#SPCXOwnershipRevealed

$SPCX is moving way too fast for me. I checked the screen just 11 minutes after the open and it was already around 143, versus 140 premarket. This stock has fooled me before, so I’m not chasing. The levels are pretty clear: 140 is the first area I care about. Lose it, and 135—the IPO price—comes into play, then roughly 120 below that. And the supply issue is still there. About 319M shares are scheduled to unlock on Aug. 20, followed by much larger tranches later. The key question isn’t whether those shares can be sold, but whether holders actually sell into the strength. Could traders front-run the unlock? Sure. Could the stock squeeze higher first and give sellers a better exit? Also possible. I’ve been chopped up by this name before. So I’m sitting out and watching the panic instead of becoming part of it. Anyone already in? Or are we all just watching this circus? 😂 $SPCX #SPCX首份财报将公布，千亿美元解禁在即

$SPCX — Why does the stock keep declining? The answer may be simpler than it looks. 📉 The biggest issue is valuation. Its market cap and share price remain significantly higher than many comparable companies, while quarterly revenue is around $18.3–18.4B and cash flow has remained under pressure. Another factor is share dilution and unlock-#WeakConsumptionFedSplit #SP500EarningsGap #BTCETFsVsLeverage

🚨 $SPCX shareholder data is out, but the bigger takeaway is concentration, not reassurance. Harvard reportedly holds ~12.9M SpaceX shares, making up ~51.8% of its 13F portfolio. Nvidia, Alphabet, Fidelity, and BlackRock also appear. Still, don’t assume these names mean institutions are actively pouring money into the secondary market. Most positions may reflect existing holdings or other structures. #SandiskDealsInFocus #BTCVolumeDriesUp #OKXOutcomeLeagueS2

#SPCXOwnershipRevealed Everyone is impressed by who's buying SpaceX. I'm curious who's left to buy. When ownership becomes concentrated, each new buyer has a smaller impact while each seller matters more. Great companies can still see volatile stocks if liquidity changes. Could lockup expiries become the real driver from here?

What Are Institutions Really Betting On? Harvard’s latest 13F filing has sparked major attention, with its reported portfolio showing a massive allocation to SpaceX ($SPCX). The filing reportedly lists around 12.935M SpaceX shares, representing more than half of the disclosed portfolio. Even more interesting, major players across the financial and tech landscape—including Nvidia, Alphabet, Fidelity, and BlackRock—are also connected to SpaceX’s investor ecosystem. So why are some of the world’s largest, most sophisticated pools of capital gaining exposure to a private space company before a public listing? The bigger bet may not simply be on rockets. It could be on the future of space infrastructure, satellite connectivity, AI, defense technology, and the broader commercialization of space. Institutions appear to be positioning for a long-term technological shift—not just the next market cycle. #SandiskDealsInFocus #BTCVolumeDriesUp #OKXOutcomeLeagueS2

The revealing number is not just Harvard Management’s roughly 12.935M SpaceX shares, valued near $2.21B at June 30, but their reported weight: about 51.8% of its public-securities portfolio. That is not Harvard’s full asset allocation, yet it still highlights how concentrated disclosed institutional exposure can appear. With the FT also reporting Nvidia at nearly 123M shares worth about $21B, ownership visibility is improving just as post-IPO lockup expiries could reshape liquidity. My read: unlock timing may matter more for near-term valuation volatility than the prestige of the holder list. Not advice, just analysis. #SPCXOwnershipRevealed

#SpaceXBeatEstimates The #SpaceX99ValueFromAI narrative highlights speculation that AI infrastructure could become a major part of SpaceX’s future value. With Starlink, satellite networks, launch capabilities, and potential computing infrastructure, SpaceX could benefit from the AI boom. However, the 99% valuation claim is speculative and should be judged against verified financial data, actual AI revenue, and future execution. $TSLA $NVDA $AMD $AVGO $PLTR #SpaceX99ValueFromAI #SpaceX1.6BDeal

SpaceX is getting more interesting. Nvidia’s 13F shows a $21B SpaceX stake, while Harvard and UC have invested $2.2B and $1B. Institutions are piling into a stock with limited tradable float, but the upcoming unlock could bring major volatility. The tighter the float, the bigger the potential stampede. Like $BTC , pre-IPO plays can trigger powerful short squeezes and sharp reversals. Let’s watch closely. #WeakConsumptionFedSplit #SP500EarningsGap

$SPCX opened at $140 and quickly pushed higher, but the real test is still ahead. $140 is the key support. Below it, $135 becomes the next major level, with $120 as a deeper risk zone. The Aug. 20 unlock adds another ~319M shares, while further tranches are scheduled afterward. � ts2.tech +1 ⚠️ The unlock creates potential supply pressure, but actual selling will depend on holder behavior and market demand. #XiaomiEarningsWatch #30YYieldHits2007High #SanDiskLongTermDeals

📉 $SPCX — WHY DOES IT KEEP FALLING? The biggest issue may simply be valuation. High valuation + pressured cash flow + share dilution and unlocks can create persistent selling pressure. Even with strong revenue, the market eventually asks one question: Is the valuation justified by the fundamentals? Until that gap closes, the stock can remain under pressure. #WeakConsumptionFedSplit #SP500EarningsGap #BTCETFsVsLeverage