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BULLISHSubstantive discussion · 3/5

SpaceX rebound on lockup expiration relief

The panel argued SpaceX's rebound was driven by short covering and pre-positioning ahead of its first lockup expiration, which passed without major selling pressure.

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The story so far
CONTESTED · 33 MENTIONS · 26 EPISODES · 12 SHOWS
21 JUL 2026 — 8 AUG 2026 · TODAY
27 SUPPORT · 3 CHALLENGE · 3 REPEAT
  1. 21 JUL 2026 · 3W AGO · FIRST HEARD
    THE JULIA LA ROCHE SHOW
  2. 19 EPISODES BETWEEN · 22 MENTIONS
    1. 21 JUL 2026 · 3W AGO
      THE OPTIONS INSIDER RADIO NETWORK
    2. 22 JUL 2026 · 2W AGO
      THE OPTIONS INSIDER RADIO NETWORK
    3. 24 JUL 2026 · 2W AGO · CHALLENGES
      THE COMPOUND AND FRIENDS · 2 MENTIONS
    4. 24 JUL 2026 · 2W AGO
      ALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG
    5. 24 JUL 2026 · 2W AGO
      CNBC FAST MONEY
    6. 26 JUL 2026 · 2W AGO · CHALLENGES
      WE STUDY BILLIONAIRES - THE INVESTORS PODCAST NETWORK
    7. 26 JUL 2026 · 2W AGO
      INVEST LIKE THE BEST WITH PATRICK O'SHAUGHNESSY
    8. 26 JUL 2026 · 2W AGO
      MOTLEY FOOL MONEY
    9. 27 JUL 2026 · 2W AGO
      WSJ WHAT'S NEWS
    10. 28 JUL 2026 · 2W AGO
      BLOOMBERG SURVEILLANCE
    11. 31 JUL 2026 · 1W AGO
      CNBC FAST MONEY
    12. 2 AUG 2026 · 6D AGO
      MONETARY MATTERS WITH JACK FARLEY · 2 MENTIONS
    13. 3 AUG 2026 · 5D AGO
      BLOOMBERG SURVEILLANCE
    14. 3 AUG 2026 · 5D AGO
      MOTLEY FOOL MONEY
    15. 3 AUG 2026 · 5D AGO
      THE OPTIONS INSIDER RADIO NETWORK
    16. 4 AUG 2026 · 4D AGO
      WSJ WHAT'S NEWS
    17. 4 AUG 2026 · 4D AGO
      CNBC FAST MONEY
    18. 4 AUG 2026 · 4D AGO
      THE COMPOUND AND FRIENDS
    19. 5 AUG 2026 · 3D AGO
      PROF G MARKETS · 2 MENTIONS
  3. 5 AUG 2026 · 3D AGO
    WSJ WHAT'S NEWS
  4. 5 AUG 2026 · 3D AGO
    BLOOMBERG SURVEILLANCE
  5. 6 AUG 2026 · 2D AGO
    WSJ WHAT'S NEWS · 2 MENTIONS
  6. 7 AUG 2026 · YESTERDAY
    THE OPTIONS INSIDER RADIO NETWORK
  7. 7 AUG 2026 · YESTERDAY
    CNBC FAST MONEY
    • SpaceX rebound on lockup expiration relief · THIS IDEA
  8. 8 AUG 2026 · TODAY
    ALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG · 4 MENTIONS
HOW THE SHOWS HAVE DISCUSSED THIS THESIS OVER TIME · NOT A PERFORMANCE RECORD
NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE