🚨 $SPCX REPEATING $PLTR 2020 PLAYBOOK Early SpaceX backers who waited over a decade for liquidity don't get to cash out on day one - they're stuck behind a lock-up When it lifts, the real supply shock will hit the market Palantir ran this exact arc: 1. IPO'd near $10 in Sept 2020 2. IPO Hype peak = $45 by January 2021 right as the lock-up opened 3. Bled down to $6 by December 2022 while retail gave up completely 4. Institutions built quietly into that boredom 5. $207 by November 2025 $SPCX just ran a similar first act: IPO'd at $135 on June 12, spiked to $225 four days later, already round-tripped back to ~$115 The real unlock hasn't even started, so just think about what's may be coming next: > Aug 6 = up to 20% of insider shares become eligible, right after Q2 earnings > Sep 24 / Oct 9 / Oct 24 = three more ~7% tranches roll out > November (post Q3 earnings) = the single biggest release, roughly 28% at once > Dec 8 = the full 180-day lock-up finally clears That's four straight months of scheduled supply Scenario 1: $110-115 holds through each wave -> setup stays intact, $250+ back in play once the calendar clears Scenario 2: we lose $100 on volume -> flush to $80 first, institutions step in, bottom confirmed $80 is my zone all-in zone if the price gets there. I'm not front-running four months of scheduled selling Follow + notifs on, I will keep you updated