Ticker brief · 2026-10-18
SPCX
Bullish platform narrative collides with unlocks and deteriorating technicals
Lean: bullishlast close
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1 day
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14 days
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mkt cap
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signals 14d
3,240
authors 14d
778
crowd 14d
+0.4σ
SPCX sentiment is bullish, with reported institutional ownership and constructive research supporting the platform thesis, but several prominent bulls have negative trader scores while productive bears challenge valuation and execution. The decisive late-week shift was the failed spectrum breakout becoming an unlock-driven selloff, even as Evercore raised its target to $275 from $230 and merger speculation intensified. Tactical longs around $140-$145, rolling short puts and opposing earnings-week options flows imply a contested rebound trade into October 20, not demonstrated agreement on business value.
No price history on file for this name (likely non-equity or unlisted) — the “since then” column below stays blank.
BULL CAMP
Bulls see spectrum ownership, launch integration and AI infrastructure turning SpaceX into a much larger communications and compute platform. Customer wins and engineering partnerships support that thesis, while merger speculation and extreme terminal valuations amplify its speculative component.
Key voices@herbertongMEDIUM-HIGHC-0.93@SawyerMerrittMEDIUM-HIGHB-2.82@ronjonbSaaSMEDIUM-HIGHC-0.44@StockSavvyShayHIGHB-1.05@munster_geneHIGHA+1.20
“Distributed satellite inference could become a major growth business that current valuation overlooks.”— @herbertong · tweet ↗
BEAR / SKEPTIC
Bears argue spectrum ownership leaves expensive network construction and weak mobile economics unresolved, while AI expansion adds financing and customer-duration risk. Unlock supply, failed technical support and political procurement exposure create nearer-term pressure against an already demanding valuation.
Key voices@BradMunchenMEDIUM-HIGHA+2.74@kpak82MEDIUM-HIGHC-1.13@R_and_InvestMEDIUM-HIGHA-1.49@DV_MemeticsMEDIUM-HIGHA-0.57@nanalyzetweetsMEDIUM-HIGHB+5.59
“Terminable Anthropic revenue creates a duration mismatch against proposed chip debt.”— @DV_Memetics · tweet ↗
Hypotheses40direction · basis · magnitude · supporters — NEW = first seen this week
▲SpaceX's agreement to acquire Grain's nationwide low-band spectrum provides a discrete asset catalyst for Starlink Mobile, subject to FCC approval and closing.
@SawyerMerrittMEDIUM-HIGHB-2.822s@StockSavvyShayHIGHB-1.052s · insight@USAnt_IDEALOW-MEDIUMC-0.648s@herbertongMEDIUM-HIGHC-0.931s@MentoviaXMEDIUMC-2.891s@financespotnewsLOW-MEDIUMC+0.406s+10 more
▲Reported FCC authorization for next-generation Starlink satellites creates a discrete regulatory opening to expand direct-to-device coverage and compete more effectively.
@SawyerMerrittMEDIUM-HIGHB-2.821s@tenet_researchMEDIUM-HIGHC-1.232s@CHItraderB-0.222s@WealthCode99978MEDIUMB-1.341s · insight@Maggie191919MEDIUMB-0.992s@faststocknewssMEDIUM-HIGHC+1.701s+5 more
▲Spectrum ownership combined with Starlink's constellation and launch integration can expand mobile coverage, capture substantial connectivity revenue and weaken incumbent carriers.
@SawyerMerrittMEDIUM-HIGHB-2.821s@ronjonbSaaSMEDIUM-HIGHC-0.441s@CorneliaLakeMEDIUM-HIGHA+0.071s · insight@carlosfagarLOW-MEDIUMC+0.004s@USAnt_IDEALOW-MEDIUMC-0.643s@StockMKTNewzHIGHC-0.831s+12 more
▼Spectrum licenses do not establish a competitive mobile network; terrestrial infrastructure, capacity limitations and carrier partnerships leave near-term disruption expectations ahead of execution.
@PatrickMoorheadMEDIUM-HIGHA+0.762s · insight@shanaka86MEDIUMA+0.573s · insight@StanphylCapMEDIUM-HIGHA-0.751s · insight@davevermilionMEDIUM-HIGHA-0.542s · insight@danielnewmanUVMEDIUM-HIGHB-0.121s · insight@SawyerMerrittMEDIUM-HIGHB-2.821s+9 more
▼Entering saturated mobile markets invites incumbent price cuts and recurring network costs, compressing Starlink margins and increasing cash burn despite subscriber growth.
