SpaceX Just Unlocked 911 Million Shares... Here's What Happens Next

The first SpaceX unlock just triggered. The company reported earnings for the first time and Elon Musk told the world that SpaceX is going to be worth $10 trillion. Folks, a lot has happened in the last 48 hours. So, let's dive in. Now, the big news today is the lockup. As of this morning at 9:30 a.m. Eastern time, insiders and early investors are finally free to sell 911 million shares of SpaceX, nearly 100 billion dollars in stock. Now, for reference, the IPO, which is the biggest one of all time, by the way, issued 555 million shares. So, the number of publicly available SpaceX stock shares in the market nearly tripled this morning. And many of these people are up big, 50, 80, 100 times their money. Founders Fund put in 600 million and by the IPO that stake was worth 50 billion. So if a big chunk of these people decides to sell, if they make what for me would be an easy decision to cash out and collect my record profits, it won't be good. The sheer volume of stock being dumped on the market all at once is almost guaranteed to send the price lower. But if you are a long-term investor, this dip could be a once- ina-lifetime. I want you to imagine getting a second chance to buy Tesla or Meta or Palunteer below the IPO price. This will be a chance to buy the most important company on the planet at a discount and potentially make life-changing returns in a year. Now, Tuesday after the close, SpaceX reported earnings for the first time as a public company. As expected, there was a good bit of volatility around that event. But these reports don't tell us much today. The company, as we know, is not yet profitable. The price of the stock today is determined by what investors believe this company will be worth the future. And if Elon is right, it could one day be worth $10 trillion. You see, on Tuesday, he reposted this article on X. He didn't write it. A guy named Peter Diamandis did. But Elon put it out in front of his 241 million subscribers for the entire world to see. I read it and I'll be straight with you. The case is compelling. Today, I'm going to walk you through it. I'll show you both where the stock is going and why it's probably going to fall first. I'll even share the exact price where I am looking to buy to achieve maximum gain. So, make sure to subscribe to the channel so I can keep you ahead of the average investor. Now, here's the main point from that article. SpaceX is not one company, it is five. That's essentially the whole argument. Most analysts are trying to slap one multiple on one business. Diamandis says there are five of them stacked on top of each other. Number one is Starlink. 10.3 million subscribers and that number doubled in a single year. Last year the connectivity business did over 11 billion in revenue, 4.4 billion in operating profit. So you have real revenue, real profit, big big growth. Number two is AI compute. And this one nobody really saw coming. SpaceX rents out data center capacity to the biggest names in AI. Anthropic pays them $1.25 billion a month. Google pays 920 million a month. Reflection AI pays another$150 billion. So you add it up and you're looking at roughly $28 billion a year from a business that did not even exist years ago. Number three is chips. The Terra Fab down in Texas. Instead of standing in line at Taiwan semi behind every other company on Earth, Musk wants to stamp out his own AI chips. The filing says it could run as high as $119 billion to build. Number four is the law, the original business and still the moat. Putting 1 kilogram of anything into orbit on the space shuttle cost about $54,000. Falcon took that to under 3,000. Government inefficient. Who would have known? Starship is designed to get it below a hundred bucks. So if you drop the cost of getting to space by 500 times, you have an impenetrable moat in the space sector. You own the space sector. And number five isn't a business at all. It's that he owns all four. The rocket carries the satellite. The satellites carry the compute. Fab makes the chips. And Starlink pays for all of it. You see, every competitor out there has to rent a piece of that from somebody else. Nobody has one full column, but Elon has the whole board. Total and complete vertical integration, and that is extremely valuable. Just look at what we've seen the last few years. Look what happened to supply chains with COVID oil with the straight of our moves, the chips shortage a few years ago. Having it all in house is a real gamecher. But none of that changes what happened at 9:30 this morning. Let me show you something most people never think about with a hot IP. And by the way, if you like content like this, if you want the trades I'm taking, if you want me to teach you what stocks uh are leading the market, how to identify good buy points, how to stay ahead of the market, you need to join my Black Ops trading service. Five bucks full year includes live one-hour mentoring sessions with me and the other members every week, a