Sorry family, the little fist really can't hit!
A $1.6 billion contract is a limited increment for SpaceX with a scale of 1.5 trillion, the market is more focused on the long-term growth story (Starlink monetization, Starship progress, profitability, xAI)
Right now it's a typical post-IPO hype fade + large-scale share unlocking expectations suppressing the price
Originally planned to follow the Starship launch within the liquidity range to make a trade
To see if there is a chance for a short squeeze mini rally
But it looks hard to play now, so I just sold the manually bought part~
Planning to wait for the model to estimate a larger value zone around 80
Coincidentally, yesterday in the @Mercy_okx US stock live broadcast, teacher @sunlc.ai also suggested an ideal buy price for SpaceX at 80!
Then I checked Sun Ge's tweets:
"Target price 80 is a good bottom buy, corresponding to about a 1 trillion market cap. Among them, Starlink is worth 300 billion, rocket launches 200 billion, xAI 500 billion. If xAI performs better in the second half of the year, closing the gap with Claude/GPT, it could rise a bit more, but not more than 90."
If $XSPCX future price reaches this range, it can be a key focus
#SpaceX获$1.6B美军合同,股价暴跌引两派争议
$SPCX
xSPCX-USDTSpot grid
PnL-5.71%·Runtime12 D 12 h 3 m·Last price112.95
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