Jordan Regan

Immunologist 🧬 | $TSLA 🚀| Strange obsession with the land down under

[Jordan Regan @J_bean4]

@SawyerMerritt Feel free to boost my link when you hit your cap! https://t.co/tssTp2v4Fv

[Jordan Regan @J_bean4]

@BLSmith2112 @SawyerMerritt Have you ever flipped an IPO before?

[Sawyer Merritt @SawyerMerritt]

FYI for retail investors: If you plan to submit an indication of interest (or COTP) for SpaceX IPO shares, it's a good idea to review your brokerage's IPO flipping policy. I found some of the brokerage policies:

Robinhood:
"You can sell the shares you received through IPO access at any point in time. However, if you sell IPO shares within 30 days of the IPO, it's considered flipping and you may be prevented from participating in IPO access for 60 days. This policy applies to all IPOs offered with IPO access."

More info: https://t.co/i7UoqeW33J

Charles Schwab:
"You are free to sell shares purchased in a public offering at any time, subject to applicable law, market rules, account restrictions, and the terms of the applicable offering. For some public offerings, selling shares within a specified period after allocation may result in restrictions on your ability to participate in future public offerings through Schwab. The applicable restricted period, duration of any participation restriction, and other consequences may vary by offering and will be disclosed through the IPO Site or other offering-related materials, including the applicable registration statement. By placing or affirming a COTP for an offering subject to an anti-flipping policy, you agree to the anti-flipping policy disclosed for that offering." The restriction for a first time flipper is often 6 months, but check directly with Schwab to confirm.

More info: https://t.co/ZInVaBcEhy

Fidelity:
"As with any investment, you are free to sell the securities obtained during an IPO whenever you determine it is appropriate for you. However, if you are allocated shares of SpaceX and you sell within the first 15 calendar days from the start of trading in the secondary market, it will affect your ability to participate in future new issue equity public offerings through Fidelity for a defined period of time. The defined period is as follows:

First Flip – Blocked for 6 months
Second Flip – Blocked for 1 year
Third Flip – Permanently banned by your SSN
The first day clients can sell without being labeled a flipper is the 16th calendar day after the IPO trades."

More info: https://t.co/KuD0F1OIWT

Sofi:
"Members are able to sell securities obtained during an IPO whenever they would like. SoFi does not restrict the sale of securities on the secondary market. However, if a member sells within the first 30 calendar days post-IPO, that member will be limited in their ability to participate in future IPOs through SoFi for a defined period of time as outlined below:

Members who have obtained shares/units of an IPO through SoFi and sell within the first 30 days post-IPO are considered “flippers” and may be prevented from participating in future IPOs for 180 days upon a first violation, 365 days upon a second violation, and permanently in the event of a third violation.

In addition, SoFi may charge a $50 fee for the sales of securities obtained through the IPO process if the sales take place prior to the 120th day of trading. This fee will step down to $5 for each subsequent sale that takes place prior to the first 120 calendar days of trading."

More info: https://t.co/bDBt3DKeuq

E*Trade:
"E*TRADE may flag your account and restrict you from participating in future IPOs for a set period."

More info: https://t.co/x72mRBLG5u

NOTE: There could be special rules in place at your brokerage for the SpaceX IPO, so reach out to them directly to confirm what the IPO policies are.

[Jordan Regan @J_bean4]

@w2chaser @spotted_model @SawyerMerritt I had the same question, E*Trade told me we need to be diligent in checking on 6/11 what the final IPO price is set at, and update order accordingly. Otherwise it may just be canceled.

[Jordan Regan @J_bean4]

@spotted_model @SawyerMerritt Yes open to submit, no asset cap. Confirmed a week ago and again today.

[Sawyer Merritt @SawyerMerritt]

Here is @SpaceX's full IPO roadshow presentation from CFO Bret Johnson, who has been CFO at the company for the last 15 years.

It's worth watching.

[Sawyer Merritt @SawyerMerritt]

SpaceX has released its full IPO roadshow presentation that it's showing to investors.

Here are some of the most important slides:

[Jordan Regan @J_bean4]

@wholemars Yup, early reservation holder, still on hold until AWD price drops to a more affordable price less ~$10-15k

[AleXandra Merz 🇺🇲 @TeslaBoomerMama]

https://t.co/tfD7kjKmKV

[Sawyer Merritt @SawyerMerritt]

Tesla China has released its first ever retractable sunshade for the Model Y for 1,499 yuan ($236 USD). Very easy to install.

