LanlanCC
05-22 17:43

In many cases, these super large IPOs happen just around market highs.

However, Fundstrat argues that this is not a "top signal," but rather a real stock supply shock from large IPOs—when the lock period expires (usually six months later), a large number of tradable shares flooded into the market. SpaceX lockup period is expected to expire between December 15 and 27.

At a size of 2.7% of the market value of SpaceX, this supply pressure will be unprecedented. With Anthropic and OpenAI also preparing for IPOs, the concentrated burst of IPO supplies could become a structural force that neutralizes market valuations in the second half of the year.


Wait until the end of lock up period

SpaceX S-1 Filed: Too Late to Rush Into Space Stocks Now?
Rocket Lab closed up 5.47% in regular trading, after SpaceX formally submitted its S-1 prospectus disclosing Musk's full control, $1.45B in Bitcoin reserves, and the complete operational relationship between SpaceX and Starlink, advancing the narrative of a potential landmark IPO. Is SpaceX's S-1 filing the beginning of the end for the RKLB story, or the opening of an entirely new chapter for commercial space?
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