🔥SpaceX keeps falling in a row and is nearing its break-even price



It’s been slaughtered all the way down from a high of $225, and the bubble is being rapidly cleared out

Many people are asking: it’s fallen so much—should I buy the dip?
First, the conclusion: this is absolutely not a time to blindly buy the dip

Two major risks have not yet materialized
① In August, there will be a large unlock; the pressure from original shareholders’ chips flowing out will be huge
② The first listed earnings report—if the loss comes in worse than expected, there will be another round of wiping out the valuation

In the short term, you need to see whether Starship test flights can deliver positive sentiment
In the medium term, only when Starlink and space business realize revenue will the valuation have support
Betting purely that “it fell more so it must go up” makes it easy to buy in at the halfway point of the decline

💬Question: Are you positioning at lower prices now, or continuing to wait and watch?

⚠️Just sharing logic, not investment advice

#夏日创作营 #SpaceX #PreIPOs第二期OpenAI认购 $SPCX $SNDK $SK Hynix
SPCX-3.14%
SNDK-12.60%
SK Hynix-11.52%
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