SPCX - SpaceX

Potential to be $500 long-term but wait for pullback from lockup expirations; median 2026 price $60.

Do not buy or sell currently; wait for the unlock-driven decline to $60 or lower before accumulating. Long-term buy opportunity after the bottom.

At $50 or below, the stock offers a tenfold upside over the coming years due to Starlink and launch monopoly. Buy aggressively in the $40s and build full position by December 9, 2026.

Added to Nasdaq 100; Raymond James strong buy with $800 PT; structural demand from index funds; insider unlock in August.

Set for historic NASDAQ inclusion on July 7th, which will trigger passive buying from index-tracking funds. Stock is approaching IPO lows near $150 support zone. First large insider unlock wave on August 11th could create selling pressure.

Presented as a speculative future solution to AI energy costs through space-based solar-powered data centers. Host explicitly states they are NOT currently investing in SpaceX, only mentioning it as a potential future solution. Acknowledges SpaceX's much larger scale ($18B revenue, ~2x Micron's market cap) but lower current profitability ($6B EBITDA). Very early-stage thesis with no current financial track record in this space.

Massively overvalued at 100x sales. Only 3% of float is public; 97% held by insiders, employees, VCs who will soon be free to sell as lock-up periods expire. Predicts decline over next 30 days. Long-term could be a great investment but short-term the hype is done.

SpaceX has surged over 50% since IPO and announced a $60B acquisition of Cursor. However, 95% of shares are locked up with insiders, and significant selling pressure could hit when the lockup period ends in December 2026. The stock is sitting on critical support at $195-$200 double bottom.

SpaceX surged 20% on debut to $2.5T market cap. Options begin trading tomorrow which will bring massive volatility. Could be added to Nasdaq-100 after just 15 trading days, adding billions in buying pressure. The host says they'll be watching it like a hawk but cautions options will be priced expensively.

Largest IPO in history, surged 19.2% on day one. Passive fund buying expected if added to Nasdaq-100 in 15 days. Leveraged ETFs launching Monday will create volatility. Host presents both bullish and cautious angles without a clear directional call.