LanlanCC
05-22

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

NASA Moon Base + SpaceX IPO: Space Sector Lifts Off?
Rocket Lab (RKLB) gained 4.9% on SDA milestone completion and growing defense order backlog; AST SpaceMobile (ASTS) surged 8.3% on anticipated NASA updates; Redwire (RDW) jumped 8.9% as institutions chased the space infrastructure narrative. Rising SpaceX IPO expectations have pushed the entire sector into an IPO-proxy trading phase. With RKLB backed by government contracts, ASTS leveraging satellite direct-to-cell commercialization, and RDW riding sentiment momentum — which direction are you taking in this space rally?
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