Posted by elementsix on 12th of Jun 2026 at 11:18 am
SpaceX - My read is that those plays were previously the only
game in town for most people to gain exposure to SpaceX. The IPO
completely changes the liquidity dynamics. Why would you continue
to own the proxies (and their company risks) when you can just buy
what you always wanted?
If you are bullish on the space sector in general, I think that
is a reason to hold some those other companies, but the SpaceX
proxy game is ending.
Posted by rmoore100 on 12th of Jun 2026 at 04:08 pm
Agreeing with you elementsix, however those proxy companies I
would assume, now have a substantial SPCX holding, which if SPCX
were to continue up, would prove to increase the proxies' value.
Granted the opposite could hold true as well. I
believe STCGF also has pre-IPO shares of Open AI.
Posted by elementsix on 12th of Jun 2026 at 01:47 pm
SATS- I made $$ on this
but I'm skeptical. Been flirting with this 9-month trend line and
there is A LOT of open air below. If we lose 104 / 200-day area,
there's not much support below.
SpaceX plays
Posted by hubrick on 12th of Jun 2026 at 10:46 am
So is it "sell the event" action battering almost all the SpaceX plays today? Is it best to hold on or cut the losses?
SpaceX - My read is
Posted by elementsix on 12th of Jun 2026 at 11:18 am
SpaceX - My read is that those plays were previously the only game in town for most people to gain exposure to SpaceX. The IPO completely changes the liquidity dynamics. Why would you continue to own the proxies (and their company risks) when you can just buy what you always wanted?
If you are bullish on the space sector in general, I think that is a reason to hold some those other companies, but the SpaceX proxy game is ending.
Agreeing with you elementsix, however
Posted by rmoore100 on 12th of Jun 2026 at 04:08 pm
Agreeing with you elementsix, however those proxy companies I would assume, now have a substantial SPCX holding, which if SPCX were to continue up, would prove to increase the proxies' value. Granted the opposite could hold true as well. I believe STCGF also has pre-IPO shares of Open AI.
SpaceX plays
Posted by hubrick on 12th of Jun 2026 at 12:42 pm
Thanks elementsix. Wish I would have realized that yesterday!
They will come back. When?
Posted by shellson2 on 12th of Jun 2026 at 01:11 pm
They will come back. When? But will recover. Especially SATS. What windfall for them
SATS- I made $$ on
Posted by elementsix on 12th of Jun 2026 at 01:47 pm
SATS- I made $$ on this but I'm skeptical. Been flirting with this 9-month trend line and there is A LOT of open air below. If we lose 104 / 200-day area, there's not much support below.
SATS
Posted by shellson2 on 16th of Jun 2026 at 10:05 am
Woke up finally, but may not last. They need to announce the AT&T deal soon (will wipe out most of their debt)
I bought some more at
Posted by shellson2 on 15th of Jun 2026 at 03:48 pm
I bought some more at $111+ earlier
Agree with analysis. The company
Posted by shellson2 on 12th of Jun 2026 at 10:23 pm
Agree with analysis. The company today on paper just made 44 billion (holds262 million shares). Their market cap is 33 billion
Bigger question is.. yea ok, now what?
Good wknd ya’ll
Also looking at that volume
Posted by shellson2 on 13th of Jun 2026 at 03:01 pm
Also looking at that volume bar yesterday--being long, perhaps a wash-out?