Ash.Alam

Innovator

[AleXandra Merz 🇺🇲 @TeslaBoomerMama]

https://t.co/KgFGAZVx7o

[Sawyer Merritt @SawyerMerritt]

Tesla and SpaceX over the next few months:

• June 18: CRSP index inclusion for SpaceX. Triggers an estimated $4-7B in forced buying by passive funds.

• June 18: FTSE Russell index inclusion for SpaceX. Triggers an estimated $6-9B in forced buying by passive funds.

• June 26: MSCI index inclusion for SpaceX. Triggers an estimated $3-5B in forced buying by passive funds.

• End of June: HW3 Tesla owners get FSD V14 Light. Expect possible delays.

• July 2: Tesla Q2 vehicle and energy storage delivery report.

• July 6: NASDAQ 100 index inclusion for SpaceX. Triggers an estimated $8-12B in forced buying by passive funds.

• Late July: Tesla Q2 earnings call.

• Early-mid August: SpaceX Q2 earnings call, their first earnings call as a public company.

• 2 trading days after SpaceX's Q2 earnings released: 30% of eligible insider shares unlock (equates to 12% of all outstanding shares).

NOTE: Since only about 40% of all outstanding shares are eligible for early release lockups, that 30% above equates to 12% of all outstanding shares. Elon's shares, board member shares, and some others, are subject to an extended lockup of 366 days. Together, the shares subject to these extended lockup restrictions represent 60% of SpaceX's outstanding shares.

• August 21: 7% of eligible insider shares unlock (equates to 2.8% of all outstanding shares).

• September 10: 7% of eligible insider shares unlock (equates to 2.8% of all outstanding shares).

• September 25: 7% of eligible insider shares unlock (equates to 2.8% of all outstanding shares).

• September: Indexes rebalance. SpaceX will then have a higher weighting in those indexes due to an increase in the public float from insider shares being unlocked. Passive funds would likely need to purchase billions of dollars worth of additional shares to bring their holdings in line with the new index weight.

• October 2: Tesla Q3 vehicle and energy storage delivery report.

• October 12: 7% of eligible insider shares unlock (equates to 2.8% of all outstanding shares).

• October 26: 7% of eligible insider shares unlock (equates to 2.8% of all outstanding shares).

• Late October: Tesla Q3 earnings call.

• Early-mid November: SpaceX Q3 earnings call.

• 2 trading days after SpaceX's Q3 earnings released: 28% of eligible insider shares unlock (equates to 11.2% of all outstanding shares).

• December 9: 7% of eligible insider shares unlock (equates to 2.8% of all outstanding shares).

• December: Indexes rebalance again. SpaceX will then have an even higher weighting in those indexes due to an increase in the public float from insider shares being unlocked. Passive funds would likely need to purchase billions of dollars worth of additional shares to bring their holdings in line with the new index weight.

(The Cursor acquisition will likely affect these lockup percentages slightly)

[Elon Musk @elonmusk]

🚀 🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀

[Tim Cook @tim_cook]

The next generation of Apple Intelligence powers an entirely new Siri: making the apps and experiences you rely on across iPhone, iPad, Mac, and Apple Vision Pro more personal and helpful than ever.

[Elon Musk @elonmusk]

@jawwwn_ @60Minutes There is obviously no “degree” you can get from a university that actually teaches you how to make an orbital rocket, as none of the professors know how to do it!

[Elon Musk @elonmusk]

SpaceX was less than 10 people back then. We didn’t even have office furniture.

[tic toc tic @TicTocTick]

SpaceX IPO is set to have received more buy orders than available shares.

Insider lock up doesn’t expire until later in the year.

[🥷 @_iamhabeeb]

I will get that car. I will get the house. I will get the life I want.

[tic toc tic @TicTocTick]

When even the greatest trader doesn’t know why we sell off , we are in trouble .

[Ash.Alam @alam_ash]

SpaceX #SPCX

[Sawyer Merritt @SawyerMerritt]

Anthropic and Google are now paying @SpaceX a combined $2.17 billon per month for compute capacity. That's a revenue run rate of $26 billion per year. BIG MONEY.

[Ash.Alam @alam_ash]

SpaceX #SPCX

[AleXandra Merz 🇺🇲 @TeslaBoomerMama]

Next week is going to move fast.

I’ve pulled together all the key dates, index inclusions, and expected passive money flows in one clean overview — plus scenarios for how things could evolve later this year as the float increases.

[Sawyer Merritt @SawyerMerritt]

SpaceX has introduced a new website for its IPO, which includes some figures, documents and an FAQ page: https://t.co/yaLGGIQCJ7

[Sawyer Merritt @SawyerMerritt]

Bruh....the cliff edge is inches from the wheels. Massive balls lol

[Sawyer Merritt @SawyerMerritt]

WOW! This is the first time we've ever been able to see Starship in space from another object. This view comes from modified Starlink satellite they just deployed that has a camera and a light on it.

Super cool!

[GURGAVIN @gurgavin]

JUST IN: ALL THE TOP INVESTORS IN THE WORLD JUST UPDATED THEIR PORTFOLIOS

HERE’S EXACTLY WHAT THEY’RE HOLDING AND HAVE BEEN BUYING 🧵⬇️

[nuna @nunaambon]

Sort of reminds me of Picasso

[Mario Nawfal @MarioNawfal]

🇺🇸 The 2026 Tesla Model Y just became the first car to meet the U.S. government's new safety benchmark for driver assistance systems.

The tests cover automatic emergency braking for pedestrians, blind-spot warning, blind-spot intervention, and lane assist.

No other car has passed yet.

Source: TechCrunch, @tesla, @elonmusk

[Reuters @Reuters]

Palestinians ran in central Gaza for the 10th edition of Palestine International Marathon, which brought together some 1,900 participants, according to organizers. The marathon followed a two-year halt due to the war

[tic toc tic @TicTocTick]

October 2007, stocks closed at last all time high before Great Recession.

Home Depot stock that day closed 24% below its highs.

Last week stocks closed at all time highs and Home Depot today closed 25% below its highs.

Probably nothing.