY HAS ONE UGLY THING IN COMMON WITH EVERY MARKET TOP This is not a theory. It happened for 100 YEARS. Goldman Sachs in 1928. Intel in 1971. AT&T in 2000. Every one looked like the opportunity of a lifetime. Every one came near a major market top. Every one was followed by a brutal correction. Funny how the biggest “once-in-a-generation” IPOs always show up when the market is already overheated. Probably nothing. Now look at the real problem nobody wants to talk about: A $2 TRILLION listing needs buyers. Buyers need cash. But cash on the sidelines is already sitting near historic lows. So where does the money actually come from? It doesn’t appear out of nowhere. It comes from selling what funds already own. That means: • Big tech gets sold • Indexes get rebalanced • Liquidity gets drained • Retail becomes the exit JPMorgan estimates passive funds may need to dump around $95 BILLION of the biggest tech stocks just to make room for SpaceX. Read that again. $95 BILLION in forced selling. At the exact same time retail is rushing in to buy the hype. And smart money already started moving first. Hedge funds were dumping big tech before the IPO even opened. That is not a coincidence. That is liquidity leaving the room. Now let me be very clear: SpaceX is not a bad company. It might be one of the most important companies ever built. But the best company and the best trade are NOT the same thing. The market doesn’t care about the mission. It cares about: • Liquidity • Positioning • Forced buyers • Forced sellers • Math And the math looks almost identical to every major top of the last 100 years. SpaceX might not mark the exact top. But history is screaming that we are very close to one. Most people will celebrate. Smart money will exit. Retail will realize it too late. Keep in mind: I’ve called every major market top and bottom for over 10 YEARS. I was one of the only people who called the top in October, and I’ll do it again. That’s literally my job. If you still haven’t followed me, you’ll regret it.

DANNY

59,498 次观看 • 2 个月前

🚨 I WARNED YOU. $SPCX IS ENTERING A 6-MONTH "DEAD MONEY" PHASE. Everything is unfolding exactly the way I laid it out. SPCX is already showing cracks - and the real test hasn't even arrived. Let me put it in the simplest possible terms. Right now, only about 4% of SpaceX actually trades. The other 96% is locked up tight. That single fact is the entire reason the chart looks the way it does: a tiny sliver of stock is holding up a $2.7 trillion valuation after a 53% post-IPO melt-up. Insiders, employees, and early funds are all sitting on shares they're not allowed to sell. Yet. Late summer is where that changes. Once the Q2 report drops in late July, the first chunk of insider stock - roughly 20% comes unlocked. And it doesn't stop there: the tradable float is set to roughly double by late August, then keep bleeding open in tranches all the way to the full unlock in December. Sit with that math. Only ~4% trades today. By late August, that pool doubles - and it can start hitting the tape all at once. So who do they sell into? → Retail still chasing the SpaceX dream → Index funds forced to buy when MSCI added it on June 13 → Everyone who piled in after the pump If this feels familiar, it should. It's the exact playbook crypto ran for years: tiny float → enormous valuation → index inclusion → forced buyers → then the unlock cliff arrives and reality catches up. The only difference is SpaceX is running it at a $2.7 trillion price tag. We even have the blueprint. Facebook's 2012 IPO used the same staggered-lockup trick - and the stock was down 40%+ by the time those releases finished. Most people are still staring at the pump. I'm already looking at the calendar. The first exit door swings open in late July - and the last buyer in always pays for the dream. I've been calling tops for 10 years. I shorted BTC from six figures last October. This next one is the biggest call yet. Follow and turn notifications on. I post before the headlines catch up.
0:39

