SithNode @SithNode
Data Engineer. Stocks. Options. Crypto. Joined December 2020-
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@antibearthesis it’s valued like MSFT but has 1/10th the eps
But zoom out. The unlocks are timing noise — the story isn’t. SPCX is doing reusable rockets, Starlink, AND orbital AI compute at once — a moat measured in years, not quarters. Musk locked in for 366 days tells you where he thinks this goes. The fear may be the opportunity. 📌
The twist: Musk + top insiders stay 100% locked until June 13, 2027 (366 days). The people who believe most aren’t selling. The ones cashing out are early backers up 1,000%+. Read that again.
$SPCX is up ~67% from its IPO price. Everyone’s celebrating. But there’s a hidden schedule buried in the prospectus that could flip this stock fast — and almost no retail buyer is watching it. 🧵
@AdityaInvests90 It will be stuck under $2200
If you’re not invested in $DRAM or $SMH constituents alike then I don’t want to talk. We only have 3 years left. Make it count.
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