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BREAKING $GRAB| 23.5m shares BOUGHT 🚀🚀🚀 3rd laregest Shareholder BOUGHT more! 13F Filing- Invesco Ltd($2.3 Trillion AUM) bought a Whooping 23,562,100 $GRAB Shares or 30.15% increase. Total Holding now: 101,722,628 shares. This is wild! I said that Invesco gonna take ownership to 100m+ shares, and short sellers & bears...

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Mike

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21,439 Aufrufe • vor 3 Monaten •via X (Twitter)

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Rakesh Jhunjhunwala’s story on buying Titan shares for the first time: “One day I was sitting in my office and I was very bullish. There was a broker called Daki. He called me and offered me 5 lakh shares of Titan at Rs. 34.” “Now in share market during bull run, there’s premium on lot, but he said that Titan rate is Rs. 34 but I’ll give at Rs. 32.” “So I called my friend Lakshit but he said - Don’t buy the Titan shares Bhaiya, Morgan Stanley has to sell 90 Lakh shares, they’ll come into your house to give it to you.” “Now I don’t keep any huge bank balance so I said I don’t want to leave the damn shares, let Lakshit say anything he wants. Then I arranged the funds and bought those shares.” “I started accumulating slowly and bought around 12.5 Lakh shares. And at Rs. 43-44 price I went to meet the MD, Mr. Bhaskar Bhat.” - Rakesh Jhunjhunwala. 2014. Src: Valuequest YT
1:04

Rakesh Jhunjhunwala’s story on buying Titan shares for the first time: “One day I was sitting in my office and I was very bullish. There was a broker called Daki. He called me and offered me 5 lakh shares of Titan at Rs. 34.” “Now in share market during bull run, there’s premium on lot, but he said that Titan rate is Rs. 34 but I’ll give at Rs. 32.” “So I called my friend Lakshit but he said - Don’t buy the Titan shares Bhaiya, Morgan Stanley has to sell 90 Lakh shares, they’ll come into your house to give it to you.” “Now I don’t keep any huge bank balance so I said I don’t want to leave the damn shares, let Lakshit say anything he wants. Then I arranged the funds and bought those shares.” “I started accumulating slowly and bought around 12.5 Lakh shares. And at Rs. 43-44 price I went to meet the MD, Mr. Bhaskar Bhat.” - Rakesh Jhunjhunwala. 2014. Src: Valuequest YT

Ronit Pereira

223,634 Aufrufe • vor 2 Monaten

Leopold Aschenbrenner's fund Situational Awareness recently crossed a $20 billion AUM, up 1000% since inception. This is a record-breaking feat achieved by contrarian investment bets... and he might be about to strike gold again. On Monday NVIDIA announced they're raising $25B in external capital. Why is the #1 most valuable company in the world raising money? Leopold currently has a massive $1.3B notional short on NVIDIA stock revealed in his latest 13F filings.. and it might be about to pay off. The wildest part is 20% of his fund is Anthropic shares he bought when it was worth only $60B (now worth $1 trillion) We unpack the investment thesis and more on todays episode 👇
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Leopold Aschenbrenner's fund Situational Awareness recently crossed a $20 billion AUM, up 1000% since inception. This is a record-breaking feat achieved by contrarian investment bets... and he might be about to strike gold again. On Monday NVIDIA announced they're raising $25B in external capital. Why is the #1 most valuable company in the world raising money? Leopold currently has a massive $1.3B notional short on NVIDIA stock revealed in his latest 13F filings.. and it might be about to pay off. The wildest part is 20% of his fund is Anthropic shares he bought when it was worth only $60B (now worth $1 trillion) We unpack the investment thesis and more on todays episode 👇

Limitless

29,424 Aufrufe • vor 2 Monaten

🚨 I WARNED YOU - THAT'S EXACTLY WHAT I NEED $SPCX Earnings were good. Revenue up 92%. AI revenue up 247%. A double beat. The stock popped. $108 - $127 (hope before earnings) This is the move I told you to expect. And here's what most people don't understand about it Right now, only ~5% of SpaceX can actually be traded. The other 95% are LOCKED That tiny supply is a huge reason the price moves so violently. But that lock has an expiry date. In 2 days (Aug 6) it breaks. 34% of the float is short. That's WHY it popped - shorts scrambling to cover. (But they can't find shares to buy. Only 5% floats.) But Aug 6 kills the squeeze. Aug 6 hands them 900 million shares. (638M shares trading right now) The unlock doesn't just add sellers. It gives the trapped shorts their exit. The one thing holding this up… disappears the same day the flood arrives. If you really care to understand this market Follow me for more now friend, you won't regret it.
0:30

🚨 I WARNED YOU - THAT'S EXACTLY WHAT I NEED $SPCX Earnings were good. Revenue up 92%. AI revenue up 247%. A double beat. The stock popped. $108 - $127 (hope before earnings) This is the move I told you to expect. And here's what most people don't understand about it Right now, only ~5% of SpaceX can actually be traded. The other 95% are LOCKED That tiny supply is a huge reason the price moves so violently. But that lock has an expiry date. In 2 days (Aug 6) it breaks. 34% of the float is short. That's WHY it popped - shorts scrambling to cover. (But they can't find shares to buy. Only 5% floats.) But Aug 6 kills the squeeze. Aug 6 hands them 900 million shares. (638M shares trading right now) The unlock doesn't just add sellers. It gives the trapped shorts their exit. The one thing holding this up… disappears the same day the flood arrives. If you really care to understand this market Follow me for more now friend, you won't regret it.