@BradMunchenMEDIUM-HIGHA+2.746s · insight@StanphylCapMEDIUM-HIGHA-0.751s · insight@BlackScholesManMEDIUMA-2.531s · insight@danielnewmanUVMEDIUM-HIGHB-0.121s · insight@R_and_InvestMEDIUM-HIGHA-1.491s · insight@KampnerSamLOW-MEDIUMA-1.381s · insight+2 more
▲Terrestrial GPU hosting and orbital inference can turn SpaceX into a dominant compute platform, supporting extraordinary long-term revenue growth and valuation expansion.
@herbertongMEDIUM-HIGHC-0.9310s@SawyerMerrittMEDIUM-HIGHB-2.823s@ViewsOfChrisMEDIUM-HIGHC-1.635s@MentoviaXMEDIUMC-2.895s@WealthCode99978MEDIUMB-1.345s · insight@USAnt_IDEALOW-MEDIUMC-0.643s+8 more
▲Reported Anthropic and Google GPU-hosting relationships provide named-customer validation for SpaceX's commercial AI infrastructure business and its claimed premium compute pricing.
◆Proposed debt and bank-loan financing materially changes SpaceX's capital structure, making funding terms and potential dilution central to the equity debate.
@financespotnewsLOW-MEDIUMC+0.405s@herbertongMEDIUM-HIGHC-0.931s@CoinPostMediaLOW-MEDIUMC-0.311s@Apollo_21milLOW-MEDIUMB-1.411s · insight@Maggie191919MEDIUMB-0.991s@Jaymin_AlphaMEDIUMB-0.351s · insight+1 more
▼Terminable AI customer commitments, heavy compute spending and uncertain demand can leave SpaceX unable to earn adequate returns or service expansion debt.
@DV_MemeticsMEDIUM-HIGHA-0.572s · insight@R_and_InvestMEDIUM-HIGHA-1.494s · insight@thepowerfulHRVMEDIUM-HIGHB-1.031s · insight@BradMunchenMEDIUM-HIGHA+2.741s · insight@shanaka86MEDIUMA+0.571s · insight@Apollo_21milLOW-MEDIUMB-1.411s · insight+3 more
▲A possible Tesla-SpaceX combination could formalize engineering integration and create strategic upside, with Barclays commentary supplying a speculative announcement window.
@StockSavvyShayHIGHB-1.052s · insight@herbertongMEDIUM-HIGHC-0.931s@MentoviaXMEDIUMC-2.893s@USAnt_IDEALOW-MEDIUMC-0.641s@WealthCode99978MEDIUMB-1.342s · insight@StockMKTNewzHIGHC-0.833s+14 more
▼Merger enthusiasm lacks confirmed terms, and a costly Tesla acquisition could burden SPCX shareholders rather than deliver the strategic upside being promoted.
@MWM76LOW-MEDIUMC+3.161s@BestTrader01LOW-MEDIUMC-2.632s@GrindeOptionsMEDIUMC-3.831s@BradMunchenMEDIUM-HIGHA+2.741s · insight@MacroAlphaHQLOW-MEDIUMA-0.871s · insight
▼Successive post-IPO share unlocks expand potential selling supply and can overwhelm favorable headlines, prolonging pressure on SPCX through subsequent distribution windows.
@BradMunchenMEDIUM-HIGHA+2.741s · insight@R_and_InvestMEDIUM-HIGHA-1.491s · insight@StanphylCapMEDIUM-HIGHA-0.751s · insight@USAnt_IDEALOW-MEDIUMC-0.641s@MarcosMillaYTMEDIUMC-0.152s@sspencer_smbHIGHA-1.171s · insight+6 more
▼Failed breakouts, bearish weekly reversals and lost moving-average support indicate SPCX's recent rally has broken and further near-term downside remains likely.
@kpak82MEDIUM-HIGHC-1.138s@sspencer_smbHIGHA-1.172s · insight@donaldjdeanMEDIUMC-1.212s@Trading_SunsetMEDIUMC-2.682s@BenBSPLOW-MEDIUMC-1.401s@TCMLLCMEDIUM-HIGHB-1.701s+6 more
▲Defended support and potential reversal candles offer a tactical SPCX rebound, but entries depend on holding nearby risk levels and reclaiming resistance.
