المنشور

I'm expecting a ton of turbulence for $SPCX this week. > First-ever earnings as a public company, after close on August 4th > First lockup tranche unlocks, ~911M shares (~$116B) become sellable on August 6th If I had to give a bull case... a lot of that unlock-fear may already be priced into the drawdown (already down ~50% from its peak). I'd say there'll be short-lived turbulence across the entire sector, including $ASTS / $RKLB / $FLY, and more. Then relief-rally once we're past the overhang. Plenty of solid buying-opportunities incoming imo. I'll share them as they come. 🫡