Annie 所长
Annie 所长|Aug 02, 2026 03:32
Is SPCX dropping below $80 the ultimate buying opportunity? 1. Stock price could still plummet 20%-25% The selling pressure isn’t over yet. The first long-term buying opportunity is around $80, corresponding to a $1 trillion market cap. 2. Endless unlocks over the next 6 months August to December is the intensive unlocking period. August 4 is the earnings report, and August 6 marks the first major unlock of 20% of total shares. After that, approximately 7% of shares will be released every earnings week and bi-weekly! 3. Short-term bearish, long-term a once-in-a-century wealth opportunity In the short term, there are more opportunities to short at highs, but looking at a 2-3 year horizon, this round of sell-offs is laying the groundwork for explosive growth later. 4. The core logic isn’t aerospace, but computing power and AI The real driver behind Musk’s valuation push is Grok, AI models, and data center infrastructure.
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