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'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 valuation and upcoming share unlocks warrant caution, even after the stock rallied into October. About a trillion dollars of shares is unlocking, and VC funds and endowments mostly plan to recycle proceeds into venture or other equities now that SpaceX is public. Each unlock passing without much damage may breed complacency, which is when the biggest surprises hit; a rally through December would be even more surprising. The company itself is appealing. x.com  x.com  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 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 

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 shares may simply hover here, as lockup expirations look mostly priced in after relentless daily selling. Its post-IPO chart looks awfully similar to Tesla's. A sharp move back to all-time highs isn't expected, but a bounce is possible. x.com 

SpaceX's strong earnings give its bullish setup fresh fundamental support. Revenue of $14.58 billion, adjusted EBITDA of $8.81 billion and operating income of $2.79 billion beat expectations, as did connectivity and space revenue; 35 launches and mass to orbit fell short. The shares are also pushing through a cup-and-handle breakout. x.com  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 

SpaceX's 912 million-share unlock was a supply event rather than a verdict on the business, and demand has absorbed it. AI segment revenue grew 213% sequentially and adjusted EBITDA turned positive at $1.15B from a $609M loss, showing Wall Street pays the beneficiaries of AI capex. The same float expansion should raise SpaceX's Nasdaq-100 weight at the September rebalance, so with insider selling behind it, passive buying is still to come. x.com