I hope they launch this globally, because I will absolutely buy this.

[Sawyer Merritt @SawyerMerritt]

I think it's worth discussing how last night's Blue Origin incident could affect Delta's decision to choose Amazon Leo over @Starlink.

A couple months ago, Delta announced plans to begin installing Amazon Leo connectivity on 500 aircraft starting in 2028. The key word here is begin, because unless Amazon decides to launch their Leo satellites on SpaceX rockets in the near term while Blue Origin works to return New Glenn to service, a process that could take 12–15 months (maybe longer) based on early reports, its deployment timeline could face significant delays. Amazon currently has about 300 Leo satellites in orbit, compared to @SpaceX's 10,400 Starlink satellites.

Those 500 aircraft would cover only about half of Delta's fleet, meaning a full fleet rollout likely wouldn't be completed until 2030 or so (maybe sooner if they launch Leo sats with SpaceX).

United Airlines expects Starlink to be installed on roughly 80% of its fleet (about 880 aircraft) by the end of this year, years ahead of Delta's rollout. Southwest Airlines expects approximately 300 aircraft, or 37% of its fleet, to have Starlink by the end of 2026. American Airlines is scheduled to begin Starlink installations in 2027.

This means Delta will have a meaningful competitive disadvantage when it comes to high-speed onboard internet, an increasingly important feature for travelers. This begs the question, does Delta accept these likely delays with Amazon Leo (again, unless they pay SpaceX to launch their sats in the meantime), or do they eventually decide they can't afford to wait and switch to Starlink?

A couple other factors to consider though: Delta has broader partnerships with Amazon beyond Leo, and Amazon may have offered a killer deal to get Delta to sign with them, one they may not want to give up. It's also possible Amazon dedicates a large share of Leo's early capacity to Delta, making a smaller satellite constellation mostly sufficient for its needs? I need to look more into that last part.

So far, 37 airlines (and counting) have announced Starlink adoption. I now some disagree with me on this, but I believe passengers will increasingly factor high-speed internet connectivity into their flight decisions, especially on longer flights. As more airlines adopt Starlink (three out of the four major U.S. airlines have), pressure will continue to mount for the airlines that haven't adopted it.

Jet Blue is in a similar situation to Delta....

[Jordan Regan @J_bean4]

@SawyerMerritt Any target release date?

[Jordan Regan @J_bean4]

@SawyerMerritt First cool design I’ve seen outside of rivian, Tesla and Lucid

[Sawyer Merritt @SawyerMerritt]

General Motors has unveiled a new smaller modular Hummer EV concept in both pickup and SUV form called the Hummer X.

GM: "Hummer X is designed to be configurable – completely and continuously, made possible by flexible manufacturing technology. FLEX FAB enables fast, small-batch, on-demand production, similar to 3D printing, but for metal: no specialized stamping tools, multiple designs from the same machines.

The cockpit is adaptable, with stackable displays that let drivers tailor their digital experience whether they're rock crawling, trail running, or cruising the highway.

A low center of gravity, extreme on-demand acceleration, 35-to-37-inch Goodyear tires, beadlock wheels, Multimatic shocks, removable fender flares, and serious underbody protection give it the capability to take adventurers to places most vehicles simply cannot go."

GMC Hummer X SUV:
• Wheelbase: 116”
• Length: 188.3”
• Height: 72.9”)
• Width: 80”
• Ground Clearance: 13.2”
• Flex Fab Percentage: 57%
• Tires by Goodyear: Rock: 315/75R18 x 9, OD 37”
Wheels: 18" Aluminum with accent inserts

GMC Hummer X truck:
• Wheelbase: 130.7”
• Length: 207.3”
• Height: 73.0”
• Width: 80”
• Ground Clearance: 12.5”
• Flex Fab Percentage: 57%
• Tires by Goodyear: Street: 305/55R22 x 9.5, OD 35”
• Wheels: 22" Aluminum with accent inserts

More phots in thread below:

[🇨🇳 Guo Shen 郭深 @GuoShenCN7]

🚨 🚨 BEZOS HAS 3 OPTIONS LEFT AFTER NEW GLENN'S LAUNCHPAD EXPLOSION. ALL 3 ARE CATASTROPHIC.

