911.5M shares unlock vs 693M available at IPO — a 142% supply surge. Lockup expiry creates a clear near-term supply/demand imbalance if institutions sell. Short SPCX into the 8/6 unlock, expecting downside repricing. Event may already be priced in; contrarian retail buying or short squeeze could force a rally.
911.5M shares unlock vs 693M available at IPO — a 142% supply surge. Lockup expiry creates a clear near-term supply/demand imbalance if institutions sell. Short SPCX into the 8/6 unlock, expecting downside repricing. Event may already be priced in; contrarian retail buying or short squeeze could force a rally.