Frogify

336,195 Aufrufe • vor 24 Tagen

$DXYZ Trade Recap I want to share my full trading journey on $DXYZ, from the first entry to the final exit. I first posted this stock on April 30th and took my initial position at $31.58. Within seven days, the stock exploded to $60+, and my position doubled quickly. My usual rule is simple: When my investment doubles, I sell all or most of the position. This time, I only sold half. On May 13th, I bought back the shares I sold, around $51, and shared that update as well. Price pushed back to the $70 area, but after forming a clear double top and failing to break $71, I sold the shares I added on May 13th at price $59. Soon after, the stock dropped sharply to the $50 area. I bought again around $50, with a stop slightly below $47, and that stop was hit. Later, when price pulled back to the $38 range, I entered again and waited for price action into the SpaceX IPO. I eventually exited all remaining shares in premarket before the IPO, around $36. That completes my entire trade sequence on this name. I made a profit overall, but not as much as I originally expected. The key reason is: Price never broke above the previous $70 resistance. Looking back, the part I didn’t execute well was letting my bias take over. I believed the stock could go much higher, and because of that, I didn’t follow my usual discipline: I didn’t sell the entire position when I doubled my investment the first time. I didn’t sell everything when the stock failed to break the previous high. Both moments were clear opportunities to lock in the full gain. Still, it was a solid learning experience and a profitable trade overall. Thanks for reading, and I hope this recap helps others stay disciplined in their own trading.
2:04

$DXYZ Trade Recap I want to share my full trading journey on $DXYZ, from the first entry to the final exit. I first posted this stock on April 30th and took my initial position at $31.58. Within seven days, the stock exploded to $60+, and my position doubled quickly. My usual rule is simple: When my investment doubles, I sell all or most of the position. This time, I only sold half. On May 13th, I bought back the shares I sold, around $51, and shared that update as well. Price pushed back to the $70 area, but after forming a clear double top and failing to break $71, I sold the shares I added on May 13th at price $59. Soon after, the stock dropped sharply to the $50 area. I bought again around $50, with a stop slightly below $47, and that stop was hit. Later, when price pulled back to the $38 range, I entered again and waited for price action into the SpaceX IPO. I eventually exited all remaining shares in premarket before the IPO, around $36. That completes my entire trade sequence on this name. I made a profit overall, but not as much as I originally expected. The key reason is: Price never broke above the previous $70 resistance. Looking back, the part I didn’t execute well was letting my bias take over. I believed the stock could go much higher, and because of that, I didn’t follow my usual discipline: I didn’t sell the entire position when I doubled my investment the first time. I didn’t sell everything when the stock failed to break the previous high. Both moments were clear opportunities to lock in the full gain. Still, it was a solid learning experience and a profitable trade overall. Thanks for reading, and I hope this recap helps others stay disciplined in their own trading.

SEPTINVESTING

19,086 Aufrufe • vor 2 Monaten

🚨SOMETHING VERY STRANGE IS HAPPENING Everyone is focused on the price. I’m focused on the supply. At IPO, only 4.9% of SpaceX shares were in the free float. Now the unlocks are approaching. August: +20% September: +14% October: +14% November: +28% That means supply could rise quickly. And that may put pressure on $SPCX Here’s how I see the setup: Phase 1: Low supply drives the price higher. Done. Phase 2: Unlocks bring more sellers into the market Phase 3: Rising supply makes rallies harder Phase 4: Larger unlocks add more pressure Phase 5: One final selloff before the bottom The first drop may not be the worst part. The bigger risk comes when people start thinking the bottom is already in. More shares are still coming. Possible path: $140 → $120 → $90 → $70 That’s why I’m still not rushing to buy. The largest unlocks are still ahead. And $SPCX could still have one more sharp move lower.
0:46

🚨SOMETHING VERY STRANGE IS HAPPENING Everyone is focused on the price. I’m focused on the supply. At IPO, only 4.9% of SpaceX shares were in the free float. Now the unlocks are approaching. August: +20% September: +14% October: +14% November: +28% That means supply could rise quickly. And that may put pressure on $SPCX Here’s how I see the setup: Phase 1: Low supply drives the price higher. Done. Phase 2: Unlocks bring more sellers into the market Phase 3: Rising supply makes rallies harder Phase 4: Larger unlocks add more pressure Phase 5: One final selloff before the bottom The first drop may not be the worst part. The bigger risk comes when people start thinking the bottom is already in. More shares are still coming. Possible path: $140 → $120 → $90 → $70 That’s why I’m still not rushing to buy. The largest unlocks are still ahead. And $SPCX could still have one more sharp move lower.

