#SpaceXMuskControl
About SpaceXMuskControl
SpaceX saw $150B in IPO investor demand during roadshows, 2x its fundraising target. Musk received 1.3B Class B supervoting shares worth ~$175B; comp could reach $1.1T if he hits targets including a $7.5T market cap, a million-person Mars colony, and 100TW data centers. SpaceX will operate as a controlled public company, with ordinary shareholders receiving no standard governance protections.
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🚨 The man who predicted the 2008 financial crisis just called out the SpaceX IPO and his AI short position is now over $1 billion.
Michael Burry looked at SpaceX's S-1 filing and had a simple verdict.
"Nothing in SpaceX's S-1 suggests it is worth $1 trillion, let alone $2 trillion. Any move up will be on hype."
For context, SpaceX is listing at a $1.75 to $2 trillion valuation next week. Burry is saying publicly that the numbers in the filing do not support that price. The valuation is narrative, not fundamentals.
And Burry has been putting serious money behind his AI skepticism since 2025. He currently holds a $912 million short on Palantir and a $187 million short on Nvidia. Combined that is over $1.1 billion betting against the AI trade.
Burry was wrong on timing before. He called the market a sell in 2023 and it went up 130% before coming back down. He has been early on multiple calls.
But in 2008, when everyone thought he was wrong, he was right. And the AI trade at current valuations has some uncomfortable parallels to the mortgage market he identified back then.
Whether he is early again or right on time, the positioning is worth paying attention to. Not financial advice, just what the data is showing.
#SpaceXIPOGoesRetail $SPCX
#SpaceXIPOGoesRetail
SpaceX's IPO Is Open to Retail. The Passive Buying Floor That Cushions Most Listings Isn't.
SpaceX prices at $135 per share, implying a $1.75 trillion valuation, roughly 2x oversubscribed. 30% of the $75B raise goes to retail, with Fidelity slashing the minimum from $500K to $2,000. For a deal this size, that's a historically unusual structural choice.
The accessible entry is the story most coverage is running with. What doesn't get enough attention is what S&P Dow Jones confirmed: no index inclusion rule exceptions for SpaceX. That removes the passive buying floor. When a stock enters the S&P 500, index funds are mechanically required to buy regardless of price. SpaceX launches June 12 without that backstop. No forced allocation, no index front-running, no guaranteed institutional absorption of early supply.
What's left is retail, at $2,000 minimums, absorbing a meaningful chunk of the largest IPO in history at a $1.75T valuation. Critics have already called this "selling suicide pills at the drugstore." That framing is provocative, but the underlying question is fair: 2x oversubscription tells you demand was there at pricing. It says nothing about what happens when the book is open and price has to clear on conviction rather than allocation scarcity.
June 12 is the real test. Retail appetite for SpaceX the brand is probably as high as it gets for any company going public. Whether that appetite translates to absorption capacity at these numbers is a different question entirely.
Share your thoughts in the comments 👇
$SPCX $BTC
The minimum to join SpaceX's IPO just dropped from $500,000 to $2,000.
Fidelity cut the barrier by 99.6%, opening the door for retail investors to one of the biggest IPOs in history. SpaceX is raising $75B at a $1.75T valuation, priced at $135/share, listing on Nasdaq as SPCX on June 12.
What makes this unusual:
· 30% of shares reserved for retail (typical IPOs allocate 5-10%)
· Already 2x oversubscribed, so allocation is not guaranteed
· S&P Dow Jones won't bend index rules for SpaceX, meaning no forced buying from passive funds on day one
Heading into the listing, SpaceX just landed a $30B AI compute deal with Google. Starlink revenue grew 50% year-over-year. The company posted a $4.95B net loss last year, largely from AI-related spending, and trades at roughly 94x 2025 revenue at the IPO price.
There's also Fidelity's flipper rule: sell within 15 days and you're locked out of future IPOs for 6 months. Second offense is a year. Third is permanent.
The hype is real. So is the price tag.
Would you put $2,000 into SpaceX at this price, or wait for a post-IPO pullback?
#SpaceXIPOGoesRetail
🚨 SPACEX NEEDS TO GROW 600X TO JUSTIFY ITS IPO PRICE!!
No company in the history of capitalism has ever come close to that.
Current revenue: $18,700,000,000
Revenue needed by 2035: $1,100,000,000,000
That requires 50% annual growth every single year for a decade.
Not one bad quarter, not one slowdown, not one miss.
In 2035 alone SpaceX would need to add...
JUST IMAGINE. $360,000,000,000 IN REVENUE.
That's MORE than $NVDA added during its entire record-breaking year
To put that in perspective:
SpaceX would need to generate 2.4% of the ENTIRE US GDP by itself.
More than whole industries produce combined.
Now look at what they're actually working with:
Current losses: $4,280,000,000 in Q1 2026 alone
Total losses since founding: $41,300,000,000
Not a single profitable year on record
Starlink is real, launches are real, the technology is real.
But the valuation has nothing to do with.
At $1,750,000,000,000 you're not buying a rocket company.
You're buying a math problem that has never been solved in market history.
Amazon at peak growth, Apple during its best decade, Google in its prime.
None of them came anywhere near this growth requirement.
The IPO is June 12.
Insiders have been waiting years for this door to open.
