SpaceX faces a series of large share unlocks that could add selling supply. Another 911 million shares become eligible for sale tomorrow, followed by 328 million on Oct. 24, 319 million on Oct. 26, 1.3 billion in early November and 797 million in December; Elon's 6.4 billion shares become eligible in June 2027. x.com 

SpaceX faces near-term selling risk from an insider-share unlock despite a remarkably strong quarter. Tomorrow, 28% of its insider lockup pool, nearly 10% of all shares, becomes eligible for sale. Revenue reached $14.6 billion, up 161%, with $4.4 billion in net profit; $7.6 billion in AI revenue now exceeds Starlink and other connectivity revenue combined. x.com 

SpaceX looks set up for a big 2027 as its stock has handled earlier share unlocks well and the lockup schedule winds down. About 798 million shares become eligible for sale after the December 8 close; the June 2027 block is Musk's, and he is not selling. Other extended-investor tranches continue through 2027. x.com 

SpaceX faces a long overhang of unlocked shares. The stock fell back to its IPO price as 319 million shares held by early employees and investors became tradable, one step in a slow release that frees roughly 88% of its 13 billion shares by 2027. SpaceX lost over $100 billion in market cap that day, per @UnfilterFinance. x.com 

SpaceX shares face pressure as more than $100 billion worth of stock unlocks today, with the chart already looking weak heading into the release. x.com 

SpaceX's unlock selling should clear by Monday, perhaps tomorrow, allowing a rally. If 200M of nearly 2B unlocked shares sell, 100M daily volume versus a 70M baseline takes seven to eight days to absorb them; $150 cannot break until then. Turnover since the 1.3B unlock should hit 700M tomorrow. Insanely bullish earnings and a super-low-risk bet on massive Q4 cash flows and the exceptional 2027 outlook make SpaceX the #1 rally pick once market tantrums end. x.com  x.com 

SpaceX's large share unlock magnified the selling-pressure risk. The biggest unlock amounted to 30% of its float. x.com 

SpaceX shares are worth hedging while everyone is hyped, with roughly $400B of unlocks still coming and the Anthropic IPO ahead. Per the FT, via @DeItaone, SpaceX is looking to raise $40B in Apollo-led financing to buy Nvidia chips. x.com 

SpaceX shares look tempting as the lockup partially ends, with Finviz showing almost a 30% short float. There is no sign of a rush to sell at these prices: many chased the stock at $200, and very few want it in the low $100s. x.com 

SpaceX's stock run rests on a scarcity that is really a countdown, since it listed only 4.9% of itself. Unlocks begin on August 8 and recur roughly every two weeks; by day 366, Musk's 46.1% becomes eligible and the free float jumps from about 51% to 97% in a single day. Holders watching their net worth swing 10% in hours, some with a decade of income at stake, will face strong pressure to sell. Recently almost half the public float changed hands in a single day. x.com