$SPCX
MASTER POST
October
Use my anchor points and plot on your chart:
to trade
look cool
to think of my work 😅
be more knowledgeable
…whatever
Cheers
🚀😄
SpaceX seeks approval for Florida gas pipeline to support Cape Canaveral launches. This infrastructure is expected to provide supply of natural gas, as SpaceX uses methane in liquid form as propellant in its Starship rockets.
https://t.co/pcOSGBcWBY
Starship's first Florida launch from Pad 39A is penciled in for no earlier than Oct 30. That date is from FAA planning slides, not SpaceX, so it could slip.
Being from South Florida, I want to see this one. When do you think it actually flies from the Cape?
$SPCX had a big breakout move today. I still believe that this is headed above 200 in the short term to reach us the post – IPO range. We have been talking about this for the past two months and I would continue to look for upside continuation. This is going much higher!
SpaceX is preparing to launch its Starship rocket up to 76 times a year from Space Launch Complex 37 at Cape Canaveral Space Force Station in Florida, according to its license application with the FAA. https://t.co/ANmTW9J7Mh
I need to put my level of enthusiasm aside, and read my 💩’n posts before I hit “send”.
“Absolutely speechless, I keep beating myself for not buying a whole bunch of $SPCX at $108”
115 days since SpaceX IPO
$SPCX is now 36 dollars and 09 cents (~26.7%) above IPO price.
Near term catalysts:
1. SpaceX unlock in 3 days and another one in 18 days , then the big one after Q3
2. Florida regulators vote today on SpaceX's own 32 mile gas pipeline to fuel Starship at the Cape , staff recommends approval
3. Anthropic meets IPO investors in 8 days , roadshow reportedly week of Nov 9 and trading before Thanksgiving at ~1.8-2T. Kalshi has 80% odds of an Anthropic IPO this year
4. Tesla Roadster event in 9 days
5. Starship Flight 15 in ~2-4 weeks , possible first ever ship catch. Morgan Stanley says a ship catch could be the biggest catalyst since the IPO. Flight 16 before year end
6. Tesla Q3 earnings in 15 days , Q3 deliveries 486k already beat estimates
7. SpaceX Q3 results in ~1 month (date not announced yet) , first real look at the AI business , this is where the repricing happens
8. OpenAI raising $30B at a $1.4T valuation. Anthropic and Openai will hype themselves up to aim for a high valuation , this will directly benefit SpaceX as well
9. Morgan Stanley $300 target (street high) , "cheap and getting cheaper" , ~40% cheaper than mega cap AI peers adjusted for growth. Not a single hand went up when Jonas asked 40 clients who owns $SPCX. Needham $250 , CLSA $250 , TD Cowen $200
10. Elon confirmed talks with TSMC for a Terafab chip fab in Texas , possible TSMC run fab making chips only for Tesla, SpaceX and xAI
11. Compute: recent short term contracts $30-50 per watt vs ~$17.6 consensus across 4.1 GW , every extra $10 per watt is $40B+ in revenue. Google deal hits the full $920M/month this month , Anthropic deals up to $84.5B , Reflection up to $6.3B
12. Elon said another 220k GB300 go live around now , another 220k in November and maybe another 220k by late December
13. Grok 4.8 , 4.9 and Grok 5 coming (no dates yet) , new X + Grok subscription up to $100 Ultra reportedly in the works , SpaceXAI getting renamed SpaceXSI
14. CPI in 8 days , Fed decision in 22 days
15. US + China trade truce extended to Jan 10 2027 , Trump says China will be doubling up what they're buying
16. Oil ~$101 , G7 releasing 100M barrels while Iran keeps turning tankers back in Hormuz
SpaceX ripped 7.6% on Monday to its highest since early July on the Morgan Stanley call , the TSMC talks and a ship catch getting closer. The 10 year yield hit a 24 year high and SpaceX still ripped. Wall Street is starting to wake up but everyone is still sidelined.
Unlock in 3 days , then Roadster , Flight 15 and Q3 results right after. This is the cheapest you will see it for a long time, so buy the fuck out of SpaceX at these levels
🚀 the #spacex short thesis is getting weaker
the data is starting to tell a different story:
short interest remains massive but short float has collapsed from ~30%+ to under 10%
that means a huge amount of bearish positioning has already been unwound
now add:
📈 spcx back above $170
📊 volume elevated
🔥 retail participation still active
📉 short exposure falling dramatically
the setup is shifting from (short the breakdown) to (what happens when the remaining shorts have to chase)
the squeeze doesn’t need to start tomorrow…. the pressure is already moving 🚀
$SPCX
$SPCX Looked shaky on Thursday, now looks great. The thing about me is, I don't care if my initial idea is wrong. I'm adaptable & can leave ego at the door.
Space name I like the best now would be $RKLB as it has a clear bottom formation & is compressing below the 200EMA.
On a pop above this could move swiftly towards $100 imo.
Well well well.
My $SPCX , $TSLA, etc and Crypto additional investments at lows earlier this year are reaping some incredible benefits right now.
Shout-out to Capitalism and the Free Market.
🇺🇸 @SpaceX wants to build a 32-mile natural gas pipeline in Florida to fuel Starship launches from Cape Canaveral.
The pipeline would give SpaceX a dedicated gas supply for its rapidly expanding launch operations.