$SPCXB 80$ CONFIRM? : Sliding Into Mass Accumulation. The Road to $300–$420.
📉
Down -26% from its $225 ATH,
$SPCXB is currently trading near $167. This isn't a random market crash-it is a mandatory supply handoff from weak hands to strong hands.
The Post-IPO Cycle Progression:
Euphoria ($225) ⟶ Initial Flush ($105) ⟶ Denial Rally ($176) ⟶ The Accumulation Void (Now)
1. Why December is the Target Floor ($80–$90)
Follow the supply math:
Oct 24: ~320 Million shares unlock.
Post-Q3 Earnings: Up to 1.3 Billion additional shares hit the tape.
Dec 8: The final 180-day lockup tranche lands.
Every single unlock floods the market with new float that must be absorbed. The 2–3 month gap between the denial top and December is pure supply digestion.
2. Fundamentals vs. Float
The underlying business is pristine: Q2 revenue +92% YoY, Starlink subscribers doubled to 12 Million, and $100 Billion in liquidity. The problem isn’t the balance sheet-it’s the expanding float.
3. The Execution Roadmap:
The Trap: Bounces to $120–$140 are sucker rallies. Do not marry them.
The Floor ($80–$90): The bottom won't feel like an opportunity; it will feel like death. Flat, boring, and completely ignored. That silence is accumulation.
The Reversal Trigger: A daily close and reclaim of $140 in February confirms the base is complete.
The Markup Target: $300–$320 by April 2027 (~3–4x from the bottom floor, nearly 2x from current prices).
Invalidation: A daily close above $180 invalidates the bearish roadmap.
Retail will chase the breakout above $250 when "it feels safe." Capital builds its positions at $80.
Keep your dry powder ready.
The second I make my first spot buy, it goes live here FIRST.
Follow +🔔. Bottoms don’t send invitations.
📉
Down -26% from its $225 ATH,
$SPCXB is currently trading near $167. This isn't a random market crash-it is a mandatory supply handoff from weak hands to strong hands.
The Post-IPO Cycle Progression:
Euphoria ($225) ⟶ Initial Flush ($105) ⟶ Denial Rally ($176) ⟶ The Accumulation Void (Now)
1. Why December is the Target Floor ($80–$90)
Follow the supply math:
Oct 24: ~320 Million shares unlock.
Post-Q3 Earnings: Up to 1.3 Billion additional shares hit the tape.
Dec 8: The final 180-day lockup tranche lands.
Every single unlock floods the market with new float that must be absorbed. The 2–3 month gap between the denial top and December is pure supply digestion.
2. Fundamentals vs. Float
The underlying business is pristine: Q2 revenue +92% YoY, Starlink subscribers doubled to 12 Million, and $100 Billion in liquidity. The problem isn’t the balance sheet-it’s the expanding float.
3. The Execution Roadmap:
The Trap: Bounces to $120–$140 are sucker rallies. Do not marry them.
The Floor ($80–$90): The bottom won't feel like an opportunity; it will feel like death. Flat, boring, and completely ignored. That silence is accumulation.
The Reversal Trigger: A daily close and reclaim of $140 in February confirms the base is complete.
The Markup Target: $300–$320 by April 2027 (~3–4x from the bottom floor, nearly 2x from current prices).
Invalidation: A daily close above $180 invalidates the bearish roadmap.
Retail will chase the breakout above $250 when "it feels safe." Capital builds its positions at $80.
Keep your dry powder ready.
The second I make my first spot buy, it goes live here FIRST.
Follow +🔔. Bottoms don’t send invitations.
