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Elon may have engineered the cleanest IPO support structure ever built Insiders cannot sell unless the stock is already 30% above the IPO price That means selling pressure only arrives at $175 or higher Then Nasdaq index funds step in as forced buyers Limited supply. Forced demand. Supply faucet...

657,813 просмотров • 1 месяц назад •via X (Twitter)

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🚨 THE SPACEX PUMP JUST ACTIVATED THE INSIDER SELL BUTTON And almost nobody buying at $159 understands what just happened: SpaceX IPO’d at $135 on June 12. Five days later, it peaked at $226. Everyone was calling it the trade of the decade. Almost nobody understands what is really happening. 95% of SpaceX shares are still locked. You are trading on just 5% of the total supply. A $2.35 trillion valuation was set by a tiny float that can be moved by thin volume. Thin liquidity pumps easily and dumps easily as well. Now the part that should concern everyone buying here: There is a clause buried in the lockup agreement. An early unlock can trigger if the stock holds 30% above the $135 IPO price. 30% above $135 is $175. SpaceX peaked at $226. It opened the door to an additional insider unlock. If this isn’t surprising you, the calendar will: In a month, the first insider shares can hit the market around Q2 earnings. December 8: the full 180-day lockup will be over. June 2027: Musk’s 6.4 billion personal shares unlock. This creates enormous selling pressure. I saw this movie before: Facebook IPO’d at $38 in 2012. Four months later, it was trading at $18. 60% of the value was erased. Now look at SpaceX. $2.35 trillion peak valuation. $18.7 billion in 2025 revenue. 125x sales. And Musk’s own $1 trillion revenue target is still “maybe by 2030.” You are paying for that future today. So ask yourself one question: Who is selling into your buy today, at $159? People who got in at $20/$40/$60. Insiders sitting on 5x, 8x, 10x gains who have waited years for this window. They do not need the price higher. They need buyers. And right now, that buyer is you. The rockets are real. The company is real. The technology is real. The unlock calendar is real too. At $159 after the $226 ATH, you are the exit. Remember: I was the one who publicly called Bitcoin’s ATH in October and cycle bottom in 2022. And I will call it again. That’s literally my job. Make sure to follow and turn notifications on. If you are not following yet, you will regret it.

Alex Mason 👁△

226,679 просмотров • 18 дней назад

🚨 SOMETHING EXTREMELY BAD IS COMING THIS FRIDAY Everyone thought the biggest risk was SpaceX IPO day. Wrong. And if you think SpaceX is going higher, you are completely wrong. SpaceX’s IPO launched at $135. Now it’s trading around $230. That is almost +70% from the IPO price in days. And now the real problem begins. At $230, SpaceX is being valued at almost $3.1 trillion. On only $18.7 billion in annual revenue. That is almost 200x sales. After the IPO, everyone finally sees the same thing: SpaceX demand is massive. Retail wants more. Funds want more. Institutions want more. But money does NOT appear from nowhere. To buy more SpaceX, they need cash. And to get cash, they sell what they already own. Stocks. Crypto. AI names. High-beta tech. Everything retail is already holding. This is a liquidity black hole trading at almost 200x sales. Now connect the dots: The IPO already happened. The first-day pump was already insane. And now everyone who did NOT get enough allocation is heavily buying shares: - LIGHT SHOCK: people sell small positions, stocks get hit first, crypto follows, then markets try to stabilize. - HEAVIER SCENARIO: funds raise cash after the IPO, high-beta tech dumps, Bitcoin loses support, and retail gets trapped. - WORST CASE: everyone rushes to buy at the same time, stocks dump hard, crypto gets hit first, and people get liquidated. And now one of the most hyped IPOs in history is absorbing even more money at one of the most insane valuations ever seen. Reminder: I’ve called all the market tops and bottoms for the last 15 years, including the Bitcoin bottom at $16,000 and the top at $126,000. The next call will be even more important. When I exit the markets completely, 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 👁△

