Matthew

Father, Husband, Investor

[Matthew @wildgambitinvst]

@AlvaradoJose15 Let’s go!

[Pepesso @0xPepesso]

🚨 THIS IS HOW SPACEX IPO WILL PLAY OUT IN UPCOMING MONTHS

Retail got 30% of the SPCX float at IPO - $22.5 billion in shares allocated at $135-225, right at the euphoria peak

Here's the supply schedule that creates the dead money zone:

> Late July/August: float doubles as Q2 earnings trigger the first 20% insider unlock
> August 21 + September 10: 7% employee tranches every two weeks
> October 31: roughly 1/3 of the entire company becomes tradeable
> December 8: full 180-day lockup expires

Each wave of new supply hits the same 4% float that's been holding price up

Retail, who bought into the IPO spike will watch price slowly bleed and eventually sell at a loss somewhere in August-October window when patience runs out

Institutions don't chase IPO euphoria so they will wait for oversupply, retail exhaustion, sentiment destroyed, then they accumulate into the weakness

Tesla ran this exact playbook in 2010-2011:

Within a week of IPO it traded below the offering price, spent two years as dead money, then returned 300x for whoever was patient enough to hold through the accumulation zone

As for me, that's the most probable outcome so far

Follow + notifs on, I will keep you updated

[Matthew @wildgambitinvst]

@dividendology Yes, but what’s the capex? What are they doing with those positive cash flows? The stock would be a lot higher if they cut back the spending.

[Matthew @wildgambitinvst]

@niccruzpatane Once this opens $MU holders should have taken profits. You know he’s going to also sell chips to those who pay, like he’s doing with colossus

[Matthew @wildgambitinvst]

@SchwartzFinance Everyone’s bearish theory’s won’t happen till their first earnings report in August when longtime private shareholders are allowed to sell. Right now there’s only about a float of 5% of total shares. So demand is high and there’s more buyers than sellers.

[Matthew @wildgambitinvst]

@AceCrouton But hey at least I’m parked in the front.

[Matthew @wildgambitinvst]

@AceCrouton I’m so early, I’m the only one in the parking lot at 9 am for a 7 pm baseball game.

[Matthew @wildgambitinvst]

@LonestarMoney @aincomeinvestor The employer match is the best.

[Matthew @wildgambitinvst]

@Begrateful50 You’d only get taxed on what you withdraw. So if you deposit, 7.5k, made 10k, and took out 7.5k, you’d only get taxed the early withdrawal of the 7.5k. I believe it’s 15%

[Matthew @wildgambitinvst]

@SpacBobby @RKLBMan Where’s the pop! Haha

[Matthew @wildgambitinvst]

@Mr_Derivatives Damn should’ve bought more today. Got greedy and wanted to see if it would drop lower.

[Matthew @wildgambitinvst]

@dividendology Sounds about right.

[Whale Insider @WhaleInsider]

JUST IN: SpaceX plans to build 'Starpipe' natural gas pipeline to fuel Starship rockets.

[Rocket Lab @RocketLab]

Electron has been selected by @nasa for three launches in 2027 to deploy its PolSIR and TSIS-2 Sun and Earth sciences missions.

We've been delivering reliability, precise orbital accuracy, and on-demand launch for NASA missions for almost a decade - and we're ready to deliver that once again for PolSIR and TSIS-2 from Launch Complex 1 early next year.

[Shay Boloor @StockSavvyShay]

$RKLB was selected by NASA for three Electron missions including two PolSIR launches and one TSIS-2 launch from New Zealand in early 2027.

The awards add more government-backed visibility to Electron and reinforce Rocket Lab’s role as a trusted NASA launch provider.

[Matthew @wildgambitinvst]

@ditchmade153882 @Teslaconomics The SpaceX koolaid is cherry flavored.

[Matthew @wildgambitinvst]

@NBA_NewYork Looks like we’re running it back.

[Matthew @wildgambitinvst]

@dividendology Glp1 and DoorDash. With DoorDash I’m no longer subjected to only pizza. I can order practically anything Togo.

[Matthew @wildgambitinvst]

More bullish news for $MU

[Shay Boloor @StockSavvyShay]

$MSFT raising Xbox console prices worldwide citing storage and memory costs:

• Xbox Series S 512GB from $399.99 to $499.99
• Xbox Series S 1TB from $449.99 to $599.99
• Xbox Series X 1TB Digital from $599.99 to $749.99
• Xbox Series X 1TB Disc Drive from $649.99 to $799.99

[Matthew @wildgambitinvst]

@inqtelx @DeItaone Thanks for posting. That was my first thought when I saw the original post.