SpaceX's large share unlock magnified the selling-pressure risk. The biggest unlock amounted to 30% of its float. 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'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 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 stock should fall this week because a 911 million-share unlock, about $100B, lands two days after earnings, and narrative will matter more than results. Expected revenue of $6.83B won't drive the move; any 3–5% post-earnings rise should reverse by week's end. 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 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's post-earnings surge sets the stage for insiders to sell at better prices once the lockup expires, pointing to a major pullback below $100 around the August 6 share unlock. Insiders who bought at the IPO can already sell, and the stock was already falling after hours. x.com  x.com  x.com 

SpaceX insiders showed strong confidence by not dumping when $100B of shares became eligible to sell, and the stock rose instead. Early holders could have sold with the stock still 50% below its highs but did not; Musk's 42% stake stays locked until 2027 and shares unlock in stages. Index funds also need to buy more as SpaceX's Nasdaq-100 weight rises from about 1% to over 3.5%. x.com 

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