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$SPCX:NASDAQ · SPACE EXPLORATION TECHNOLOGIES CORP

Conviction from: NASDAQSerenity

Tradable on: Bitget →

SpaceX — private space launch/Starlink (pre-IPO)

Not currently held by tracked 13F filers — this page aggregates activist, insider, politician and research activity.

Beyond 13F — activists, insiders, politicians & research

Congressional trades all politician trades →

6 disclosed trade(s) by 5 filer(s).

Trade dateWhoTypeAmount
2026-06-18Gilbert Cisneros CA31BUY$1,001 - $15,000PTR
2026-06-15William R. Timmons IV SC04BUY$50,001 - $100,000PTR
2026-06-15William R. Timmons IV SC04BUY$50,001 - $100,000PTR
2026-06-15John McGuire VA05BUY$1,001 - $15,000PTR
2026-06-15Daniel Meuser PA09BUY$15,001 - $50,000PTR
2026-06-12John James MI10BUY$15,001 - $50,000PTR

Serenity (@aleabitoreddit) full tracker →

Bullish · 25 mention(s), 5 personal-position post(s) · first 2026-05-25 · last 2026-07-22

“Wow, $SPCX is now down over $583B in MC... Since Jim Cramer gave a bullish call at $210. Pretty amazing to witness tbh. Inverse Cramer would have returned ~21% in 3 trading days, outperforming a year in your largest indexes? https://t.co/IhNtFAH99s” post →