This is the moment nobody wants to talk about.

After years of development, a $1B+ heavy-lift rocket program, and a final ground test before Amazon's Kuiper satellite mission → Blue Origin is now boxed into THREE choices. And every single one is a nightmare:

⚠️ OPTION 1: REBUILD LC-36 FROM SCRATCH
– The only launchpad Blue Origin owns is now a debris field
– One 600-foot lightning tower toppled. Erector-gantry: gone. Ground equipment: destroyed.
– Pad rebuilds after a full vehicle explosion take 12–24 months minimum
– Amazon's Kuiper constellation — already years behind SpaceX Starlink — falls further behind
– Every month of delay costs Amazon market share it cannot get back

⚠️ OPTION 2: BORROW OR BUY LAUNCH CAPACITY FROM A COMPETITOR
– The only competitor with available heavy-lift pads is SpaceX
– Asking your direct rival for a launchpad is not a business negotiation — it's a surrender
– SpaceX has every incentive to slow-walk, overcharge, or simply say no
– Amazon would be funding the company that is actively destroying Kuiper's market window
– Jeff Bezos built Blue Origin specifically to avoid this dependency

⚠️ OPTION 3: ABSORB THE DELAY AND KEEP INVESTING
– New Glenn's first stage was enveloped in fire during a routine hotfire test — the final check before orbital flight
– The vehicle collapsed. The upper stage tilted and fell. Fires burned at multiple stories
– This wasn't a launch failure. This was a ground test. The hardest problems haven't even been attempted yet.
– Blue Origin has no second pad, no backup vehicle, and no timeline for the next attempt
– And Starlink already has 7,000+ satellites in orbit

Let that sink in.

There is no Option 4. There is no clean exit. There is no "we rebuild and catch up by Q4."

The media is showing you "rocket science is hard" and "no injuries reported."

They're NOT showing you that Blue Origin just destroyed its only launchpad — the single piece of infrastructure that connects years of development to an actual orbital mission — three hours before midnight on May 28, 2026.

This is the most consequential single test failure any American space company has faced since SpaceX's Pad 40 explosion in 2016.

Follow now → this story is moving fast. RT so others see what's really at stake.

Prepare accordingly. 🚨🚨🚨

I'll keep you updated. Turn on notifications. 🚨

[Josh Kale @JoshKale]

This New Glenn rocket explosion released 20% of the energy of the Hiroshima atomic bomb and that wasn't even the bad part:

→ The pad: LC-36 is the only pad on Earth that launches New Glenn and now it's gone. Over $1B to build. SpaceX needed 7 months to rebuild after a similar hit.

→ The deadline: Amazon needs 1,618 satellites up by July 30 to keep its FCC license. It has ~300. The rocket that was supposed to help fix that just blew up twice in a row

SpaceX made us believe that landing rockets on barges was a normal expectation. Turns out rocket science is hard after all. Wishing the team a speedy recovery 🚀

[Sawyer Merritt @SawyerMerritt]

NASA has just launched a new website for its Moon Base missions, which aims to build a permanent $20 billion U.S. base on the Moon. @SpaceX's Starship rocket will play a big role in these missions.

"The Moon Base is a home away from Earth for Artemis astronauts who will live and work at humanity’s first lunar outpost. NASA is leading global teams of innovators across international space agencies, industry, and academia to build the Moon Base and establish an enduring human presence near the lunar South Pole for the benefit of all.

Phase One (Now–2029): Experiment and Learn
NASA will begin with a rapid series of robotic missions to scout the lunar South Pole region, test technologies, and prepare for surface operations ahead of future astronaut missions.:
• A major increase in lunar activity, with up to 25 missions, including 21 landings.
• Crewed and autonomous rovers for mobility demonstrations and surface preparation, along with four drones known as MoonFall and communications relay and observation satellites.
• Early demonstrations of power, navigation, communications, and nuclear radioisotope heater unit technologies designed to endure the long lunar night.
• Scientific payload opportunities integrated across landers and rovers.
• The first tangible footprint of Moon Base effort, with four tons of payload delivered to test what works on the lunar surface.