@RedDogT3HIGHB-0.981s@3PeaksTradingMEDIUM-HIGHB-1.724s · insight@TCMLLCMEDIUM-HIGHB-1.703s@donaldjdeanMEDIUMC-1.213s@tradertvshawnMEDIUM-HIGHC-0.521s@pdicarlotraderMEDIUM-HIGHC+1.302s+6 more
▼Ukraine service restrictions and sovereignty concerns can damage SpaceX's procurement standing and international growth, although reported government control complicates attribution of responsibility.
@DV_MemeticsMEDIUM-HIGHA-0.571s · insight@BradMunchenMEDIUM-HIGHA+2.745s · insight@USAnt_IDEALOW-MEDIUMC-0.642s@CNBCHIGHC+0.311s@GerberKawasakiHIGHB-1.411s · insight@LiveSquawkHIGHB1s+6 more
▼Senator Tillis's requests for explanations and a Pentagon inspector-general investigation introduce a discrete oversight catalyst concerning SpaceX's military service restrictions.
@CHItraderB-0.222s
▼Reported EU acceleration of a competing satellite network introduces a discrete competitive catalyst that could weaken Starlink's international growth and strategic scarcity.
@CHItraderB-0.221s@AIStockSavvyMEDIUMC-1.052s@WatcherGuruLOW-MEDIUMC-1.081s@faststocknewssMEDIUM-HIGHC+1.701s@MarketJournalXLOW-MEDIUMC-0.791s@MarketNews_FeedLOW-MEDIUMC1s+1 more
▲Reported Nvidia-SpaceX development of Star Mind server architecture supplies a named engineering partnership catalyst for commercial terrestrial and orbital AI infrastructure.
@StockSavvyShayHIGHB-1.051s · insight@WealthCode99978MEDIUMB-1.341s · insight@tenet_researchMEDIUM-HIGHC-1.231s@The_AI_InvestorMEDIUMA-0.971s · insight
▲Reported TSMC discussions over Texas capacity and Terafab operations provide a discrete potential partnership catalyst for Musk companies' proposed chipmaking expansion.
@StockSavvyShayHIGHB-1.051s · insight@Sam_BadawiMEDIUM-HIGHC-3.181s@DrNHJMEDIUM-HIGHB-0.831s · insight@RealNickMugalliLOW-MEDIUMB+0.061s · insight@financespotnewsLOW-MEDIUMC+0.401s@herbertongMEDIUM-HIGHC-0.931s
▲The Tesla Roadster demonstration using SpaceX propulsion provides a discrete product collaboration catalyst and visible evidence of engineering integration between the companies.
@herbertongMEDIUM-HIGHC-0.933s@SawyerMerrittMEDIUM-HIGHB-2.822s@munster_geneHIGHA+1.201s · insight@BenzingaHIGHC+0.171s@WSJMEDIUM-HIGHA-0.251s · insight@MikeZaccardiHIGHB+0.601s+7 more
▲Grok Voice's announced release provides a discrete commercial AI product catalyst, with pricing and deployment claims supporting broader SpaceX software monetization.
@DeItaoneHIGHB+0.841s@SawyerMerrittMEDIUM-HIGHB-2.822s
▲Reported Venezuelan authorization supplies a discrete Starlink market-access catalyst, although an explicit counterclaim disputes the evidence that approval has been granted.
@tenet_researchMEDIUM-HIGHC-1.231s@Maggie191919MEDIUMB-0.991s@robertojirustaMEDIUMC-0.382s@ElliottWaveSageLOW-MEDIUMC+0.281s@IngJuanPa7LOW-MEDIUMB+0.981s · insight@rokajoskaMEDIUMC-0.271s
▲American Airlines' reported fleetwide Starlink commitment provides a discrete named-customer catalyst and validates commercial demand for SpaceX's established aviation connectivity product.
▲Southwest's planned fleetwide Starlink installation provides a separate named-customer catalyst that extends aviation connectivity adoption beyond previously discussed airline deployments.
@CHItraderB-0.221s
◆SpaceX's newly highlighted earnings date concentrates near-term event risk and changes implied-volatility exposure across options expirations without independently establishing stock direction.
@CHItraderB-0.221s@SawyerMerrittMEDIUM-HIGHB-2.821s@Mark_LexusLOW-MEDIUMC+1.732s@StockMKTNewzHIGHC-0.831s@WOLF_FinancialMEDIUM-HIGHC-3.031s@HedgeyeHIGHB-0.771s · insight+1 more
◆SpaceX's requested Starbase operating expansion and the FAA's environmental review create a discrete regulatory process governing prospective Starship launch capacity.
