Chrishust
06-12
1. $Space Exploration Technologies(SPCX)$ is forecast to open +10%
2. Long buy more $Space Exploration Technologies(SPCX)$
3. One year from now $Space Exploration Technologies(SPCX)$ will trade above ipo price of 135
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?
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Comments

  • Warzypants
    06-12
    Warzypants
    Best guess for close on day1? I’m thinking $172.50.
  • Be Humble
    06-12
    Be Humble
    Can’t even buy at 135 at day 1
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