Public SpaceX: lockup-supply bear case vs Jan-2028 call-spread bulls; mod-removed DD vindicated
SPCX long thesis part II — part I was ridiculed and mod-removed, then vindicated.
SpaceX revenue rises while the once-soaring stock drifts back toward the $150 IPO print.
SPCX as the AI-bubble measuring stick — Burry-style bear prediction.
CAVA lockup analogy: shorting SPCX before the unlock pops is the classic sandwich trap.
SpaceX gets a $1.6B Space Force order for 18 Falcon 9 launches.
SpaceX will land on the moon while SPCX crashes: hype-premium unwind case with positions.
SpaceX shares fall after an aborted Starship test launch.
Mick Jagger accidentally pitches SpaceX in an album interview.
SPCX first unlock exceeds the entire IPO float — the lockup math behind the weak bid.
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