BEARISHNotable comment · 2/5

SpaceX pressured by recurring lockup expirations

The host noted SpaceX's stock faces recurring selling pressure from waves of insider lockup expirations, which drove last week's decline.

Keep reading this one

You've read the thesis and who argued it. A free account opens the argument, what validates it, the risks the show raised, and the moment in the episode where it was said — 3 ideas in full a day, no card.

Create a free account Back to Today

The story so far

CONTESTED · 47 MENTIONS · 38 EPISODES · 13 SHOWS

3 APR 2026 — 24 AUG 2026 · 4D AGO

31 SUPPORT · 2 REPEAT · 14 MENTIONED

3 APR 2026 · FIRST HEARD
THE COMPOUND AND FRIENDS
- SpaceX IPO a major risk-sentiment positive
31 EPISODES BETWEEN · 40 MENTIONS
1. 9 APR 2026
  THE TWENTY MINUTE VC
  - SpaceX IPO driven by Elon's will, not fundamentals
2. 16 APR 2026
  THE ACQUIRERS PODCAST
  - SpaceX, XAI IPO docs as entertainment
3. 23 APR 2026
  THE TWENTY MINUTE VC
  - Deal structure a pre-IPO story fix for SpaceX
4. 21 JUL 2026
  THE OPTIONS INSIDER RADIO NETWORK
  - SpaceX attempts recovery amid upside options volume
5. 22 JUL 2026
  THE OPTIONS INSIDER RADIO NETWORK
  - SpaceX options volume surges post-IPO pullback
6. 24 JUL 2026
  CNBC FAST MONEY
  - SpaceX valuation challenged by hold rating initiation
7. 26 JUL 2026
  INVEST LIKE THE BEST WITH PATRICK O'SHAUGHNESSY
  - Strict expense control creates strategic competitive advantage
8. 26 JUL 2026
  MOTLEY FOOL MONEY
  - SpaceX's massive ongoing capital dependency creates risk
9. 27 JUL 2026
  WSJ WHAT'S NEWS
  - SpaceX threatens legacy defense contractors' market share
10. 28 JUL 2026
  BLOOMBERG SURVEILLANCE
  - SpaceX lockup expiration creates supply overhang
11. 31 JUL 2026
  CNBC FAST MONEY
  - SpaceX volatility around lockup and earnings
12. 2 AUG 2026 · 4W AGO
  MONETARY MATTERS WITH JACK FARLEY · 2 MENTIONS
  - SpaceX IPO cash settlement drains market liquidity
  - SpaceX lacks a fundamental valuation floor
13. 3 AUG 2026 · 4W AGO
  BLOOMBERG SURVEILLANCE
  - SpaceX lockup expiry more critical than earnings
14. 3 AUG 2026 · 4W AGO
  MOTLEY FOOL MONEY
  - SpaceX needs a coherent near-term narrative
15. 3 AUG 2026 · 4W AGO
  THE OPTIONS INSIDER RADIO NETWORK
  - SpaceX earnings as a market curiosity
16. 4 AUG 2026 · 3W AGO
  WSJ WHAT'S NEWS
  - SpaceX earnings focus on Starlink growth vs AI spend
17. 4 AUG 2026 · 3W AGO
  CNBC FAST MONEY
  - SpaceX is a vertical-integrated AI company
18. 4 AUG 2026 · 3W AGO
  THE COMPOUND AND FRIENDS
  - SpaceX's strong first quarter as a public company
19. 5 AUG 2026 · 3W AGO
  PROF G MARKETS · 2 MENTIONS
  - SpaceX valuation still far above fair value
  - SpaceX's AI growth hinges on unstable frontier labs
20. 5 AUG 2026 · 3W AGO
  WSJ WHAT'S NEWS
  - SpaceX spending spree pressures shares
21. 5 AUG 2026 · 3W AGO
  BLOOMBERG SURVEILLANCE
  - SpaceX's long-term AI infrastructure role
22. 6 AUG 2026 · 3W AGO
  WSJ WHAT'S NEWS · 2 MENTIONS
  - SpaceX lockup expiry adds supply pressure
  - Retail investors bullish on SpaceX vision
23. 7 AUG 2026 · 3W AGO
  THE OPTIONS INSIDER RADIO NETWORK
  - SpaceX lockup overhang potentially lifting
24. 7 AUG 2026 · 3W AGO
  CNBC FAST MONEY
  - SpaceX rebound on lockup expiration relief
25. 8 AUG 2026 · 3W AGO
  ALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG · 4 MENTIONS
  - SpaceX's Starlink as a trillion-dollar cash engine
  - SpaceX's AI compute rental faces pricing uncertainty
  - Financing the AI compute capex wall
  - SpaceX valuation reset post-earnings
26. 8 AUG 2026 · 3W AGO
  THE POMP PODCAST
  - Value SpaceX on its compute, get space for free
27. 8 AUG 2026 · 3W AGO
  WSJ WHAT'S NEWS · 2 MENTIONS
  - SpaceX AI spending spookes investors
  - Retail investors buy the SpaceX dip
28. 10 AUG 2026 · 3W AGO
  PROF G MARKETS · 3 MENTIONS
  - SpaceX is a capital-intensive AI laggard
  - SpaceX valuation still insane post 50% crash
  - SpaceX downdraft to suppress all AI boats
29. 10 AUG 2026 · 3W AGO
  THE OPTIONS INSIDER RADIO NETWORK
  - SpaceX rally continues post-earnings
30. 12 AUG 2026 · 2W AGO
  THE OPTIONS INSIDER RADIO NETWORK
  - SpaceX lockup releases create overhang
31. 13 AUG 2026 · 2W AGO
  THE OPTIONS INSIDER RADIO NETWORK
  - SpaceX lockup expiration overhang
13 AUG 2026 · 2W AGO
THE OPTIONS INSIDER RADIO NETWORK
- SpaceX call buyers target $145 after post-earnings lift
17 AUG 2026 · 2W AGO
CNBC FAST MONEY
- SpaceX surge driven by short squeeze, sentiment
20 AUG 2026 · 1W AGO
THE OPTIONS INSIDER RADIO NETWORK
- SpaceX lockup overhang pressures stock
20 AUG 2026 · 1W AGO
THE OPTIONS INSIDER RADIO NETWORK
- SpaceX lockup expirations pressure stock
24 AUG 2026 · 4D AGO
THE OPTIONS INSIDER RADIO NETWORK
- SpaceX options bet on rally above IPO price
24 AUG 2026 · 4D AGO
THE OPTIONS INSIDER RADIO NETWORK
- SpaceX pressured by recurring lockup expirations · THIS IDEA

HOW THE SHOWS HAVE DISCUSSED THIS THESIS OVER TIME · NOT A PERFORMANCE RECORD