second session with my head analyst, my weekly newsletter straight to your inbox, proprietary indicators, bonus reports, all kinds of stuff. Just five bucks for the whole year, no strings. So, click the link in the description, scan the QR code, or go to tradewithross.com to get signed in. Now, when SpaceX listed back in June, only 2% of the company was actually available to That's it. 2%. Every fund from New York to Singapore wanted a piece, and there was almost nothing available, which is exactly why it ripped from 135 a share to 225 in three days. Demand vastly exceeded supply, but that is no longer the case. 911 million new shares became sellable this morning. So there is roughly 2 and a half times more SpaceX stock right now than there was yesterday. You don't need a finance degree to figure out what comes next. When when the amount of something for sale explodes and the number of buyers stays the same, sellers have to compete with each other. And the only way a seller competes is by dropping his price. It's the same thing car lots and home builders do when their inventory isn't move. And understand who these sellers are. This is not Elon. His shares are locked until June of 27. And I doubt he sells a single one. This is early employees and early funds who've been sitting on paper money for a decade. They have kids going to college. They have houses they want to buy. Getting out at 110 instead of 150 doesn't change things for them one bit. They never have to work again regardless. And this whole phenomenon is nothing new. It happens this way every time. Uber, Rivian, Palanteer, Snowflake, every single one of them took a beating when the insiders were finally allowed to sell. Uber dropped 40% below its IPO price on expiration day. Rivian dropped about 20% in one session when Ford announced it was selling its stake. Palunteer lost 13% in a day when Peter Teal in the early crowd got free. Even Snowflake, which staggered the release the same way SpaceX is doing, fell another 11% in its final week. These were ordinary unlocks at ordinary company. This is the biggest one in history of the stock market. And it is not over today. There are more tanches coming this month in October after the next earnings report. And the full lockup doesn't expire until December 8th. So the selling has four months to run. Now, let me be clear about where I stand because I am not down on SpaceX. I think it is the most important company in the world right now. I'd love to own a lot of it, but even the most important company on Earth can go down if everyone is selling it. Heck, it fell 50% from June to July without a lockup expiry, without the share count soaring. Right now, there is a wall of stock coming and there is not enough money on the other side to absorb it. That has nothing to do with rockets, satellites, or Elon. It is just the reality of the situation between now and Dece. My advice is this. Use it to your advantage. Let the market work through that supply. Let them drive the price lower so you can buy it on the cheap. Now, when it was an eight, I told you it was going to 20, right? >> Yes, you did. >> Well, it's still going there. Probably even higher now. Look, this doesn't change anything except that you're going to be making more money than you did before. Harry, I liked it at eight. I love it at four. It's an average down for you. >> What? There are reportedly 219 million shares held short. 34% of the public float. Roughly $24.6 billion is betting against the company. Great pile on drive it lower because for long-term investors, this is a gift. My number is $58. That's how low I believe SpaceX stock will trade by the end of the year. I've done plenty of videos on why I think it's going there. You can watch them if you want. That's where I plan to start buying. If it goes lower, even better. And do you know what happens then? Once the early investors are out, once the insiders have sold and the stock gets to a price investors see as cheap, all of this reverses. The short sellers have to cover their positions. They have to buy the stock to exit the trade. Hedge funds, pension funds, university endowments will start building huge multi-billion dollar positions. Demand will exceed supply just like it did at the IPO when SpaceX shot from 135 to 225. The people selling into this thing today are taking. Good for them. But most of you are looking for a way to get on the other side of the trade, buying the next decade at a discount. This is how to do it. Don't forget to subscribe to the channel. And again, that $5 Black Ops special is still going on. $5 whole year interactive group mentoring. We'll look at your stocks. I'll show you what I'm buying. I'll show you the patterns that identify stocks getting ready to break out. I'll show you pullback entry, the whole thing. I promise I can take you leaps and bound from where you are. Give me an hour of your time once a week. It's $5 for the whole year. Be the best money you ever spent. links in description or scan the QR code and I'll see you in the next