TraderS | 缺德道人|Jul 16, 2026 15:03
"Tonight, despite the sharp drop in Micron and SK Hynix, SpaceX held steady and showed an independent trend, possibly due to a mix of new bullish bets and short covering tied to the success of the launch.
If Starship 13’s launch goes smoothly without any unexpected issues, here’s what to watch for:
1. Deployment of 20 V3 Starlink satellites into orbit
2. Momentum shifting to hype Starship 14
3. Moving past the failed booster return of Starship 12
4. Continued buzz around space computing power
5. Hype around ultra-high payload capacity and launch capabilities
This successful launch is the fundamental condition for SPCX’s rebound. Success doesn’t guarantee a rally, but failure will definitely spell disaster—this is the make-or-break moment.
Even taking a step back, without pushing the price back to previous highs, the current issuance price simply cannot support the 912 million shares set to unlock in August. No matter what, the price has to be raised to a certain level before it can drop again.
Another positive factor is that Cathie Wood has openly purchased around $100 million worth of SpaceX stock over the past two weeks. While this amount isn’t huge relative to SPCX’s market cap, Cathie Wood is known for her aggressive moves, and her actions may represent a broader institutional sentiment—other institutions just don’t disclose their trades daily. Plus, she previously strongly supported Tesla during its low points and ultimately reaped significant rewards, which could psychologically influence the market. If these positives can push the stock price back to $155, it would be considered a win.
In summary, if Starship 13 achieves a flawless launch, the realistic bullish trajectory could look like this:
132–135: Panic-driven turnover → Launch success recovers 140 → Subsequent climb to 145 → Pre-earnings recovery to 150–155 → Earnings beat expectations → E+1 gap day rally to 155–160 → E+2 unlocked supply tested by the market
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