Mark

[Kyle Reidhead | Milk Road @KyleReidhead]

buying $SPCX here might be the lowest risk trade in the market right now

sounds insane at $2T right? hear me out

I think many agree that holding SpaceX at this price long-term is an easy win

it will be the first $100T company

but, most think we'll have a big sell off at unlocks through this year (I tend to agree)

but here's the thing

SpaceX only has 4.2% of its shares available to be traded

Of that, none of the current holders would be sellers since

$SPCX is back near it's IPO price with no unlocks yet

ok but who's buying at $2T?

The answer is the indices:
- The Russel 2000 willl be buying $6-8 Billion this Friday
- MSCI will be buying a few billion early next week
- Nasdaq-100 will be buying $8-$12B on July 6

That's about $20B of buying pressure in the next 2 weeks, while the float of SpaceX is valued around just $80B and most of those holders bought at $150 or higher

After the first 2 day run up to $230 many of the current holders are underwater and waiting to sell higher

This tells me that we likely have a short-term run up based on the forced buying of the indices with little sellers

And here's why this is such a good trade

if it doesn't work out, you're still holding one of the most revolutionary and important companies in the world and will undoubtedly generate a big return in the coming years

it's not like you're betting on some small cap stock that might never return to its levels

I bought at $155 and will likely buy more in this range until Friday

You can track my live trades and portfolio (and 4 other analysts) for just $1 at Milk Road PRO (see link in bio)

we were early to $MU, $NBIS, $BE and many more. Don't miss the next one!

[The Titan Traders @TT_stocks_]

All this FUD spread on $SPCX since its IPO (like 5 days total) has been funny to see.

Suddenly the company is going bankrupt, Musk is a fraud, the insiders are dying to sell and get out.

Shut the hell up, it’s going to 500.00+

Any further dips under 150.00 will be bought.

[Rich Peter @RichPeterLi]

$ASTS --- At the William Blair Growth Stock Conference in June, $ASTS explicitly reaffirmed: it expects to launch its Beta direct-to-device (D2D) service for consumer users in H2 2026, with plans for full commercial service rollout in H1 2027.

The recently launched Block 2 BlueBird satellites feature a communications array spanning 2,400 square feet — the largest commercial communications antenna ever deployed in low-Earth orbit. Its performance and peak data transfer rates have doubled compared to the previous generation, capable of delivering space-based broadband speeds of up to 200 Mbps directly to ordinary, unmodified 4G/5G smartphones.

1. An "Invisible Space Network" Seamlessly Tapping Into 3 Billion Existing Users

Starlink requires users to buy a dish receiver — and you can't exactly slip one in your pocket. $ASTS, with over 3,800 patents, has a core thesis: "let giant satellites in space adapt to humanity's existing smartphones." This means it has partnered with nearly 60 mobile operators worldwide (including AT&T, Verizon, Vodafone, etc.), giving it direct reach to over 3 billion users. It doesn't need to acquire customers itself — once the satellites go live, operators simply share the revenue.

2.The Compounding Effect of 2026 as the "Year of Manufacturing & Launch Scale"

$ASTS' ultimate goal is to have approximately 45 satellites in orbit by year-end, enabling continuous broadband coverage across North America and key parts of the Northern Hemisphere. Management has disclosed its production line is highly mature — epitaxial manufacturing through BlueBird 33 and phased array antennas through BlueBird 28 have both been completed in the advanced stage. Once this self-replicating assembly line spins up, per-satellite manufacturing costs will drop sharply, and gross margins will be extremely high.

3.A 2+ Year Technological & Ecosystem Lead Over Starlink

While facing scale competition from SpaceX (Starlink is also pushing direct-to-cell), firms like Roth Capital on Wall Street have made it clear: in pure direct-to-device broadband connectivity, $ASTS actually maintains roughly a two-year lead over Starlink — thanks to its larger per-satellite antenna physics, as well as its head start on operator-compliant spectrum and regulatory positioning.

