HandsomeBoy
06-12
🚀 SPCX Bull Case

The path for SPCX is definitively up:

- Day 1: Opens +10% to +30%. The deal is heavily oversubscribed. With a tight 4% free float, supply scarcity will spark an immediate opening pop over $135. 

- Strategy: Buying Day One. Waiting means missing immediate index catalysts. Fast-tracked MSCI inclusion on June 13 makes global passive funds forced buyers, protecting your downside. 

- 1-Year View: Above $135. Near-term xAI capex is heavy, but Starlink anchors the valuation with highly profitable recurring revenue (10.3M subscribers at a 63% EBITDA margin). 

SpaceX Drops 8% After-Hours — Will Tomorrow's Lockup Expiry Add More Pressure?
SpaceX +9.43% Tuesday, then −8.04% after hours on its first public earnings report, at one point near −9%. Two things beat and one didn't: core financials and narrowing segment losses came in ahead, but AI capex ran above forecast, including a sizable purchase commitment to Nvidia. The bigger event is Thursday, when up to ~911.5 million insider and employee shares — 20% of the unlockable total — become sellable. The good news is already priced; the supply isn't. Who moves first?
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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