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SpaceX 8月6日解禁 9.11亿股可交易

🚨 ALERT: THE REAL SPACEX EVENT ISN'T EARNINGS.

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🚨 ALERT: THE REAL SPACEX EVENT ISN'T EARNINGS.

Most investors are watching today's earnings.

That's not what I'm watching.

The real event comes 48 hours later.

On August 6, the first lockup expires.

Up to 911 million shares could suddenly become eligible for trading.

That's more than 2× the current free float.

Think about that for a second.

Even if earnings beat expectations...

Good news could become the perfect exit liquidity for insiders selling for the first time.

And if earnings disappoint?

Weak sentiment + a flood of new supply is a combination the market rarely ignores.

I don't see an obvious bullish setup this week.

And this isn't the end.

More lockup expirations are scheduled through November, meaning supply will continue increasing for months.

Markets don't absorb that much new supply overnight.

They usually reprice first.

That's when the real opportunity may begin.

Most people will be watching the earnings.

I'll be watching the unlock.

Follow and turn notifications on.

When I start buying $SPCX, I'll post it here first.

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看懂新闻只是起点——沿量化金融路径,把它变成能交付的工程能力

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