[Lin @Speculator_io]

Nvidia is literally telling you what power semis to buy:

$NVTS Navitas +208.40%
$2454 Mediatek +207.59%
$STM STMicroelectronics +172.97%
$FLEX Flex +136.30%
$POWI Power Integrations +125.94%
$2308 Delta Electronics +122.16%
$AOSL Alpha & Omega Semi +117.70%
$ON ON Semiconductor +110.14%
$IFX Infineon +104.29%
$VRT Vertiv +89.69%
$TXN Texas Instruments +74.52%
$MPWR Monolithic Power +62.68%
$GEV GE Vernova +56.25%
$ADI Analog Devices +54.05%
$ABBN ABB +43.26%
$3665 BizLink +37.05%
$ETN Eaton +28.96%
$2301 LITE-ON Technology +27.66%
$SU.PA Schneider Electric +20.78%
$SIE Siemens +14.29%

[Bill Brooklyn @BillBrooklyn10]

I’m 60 years old and retired from JPMorgan. My monthly income is $105,000.
My June advice:
$PLTR (Palantir) — Don’t buy
$SNDK (SanDisk) — Don’t buy
$FUTU (Futu Holdings) — Don’t buy
$SPCX (SpaceX) — Buy at $168–$173
$MU (Micron Technology) — Buy at $960–$968
$MRVL (Marvell Technology) — Buy at $266–$271
$AMD (Advanced Micro Devices) — Buy at $522–528
People ask, Why don’t you charge?
I’ve made enough. Sharing is my passion ,that’s why I post for fre.

[invertedheadandshoulders @invertedXbt]

ทุกคนเห็นกราฟ spcx กันรึยังครับ? ก่อน ipo หลายคนประเมิน valuation ไปต่างๆนา แต่ดันลืมจุดที่สำคัญไปจุดนึง

ทุกคนตั้งคำถามเป็นเสียงเดียวกันครับว่า แพงขนาดนี้ใครจะมาเก็บ?

ตอบอย่างนี้ครับว่า ไม่ต้องห่วงว่าใครจะมาซื้อครับเพราะงานนี้มีคนถูกบังคับให้เก็บของเต็มๆ

เนื่องจ���ก spcx ถูกจับรวมเข้าดัชนี nasdaq เป็นที่เรียบร้อย ยักษ์ใหญ่ที่ต้องเปิดหน้าเข้ามาไล่ซื้อทันทีคือบรรดากองทุน passive ระดับโลกอย่าง invesco QQQ ที่คุมเม็ดเงินกว่า 1.4 ล้านล้านดอลลาร์ครับ

ด้วยกฎเหล็กของกองทุนดัชนี invesco จำเป็นต้องกว้านซื้อหุ้นตามน้ำหนักใหม่ ซึ่งคาดการณ์โดยนักวิเคราะห์ว่าจะมีเม็ดเงินไหลเข้าไฟต์บังคับสูงถึง 22,000 - 27,000 ล้านดอลล์ครับ

นี่ยังไม่นับรวมรายใหญ่ และกองทุน active อีกสารพัด ที่ทยอย tp จากหุ้นเทคตัวอื่นเพื่อโยกเงินมารอเก็บ spcx ตั้งแต่วันแรกที่เปิดเทรด

ทุกคนคิดว่าสถาบันการเงินยักษ์ใหญ่พวกนี้ พวกเขามองเห็นอะไรใน spcx ครับ? หรือแค่ซื้อตามกระแส?

[SMX 🇺🇸 @iam_smx]

Elon Musk, the world’s first trillionaire, has a pure heart and no evil intentions toward humanity

Earth is truly lucky to have him

[Shay Boloor @StockSavvyShay]

$ASTS BlueBirds 8, 9 and 10 are now secured inside $SPCX Falcon 9’s fairing ahead of launch.

The satellites are designed to withstand brutal ascent forces and deliver broadband from space directly to everyday smartphones.

