Jo Bhakdi(@JOBhakdi):SpaceX has another unlock Thursday, September 24th. Roughly 15% more float hits the market. I've watched this pattern before, so here's the call: SpaceX drops Thursday, likely below 150, then spends the following days burning through the new shares in the sell queue. That's a tactical view, not a change in thesis. The bull case is intact. More compute deals are coming, with tens of billions in additional margin this year. So I'm staying long into Wednesday. Thursday I unload and turn tactically bearish for the unlock window. $SPCX

2026.09.22 21:17

SpaceX has another unlock Thursday, September 24th. Roughly 15% more float hits the market. I've watched this pattern before, so here's the call: SpaceX drops Thursday, likely below 150, then spends the following days burning through the new shares in the sell queue. That's a tactical view, not a change in thesis. The bull case is intact. More compute deals are coming, with tens of billions in additional margin this year. So I'm staying long into Wednesday. Thursday I unload and turn tactically bearish for the unlock window. $SPCX