Puts puts puts
07-14

I am heavily leaning toward the structural upside case, but I am keeping macro volatility in mind. Looking at the related stocks in image_16.png, Tesla Motors is sitting flat at $394.08 (-0.17%), while proxy names like Rocket Lab (RKLB) are showing signs of stabilization at $76.99 (+0.34%).

The mechanical selling below $150 provides a highly favorable risk-reward entry window. I am building a direct position in SPCX right here at these technical support levels. Rather than fearing the bubble warnings, I am treating this geopolitical pullback as an institutional-grade opportunity to buy a unique generational asset before a mega-merger conversation takes center stage.

SpaceX Crashes 13.6% Ahead of Lockup Expiry — Even Trillion-Dollar Talk Can't Help?
SpaceX −13.61% Wednesday, post-earnings selling amplified by the lockup ahead of it, and one of the Nasdaq's biggest drags. Musk raised the stakes into the slide, saying annual revenue could reach $1 trillion sooner than planned. The market was looking past that: up to ~911.5 million insider and employee shares — 20% of the unlockable total — turn sellable today. Prediction markets put roughly 18% odds on a Tesla-SpaceX merger being announced in 2026. Narrative expanding, supply arriving. Only the first post-lockup print matters?
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