🚨 I WARNED YOU. $SPCX IS ENTERING A 6-MONTH "DEAD MONEY" PHASE. Everything is unfolding exactly the way I laid it out. SPCX is already showing cracks - and the real test hasn't even arrived. Let me put it in the simplest possible terms. Right now, only about 4% of SpaceX actually trades. The other 96% is locked up tight. That single fact is the entire reason the chart looks the way it does: a tiny sliver of stock is holding up a $2.7 trillion valuation after a 53% post-IPO melt-up. Insiders, employees, and early funds are all sitting on shares they're not allowed to sell. Yet. Late summer is where that changes. Once the Q2 report drops in late July, the first chunk of insider stock - roughly 20% comes unlocked. And it doesn't stop there: the tradable float is set to roughly double by late August, then keep bleeding open in tranches all the way to the full unlock in December. Sit with that math. Only ~4% trades today. By late August, that pool doubles - and it can start hitting the tape all at once. So who do they sell into? → Retail still chasing the SpaceX dream → Index funds forced to buy when MSCI added it on June 13 → Everyone who piled in after the pump If this feels familiar, it should. It's the exact playbook crypto ran for years: tiny float → enormous valuation → index inclusion → forced buyers → then the unlock cliff arrives and reality catches up. The only difference is SpaceX is running it at a $2.7 trillion price tag. We even have the blueprint. Facebook's 2012 IPO used the same staggered-lockup trick - and the stock was down 40%+ by the time those releases finished. Most people are still staring at the pump. I'm already looking at the calendar. The first exit door swings open in late July - and the last buyer in always pays for the dream. I've been calling tops for 10 years. I shorted BTC from six figures last October. This next one is the biggest call yet. Follow and turn notifications on. I post before the headlines catch up.

Shelpid.WI3M

232,249 次观看 • 2 个月前

🚨SOMETHING EXTREMELY BAD IS COMING THIS WEEK Everyone thinks the SpaceX crash is over. Wrong. And if you think it can't go lower, you're not seeing what's about to hit. SpaceX topped at $225. It's now near $110 almost −52% in a month. And here's the kicker: that entire collapse happened while only about 5% of shares were even tradeable. That changes next week. The first earnings report in company history lands Aug 4, after close. Everyone's fixated on the revenue number (~$6.8B, Starlink printing). They're watching the wrong thing. Because two days later, the lockup breaks and up to 911 million shares flood the market. That more than doubles the tradeable float overnight. Then another ~7% unlocks around Aug 21, again in September, and it keeps stacking through November. Now connect the dots. The −52% dump already happened. Retail chased. Funds bought. And now supply is about to 4x. If the stock is already bleeding on 5% float, imagine what 20%+ does to it. And here's the trap it doesn't matter how the earnings actually look: → If the report is strong, the pop just gives insiders the exit they've been waiting for. They finally get to sell, and retail becomes the liquidity they sell into. → If the report is weak, you get falling price and a doubled float at the same time a straight trapdoor. Either way, the outcome is the same. A float that doubles doesn't get bought it gets absorbed. Slowly. Lower. Wave after wave into December. Be ready. The real price discovery starts next week. Reminder: I've called the major tops and bottoms for years gold, silver, the oil collapse, the SpaceX drop, Bitcoin's crash. All before they happened. When I exit the markets completely, I'll post it here like always. Turn notifications on. If you're not following yet, you'll understand why soon enough.
0:59

🚨SOMETHING EXTREMELY BAD IS COMING THIS WEEK Everyone thinks the SpaceX crash is over. Wrong. And if you think it can't go lower, you're not seeing what's about to hit. SpaceX topped at $225. It's now near $110 almost −52% in a month. And here's the kicker: that entire collapse happened while only about 5% of shares were even tradeable. That changes next week. The first earnings report in company history lands Aug 4, after close. Everyone's fixated on the revenue number (~$6.8B, Starlink printing). They're watching the wrong thing. Because two days later, the lockup breaks and up to 911 million shares flood the market. That more than doubles the tradeable float overnight. Then another ~7% unlocks around Aug 21, again in September, and it keeps stacking through November. Now connect the dots. The −52% dump already happened. Retail chased. Funds bought. And now supply is about to 4x. If the stock is already bleeding on 5% float, imagine what 20%+ does to it. And here's the trap it doesn't matter how the earnings actually look: → If the report is strong, the pop just gives insiders the exit they've been waiting for. They finally get to sell, and retail becomes the liquidity they sell into. → If the report is weak, you get falling price and a doubled float at the same time a straight trapdoor. Either way, the outcome is the same. A float that doubles doesn't get bought it gets absorbed. Slowly. Lower. Wave after wave into December. Be ready. The real price discovery starts next week. Reminder: I've called the major tops and bottoms for years gold, silver, the oil collapse, the SpaceX drop, Bitcoin's crash. All before they happened. When I exit the markets completely, I'll post it here like always. Turn notifications on. If you're not following yet, you'll understand why soon enough.

Shelpid.WI3M

85,781 次观看 • 27 天前