TraderS | 缺德道人|Oct 19, 2026 09:31
After discussing the big cake, let's move on to the US stock market. This week marks the continuation of the Q3 earnings season, with particular attention paid to Musk's SPCX and TSLA Tesla. Despite attracting a lot of market attention with his Flying Car last week, they still seem to have a poor effect on stock prices, and this week's earnings report is the moment to see the real chapter.
SpaceX Wealth Report after Tuesday, October 20th Eastern Time
Tesla Wealth Report after Wednesday, October 21st
On Thursday, October 22nd, SpaceX will have up to 1.3 billion shares unlocked
Approximately 328.4 million shares will expire on Saturday, October 24th, with the corresponding first trading day being next Monday, October 26th
Based on past experience, Musk often intentionally or unintentionally manages market value (within the SEC compliance framework) by releasing news, seemingly cool high-tech, new infrastructure, and other favorable news when stock prices perform poorly. Obviously, the current performance of SPCX and TSLA stock prices is not good, so his Feitian car and stock donation are more likely to be a hedging strategy to attract traffic.
Based on the actual financial reports, both companies are generally in line with expectations. SPCX only makes money from Starlink, with an expected market revenue of about 12.89 billion US dollars. This time, it depends on whether the AI sector burns money and revenue improves.
If the financial report exceeds expectations, it is likely to rebound by 150+to leave room for further selling pressure. If the financial report falls short of expectations and is unlocked in large quantities, SPCX is likely to return to the 13X area in the short term, which is around the IPO price.
The simultaneous release of two financial reports next to each other seems to be carefully arranged, which means that if stocks like SPCX that tell the story of the big stars and the sea perform poorly, companies like Tesla can still help stabilize and provide support, and even start telling the story of the merger of the two companies directly. The underlying logic behind high SPCX closing low TSLA is believed to be recognized by the capital market.
@BITstocks_CN buys US stocks on BIT, with over 10000 US stocks and ETFs, holding real positions and enjoying dividends.
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