By November 93% of their shares are free to sell.
Draw your own conclusions.
This sounds SCARY, but I'll be tracking every move around this listing.
I will post my moves here so my FOLLOWERS can SAVE their money.
Follow me and turn NOTIFICATIONS ON, as I will share my strategy soon.
Many will regret not following me earlier...
#SpaceXIPOJune12
SpaceX is reportedly moving toward a June 12 Nasdaq debut with shares priced at $135, targeting a massive ~$75B raise.
Demand from institutional investors is described as “extremely hungry,” highlighting continued appetite for premium AI, aerospace, and frontier technology exposure despite broader market uncertainty.
One detail attracting attention across crypto markets: SpaceX disclosed holdings of 18,712 BTC in its S-1 filing. The move further strengthens the growing corporate treasury narrative surrounding Bitcoin as major public companies continue integrating digital assets into long-term balance sheet strategies.
A successful listing could establish a new valuation benchmark for both the AI and aerospace sectors while increasing visibility around corporate Bitcoin adoption. However, investors will also be watching the company’s dilution risks, which were highlighted in the filing.
June 12 could become one of the most closely watched market events of the year, with implications extending far beyond traditional equities and into the broader crypto ecosystem.
$BTC $SPCX
#SpaceXBitcoinHoard
@OKX Orbit
🚀 SpaceX Targets $135 Per Share in Historic IPO Move
According to reports, $SPACEX is preparing one of the largest IPOs in financial history, with plans to offer approximately 555.6 million shares at a target price of $135 per share.
If completed at that valuation, the offering could raise nearly $75 billion, placing SpaceX’s valuation around $1.75 trillion and making it one of the most valuable companies on the planet.
But the bigger story isn’t the IPO itself.
It’s what the market is saying about the future.
Investors are no longer valuing SpaceX as just a rocket company.
They are pricing:
🛰️ Satellite internet through Starlink
🚀 Space transportation
🌎 Global communications infrastructure
🤖 AI-enabled aerospace systems
🌕 Future lunar and deep-space economies
A $1.75 trillion valuation would place SpaceX alongside the world’s largest technology giants, including names like $NVDA , $MSFT , $AAPL and $AMZN.
The most interesting signal?
The market appears willing to assign a premium usually reserved for dominant AI companies to a business built around space infrastructure.
That suggests investors increasingly view space as the next multi-trillion-dollar growth industry.
📊 Market Take:
The Space Economy narrative is accelerating.
Watch closely:
$SPACEX , $ASTS , $LUNR , $RDW , $RKLB , $PLTR
Because if SpaceX successfully prices at these levels, it could trigger a major revaluation across the entire space ecosystem.
⚠️ Personal analysis only. DYOR
#SpaceXIPONextWeek
$SPCX is getting hit hard right now.
Per Reuters, SpaceX is lining up a $75B raise by offloading 556M shares at $135. That puts them at a $1.75T valuation, but only ∼4% of the company will actually float after IPO - about 13.1B shares total. Tight supply.
Meanwhile pre-IPO shares on @tradexyz are trading at $164, which prices SpaceX closer to $2.15T. That’s a 22% premium to the IPO price.
On @ventuals, SPCX perps are pricing it around $1.94T. So you’ve got a ∼10% gap between the perp market and private market, with IPO just a week away and funding costs still chill.
The arb setup looks obvious: long Ventuals perps, short tradeXYZ pre-IPO shares. You capture the spread if it converges. Obviously this only works if you’re okay with Ventuals counterparty risk.
This is just info, not financial advice.
You think that spread closes before IPO, or does pre-market euphoria keep it wide?
#DailyOrbit #OKXOrbitTopics @OKX Orbit
SpaceX recently completed another tender offer at $185/share — its sixth in three years — allowing employees and early investors to cash out while the company stays private. But each round dilutes existing shareholders, including those holding SpaceX for its bitcoin treasury thesis.
BTC is at $70.6K right now. SpaceX holds ~8,285 BTC, but as share count grows, the BTC-per-share drops. It's a subtle risk most people aren't pricing in when they talk about corporate bitcoin adoption — the unit economics can erode even as the headline BTC number stays flat.
Does SpaceX's private structure make its bitcoin hoard more or less compelling as an investment angle?
Just sharing my thoughts. Not financial advice. DYOR.
#SpaceXDilutionRisk #OKXOrbit
🚨Hype Bubble Bursts! SPCX Crashes 92% in Blink, Investors Lose Half Their Capital
📉 Trigger: The token rallied hard on SpaceX’s $1.75T IPO hype, followed by platform rebase and rebrand overhaul.
💥 Market Outcome: Price nosedived from 2395 all the way down to ~196. All dip buyers from the past 24h are trapped at peak prices.
🔴 This is no regular market dip. Developers pumped prices with SpaceX-themed narratives to lure retail before popping the bubble for profit.
The token previously surged relentlessly riding SpaceX IPO speculation. Countless traders chased quick riches without noticing hidden risks behind equity-pegged tokens. Projects can alter trading rules arbitrarily, wiping out investments overnight. Never go all-in on hyped copycat coins.
$SPCX #SpaceX：全球第四大企业BTC持有者 #SpaceX拟于下周正式IPO，估值$1.75万亿
Disclaimer: Content is for market discussion only, not financial advice.