[Anp🅰️nman @spacanpanman]

$ASTS: 🚨 SPACEX AST SPACEMOBILE BLUEBIRD 8-10 MISSION PAGE IS LIVE

SpaceX is targeting Wednesday, June 17 for launch of AST SpaceMobile’s BlueBird 8-10 mission to orbit from Space Launch Complex 40 (SLC-40) at Cape Canaveral Space Force Station in Florida. Liftoff is targeted for 2:39 a.m. ET with additional opportunities available 4:15 a.m. ET. If needed, a backup launch opportunity is available on Thursday, June 18 during a launch window that opens at 2:19 a.m. ET.

A live webcast of this mission will begin about 15 minutes prior to liftoff, which you can watch here and on X @SpaceX.

This will be the 29th flight for the Falcon 9 first stage booster supporting this mission, which previously launched Crew-5, GPS III Space Vehicle 06, Inmarsat I6-F2, CRS-28, Intelsat G-37, NG-20, TD7, and 21 Starlink missions. After stage separation, the first stage will land on the A Shortfall of Gravitas droneship, which will be stationed in the Atlantic Ocean.

Launch, Landing, and Deployment
All Times Approximate

00:01:13
Max Q (moment of peak mechanical stress on the rocket)

00:02:27
1st stage main engine cutoff (MECO)

00:02:31
1st and 2nd stages separate

00:02:39
2nd stage engine starts (SES-1)

00:03:22
Fairing deployment

00:06:16
1st stage entry burn begins

00:06:39
1st stage entry burn ends

00:08:02
1st stage landing burn begins

00:08:30
2nd stage engine cutoff (SECO-1)

00:08:32
1st stage landing

00:46:00
2nd stage engine starts (SES-2)

00:46:06
2nd stage engine cutoff (SECO-2)

00:54:27
BlueBird 8 deploys

00:59:47
BlueBird 9 deploys

01:05:07
BlueBird 10 deploys

Website: https://t.co/CYSINxNLbx

[Shay Boloor @StockSavvyShay]

Billionaire Ron Baron said he bought another $1B of $SPCX stock on Friday bringing his SpaceX stake to ~$25B.

Baron said he thinks the position will make “hundreds of billions of dollars.”

[Elon Musk @elonmusk]

Looking forward to taking our exciting partnership with Nvidia to the next-level

[Wimar.X @DefiWimar]

🚨 THIS FRIDAY WILL BE THE WORST DAY FOR MARKETS IN HISTORY!!

The $SPCX IPO is coming on June 12, Friday, and this WILL become one of the biggest liquidity events in market history.

SpaceX is expected to go public at around a $1.75 TRILLION to $2 TRILLION valuation.

But now it gets even worse.

IPO books closed today, and the deal was reportedly oversubscribed more than 4 times.

That means demand is already much bigger than supply.

So what happens next?

Everyone who did NOT get enough allocation will try to buy $SPCX at the IPO.

And to buy $SPCX, they need cash.

Where does that cash come from?

They sell what they already own.

- Stocks
- Crypto
- AI names
- High beta tech

Everything retail is already holding.

This is NOT just an IPO. This is a liquidity drain.

Everyone sees the Elon hype, but almost nobody sees what WILL be sold to fund it.

Now connect the dots.

Books are already closed. Demand is already massive. Oversubscription is already more than 4 times.

Funds want exposure. Retail wants exposure. Institutions want exposure.

But everyone needs dollars first.

And when everyone needs dollars at the same time, markets do NOT rotate calmly.

They dump what is liquid first.

Bitcoin is liquid. Tech is liquid. AI stocks are liquid.

That is the real danger.

There are only a few ways this goes from here, and they are NOT equal.

- LIGHT SHOCK: people sell small positions, stocks get hit first, crypto follows, then markets try to stabilize.

- HEAVIER SCENARIO: funds raise cash before June 12, high beta tech dumps, Bitcoin loses support, and retail gets trapped.

- WORST CASE: everyone rushes into $SPCX at the same time, liquidity disappears from crowded trades, stocks dump HARD, crypto gets hit first, and people get liquidated.

That last one is the REAL danger.

Because none of this is happening in a vacuum.

