Predictable: traders/gunners/speculators selling anything tech to make room for SpaceX. Club members know this was what i was most worried about.... Revisit some of yesterday's prices...
BREAKING: Japan's PPI came in at 6.3% in May vs expectations of 5.5%, the highest reading since March 2023.
This reading makes a rate hike to 1% almost certain.
BREAKING: China bought +10 tonnes of gold in May, the largest monthly addition since January 2025.
This follows +8 tonnes acquired in April, marking their 3rd consecutive monthly net purchase.
China has now bought gold for 19 consecutive months, the longest streak since at least 2015, when its central bank began publishing more regular data on its gold reserves.
This brings China's official gold reserves to a record 2,331 tonnes, worth over 9% of their total FX reserves.
The country is also the 3rd-largest central bank buyer year-to-date, after Poland and Uzbekistan, with a total of +27 tonnes added.
China’s demand for gold is accelerating.
스엑이 수급 면에서는 최악이다.
1. 일단 초기에 락업이 없다. 아마도 직원들에게는 큰 혜텍이니 주관사와 사모펀드들은 이 때 엄청 내놓을 듯.
2. 60일 지난 후에는 20%가.
3. 상장가보다 30% 이상이면 10%가 자동으로 풀린다.
4. 70, 90, 105, 120, 135일이 지난 후에는 각각 별도의 7%가 풀린다.
5. Q3 어닝 발표 후에는 또 28%가 풀린다.
6. 11월말경이면 93%의 내부자의 락업이 풀린다.
7. 일론은 366일에 풀린다.
그런데 반전은 스엑이 225억불의 수익을 낸다는 것, 그것도 구글, 앤트로픽으로부터 캐시로.
우주급 주식이긴한데... 걍 빠질 때마다 화성에 갈 차비로 조금씩 살까요?
🚨 SPACEX IPO IS THE BIGGEST CASH-OUT IN HISTORY!!
Listing June 12 at $1.75-$2 TRILLION valuation.
Bigger than Microsoft from day one.
Sitting behind only Apple and Nvidia.
Now look at what's actually behind that number:
- $4,280,000,000 loss in Q1 2026 alone.
- $41,300,000,000 in total losses since founding.
- 95% of every share sitting in private insider hands right now
- $1,660,000,000,000 of wealth waiting for the door to open
Here's the part Wall Street isn't advertising.
Normal IPOs lock insiders out for 180 days.
SpaceX rewrote those rules entirely.
60 days after listing 20% of insider shares unlock.
Stock runs 30% above IPO price another 10% releases automatically.
Days 70, 90, 105, 120, 135 - fresh 7% chunk drops at each step.
After Q3 earnings another 28% hits the market.
By late November 93% of eligible insider shares are already free to sell.
This isn't a company going public to raise capital.
This is the most precisely engineered exit Wall Street has ever approved.
Every time a major IPO ran loose lockups.
It looked incredible for a few weeks
Then the supply started hitting and it bled for months without stopping.
I have seen this pattern before.
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...