WhaleTwits

13,985 Aufrufe • vor 3 Tagen

When $GRAB is above $20 👌 I firmly believe $GRAB is misunderstood as SEA Uber. When the stock price gets to above $20, that is when investors/institutions start to accept it as a SuperApp or the SEA "WeChat & Amazon". Until then, it is up to investors and institutions to study the business model and to understand how cheap it is right now for its potential. SEA is a difficult market to build the infrastructure like $GRAB today from drivers to merchant network. The regulatory nature or complexity add to the cost for new players, part of the reason why competitors lost or are losing to $GRAB. New players think that they can enter with endless incentives/promo will lose eventually. Longer term, consumers will feel GrabUnlimited as "must have" as it is daily essential saving. Consumers in SEA are extremely price sensitive, and they are addicted to saving/discount. Subscription is the ultimate SuperApp core profitability, similar to Amazon Prime. Ads will also be similar to amazon App, and GrabFin will be similar to Wechat Fin services. Grab knows margin on Mobility/Delivery overall are very low. The real money is in ~Added higher margin services on top of Mobility/Delivery(Luxury rides/Dineout/Faster Delivery/Quick Commerce...) ~GrabFin as the Digital Financial infrastructure for everything ~GrabAds ~GrabUnlimited ~B2B SaaS service tiers ~Tourism(booking, bundle booking, Groupon-like booking...) Then GrabCoin(Loytalty program) to keep the flywheel spinning forever. $GRAB should start generating $ per MTUs at above 200m MTUs or GrabUnlimited after 150m+ members. Just don't forget, GRAB is the only company that is actually proving Bottom Of the Pyramid(BoP) profitable and at scale. Expanding to 5B people TAM is inevitable long term as they generate more FCF and acquire more markets like FoodPanda Taiwan. The BoP is the most difficult group due to high operational costs, low profit margins requiring massive vol/freqency, and the time to earn trust from highly price sensitive consumers. The "Secret Sauce" is to treat Merchants,Drivers and Users as customers, where the rest only prioritizes customers. This makes Grab the highest quality business with massive growth potential in the next 10-15 years in SEA. SuperApp Monopoly is ineviable. Grab will have short sellers fake news. Grab will have competitions. Grab will have Global Monetary Policy Volatility. Grab will have up and down (price action). But GRAB will win long term! Not Financial Advice!
3:27

When $GRAB is above $20 👌 I firmly believe $GRAB is misunderstood as SEA Uber. When the stock price gets to above $20, that is when investors/institutions start to accept it as a SuperApp or the SEA "WeChat & Amazon". Until then, it is up to investors and institutions to study the business model and to understand how cheap it is right now for its potential. SEA is a difficult market to build the infrastructure like $GRAB today from drivers to merchant network. The regulatory nature or complexity add to the cost for new players, part of the reason why competitors lost or are losing to $GRAB. New players think that they can enter with endless incentives/promo will lose eventually. Longer term, consumers will feel GrabUnlimited as "must have" as it is daily essential saving. Consumers in SEA are extremely price sensitive, and they are addicted to saving/discount. Subscription is the ultimate SuperApp core profitability, similar to Amazon Prime. Ads will also be similar to amazon App, and GrabFin will be similar to Wechat Fin services. Grab knows margin on Mobility/Delivery overall are very low. The real money is in ~Added higher margin services on top of Mobility/Delivery(Luxury rides/Dineout/Faster Delivery/Quick Commerce...) ~GrabFin as the Digital Financial infrastructure for everything ~GrabAds ~GrabUnlimited ~B2B SaaS service tiers ~Tourism(booking, bundle booking, Groupon-like booking...) Then GrabCoin(Loytalty program) to keep the flywheel spinning forever. $GRAB should start generating $ per MTUs at above 200m MTUs or GrabUnlimited after 150m+ members. Just don't forget, GRAB is the only company that is actually proving Bottom Of the Pyramid(BoP) profitable and at scale. Expanding to 5B people TAM is inevitable long term as they generate more FCF and acquire more markets like FoodPanda Taiwan. The BoP is the most difficult group due to high operational costs, low profit margins requiring massive vol/freqency, and the time to earn trust from highly price sensitive consumers. The "Secret Sauce" is to treat Merchants,Drivers and Users as customers, where the rest only prioritizes customers. This makes Grab the highest quality business with massive growth potential in the next 10-15 years in SEA. SuperApp Monopoly is ineviable. Grab will have short sellers fake news. Grab will have competitions. Grab will have Global Monetary Policy Volatility. Grab will have up and down (price action). But GRAB will win long term! Not Financial Advice!

