Trader Ouyang ZhuaiBai: SpaceX shares will see a peak in unlocking from August to November, and the stock price may come under pressure in the next six months
August 5th - Renowned trader OldYangWithWhiteHair posted a message stating that SpaceX's shares will experience a peak unlocking phase from August to November. The circulating shares are expected to increase from 640 million to 5.2 billion, with the unlocked portion mainly coming from employee holdings. He believes that this will introduce a significant amount of individual holdings into circulation, possibly creating substantial selling pressure. He expressed that regardless of SpaceX's long-term prospects, a significant price surge is unlikely in the next six months.
Shares held by institutional investors will gradually unlock between January and June next year, but the scale is relatively small. Elon Musk's 52% stake is expected to unlock in June 2027; however, he believes that the founder does not have a strong selling motivation in the short term.