Phase Two (2029–2032): Early Habitation
By 2029, NASA will transition to assembling semi-permanent infrastructure and initiating early habitation and logistics operations:
• Deployment of expanded solar power systems and initial nuclear surface power capabilities, potentially including fission reactors and radioisotope power systems.
• Upgraded rovers, potential advanced MoonFall drones, and early habitation elements.
• Enhanced surface-to-orbit communications networks to provide reliable connectivity across the lunar South Pole region.
• Delivery of up to 60 tons of cargo through as many as 24 landings using low-, medium-, and heavy-class cargo landers.

Phase Three (2032 and Beyond): Sustained Human Presence
This phase will scale operations to achieve a true enduring presence, with routine crew rotations and continuous surface activity. This is when living and working on the Moon becomes a reality:
• Semi-permanent habitation modules with spacious interior for crew living and operations.
• Operational fission surface power systems capable of delivering steady, reliable energy through the long lunar nights, leveraging in situ resource manufacturing.
• Advanced logistics networks supported by crewed and autonomous rovers to keep the base supplied and functioning year-round.
• Delivery of up to 38 tons of cargo annually to sustain habitats, power systems, logistics operations, and major science outposts, enabled by low-cost reusable heavy-lift capabilities."

Moon base website: https://t.co/nefXl3J2FR

[Sawyer Merritt @SawyerMerritt]

I’ve been asked by many to create one comprehensive post explaining how to prepare for @SpaceX’s IPO if you use one of the brokerages listed in SpaceX’s S-1 filing to allocate IPO shares to retail investors. Here it is:

Fidelity:
1) $500,000 minimum account balance required to participate (including IRAs, individual, etc, but excluding 401k).

2) Enter an indication of interest. The indication of interest provides Fidelity with the maximum number of shares a customer is interested in purchasing.

3) Confirm your indication of interest shares on Fidelity's website after the registration statement has been declared effective and the offering has priced, which is typically after 7 PM ET on the night of pricing. Indications of interest may not be confirmed prior to the registration statement being declared effective and the offering pricing established. By confirming your indication of interest, you are placing an order to buy shares at the offering price. If you do not confirm your indication of interest, you will not be eligible for an allocation of shares.

4) Allocation of shares will occur on the morning following pricing and is usually complete before 9:30 AM ET. An alert will be sent once allocations are complete, and you can check your account to determine whether you were allocated shares. If you receive an allocation of shares, you must have adequate funds available to settle the purchase in the settlement date which is typically the trade date plus one business day.

5) You may increase your indication of interest up through the close of the indication of interest period. You may decrease or cancel an indication of interest until share allocation takes place. Once share allocation takes place, your indication may not be canceled or modified.

Charles Schwab:
1) $100,000 minimum account balance required to participate (including IRAs, individual, etc, but excluding 401k).

2) On Schwab's website, under the Trade tab, select the IPO page to view the Calendar of Offerings, a list of upcoming IPOs. Once the IPO offering window opens (expected first week of June), investors will have the ability to submit a Conditional Offer to Purchase (COTP), also known as an Indication of Interest, from this page.

3) During an IPO's open COTP window, select Start COTP to review offering details and the preliminary prospectus. Then select the green button to proceed to the Eligibility Questionnaire, which is required to confirm investors meet eligibility criteria and are not restricted (per FINRA rules) from participating. After completing the questionnaire, you'll be able to indicate how many shares you're interested in purchasing based on the price range provided. Select Confirm to submit the COTP.

4) After the COTP has been submitted, regularly monitor the IPO page, which will indicate the Status of Your Conditional Offers to Purchase (COTPs), the expected pricing date, and current pricing status, plus any changes in the prospectus. When the IPO has been priced, you will affirm your COTP. You must affirm your COTP once the effective price is established in order to be eligible to purchase shares. To do so, select Affirm Now to review and finalize the share quantity.

Robinhood:
1) There's no minimum account size requirement, but you must have enough buying power to cover your requested shares if you are allocated any. You must have an individual brokerage account. Retirement, custodial, and multiple investing accounts are not eligible for IPO Access.

2) Make sure IPO Access is enabled in your Robinhood app. Turn on your IPO notifications so that Robinhood notifies you when the SpaceX IPO comes online.

3) Request Shares: Once the IPO is announced and available, you can request shares through the app or website. This is a request for IPO shares. By placing a conditional offer to buy (COB), you’re asking for the opportunity to purchase a quantity of shares at the IPO price. An investor may place, edit, or cancel a COB after the initial price range is published and before the confirmation period ends.