Mike

58,278 Aufrufe • vor 5 Monaten

🚨 WARNING: SPACEX IPO IS A REAL BIG STORM FOR MARKETS!! Everyone thinks $SPCX IPO will be free money. But people thought the same about Meta in 2012. After Meta went public, the stock dumped more than 70% in the first 100 days. Retail bought the hype. Then insiders and early investors got liquidity. Now the same setup is coming again. SpaceX is expected to go public on June 12 at a $1.75 TRILLION to $2 TRILLION valuation. That would instantly make it one of the biggest companies in the US market. But here’s the problem. This is not just an IPO. This is a massive liquidity event. SpaceX $SPCX is now expected to IPO at $135 per share, with 555,555,555 shares available. That means almost $75 BILLION in shares could hit the market. Read that again. $75 BILLION of liquidity could be absorbed on day one. And everyone still thinks this is bullish. Insiders reportedly own around 95% of SpaceX shares. The public float is only around 5%. That means insiders are sitting on more than $1.6 TRILLION of paper wealth. And after the IPO, that paper wealth starts becoming real exit liquidity. Michael Burry already warned about this. He said SpaceX, OpenAI and Anthropic could raise more money than the 300 biggest IPOs in 2000. And he is not just talking. He is already betting against the AI bubble with a massive short position in $PLTR and $NVDA. So now connect the dots. Meta IPO dumped after the hype. AI stocks are already crowded. SpaceX IPO could pull $75 BILLION of liquidity from the market. Stocks. Crypto. High beta tech. Everything retail is already holding. Most people will see the Elon hype. I see the liquidity drain. This could become one of the biggest insider cashout events in modern market history. I have studied macro for 10 years and called almost every major market top including the October BTC ATH. Follow and turn notifications on. I will post the warning before it hits the headlines.
0:50

🚨 WARNING: SPACEX IPO IS A REAL BIG STORM FOR MARKETS!! Everyone thinks $SPCX IPO will be free money. But people thought the same about Meta in 2012. After Meta went public, the stock dumped more than 70% in the first 100 days. Retail bought the hype. Then insiders and early investors got liquidity. Now the same setup is coming again. SpaceX is expected to go public on June 12 at a $1.75 TRILLION to $2 TRILLION valuation. That would instantly make it one of the biggest companies in the US market. But here’s the problem. This is not just an IPO. This is a massive liquidity event. SpaceX $SPCX is now expected to IPO at $135 per share, with 555,555,555 shares available. That means almost $75 BILLION in shares could hit the market. Read that again. $75 BILLION of liquidity could be absorbed on day one. And everyone still thinks this is bullish. Insiders reportedly own around 95% of SpaceX shares. The public float is only around 5%. That means insiders are sitting on more than $1.6 TRILLION of paper wealth. And after the IPO, that paper wealth starts becoming real exit liquidity. Michael Burry already warned about this. He said SpaceX, OpenAI and Anthropic could raise more money than the 300 biggest IPOs in 2000. And he is not just talking. He is already betting against the AI bubble with a massive short position in $PLTR and $NVDA. So now connect the dots. Meta IPO dumped after the hype. AI stocks are already crowded. SpaceX IPO could pull $75 BILLION of liquidity from the market. Stocks. Crypto. High beta tech. Everything retail is already holding. Most people will see the Elon hype. I see the liquidity drain. This could become one of the biggest insider cashout events in modern market history. I have studied macro for 10 years and called almost every major market top including the October BTC ATH. Follow and turn notifications on. I will post the warning before it hits the headlines.

DANNY

973,924 Aufrufe • vor 2 Monaten

BREAKING $PLTR Institutional Ownership hit ATH 🫡 Institutional Shares 1,750,136,219 shares or 76.22% Institutional Owners 4185 total 4059 long only, 26 short only, 100 long/short Palantir is getting accumulated by "Smart money" Retail investors been trimming since Nov 2024 and more aggressive exits May, June and July. If I have to guess, many of these folks sold & went on Margin on some hyped stocks because they thought they could 25-34x money like they did on Palantir in 3 years. Unfortunately, we don't really have that many high quality companies. You probably saw many of the "X ticker is the next Palantir" BS. Only Palantir can be the next Palantir. If your bull thesis is to tag Palantir to hype it up, the last 4-5 trading days should give u some valuation lessons, I hope! Alright, that is it. Not Financial Advice! DYOR!
0:32

BREAKING $PLTR Institutional Ownership hit ATH 🫡 Institutional Shares 1,750,136,219 shares or 76.22% Institutional Owners 4185 total 4059 long only, 26 short only, 100 long/short Palantir is getting accumulated by "Smart money" Retail investors been trimming since Nov 2024 and more aggressive exits May, June and July. If I have to guess, many of these folks sold & went on Margin on some hyped stocks because they thought they could 25-34x money like they did on Palantir in 3 years. Unfortunately, we don't really have that many high quality companies. You probably saw many of the "X ticker is the next Palantir" BS. Only Palantir can be the next Palantir. If your bull thesis is to tag Palantir to hype it up, the last 4-5 trading days should give u some valuation lessons, I hope! Alright, that is it. Not Financial Advice! DYOR!