Stocks are already crowded. Crypto is already weak. Liquidity is already getting worse.

And now one of the most hyped IPOs in history is about to absorb even more money.

This is NOT a theory.

The $SPCX IPO is June 12, Friday.

Markets are NOT pricing the liquidity drain now.

But they will.

I’ve studied macro for 10 years and I called almost every major market top, including the October BTC ATH.

Follow and turn notifications on.

I’ll post the warning BEFORE it hits the headlines.

[Pepesso @0xPepesso]

🚨 $SPCX IPO IS THE BIGGEST LIQUIDITY TRAP IN MODERN HISTORY

Everyone thinks SpaceX IPO is free money

People said the exact same thing about Meta in 2012

However, after Meta went public, the stock dumped over 50% in the first 100 days

Retail bought the hype, insiders got their exit

Now the same scenario is repeating again

SpaceX goes public June 12 at $135/share - $1.75 to $2 TRILLION valuation

That would make it one of the 7 largest companies in the entire US market overnight

But here's the problem:

This is not an IPO but a $75 BILLION liquidity event

555 million shares × $135 = $75B that needs to be absorbed by someone

Insiders own 95% of SpaceX right now, public float is 5%

That means insiders are sitting on over $1.6 TRILLION in paper wealth

After June 12, they will start converting it into real cash

Lockup expires September–December 2026

That's when the real dumping begins

Michael Burry already warned about this

He said SpaceX, OpenAI and Anthropic could raise more capital than 300 dot-com IPOs in 2000 - COMBINED

And this isn't just words:

$912M in $PLTR puts + $186M in $NVDA puts extended into 2027

Connect the dots

This could be the largest coordinated insider cashout in market history

I've studied macro for 10 years and nailed the October BTC $126k ATH while everyone were screaming about supercycle

Follow + notifs on, I will keep you updated

[Shay Boloor @StockSavvyShay]

$SPCX is reportedly targeting a $135/share IPO by selling 556M shares and raising ~$75B.

That would value SpaceX near $1.75T making it one of the largest IPOs in market history.

[Fam @fammetaX]

You lost $200 on the game last Sunday

$RGTI: $25 → $300

$IONQ: $72 → $500

$QBTS: $30 → $350

$IBM: $297 → $1,300

The US government just picked winners. You picked the wrong team again

[DrakoTrades @DrakoTrades]

Monthly PNL: +$59,011.84

Green sweep month in small caps 🧹🧹

Thank you for your guidance PBT ❤️ @PlayBookTrades

[The Titan Traders @TT_stocks_]

$SUUN alerted at .90
$HOTH alerted at .74

Yes I take profits into big moves.
Yes I add dips if given.
Yes I’m not stupid.

Scale out winners today, tomorrow, next week.

See you in morning folks.

[The Tech Investor @TheTechInvest]

🚨BREAKING: BLACKROCK INCREASES ITS $IREN POSITION BY 604%

[Stock PlayMaker 🌐 @stockplaymaker1]

UPDATED WATCHLIST:

#1 $TE
#2 $CODX EBOLA
#3 $SNGX EBOLA PR TODAY
#4 $MNTS
#5 $SIDU
#6 $NOK
#7 $AEMD EBOLA
#8 $VCIG RISKY
#9 $ALP
#10 $RGTI $QUBT
#11 $OTLK
#12 $SLNH
#13 $QUCY

ANYTHING ELSE?

[Stock PlayMaker 🌐 @stockplaymaker1]

Watchlist from @ada_lawren ❤️

Watchlist Wednesday additions

Ebola / Diagnostics Speculation $SNGX, $CODX, $GOVX, $VRAX.

Penny Stocks & high volatility small caps : $UZX $ARAY $MREO $SNGX

Quantum Computing: $RGTI, $QBTS, $INFQ, $QUBT, $IONQ , $QTEX, $QUCY.

Space / Aerospace: $SIDU, $MNTS, $FLY, $FJET, $SATL, $RDW, $LUNR, $PL, $ASTS, $RKLB