seen some takes on "i'd buy SPCX in 3 months at a lower price"
sure - but that's on a fundamentally different thesis
the thesis at open should be entirely based on flow - val doesn't matter
because you have a stock that has
- 4.2% float
- o/w only 20% to retail -> this means 0.8% possible sell pressure (rest to long-only)
- o/w >50% won't sell given flipping policy / natural hodler -> 0.4% possible sell pressure
while index funds are expected to buy 20bn / 1%
1% >> 0.4%
it's like elon launches at coin with 99.6% control while a DAT is coming in 2 weeks. insanity
もっと見る