Mike

104,795 Aufrufe • vor 28 Tagen

On August 11, the supply of SpaceX shares jumps from 5% to 25% in a single day. That's 5 times more shares hitting the market overnight, from insiders who bought in years ago at a fraction of today's price. This is what happened to Facebook in 2012. After their lockup expired, the stock fell about 50% in just a few weeks. The business was growing fast at the time. The drop came purely from supply hitting the market faster than buyers could absorb. Most people holding SpaceX have no plan for August 11. Three steps to prepare for it now: 1. Print the unlock schedule and know every date new shares hit the market. 2. Check if SpaceX is more than 10% of your portfolio. 3. Decide your exit price now, before emotion kicks in. I'm watching closely. Definitely not buying yet.
2:05

On August 11, the supply of SpaceX shares jumps from 5% to 25% in a single day. That's 5 times more shares hitting the market overnight, from insiders who bought in years ago at a fraction of today's price. This is what happened to Facebook in 2012. After their lockup expired, the stock fell about 50% in just a few weeks. The business was growing fast at the time. The drop came purely from supply hitting the market faster than buyers could absorb. Most people holding SpaceX have no plan for August 11. Three steps to prepare for it now: 1. Print the unlock schedule and know every date new shares hit the market. 2. Check if SpaceX is more than 10% of your portfolio. 3. Decide your exit price now, before emotion kicks in. I'm watching closely. Definitely not buying yet.

Felix Prehn 🐶

167,849 Aufrufe • vor 2 Monaten

The first stock I ever bought was the only company I’d heard of selling for under $5 a share. I stupidly believed that if I bought more shares, I’d make more money if it went up. It was about to go bankrupt, but another company acquired it and it tripled in price. I thought, "I like this game—it must be easy." Look at the Wall Street Journal with thousands of stocks; surely I can just pick one or two that go up! That's how I got started. It didn't take long to realize the game wasn't easy at all—but by then, I was completely hooked. Credit: Sam Parr, Shaan Puri, and My First Million #RayDalio #Investing #Markets #Mindset
0:55

The first stock I ever bought was the only company I’d heard of selling for under $5 a share. I stupidly believed that if I bought more shares, I’d make more money if it went up. It was about to go bankrupt, but another company acquired it and it tripled in price. I thought, "I like this game—it must be easy." Look at the Wall Street Journal with thousands of stocks; surely I can just pick one or two that go up! That's how I got started. It didn't take long to realize the game wasn't easy at all—but by then, I was completely hooked. Credit: Sam Parr, Shaan Puri, and My First Million #RayDalio #Investing #Markets #Mindset

Ray Dalio

121,328 Aufrufe • vor 14 Tagen

🚨 WARNING: SPACEX IPO IS A REAL BIG STORM FOR MARKETS!! Everyone thinks $SPCX IPO will be free money. But people thought the same about Meta in 2012. After Meta went public, the stock dumped more than 70% in the first 100 days. Retail bought the hype. Then insiders and early investors got liquidity. Now the same setup is coming again. SpaceX is expected to go public on June 12 at a $1.75 TRILLION to $2 TRILLION valuation. That would instantly make it one of the biggest companies in the US market. But here’s the problem. This is not just an IPO. This is a massive liquidity event. SpaceX $SPCX is now expected to IPO at $135 per share, with 555,555,555 shares available. That means almost $75 BILLION in shares could hit the market. Read that again. $75 BILLION of liquidity could be absorbed on day one. And everyone still thinks this is bullish. Insiders reportedly own around 95% of SpaceX shares. The public float is only around 5%. That means insiders are sitting on more than $1.6 TRILLION of paper wealth. And after the IPO, that paper wealth starts becoming real exit liquidity. Michael Burry already warned about this. He said SpaceX, OpenAI and Anthropic could raise more money than the 300 biggest IPOs in 2000. And he is not just talking. He is already betting against the AI bubble with a massive short position in $PLTR and $NVDA. So now connect the dots. Meta IPO dumped after the hype. AI stocks are already crowded. SpaceX IPO could pull $75 BILLION of liquidity from the market. Stocks. Crypto. High beta tech. Everything retail is already holding. Most people will see the Elon hype. I see the liquidity drain. This could become one of the biggest insider cashout events in modern market history. Follow and turn notifications on. I will post the warning before it hits the headlines.
0:57

🚨 WARNING: SPACEX IPO IS A REAL BIG STORM FOR MARKETS!! Everyone thinks $SPCX IPO will be free money. But people thought the same about Meta in 2012. After Meta went public, the stock dumped more than 70% in the first 100 days. Retail bought the hype. Then insiders and early investors got liquidity. Now the same setup is coming again. SpaceX is expected to go public on June 12 at a $1.75 TRILLION to $2 TRILLION valuation. That would instantly make it one of the biggest companies in the US market. But here’s the problem. This is not just an IPO. This is a massive liquidity event. SpaceX $SPCX is now expected to IPO at $135 per share, with 555,555,555 shares available. That means almost $75 BILLION in shares could hit the market. Read that again. $75 BILLION of liquidity could be absorbed on day one. And everyone still thinks this is bullish. Insiders reportedly own around 95% of SpaceX shares. The public float is only around 5%. That means insiders are sitting on more than $1.6 TRILLION of paper wealth. And after the IPO, that paper wealth starts becoming real exit liquidity. Michael Burry already warned about this. He said SpaceX, OpenAI and Anthropic could raise more money than the 300 biggest IPOs in 2000. And he is not just talking. He is already betting against the AI bubble with a massive short position in $PLTR and $NVDA. So now connect the dots. Meta IPO dumped after the hype. AI stocks are already crowded. SpaceX IPO could pull $75 BILLION of liquidity from the market. Stocks. Crypto. High beta tech. Everything retail is already holding. Most people will see the Elon hype. I see the liquidity drain. This could become one of the biggest insider cashout events in modern market history. Follow and turn notifications on. I will post the warning before it hits the headlines.