All 25 tweet(s) mentioning this ticker
DateTweet
2026-07-22T20:27:50$GOOGL reported earnings today: EPS: $9.11 actual vs $2.91 expected - retail reactions to EPS blowout is kinda just accounting noise, since $SPCX, Anthropic, and others were likely large contributors. Revenue: $119.7B actual vs. $116.98B expected Google Cloud Revenue: $24.77B +82% Y/Y, vs. 63-65… · 2057 likes · 787,436 views
2026-07-17T17:51:55$META in talks to lease compute to Anthropic in a $10B dollar deal. Seems like they saw how profitable $SPCX $45B compute deal was. But just goes to validate Neocloud business models like $NBIS, $IREN, and co if hyperscalers are copying their homework. Source: NYT https://t.co/3Mu3UXQtFT · 1240 likes · 340,118 views
2026-07-14T14:57:21$NBIS signs $1B+ compute agreement with Reflection AI, for GB300 access through 2029. Reflection also signed a multi-billion dollar agreement with $SPCX earlier. Interesting to say the least, seeing Nebius drop -5% off the news today. Also... counterparty to get this done kinda reminds me of Op… · 1522 likes · 479,260 views
2026-07-13T00:45:13Just a semi recap TLDR: - $GLW glass bridge per Morgan Stanley has potential, but hard to displace FAU (like FOCI) in short term - $SPCX Starlink Gen 3 is scaling to 100,000 units (10x prev gen) creating possible capacity constraints for suppliers of switches to CCL. - PCB supply shortages are pr… · 2042 likes · 666,769 views
2026-07-08T22:08:52Wow, looks like Elon + xAI at $SPCX managed to build an Anthropic Opus-level LLM with Grok 4.5. That’s much more cost efficient as well… Kinda emulating what Chinese vendors have been doing to compete on pricing + adoption. (Which is an ideal thing given Chinese model growth among US companies re… · 2131 likes · 443,191 views
2026-07-07T12:13:51Raymond James initiated coverage of $SPCX with “Strong Buy”. Giving it a $800 PT, valuing SpaceX at a ~$10T valuation. No words. Jokes about “institutional” notes for retail write themselves. https://t.co/B0uRojaNJZ · 1118 likes · 339,847 views
2026-07-07Literally just Elon. - The guy + $SPCX is basically the only reason why US is in the lead with Space. - $TSLA led EV commercialization in US He's sometimes off with timeframes, but right directionally, so pretty sure he can make US robotics #1 again. I personally own $CCXI though since I think … · 118 likes · 21,586 views
2026-07-06T19:31:28It’s interesting to witness psychology around valuation anchoring + scarcity. Retail, for example, are buying Figure, last valued at ~$39B through CEFs… At $158B, since it’s private, round 4x valuations. Then Agility Robotics $CCXI, which has broader commercialization. Is at ~$4.3B pre-money a… · 966 likes · 391,060 views
2026-07-061. I don't think they're in a dire need for financing. My take is half geopolitical, half valuation scarcity as the first pure play humanoid player. The latter is likely more valuable than private funding in my view for momentum. Unitree was going public in China and there's no pure play US huma… · 173 likes · 27,608 views
2026-07-02Recent US IPO models have been very stupid like $SPCX / $CBRS hiking valuations to absurd numbers before going public. More US listings should follow Unitree (which would likely command higher valuations) + China's IPOs like Lightelligence. That allow retail access at the same valuations as priva… · 44 likes · 15,181 views
2026-06-29T10:43:13Japan's Rakuten to establish joint venture with $ASTS to build out LEO satellite networks for Japan per Digitimes/Nikkei. "The move is widely viewed as a strategic response to the growing influence of $SPCX Starlink in Japan" https://t.co/RDFvgQNVsp · 1669 likes · 493,818 views
2026-06-29T05:26:31Honestly this decade from 2020-2030 might be the most goated in human history. - Scaling massive reusable rockets for orbital compute with $RKLB to $SPCX. - on the cusp of ASI and recursive learning with Anthropic and OpenAI - Backflipping Boston Dynamics and Unitree humanoids to replace the hum… · 3011 likes · 586,713 views
2026-06-27T02:11:30$SPCX / Elon Musk acquires Mesh, an optical networking startup. Which is working on 1.6T OSFP (pluggable). It’s seems they own the optical engine/packaging side of things, but likely sources CW DFB lasers off merchant companies. $SIVE is one of the more startup friendly plausible merchant suppli… · 1790 likes · 657,629 views
2026-06-22T14:43:38Wow, $SPCX is now down over $583B in MC... Since Jim Cramer gave a bullish call at $210. Pretty amazing to witness tbh. Inverse Cramer would have returned ~21% in 3 trading days, outperforming a year in your largest indexes? https://t.co/IhNtFAH99s · 1612 likes · 787,167 views
2026-06-18T13:45:08I think Jim Cramer’s law needs to be studied in history books. Even $SPCX can’t withstand his blessing. https://t.co/8Hr7898NmA · 1787 likes · 560,374 views
2026-06-17T15:46:21+00:00Jim Cramer gave $SPCX his blessing. https://t.co/DSbyBt9f0D · 1785 likes · 1,831,589 views
2026-06-16T11:01:48+00:00Woah, $SPCX acquired Cursor for $60B. I did not think it was worth that much… Maybe network effect or data for improving models became invaluable? I’m sure Elon has a plan in mind, the Twitter acquisition paid extreme dividends. https://t.co/FoZ1wb6DI9 · 1384 likes · 392,369 views
2026-06-16T00:19:25Apparently, $SPCX is a $2.5T company now. I did say Americans would buy anything futuristic without caring about valuations... I guess everything in Murica go brrr. https://t.co/QAKU0D9EIH · 1935 likes · 831,650 views
2026-06-16@88magalhaes Lmfao actually $SPCX uses $NBIS now. Did not think of that angle. Don’t think it’s anything newly material though for Nebius, just a fun connection. · 184 likes · 39,953 views
2026-06-15T03:21:12+00:00Yep, very stupid to be a bear. When Trump is doing everything to boost markets before Midterms. On top, your $WOLF power semi basket should go brrr from 800 VDC acceleration. $LITE optical basket should go brrr from InP easing. $SPCX successful IPO gives more appetite to https://t.co/uh8HRxOE… · 1682 likes · 706,511 views
2026-06-14T15:27:22+00:00This is gonna upset a lot of people: But TA is astrology for traders. It's confirmation bias + trading human psychology about entries. Kinda like how people frontran $SPCE from $SPCX IPO expecting retail to mess up tickers by trading psychology. $SIVE didn't go up 1900% · 2693 likes · 846,809 views
2026-06-13T22:51:12+00:00If I had to stereotype my X experiences with markets: China 🇨🇳: set on cloning me with AI, can only think of trades in short term timeframes from A-shares PTSD. America 🇺🇸: bullish on anything futuristic like $SPCX, don’t care about valuations Europe 🇪🇺: from $SIVE to $SOI, · 3450 likes · 1,621,829 views
2026-06-12T15:55:15+00:00$SPCX is now trading! And it’s now over $2.15T+ MC. https://t.co/HLQ8ZkbBvi · 1665 likes · 438,706 views
2026-06-12T14:00:28+00:00All the $SNDK short sellers went extinct. Can’t believe it’s almost $2000 now? That aside feels like everyone is just waiting for the $SPCX IPO in a few hours. https://t.co/EahzuEy1KE · 1269 likes · 719,141 views
2026-05-25I’m fully convinced the Stock Market secretly revolves around building the Death Star and Battle Droids: $RKLB / $SPCX / $PL = Death Star $LASR / $SIVE = Laser Beams $TSLA / Unitree = Battle Droids https://t.co/C53qKjWrS8 · 2502 likes · 352,110 views

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