The Rokslide Stock Traders Thread

[Doc Holliday]

Around 6 months from ipo the employee options will open to sell which will create a nice dip.


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All his investors when he bought X are basically getting their money back, and retail investors will be the bag holders.

Go to 1:52 on this (posted by @Beendare a few posts ago):

Space is only 1.3% of the addressable market
93% of the addressable market is AI (that competes with Anthropic and Google)
Only a penny of every dollar you invest goes into space. Total scam in terms of how it's being presented

 

[Fowl Play]

Prob can tell I’m bullish SpaceX from past posts. I think it’s going to pop pretty nicely tomorrow for those able to get in. But do think there will probably be a better entry point for long term holders within the next year. The insider lockup period is not the usual 6 months, look it up, but meaningful amounts get unlocked much before that.

I like investing in companies that are the enablers or backbones of new emergent technology. SpaceX is that on many fronts.

 

[eddielasvegas]

Remember folks regarding SPCX: pigs get fat, hogs get slaughtered.


Eddie

 

[bozeman]

The concern of getting in on IPO pricing and then selling at the 'pop' is potential trading lock for 90-180 days on most platforms which will come into play if you also want in on OpenAI or Anthropic (which I do).......decisions decisions.

 

[bozeman]

Allocation of shares..........

 

[DiabeticKripple]

the majority of spacex is starlink if im not mistaken, and i see everyone and their dog driving around with them attached to their vehicles, campers, rural houses etc. I dont think they will be going anywhere but up

 

[LFC911]

I am probably going to pass on SpaceX for now and look into it more in 3-6 months.

 

[Andrew12gauge]

the majority of spacex is starlink if im not mistaken, and i see everyone and their dog driving around with them attached to their vehicles, campers, rural houses etc. I dont think they will be going anywhere but up

From what I hear the majority of spacex is xAi


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[HuntHarder]

Can't get a spcx quote, but spcl has been wild this am. I saw up 75%, now up 30%. SPCL is a 2x etf space.

 

[backyardbandit]

Can't get a spcx quote, but spcl has been wild this am. I saw up 75%, now up 30%. SPCL is a 2x etf space.

Or SSPC for a 2x short etf..
I'd think we're still a couple hours away from it going live, Morgan Stanley still hasn't allocated shares to their advisors yet as of now.

 

[Customweld]

No matter what you think of Elon, this is pretty cool:

According to an analysis by Hill.com cited by The New York Times (1), more than 4,400 current and former SpaceX employees are likely to become millionaires when the company goes public on June 12. Even more eye-popping: about 400 of them are expected to end up with $100 million or more.

The Times reported that some of the workers who could see life-changing wealth include hourly blue-collar employees who worked at launch sites. Bloomberg’s Jessica Karl put an even more striking image on it, writing that the SpaceX cafeteria is about to be full of millionaires (2).

“I guess it’s too late for me to pivot careers to become a food service specialist in Brownsville, Texas,” Karl joked, referencing an online post (3) that says “SpaceX’s IPO is expected to create 4,000 new millionaires, including some cafeteria workers whose compensation packages include employee stock options.”

 

[bozeman]

He topped $1Trillion, yes TRILLION valuation.....that is insane. I allotted less than 1/3 I had requested....Was gonna pay for a moose hunt with the 'pop'......but I guess not.

 

[IdahoBeav]

No matter what you think of Elon, this is pretty cool:

According to an analysis by Hill.com cited by The New York Times (1), more than 4,400 current and former SpaceX employees are likely to become millionaires when the company goes public on June 12. Even more eye-popping: about 400 of them are expected to end up with $100 million or more.

The Times reported that some of the workers who could see life-changing wealth include hourly blue-collar employees who worked at launch sites. Bloomberg’s Jessica Karl put an even more striking image on it, writing that the SpaceX cafeteria is about to be full of millionaires (2).

“I guess it’s too late for me to pivot careers to become a food service specialist in Brownsville, Texas,” Karl joked, referencing an online post (3) that says “SpaceX’s IPO is expected to create 4,000 new millionaires, including some cafeteria workers whose compensation packages include employee stock options.”

Add another line to the long list of capitalism and trickle down successes

 

[Escalante11]

Sorry for the hiatus here. I don't have much more to say that isn't covered in yesterday's macrovoices podcast. I'd suggest giving it a listen. There is some interesting context on big tech stocks, as well as SpaceX. The general theme is that healthcare and real assets sectors represent the best near and medium term opportunities, and there are some specific trades discussed: https://podcasts.apple.com/ph/podca...ation-is-upon-us/id1079172742?i=1000772242638

Also and for what it's worth, the Sprott Uranium Trust is trading at a ~9% discount the past few days... Get it while it's hot boys.. During friday's slaughter in resource stocks, I also added to SCOP, METL, REXC, UROY, HGRAF, and CRK. I continue to hold CNR after a nice few weeks, though am no longer adding. I've begun trimming my midstream infra exposure (RMLPX) given strong ytd performance, bringing it down to a 5% and rotating profits into the critical mineral positions noted above.

 

[Customweld]

Add another line to the long list of capitalism and trickle down successes

Lots of livelihoods changed for the better today. That's a pretty damn good success story.

 

[Poser]

the majority of spacex is starlink if im not mistaken, and i see everyone and their dog driving around with them attached to their vehicles, campers, rural houses etc. I dont think they will be going anywhere but up

If you look at the prospectus in the IPO, there is an outline of SpaceXs total addressable market, what the company sees as its future revenue potential. 93% of the total amount of future revenue is speculated to be AI opportunities: AI Satellites, data centers in space etc.

 

[DiabeticKripple]

If you look at the prospectus in the IPO, there is an outline of SpaceXs total addressable market, what the company sees as its future revenue potential. 93% of the total amount of future revenue is speculated to be AI opportunities: AI Satellites, data centers in space etc.

oh nice. the more you know....... thanks

 

[mtnbiker208]

I was able to get 50 shares of space x. If it flops, it won't hurt me, if it doesn't flop, i might do well in the long term. Either way to me, it was worth a try.