Infleqtion faces possible insider selling, since insiders can sell shares once the stock holds above $12 for 15 days, and it may also be overstretched and coming back to earth. Massive volume raises the question of whether insiders are already dumping. x.com 

BRUN remains only a small side play, but critics' claims about its customers and crypto revenue are overstated. Anchor customer Thinking Machines raised $2B at a $12B valuation and signed a multibillion-dollar Google Cloud deal, and its $471.7M take-or-pay contract pays in full whether or not the compute is used; the fair concern is concentration, at about a third of backlog. Blockchain rewards fell to about 3% of revenue in Q1 2026 as lease revenue ramps. A big lock-up expiry hits Monday. x.com  … Show more

Boost Run faces a huge share unlock on Monday, when 90% of locked-up shares can be released. Per the S-4, 10% of each seller's shares were never locked, and the remaining 90% unlock early once the stock closes at or above $12 for 20 of 30 trading days. The sponsor's insider letter separately frees 10% of founder shares at closing, which only makes sense if the price trigger releases everything else. Holders may not sell, but they will be able to. x.com  x.com  x.com 

Boost Run gained a strong vote of confidence as Ken Griffin's Citadel took a 5.5% stake as of May 21, less than a month after the de-SPAC. Citadel bought despite the known upcoming shareholder unlock, which suggests it sees upside. A reply cautions that Citadel runs many short-term, opportunistic strategies, so a stake filing alone does not reveal its intent. x.com  x.com 

SpaceX shares did not implode when the first lockup period ended, which supports staying bullish and ignoring the media telling investors what to do, though the call could still prove wrong. x.com  x.com 

BRUN is not a buy right before its insider lock-up could expire. Per @saso_capital, the lock-up ends once BRUN closes at or above $12 on 20 of 30 trading days; with every close since its May 11 listing well above that, the earliest release is June 8, 2026. Insiders holding about 54M shares, including CEO Andrew Karos's 29.5M Class B shares, would then be free to sell. x.com  x.com 

Boost Run gains fresh validation from Nebius, the premier neocloud, now listed as a customer in its latest deck on top of its exemplar status with Nvidia. It is free-cash-flow positive and guiding for 1,233% ARR expansion to over $400M in FY26. The thesis is unchanged, but early lock-up expiry is a serious near-term risk: if the stock stays above $12 for 20 of 30 trading days, about 24M shares, roughly 3.3x the current float, become eligible to sell. x.com  x.com  x.com 

SpaceX was not a buy at its IPO because of its share unlock schedule, and that call is now playing out. Per @WatcherGuru, the stock has hit a post-IPO low below $140. x.com 

Boost Run faces a near-term lock-up overhang. If the stock holds above $12 for 20 of 30 trading days, an early-release trigger around June 5-9 lets about 24M shares, roughly 3.3x the float, become eligible to sell. A similar post-SPAC release hit CoreWeave 15-22% over 30 days, and typical recent de-SPACs fell 25-40% over 60 days. This is a mechanical event, not a thesis change: Boost Run guides ARR up 1,233% to $400M+ by FY26 year-end and is FCF positive. Remaining shares unlock November 8. … Show more

SpaceX's slide after its IPO was obvious given a valuation that was too high, no revenue and huge share unlocks. As DeFiMidas noted, the next unlocks add about 14% of shares on September 24, another 14% on October 25 and about 28% on November 7, a large wave of new supply while the stock is already struggling after the IPO hype. x.com