#spacex市值达1.613万亿美元超越meta SpaceX, this script is nothing like what I thought!
The lock-up was lifted yesterday—$114 billion worth of selling pressure. I thought today we’d see it drop below 100. But instead, it jumped 6% straight up!
Are those early employees idiots? With paper wealth worth nearly a trillion, they don’t cash out and just stubbornly hold on?
But the data tells me someone really is buying the dip.
Even though the earnings report showed a 13% collapse, revenue hit $7.8 billion, up 92% year over year. Net loss narrowed by 46%. Capital expenditures of $18.3 billion burning like crazy are scary, but what Wall Street sees is this—AI revenue surged 247% year over year to $2.56 billion, and the losses shrank by half quarter over quarter.
The most savage part is the options market: a $330 strike deep out-of-the-money call is tied up for nearly $20 million. Either institutions are hedging, or someone is absolutely convinced this stock can lift off right here—three times. Anyone who dares to gamble at this level—win or lose—I’ve got to salute you as a real man.
But I have to pour some cold water on it.
This is only the first batch. There are another 12.9 billion shares waiting to be gradually unlocked. This current rebound is at best sentiment repair after bad news is cleared—not a trend reversal. Citi gave a target of 200, and Morgan Stanley gave 300—that’s just the future fantasy. But the liquidity black hole on the day is real.
Brothers, I’m here to watch the show, not get on the ride. At this level, long-vs-short competition is too brutal. Let it walk its institutional cost line first before deciding. Do you think this move is a golden pit—or just a continuation of the downtrend? Comment section, let’s fight it out!
#spacxb