WhaleTwits

148,383 Aufrufe • vor 2 Monaten

WATCH OUT FOR THE SPACEX $SPCX SHARE UNLOCK Right now only ~4.5% of all SpaceX shares are available to be traded. Only the shares bought during the IPO can be traded. Everyone else who bought in before can not sell We do have some forced buying coming up from the Nasdaq 100 and other ETFs/indexes But then the unlocks begin and everyone who got into this name before the IPO will be able to start selling ... this first unlock happens at SpaceX's first earnings (More info below on the unlock) amit thinks a lot of those insiders are looking to sell "I was talking with friends who got in at $200B, $400B, and $800B valuations. They said there is no chance they are keeping more than 50% of their allocations once they get liquid. They are selling right off the bat."
1:51

WATCH OUT FOR THE SPACEX $SPCX SHARE UNLOCK Right now only ~4.5% of all SpaceX shares are available to be traded. Only the shares bought during the IPO can be traded. Everyone else who bought in before can not sell We do have some forced buying coming up from the Nasdaq 100 and other ETFs/indexes But then the unlocks begin and everyone who got into this name before the IPO will be able to start selling ... this first unlock happens at SpaceX's first earnings (More info below on the unlock) amit thinks a lot of those insiders are looking to sell "I was talking with friends who got in at $200B, $400B, and $800B valuations. They said there is no chance they are keeping more than 50% of their allocations once they get liquid. They are selling right off the bat."

Evan

144,195 Aufrufe • vor 2 Monaten

🚨 SPACEX IPO WILL DRAIN THE WHOLE MARKET LIQUIDITY!! $1,750,000,000,000 valuation on day one. a $30 TRILLION projected AI ceiling. 95% of shares sitting in insider hands. That's not an IPO. That's the largest scheduled liquidity extraction in history. Every dollar that flows into SpaceX comes from somewhere: - Stocks - Crypto - High beta tech - Everything retail is holding right now I'm watching for a 30-50% drawdown on SPX after the launch. Super bearish on shorter timeframes right now. 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...
0:28

🚨 SPACEX IPO WILL DRAIN THE WHOLE MARKET LIQUIDITY!! $1,750,000,000,000 valuation on day one. a $30 TRILLION projected AI ceiling. 95% of shares sitting in insider hands. That's not an IPO. That's the largest scheduled liquidity extraction in history. Every dollar that flows into SpaceX comes from somewhere: - Stocks - Crypto - High beta tech - Everything retail is holding right now I'm watching for a 30-50% drawdown on SPX after the launch. Super bearish on shorter timeframes right now. 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

103,389 Aufrufe • vor 2 Monaten

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

349,652 Aufrufe • vor 1 Monat

$HOOD $JPM TOM LEE: IN 10 YEARS, THE LARGEST FINANCIAL COMPANY IN THE WORLD COULD BE WORTH $10 TRILLION 🤯 JONATHAN: "The largest financial company in the world right now is J.P. Morgan -- $900B market cap. In 10 years, how large is the largest financial company in the world?" TOM LEE (Thomas (Tom) Lee (not drummer) FundstratDirect.com): "Well, that's an important question. One thing to keep in mind is that because of crypto, more things are becoming money, which means financial services' share of the economy's going to be higher." "Another thing that's true is that in an AI world with agents and robots, that's going to make the financial services world bigger than the physical world." "So financial services market cap should be larger as a percentage of the total market." JONATHAN: "If I'm thinking about the size of Mag 7s in 10 years, I think it might be $10 trillion just to get into the club." TOM: "Correct. So one of these companies, it could be J.P. Morgan, it could be Robinhood, will be a Mag 7." JONATHAN: "And in a world in which Robinhood is a Mag 7 or something like a Mag 7 in 10 years, and $10 trillion is the entry price into that club, that's 100X from here for Robinhood." TOM: "Yeah, and presumably Robinhood won't be consuming a lot of capital. They could be buying back a lot of shares in that time. So actually it should do better than 100X because the number of shares could be lower."
2:00

$HOOD $JPM TOM LEE: IN 10 YEARS, THE LARGEST FINANCIAL COMPANY IN THE WORLD COULD BE WORTH $10 TRILLION 🤯 JONATHAN: "The largest financial company in the world right now is J.P. Morgan -- $900B market cap. In 10 years, how large is the largest financial company in the world?" TOM LEE (Thomas (Tom) Lee (not drummer) FundstratDirect.com): "Well, that's an important question. One thing to keep in mind is that because of crypto, more things are becoming money, which means financial services' share of the economy's going to be higher." "Another thing that's true is that in an AI world with agents and robots, that's going to make the financial services world bigger than the physical world." "So financial services market cap should be larger as a percentage of the total market." JONATHAN: "If I'm thinking about the size of Mag 7s in 10 years, I think it might be $10 trillion just to get into the club." TOM: "Correct. So one of these companies, it could be J.P. Morgan, it could be Robinhood, will be a Mag 7." JONATHAN: "And in a world in which Robinhood is a Mag 7 or something like a Mag 7 in 10 years, and $10 trillion is the entry price into that club, that's 100X from here for Robinhood." TOM: "Yeah, and presumably Robinhood won't be consuming a lot of capital. They could be buying back a lot of shares in that time. So actually it should do better than 100X because the number of shares could be lower."

