CR
cryptogoos@cryptogoosX
·55.3K 閱讀·twitter
🚨 Everyone is shorting SpaceX ahead of the first unlock. But what if it's already priced in?
SPCX just hit a new low at $113. That's 50% below its peak and far under its $135 IPO price.
The first big unlock, around 20% of the float, hits near earnings on August 4.
The obvious trade is to short into that supply. And the whole leaderboard is doing exactly that.
But here's the catch: the stock already collapsed 50% BEFORE a single share unlocked.
When everyone is positioned for the same event, the surprise usually goes the other way.
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55.3K 閱讀
01AI 解讀
AI 速讀
Crypto Rover 指出儘管 SpaceX (SPCX) 即將迎來首次解鎖，且市場普遍看空，但股價已提前暴跌 50%。他認爲利空已充分定價，且當所有人押注同一方向時，市場往往反向運動，暗示存在反彈機會。
02立場與情緒分析
+0.6
+0.6
看空 −1.0中立 0看多 +1.0
情緒強度+0.6
表達置信度+0.7
技術深度+0.4
主觀程度+0.8
緊迫程度+0.6
觀點獨創性+0.5
03市場影響歸因
推文指出 SPCX 已跌至 113 美元新低，較峯值下跌 50%，低於 IPO 價。作者認爲當前低價已反映解鎖風險，短期可能因擁擠交易反向反彈。
04類似觀點 KOL
看多
DogeDesigner
@cb_doge
NVIDIA CEO, Jensen Huang: I want to be involved in nearly everything Elon Musk does.
"For xAI, we're an investor already. The only regret I have is I didn't give him more money. Almost everything that @elonmusk is part of you really want to be part of as well, and and he gave us the opportunity to invest, I'm just delighted by that."
2M 位粉絲
看多Donald J. Trump
@realDonaldTrump
Merry Christmas to all, including the Radical Left Scum that is doing everything possible to destroy our Country, but are failing badly. We no longer have Open Borders, Men in Women’s Sports, Transgender for Everyone, or Weak Law Enforcement. What we do have is a Record Stock Market and 401K’s, Lowest Crime numbers in decades, No Inflation, and yesterday, a 4.3 GDP, two points better than expected. Tariffs have given us Trillions of Dollars in Growth and Prosperity, and the strongest National Security we have ever had. We are respected again, perhaps like never before. God Bless America!!! President DJT
111M 位粉絲
看多Narendra Modi
@narendramodi
नेशनल फैमिली हेल्थ सर्वे के नतीजे इस बात के प्रत्यक्ष प्रमाण हैं कि आयुष्मान भारत सहित हेल्थ सेक्टर की हमारी योजनाएं देशवासियों के बहुत काम आ रही हैं।
107M 位粉絲
看多Narendra Modi
@narendramodi
Pleased to meet UK Foreign Secretary Yvette Cooper. Appreciated the deepening of the India-UK partnership in recent times that has unlocked unprecedented growth opportunities for both our countries.
India-UK Vision 2035 will continue to guide our partnership and strengthen our joint efforts for global good.
@YvetteCooperMP
107M 位粉絲
看多X
@X
have you said thank you to Grok yet?
voice mode now live on X for Android and web
61M 位粉絲
看多LeBron James
@KingJames
You don’t wanna miss this!!!! LETS GO BOYS!!! 🙏🏾🫡👑🏌🏾😁
49M 位粉絲
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