559,092 просмотров • 26 дней назад

🚨 THE SPACEX PUMP JUST ARMED THE INSIDER SELL BUTTON. And almost nobody buying at $178 knows it. Here's what's actually happening. SpaceX IPO'd at $135 on June 12, eight days later it's at $178. Everyone is calling it the trade of the decade. Nobody is reading the fine print. 95% of shares are still locked. You're trading on 5% of total supply. A $2.35 trillion valuation set by a sliver of float that can be moved by relatively thin volume. Thin float pumps easy. It dumps the same way. Now the part that should concern everyone buying right now. There's a clause buried in the lockup agreement. An early unlock triggers automatically if the stock holds 30% above the $135 IPO price. 30% above $135 is $175.50. The stock is at $178. The rally didn't just create paper gains. It activated the mechanism that lets insiders sell early. Then the calendar gets worse. Late July into August first insider shares hit the market around Q2 earnings. December 8 - full 180-day lockup expires in tranches. June 2027 - Musk's 6.4 billion personal shares come free. A wall of supply, on a fixed schedule, already counting down. We've seen this exact movie before. Facebook IPO'd at $38 in 2012, Lockups expired. Four months later it was trading at $18. Half the value erased not because the company failed. Because supply showed up and buyers ran out. Now the math on SpaceX. $2.35 trillion valuation. $18.7 billion in 2025 revenue. 125x sales. And Musk's own projection for $1 trillion in revenue is dated "maybe by 2030." You're paying for that today In full Four years early. So ask yourself one question. Who is on the other side of your buy at $178? People who got in at $40. At $60. At $90. Insiders sitting on 3x, 4x, 5x gains who have been waiting years for exactly this window. They don't need the price higher. They need buyers to sell into. Right now that buyer is you. The rockets are real. The company is real. The technology is real. The trap is also real. At $178 you're either early to the exit or you are the exit. I called the SPX drops before they happened. I called BTC's top at $126K. I called the dump from $126K to $60K - publicly, before it moved. Every major call this cycle on the record, before the fact. The next ones are already loading. Follow now and turn on notifications. The unlock clock is already running - and when it hits, you'll want to have seen this post first.

philarekt

595,868 просмотров • 22 дней назад

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

232,071 просмотров • 22 часов назад

🚨 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

972,676 просмотров • 1 месяц назад

🚨 WARNING: THE SPACEX IPO IS THE BIGGEST TRAP OF 2026 Read this post carefully before buying SpaceX shares In 4 days, $SPCX will debut on Nasdaq The biggest IPO in history, with a valuation of around $1.8 trillion You may have noticed that demand has already exceeded $150 billion, while the public float is only 4-5% And I wouldn't rule out the possibility that the stock could easily jump 20-50% in the first days or weeks purely because of FOMO and the limited share supply But after that, the picture could change dramatically! 1. SpaceX didn't use the standard 180-day lock-up Instead, the S-1 includes a phased unlock schedule Insiders, employees, and early investors will be able to sell shares in stages starting in August: - August 21 (70 days) - +7% - September 10 (90 days) - +7% - September 25 (105 days) - +7% - October 10 (120 days) - +7% - October 25 (135 days) - +7% 2. On top of that, they removed the profitability requirement and are adding SpaceX to major indexes just 5 days after the IPO, while the usual waiting period is 90 days That forces 401(k) pension funds and passive index funds to buy SpaceX shares at inflated IPO prices and keep holding them throughout any decline 3. On top of that, there are major share releases after the Q2 earnings report (August) and Q3 earnings report (November) If the stock is trading 30% above the IPO price after Q2, a performance bonus will kick in and another +10% will be unlocked This staggered selling structure reduces the chance of one massive crash, but it creates several waves of selling pressure between August and November For comparison: when Meta went public in 2012 (one of the top 3 largest IPO in U.S. history, with a $104 billion valuation) The stock fell more than 60% within a few months after the IPO due to lock-up expirations and market concerns about its ability to monetize its business And there's one very important thing you need to remember! 4. The company is still unprofitable, posting roughly a $4.9 billion net loss in 2025 Passive funds (Nasdaq-100) will become forced buyers, but at the first sign of bad news they'll become forced sellers That's why I'm warning you not to become exit liquidity for insiders and VCs who have already made huge money from private funding rounds In the short term, the IPO looks very attractive for traders who know how to speculate But if you're planning to hold, you need to clearly understand this: August through November could bring serious volatility and a major correction I've said this before, and the cycle is still playing out exactly according to plan Turn on notifications and drop your thoughts below The next phase is gonna be very important