Hood House

110,255 Aufrufe • vor 24 Tagen

🚨 THE $SPCX TRAP IS SET SpaceX just ripped back to $133. +25% in TWO DAYS. And it happened immediately after 911.5M shares became eligible for sale. Think about that. Everyone was positioned for the unlock dump. 34% of the float was already short. Shorts piled in. The dump never came. Instead, they got squeezed. Price ripped higher → shorts covered → retail started chasing → suddenly everyone thinks the unlock risk is gone. That’s exactly where I think the real trap begins. The shares didn’t disappear. The supply is STILL there. 911.5M shares are unlocked. And more unlocks are coming. My roadmap hasn’t changed: $105 → $125 fake bounce ✅ 911M share unlock ✅ Retest of resistance 🔴 NOW Break below $100 ⏳ NEXT $77–$85 flush 🎯 FINAL TARGET I’m NOT chasing $133. I’m waiting for the panic. $85 is where I want to start building my position. I’ve called major tops and bottoms across Gold, Silver, Oil, Bitcoin and SpaceX before. When I start buying $SPCX, I’ll post it publicly. You’ll know. Turn notifications on.
0:44

🚨 THE $SPCX TRAP IS SET SpaceX just ripped back to $133. +25% in TWO DAYS. And it happened immediately after 911.5M shares became eligible for sale. Think about that. Everyone was positioned for the unlock dump. 34% of the float was already short. Shorts piled in. The dump never came. Instead, they got squeezed. Price ripped higher → shorts covered → retail started chasing → suddenly everyone thinks the unlock risk is gone. That’s exactly where I think the real trap begins. The shares didn’t disappear. The supply is STILL there. 911.5M shares are unlocked. And more unlocks are coming. My roadmap hasn’t changed: $105 → $125 fake bounce ✅ 911M share unlock ✅ Retest of resistance 🔴 NOW Break below $100 ⏳ NEXT $77–$85 flush 🎯 FINAL TARGET I’m NOT chasing $133. I’m waiting for the panic. $85 is where I want to start building my position. I’ve called major tops and bottoms across Gold, Silver, Oil, Bitcoin and SpaceX before. When I start buying $SPCX, I’ll post it publicly. You’ll know. Turn notifications on.

Phantom_Defi

15,510 Aufrufe • vor 18 Tagen

🚨 $SPCX IS NOW DOWN 25% SINCE I'VE CALLED THE BREAKDOWN If you opened the short with 100x leverage when I mapped the setup, congrats - here is your profits: $100 -> $2,500 $800 -> $20,000 $4,000 -> $100,000 $40,000 -> $1,000,000 That's a 25% drop multiplied by 100 - on a company priced at $1.75 trillion with $5 billion in annual net losses and only 4% of tradeable shares Was this predictable? Completely $1.75T valuation, $5B net loss, 4% float Lockups expiring in waves from August through December as insider supply floods into a float that was never built to absorb it I mapped this right after the IPO hype peak printed at $225 The math was never hard - most people just didn't want to hear it while the euphoria was still running We're in the second phase of a four-part roadmap and the heaviest supply waves haven't even started yet Follow + notifs on, my next calls will be even more important
0:41

🚨 $SPCX IS NOW DOWN 25% SINCE I'VE CALLED THE BREAKDOWN If you opened the short with 100x leverage when I mapped the setup, congrats - here is your profits: $100 -> $2,500 $800 -> $20,000 $4,000 -> $100,000 $40,000 -> $1,000,000 That's a 25% drop multiplied by 100 - on a company priced at $1.75 trillion with $5 billion in annual net losses and only 4% of tradeable shares Was this predictable? Completely $1.75T valuation, $5B net loss, 4% float Lockups expiring in waves from August through December as insider supply floods into a float that was never built to absorb it I mapped this right after the IPO hype peak printed at $225 The math was never hard - most people just didn't want to hear it while the euphoria was still running We're in the second phase of a four-part roadmap and the heaviest supply waves haven't even started yet Follow + notifs on, my next calls will be even more important

Pepesso

61,416 Aufrufe • vor 2 Monaten

🚨 SPACEX IPO IS MASSIVELY OVERSUBSCRIBED!! Books closing Wednesday after market close. LARGEST LIQUIDITY EVENT in market history is loading. Here's what happens next and most people aren't ready for it: The oversubscription sounds bullish on the surface. Every major bank, fund and institution fighting for allocation. Demand overwhelming supply before day one even begins. But that's exactly where the TRAP gets set. 95% of SpaceX shares sit in insider hands right now. $1,660,000,000,000 of private wealth waiting for a PUBLIC EXIT. > Day 60 after listing - first unlock hits > Every 15 days after that - fresh supply drops into the market > By November - 93% of eligible insider shares are FREE TO SELL The oversubscription creates the perfect setup for insiders. More demand on day one means a stronger open. Stronger open means insiders start selling from a HIGHER PRICE. Meanwhile everything retail is holding right now competes for the same capital. Stocks, crypto, high beta tech all of it gets sold to fund SpaceX allocations. Rocket Lab was oversubscribed in 2021 too. Dumped 82% FROM PEAK within a year. EXTREME VOLATILITY IS COMING. Question is which direction and for how long. This sounds SCARY, but I'll keep you updated on everything here. When I rotate money, 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...
0:23

