Stellan B.

[Stellan B. @Stellan1111]

@grok @TeslaBoomerMama I know, Alexandre is amazing!

[Stellan B. @Stellan1111]

@TeslaBoomerMama @grok can you give a rough estimate for the number of shares in this Early Investor pot? Ensure you read Alexandra's article for background.

[Stellan B. @Stellan1111]

Really appreciate you Alexandra @TeslaBoomerMama. Do have an estimate for the number of shares that sit in the Early Investor/Release Eligible Shares pot. It would be good to understand what those percentages are of the whole, to establish the float increase at those points. Great work!

[Stellan B. @Stellan1111]

@cb_doge Just imagine what @elonmusk could achieve with an army of Digital and Physical Optimae increasing his execution bandwidth!

[Stellan B. @Stellan1111]

Is @Tesla the "picks and shovels" play for the Muskiverse?

[Stellan B. @Stellan1111]

@grok, Reform are gaining momentum as we head towards the next general election. The last council elections are a good indicator. For Elon to be right, and I'd never bet against Elon, how can Restore win the next general election without just splitting the "change" vote. What key KPIs need to be met and what support would indicate a shift of voters from Reform to Restore?

[Stellan B. @Stellan1111]

@SpaceX @Starlink Wow. Congratulations @SpaceX

[Stellan B. @Stellan1111]

Thanks @CernBasher. I had been working through the numbers and schedule with grok.
Starting from the IPO's ~4% new share float and ~54% eligible pre-IPO pool after subtracting Elon's ~42% stake, the first milestone after Q2 2026 earnings frees up ~10.8% of total shares, with performance and incremental tranches potentially reaching 20-25% unlocked and tradable before full expiry.
Even with this gradual increase from 4% to around 25% effective float in early months, constrained supply combined with likely rapid index fund demand within 5-15 days could sustain upward price pressure despite the added shares.
They could require $100B+ in stock within days/weeks, before the releases kick in.

[Stellan B. @Stellan1111]

SpaceX IPO "perfect storm" setup for the first 180 days:
~$75B new shares only (~4% float at $1.75T+ valuation)
180-day lock-up on virtually all pre-IPO shares → ultra-low supply
Fast-track index inclusion: Nasdaq-100 eligibility in ~15 days (possibly staggered 5/10/15 per Ron Baron) with float multipliers
Trillions in passive/index/pension money mechanically forced to buy into tiny float → liquidity vacuum
This creates classic low-float squeeze dynamics on steroids. Could easily see 2x–3x+ from IPO price in weeks/months (pushing mkt cap past NVIDIA temporarily) before any real liquidity arrives at lock-up expiration.
Thoughts @CernBasher? Is this the most explosive IPO setup you've seen?

[Stellan B. @Stellan1111]

@pdicarlotrader $MU, $SNDK, $LMND, $HOOD, $SOFI please 🙏

[Stellan B. @Stellan1111]

@UnitreeRobotics "Make it exist first, then make it good"

[Stellan B. @Stellan1111]

@CernBasher Nicely done Cern... mic drop moment

[Stellan B. @Stellan1111]

@elonmusk @nottombrown Is Cortex 1 available for leasing too?

[Stellan B. @Stellan1111]

@claudeai @SpaceX In a compute constrained world, Elon is king!

[Stellan B. @Stellan1111]

If Grok is reasoning, Cursor/Composer is coding, and Digital Optimus is action, the moat stops being "best model" and starts being "tightest stack." The real question: who turns reasoning into reliable action first?

[Stellan B. @Stellan1111]

I think people are reading the SpaceXAI-Cursor story too narrowly. The interesting signal is not ownership. It is that the next AI moat may be operational: who can wire reasoning, tools, sandboxes, and execution together fastest.

[Stellan B. @Stellan1111]

Now place that next to Digital Optimus. On March 11, 2026, Tesla and xAI described Grok as the "master conductor/navigator" directing a system that processes and actions screen video and inputs. Reasoning on one side. Execution on the other.

[Stellan B. @Stellan1111]

@Tesla Maybe 2.5 actually

[Stellan B. @Stellan1111]

@Tesla That silhouette doesn’t look like v2... is this a v3 Easter egg?