4) Allocation is random and not guaranteed. The number of shares you request factors into how many you actually get, but it doesn’t affect the likelihood that you’ll get any allocation. You may get all, some, or none of the IPO shares you request.

E*Trade:
1) E*TRADE does not publicly list a specific minimum account size required to participate in IPOs, but contact them to double check. That said, allocation priority for “hot” IPOs may still favor larger or more active accounts in practice, even if there’s no official minimum balance requirement.

2) Be a U.S. resident, have an active E*TRADE account (Individual, Joint and IRAs are all eligible) and complete the investor profile questionnaire.

3) Sign up for IPO alerts.

4) Submit a conditional offer to buy ("COB"). As part of this submission, you specify the number of shares and the maximum price you are willing to pay per share. COBs can only be submitted via the New Issue Center. A COB may be submitted once an offering is listed as "open" up until the status is changed to "closed." COBs that have already been submitted may be amended or cancelled after an offering is "closed" up until the status is changed to "allocate." At this point, no further changes may be made to a COB and you are bound by the terms of your COB. If there is no material change in an offering, customers will not need to reconfirm their COBs. If you have submitted a conditional offer, you must have available buying power to cover the full amount of your conditional offer in the account through which you submitted the conditional offer.

5) Shares are allocated to eligible accounts as a proportion, or percentage, of the size of their COB. The percentage is based primarily on the number of shares provided to E*TRADE for sale to its customers and the size of the overall demand for shares from E*TRADE's customers. Given the expected high demand for this offering and the limited availability of shares available for sale to E*TRADE customers, many COBs may not be allocated shares (according to E*Trade). Additionally, in many instances, allocations will be significantly smaller than the size of shares requested in a customer's COB.

6) E*TRADE makes its allocations after the pricing of the overall offering but before the stock begins trading. E*TRADE will inform customers via alert or email whether they have been allocated shares. Any allocation should be reflected in the relevant customer account once that allocation has been processed by E*TRADE.

Sofi:
1) There is no minimum account balance/size requirement. Have an active Self-Directed Invest account.

2) Go to the “IPO Investing” section in the app or website

3) Select the IPO

4) Complete the IPO suitability questionnaire

5) Submit an “Indication of Interest” (IOI), which is basically a non-binding request for shares.

6) When the IPO is officially priced, SoFi will notify you to confirm your order.

NOTE: Don’t be surprised if you receive fewer IPO shares than you requested, or none at all. Demand for the limited number of IPO shares available to retail investors will likely be extremely high, and each participating brokerage will only receive a limited allocation of shares to distribute to retail investors.

For our international friends, keep in mind that @SpaceX said in their S-1 filing that allocations will also be made to retail investors by the underwriters, which include:
• Goldman Sachs
• Morgan Stanley
• Bank of America
• Citigroup
• J.P. Morgan
• Barclays
• Deutsche Bank Securities
• RBC Capital Markets
• UBS Investment Bank
• Wells Fargo Securities
• Allen & Company
• Cantor
• Needham & Company
• Raymond James
• Societe Generale
• Stifel
• William Blair
• BTG Pactual
• ING
• Macquarie Capital
• Mirae Asset Securities
• Mizuho
• Santander
so you can try reaching out to one of these places if you have assets with them and you may be able to request an allocation of some shares. I've already seen that happen with some Goldman Sachs clients.

Lastly, and I stated this in a previous post, @SpaceX specifically stated in their S-1 filing that any purchase of their Class A common stock in this offering through these platforms will be at the same IPO price, and at the same time, as any other purchases in this offering, including purchases by institutions and other large investors, which means any retail investors that are lucky enough to get allocated some SpaceX IPO shares will pay the same price as the big guys. This will likely be the largest retail IPO share allocation in history, by far.

If you have more questions, reach out directly to your brokerage and/or bank. And no, this post wasn't written by AI lol.

Not financial advice.

[Sawyer Merritt @SawyerMerritt]

Jason Cammisa on EV haters:

"If you don't think electric vehicles or electric propulsion is a superior transportation solution, it's because you haven't spent enough time in an electric car; We will run out of fuel at some point. It is a finite resource. Give people the experience of living with an electric vehicle everyday, there's no going back."

Full video: https://t.co/LmHbyHlc5b

[AleXandra Merz 🇺🇲 @TeslaBoomerMama]

Well explained by @bradsferguson

[Sawyer Merritt @SawyerMerritt]

Easily the photo of the day 🔥