🚨 SPACEX IPO IS MASSIVELY OVERSUBSCRIBED!! Books closing Wednesday after market close. LARGEST LIQUIDITY EVENT in market history is loading. Here's what happens next and most people aren't ready for it: The oversubscription sounds bullish on the surface. Every major bank, fund and institution fighting for allocation. Demand overwhelming supply before day one even begins. But that's exactly where the TRAP gets set. 95% of SpaceX shares sit in insider hands right now. $1,660,000,000,000 of private wealth waiting for a PUBLIC EXIT. > Day 60 after listing - first unlock hits > Every 15 days after that - fresh supply drops into the market > By November - 93% of eligible insider shares are FREE TO SELL The oversubscription creates the perfect setup for insiders. More demand on day one means a stronger open. Stronger open means insiders start selling from a HIGHER PRICE. Meanwhile everything retail is holding right now competes for the same capital. Stocks, crypto, high beta tech all of it gets sold to fund SpaceX allocations. Rocket Lab was oversubscribed in 2021 too. Dumped 82% FROM PEAK within a year. EXTREME VOLATILITY IS COMING. Question is which direction and for how long. This sounds SCARY, but I'll keep you updated on everything here. When I rotate money, 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

81,361 Aufrufe • vor 2 Monaten

🚨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 Aufrufe • vor 25 Tagen

🚨 SPACEX JUST CRASHED 50% - EXACTLY AS I EXPECTED I warned this drop was coming. $SPCX is now down nearly 50% from its peak. And this is not the part that scares me. This is the part I’ve been waiting for. Everyone is calling it a failed IPO. They’re right about the price. But completely wrong about the reason. Here’s what is actually crushing the stock: → Only around 5% of SpaceX is currently floating → Another 20% could unlock after Q2 earnings → More locked shares are expected to hit the market through November → Every new wave adds massive supply while demand is already weak The market stopped aggressively buying near $225. Now every unlock creates another wave of sellers. That is why the stock keeps bleeding. Not because SpaceX suddenly became a bad company. Because the market structure is terrible. And yes, the bears have real arguments: → The valuation is still stretched → Flight 13 was delayed → Japan successfully landed a reusable rocket → Competition is getting stronger All of this makes every unlock even more painful. But here is what almost everyone is missing. Once the final locked shares enter the market, the biggest source of selling pressure disappears. No more unlock waves. No more forced supply. No more shareholders waiting for the first chance to exit. That is usually when sellers finally run out. And that is when institutions start looking seriously. They do not buy peak hype at $225. They buy after the market is exhausted, sentiment is destroyed and everyone has already declared the story dead. The unlock schedule is the entire roadmap. I am not buying yet. The best $SPCX entry of 2026 will likely appear after the final waves of supply hit the market. When I enter, I will post it here first. Keep in mind: I’ve called every major $SPX selloff, 2025 $BTC ATH and move from $126K → $60K 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.
0:54

🚨 SPACEX JUST CRASHED 50% - EXACTLY AS I EXPECTED I warned this drop was coming. $SPCX is now down nearly 50% from its peak. And this is not the part that scares me. This is the part I’ve been waiting for. Everyone is calling it a failed IPO. They’re right about the price. But completely wrong about the reason. Here’s what is actually crushing the stock: → Only around 5% of SpaceX is currently floating → Another 20% could unlock after Q2 earnings → More locked shares are expected to hit the market through November → Every new wave adds massive supply while demand is already weak The market stopped aggressively buying near $225. Now every unlock creates another wave of sellers. That is why the stock keeps bleeding. Not because SpaceX suddenly became a bad company. Because the market structure is terrible. And yes, the bears have real arguments: → The valuation is still stretched → Flight 13 was delayed → Japan successfully landed a reusable rocket → Competition is getting stronger All of this makes every unlock even more painful. But here is what almost everyone is missing. Once the final locked shares enter the market, the biggest source of selling pressure disappears. No more unlock waves. No more forced supply. No more shareholders waiting for the first chance to exit. That is usually when sellers finally run out. And that is when institutions start looking seriously. They do not buy peak hype at $225. They buy after the market is exhausted, sentiment is destroyed and everyone has already declared the story dead. The unlock schedule is the entire roadmap. I am not buying yet. The best $SPCX entry of 2026 will likely appear after the final waves of supply hit the market. When I enter, I will post it here first. Keep in mind: I’ve called every major $SPX selloff, 2025 $BTC ATH and move from $126K → $60K 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

104,794 Aufrufe • vor 1 Monat