SPCX - Dipped a toe in

    Posted by fibbro on 29th of May 2026 at 09:59 pm

    I just put a tiny toe in to buy some SpaceX.

    2 weeks till the IPO. I'm going to start layering in and hopefully catch a big pop which I will attempt to sell into with pre set orders. Many people will try to do this. However, not that many people can actually do it because they're either locked up or they don't know about hyperliquid.

    I'm not positive, but I think the dollar value currently listed represents the market cap e.g. if it's trading at $200, it's marked at a 2 trillion market cap. $175 = 1.75 trillion market cap. People are expecting 1.75 trillion when it's priced...but you know how these oversubscribed things go. There will be a mania in the couple days leading up to it, then it will pop hard on the IPO day and briefly probably be worth 4 trillion or more (notionally) and then it will get destroyed in the coming weeks. Maybe it's different this time, but I doubt it. 

    Space X and this is the first of three coming this summer.

    Posted by rbreese on 30th of May 2026 at 09:29 am

    If it is up to 4 trillion will suck tons of cash and potentially set up lots of disappointment that may cause lots of  margin losses.

    That's basically what every major

    Posted by fibbro on 30th of May 2026 at 03:09 pm

    That's basically what every major IPO does - it would be unusual if SpaceX doesn't pop 75% or more from the listing price on the day of the IPO...that's often the top for many months after - sometimes it has been the forever top. A 100% pop from the listing price on IPO day would make it a 3.5 Trillion market cap if they go out at a 1.75 trillion valuation (the current plan).  Keep in mind that it doesn't take trillions to create trillions in market cap.  The poor grandma that pushes the shares up from 199 to 200 with her 1 share order that hit the ask just moved the value of every single share in the float up a dollar...but only $200 actually traded hands.  Market caps are very much a house of cards...

    SpaceX is running

    Posted by fibbro on 30th of May 2026 at 04:09 pm

    I'm up 20.5% so far but that's because I entered with 5x leverage. Of course, the best add opportunity since I dipped a toe in was 4am local.  Seems like it's always the case with these 24/7 markets that a lot of the opportunities happen in the overnight hours for US based traders.  I need to have a bot watching overnight from now on when I'm waiting for an opportunity to add.

    Update: bought the dip just now...tight stop on the latest chunk. 

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