EchoStar offers right-tail exposure to SpaceX with significant downside protection, anchored by the stick value of its hard spectrum assets. x.com 

SpaceX has broken out above its prior $150 resistance zone and is continuing higher as whale accumulation surges to 85.18%. The earlier volatility hole and descending ribbon marked the cycle bottom amid retail fear. Momentum bars at $147, $151 and $161 should act as support, with resistance at $176 and $190. x.com 

SpaceX's public shares face a wave of supply, with roughly 95% of the company still locked up after the stock broke $135. Between now and December the tradeable float multiplies 8-10x, so patience pays. x.com 

SpaceX's lockup expiration need not be bearish after a great earnings report, since the selloff has likely already priced in the post-lockup dump. The stock is down more than 50% from its highs and heavily shorted, per @ZaStocks. Locked-up investors, employees and insiders cannot short during the lockup, so the drop was probably anticipation of the release rather than hedging. x.com  x.com  x.com  x.com 

With 208 million SpaceX shares sold short, it is a good day to remind everyone of the bullish case. x.com 

SpaceX shares will probably drop into the $60s after the lockup expires, so now is not the right time to get involved. x.com  x.com 

SpaceX looks due for a bounce because sentiment has become extremely negative and stretched rubber bands snap. The stock fell from $171 on June 30 to $108, its lowest close, on worries about the lockup, high beta and AI, and permabears declaring victory is a contrarian sentiment signal. Large holders likely hedged with shorts or puts on SpaceX or on AST SpaceMobile, Rocket Lab, Planet Labs and Intuitive Machines, and that unwind could be violent. The negativity should abate. x.com  x.com  x.com  … Show more

SpaceX's pullback is a buying opportunity because its planned $40 billion financing is debt, so it will not dilute shareholders. Servicing it adds substantial interest expense that hits margins and free cash flow; Elon Musk is betting returns from the newly acquired Nvidia compute will comfortably outpace it. Televised coverage of Dragon's October 8 return could spark a move. Targets are $190, then $225, then no ceiling. Options flow is mostly bullish, though some big calls printed bearish. … Show more

SpaceX might be one of the best IPOs to short in history: it listed into one busted theme at the end of its bull market, space, and another near bust, AI, having latched onto AI just before the IPO after years as a space company. It is super liquid with a huge market cap and a big following that ignores technicals and will hold all the way down in a bear market. x.com  x.com 

SpaceX's feared lockup selling never came, removing the main reason to wait until December to buy. The first lockup expiry passed without the immense selling many expected, and it rarely pays to bet against Elon Musk. x.com