Leni

200,873 просмотров • 1 месяц назад

🚨 SOMETHING VERY STRANGE IS HAPPENING SpaceX will go public tomorrow at a $1.75T valuation. The biggest IPO in market history. And Wall Street just changed the rules right before it happens. I've been trading for more than 15 years and have never seen them rewrite the rules so urgently: IPO access now lowered from $500,000 to $2,000 (-99.6% cut). That means millions of investors can suddenly enter a deal and buy shares tomorrow. One day before the most expensive IPO in history. And suddenly... SpaceX reserved up to 30% of the deal for regular investors. Three times the normal share. Why? Because retail investors need to buy what insiders sell. And here is the part most people are missing: SpaceX does not just create demand for SpaceX. It pulls liquidity out of everything else: - Retail sells stocks to chase the IPO. - Funds sell stocks to prepare for forced buying. - Brokers open access to generate demand. - Everyone needs cash at the same time. That is why the market is selling now. First, insiders create the hype. Then brokers open the gates. Then regular investors rush in. And by the time the crowd realizes what happened, the exit door is already closed. We’ve seen this before. 2000: Dotcom IPOs became the symbol of the bubble. Then Nasdaq collapsed 80%. 2021: SPACs, Coinbase, Robinhood, Rivian. Retail thought they were buying the future. They were buying the exit. Now the same playbook is back. Only this time, it is much bigger. When Wall Street cuts the entry ticket from $500K to $2K right before a $1.75T IPO, they are not giving retail a gift. They are creating buyers. Remember: Insiders need liquidity. Funds need allocation. The market needs a dream. And Wall Street needs someone to hold the bag. That is what tomorrow is really about. Reminder: I’ve called all the market tops and bottoms for the last 15 years, including the Bitcoin bottom at $16,000 and the top at $126,000. The next call will be even more important. When I exit the markets completely, 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 👁△

1,747,685 просмотров • 1 месяц назад

🚨 WARNING: ELON MUSK'S SPACEX IPO WILL DUMP MARKETS! That's the BIGGEST liquidity drain in stock market history. SpaceX is expected to go public on June 12 at ~$2 TRILLION valuation. And if you think it's just another scary headline YOU'RE COMPLETELY WRONG! Money does NOT appear from nowhere. If investors want exposure to $SPCX, they will sell what they already own. - Stocks - Crypto - High beta tech - Other crowded risk trades That one fact explains a lot. Because this is NOT just an IPO. It is a liquidity grab. Everyone sees the hype. Almost nobody sees the forced selling. And it gets worse. Insiders own about 95% of SpaceX shares. The public float is only about 5%. That means insiders are sitting on about $1.66 TRILLION of paper wealth. Most IPOs lock insiders for 180 days. SpaceX reportedly does NOT. Just 60 days after listing, 20% of eligible insider shares can unlock. That is the REAL danger. Investors sell other assets to chase $SPCX. Then insiders get liquidity into that demand. Now connect the dots. - Existing stocks get sold - Crypto liquidity gets pulled - High beta assets dump - Insiders cash out - Retail holds the bag This is NOT a normal IPO. It is one of the biggest liquidity events Wall Street has ever seen. Markets are NOT pricing it now. But they will. I’ve studied macro for 10 years and I called almost every major market top, including the October BTC ATH. Follow and turn notifications on. I’ll post the warning BEFORE it hits the headlines.

WhaleTwits

66,245 просмотров • 1 месяц назад

🚨 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 просмотров • 1 месяц назад

🚨 SPACEX IS ABOUT TO REPEAT TESLA 2010 And nobody is ready for what will happen. 2010: Tesla goes public. $1.13 → $2.03 Everyone said the same thing: “This is the future.” “Elon is changing the world.” Then came the part nobody talks about: Tesla collapsed 50%. $2.03 → $1.00 In days. Now look at today: 2026: – SpaceX just went public – +30% from the IPO price at launch – Biggest IPO in market history – Everyone is calling it “the next Tesla” But there’s one thing… Tesla 2010: - Small valuation - Post-crash market - Low expectations - No trillion-dollar exit SpaceX 2026: - $1.75T IPO - Retail access opened at the last second - The stock market is at the most overvalued level in history That is not the same opportunity. Most people think Tesla 2010 means straight up forever: Yes, Tesla pumped first. Then it destroyed everyone who chased it. That is the part they leave out. Now SpaceX has the same Elon premium. The same future narrative. But much worse timing. So now you have two choices: Chase the most expensive IPO in history after a +30% launch pump… Or understand what Tesla 2010 already showed you. Reminder: I’ve called all the market tops and bottoms for the last 15 years, including the Bitcoin bottom at $16,000 and the top at $126,000. The next call will be even more important. When I exit the markets completely, 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 👁△

2,171,689 просмотров • 1 месяц назад