$SPCX HAS A SUPPLY PROBLEM — BUT THE CATALYSTS ARE GETTING BIGGER. 🚨

Short term, SpaceX stock is fighting a nasty setup:
Huge insider share unlocks + fresh insider selling = more supply hitting the market.

Another large unlock hit in September, and investors are still watching staggered lockups unwind through year-end.

But zoom out.

SpaceX just received another $946M NASA contract extension, bringing its crew-transport deal to about $5.92B.

At the same time, Starship is moving closer to becoming a real revenue machine, while government and national-security demand for launch capacity keeps rising.

So the setup is simple:
Near term = supply pressure.
Medium term = bigger contracts, Starship revenue, deeper government exposure.

That’s why $SPCX.US could stay volatile even while the long-term story keeps getting stronger.
Weak hands see unlocks.
Strong hands are watching the contracts. 👀




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