Someone is comparing SpaceX's IPO trajectory to Nvidia, Rocket Lab, and Palantir, arguing that most people are about to buy at the wrong time and panic sell right before the move that actually matters.
According to this analyst, all three followed the same cycle historically:
- Nvidia: $11 to $50, a brutal reset, then $140+
- Rocket Lab: $10 to $20, down to $3.5, then $25+
- Palantir: $10 to $45, down to $6, then $50+
Different companies, same shape. IPO, hype, a massive pump, a collapse, quiet institutional accumulation, then new highs.
Their view is that retail tends to buy at the top when the narrative feels obvious, then capitulates during the collapse right as institutions are stepping in on the other side.
Applying that same lens to SpaceX: $135 IPO, up to $225, down to $105, now around $139. This analyst believes the first wipeout has already happened, but does not think the real accumulation zone has been reached yet. They are watching the $80 to $95 range as the area that could get interesting.
Whether this comparison holds up is something every investor will have to decide for themselves.
Not financial advice. Do your own research.
According to this analyst, all three followed the same cycle historically:
- Nvidia: $11 to $50, a brutal reset, then $140+
- Rocket Lab: $10 to $20, down to $3.5, then $25+
- Palantir: $10 to $45, down to $6, then $50+
Different companies, same shape. IPO, hype, a massive pump, a collapse, quiet institutional accumulation, then new highs.
Their view is that retail tends to buy at the top when the narrative feels obvious, then capitulates during the collapse right as institutions are stepping in on the other side.
Applying that same lens to SpaceX: $135 IPO, up to $225, down to $105, now around $139. This analyst believes the first wipeout has already happened, but does not think the real accumulation zone has been reached yet. They are watching the $80 to $95 range as the area that could get interesting.
Whether this comparison holds up is something every investor will have to decide for themselves.
Not financial advice. Do your own research.