SpaceX IPO the next few weeks opens up a key chapter for investors in the 4th Industrial Revolution. It's not just about Musk/SpaceX, but what this signifies about a new investing landscape in Space. We continue to believe SpaceX and Tesla will merge (80%+ chance) in 2027🏆🍿
We put a couple satellites on Flight 12 so that we could see Starship while the satellite deployed and drifted away, we used Starlink to connect with the satellite to get this view, and what a view it is 🤩🚀
Everyone wants to buy $SPCX SpaceX on day one.
Almost nobody has read the lockup structure.
Here’s what the S-1 actually says:
SpaceX’s lockup isn’t a single 180-day cliff. It’s staggered across multiple unlock events between July and December 2026.
The schedule:
→ Q2 earnings (~Jul-Sept): up to 30% unlocks (20% standard + 10% performance bonus if stock is +30% above IPO)
→ 70/90/105/120/135 days post-IPO: 7% unlocks at each tranche
→ Q3 earnings (~Oct-Dec): additional 28% unlocks
→ Day 180 (~mid-December): the final remainder
Elon stays locked the full 6 months. Excluded from all early releases.
Translation: SpaceX won’t have ONE capitulation day. It’ll likely face rolling supply pressure for 6 months.
The structure was designed to avoid a single-day flood. That cuts both ways.
The smartest potential entries aren’t June 12. They’re:
1.The post-Q2 earnings reaction (~Aug-Sept)
2.The late-October stretch after 5 weekly tranches
3.The Q3 earnings or 180-day final unlock (~December)
Bought $PLTR around $9 after its lockup unwound. Same playbook, different schedule.
Day one is for the hype crowd.
Months 3-6 are for the patient ones.
Set your alerts for August, October, December. 👀
Onboard views from Starship and Super Heavy V3, which are equipped with upgraded cameras capable of streaming 4K video through every phase of flight via @Starlink
NEWS: SpaceX holders approved a 5-for-1 stock split ahead of the company's expected IPO, bringing the share price from $527 down to ~$105.
SpaceX is expected to begin trading on Nasdaq under $SPCX on June 12.
SPACEX UPDATES:
- Ticker will be $SPCX
- IPO coming likely June 12th
- Company is focused on expanding retail coverage to international brokerages, not just US based ones
- Looking to raise $80B at around a $2T valuation
Are you a buyer?
I think many other names will be proxies and we are already seeing this with momentum in names like $RKLB.
It’s going to be a historic IPO, question will be where the liquidity comes for it…
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I've seen $300 courses that don't cover what they teach in the first 8 minutes.
Watch it and bookmark it now.
Yes, I need to make sure SpaceX stays focused on making life multiplanetary and extending consciousness to the stars, not pandering to someone’s bullshit quarterly earnings bonus!
Obviously, IF SpaceX succeeds in this absurdly difficult goal, it will be worth many orders of magnitude more than the economy of Earth, but don’t expect entirely smooth sailing along the way.
Starship’s twelfth flight test will debut the next generation Starship and Super Heavy vehicles, powered by the next evolution of the Raptor engine and launching from a newly designed pad at Starbase. The launch is targeted as early as Tuesday, May 19 → https://t.co/2gZQUxS6mm
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Will leave an aff link if you want to check it out:
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