π¨ SPACEX FELL 50% - EXACTLY WHAT I WANTED
I told you this drop was coming.
SpaceX is now down almost ~50% from its peak.
The $SPCX falling right now is actually the part I've been waiting for.
Everyone's screaming "failed IPO."
They're right about the price and wrong about what it means.
Here's what's actually happening:
~5% of SpaceX floats.
The rest unlocks in waves - 20% after Q2 earnings, then tranches through November.
Each wave dumps supply onto a stock that already stopped buying at $225.
That's the mechanic crushing it.
Not the company.
The plumbing.
And yes - the bears have real points.
Japan landed a reusable rocket.
Flight 13 slipped.
The valuation is stretched.
That's exactly why this keeps bleeding through every unlock.
But watch what happens on the other side.
Once the float is fat and the last locked shares hit the tape, the supply overhang is gone.
No more forced sellers.
That's the moment the sellers run dry - and that's when real size steps in, not before.
Institutions don't buy the hype at $225.
They buy the exhaustion after the final unlock, when the timeline has already left for dead.
The unlock schedule is the whole map.
I'm not buying yet.
The best entry of 2026 is on the far side of these waves. You'll know the moment I move.
NFA. Notifications on.
Sorry, but you WILL regret not following me earlier.