@SawyerMerrittMEDIUM-HIGHB-2.821s@CHItraderB-0.221s@WallStDiariesLOW-MEDIUMC+0.671s@ScroogeCapMEDIUMB-1.031s · insight@aljehaniMEDIUMC-1.161s
▲Starship cost reductions, larger satellite payloads and faster launch cadence can multiply Starlink capacity and strengthen SpaceX's structural connectivity cost advantage.
@herbertongMEDIUM-HIGHC-0.931s@orrdavidHIGHA+0.111s · insight@thepowerfulHRVMEDIUM-HIGHB-1.031s · insight@farzynessMEDIUM-HIGHC-3.691s@SawyerMerrittMEDIUM-HIGHB-2.821s@epictrades1MEDIUM-HIGHC+0.011s
▲SpaceX could launch a vertically integrated AI-enabled phone, using connectivity and Grok distribution to enter an additional consumer hardware and services market.
@munster_geneHIGHA+1.202s · insight@RevSharkHIGHB+1.921s · insight@growthrapidlyMEDIUMC-2.051s@BearlovesbullMEDIUMC-0.261s@ScrooogeUncleLOW-MEDIUMC-1.521s@TeslaratiMEDIUMC-1.431s
▼SPCX's valuation already capitalizes exceptional execution, leaving limited support if ambitious connectivity, compute and terminal-value projections fail to produce sustainable cash flow.
@BradMunchenMEDIUM-HIGHA+2.743s · insight@R_and_InvestMEDIUM-HIGHA-1.492s · insight@nanalyzetweetsMEDIUM-HIGHB+5.591s · insight@GordonJohnson19MEDIUM-HIGHA-1.432s · insight@RealJimChanosHIGHA+0.921s · insight@tastyliveshowHIGHB-0.561s · insight+6 more
▲Starlink's installed airline base and passenger usage support a scalable aviation connectivity business, with service quality encouraging further carrier adoption.
▲Bullish put selling and longer-dated call purchases express willingness to accumulate SPCX or retain upside exposure despite the recent price decline.
@Mark_LexusLOW-MEDIUMC+1.7311s@My_InvestmementLOW-MEDIUMC+1.546s@1PowerplayerLOW-MEDIUMC+0.711s@MentoviaXMEDIUMC-2.891s@TheNewMoney_appLOW-MEDIUMC3s@FL0WGURULOW-MEDIUMC1s+3 more
▼Persistent put demand and retained bearish option legs indicate downside exposure remains active, even while aggressive call purchases seek a rebound.
@QuantDataMEDIUM-HIGHC1s@snorlax_uwMEDIUM-HIGHC2s@FL0WGURULOW-MEDIUMC1s@JonEtradesLOW-MEDIUMC+1.491s@_TP888LOW-MEDIUMC+0.932s@RockyTSTHLOW-MEDIUMC2s+1 more
◆Merger arbitrage, event uncertainty and damaged market conditions favor confirmation, staged entries or hedges rather than unrestricted exposure based on promotional headlines.
@garyblack00HIGHA+1.801s · insight@LeifSoreideHIGHC-0.791s@ViewsOfChrisMEDIUM-HIGHC-1.631s@t3liveMEDIUM-HIGHC-0.101s@1PowerplayerLOW-MEDIUMC+0.711s@SevenParrMEDIUMC-3.251s+2 more
◆Relative capital flows between SPCX and other technology exposures reflect competing portfolio preferences, rather than a single agreed directional assessment of SpaceX.
@ronjonbSaaSMEDIUM-HIGHC-0.443s@bboczengMEDIUM-HIGHB-1.081s@R_and_InvestMEDIUM-HIGHA-1.491s · insight@carlosfagarLOW-MEDIUMC+0.001s
◆Reported White House responsibility for Starshield restrictions narrows direct operational blame on SpaceX, while contradictory denials leave the political attribution unresolved.
@DV_MemeticsMEDIUM-HIGHA-0.571s · insight@OpenOutcrierMEDIUM-HIGHC2s@faststocknewssMEDIUM-HIGHC+1.701s@CHItraderB-0.222s@BestTrader01LOW-MEDIUMC-2.631s@Tradinguru55LOW-MEDIUMC1s
▼SpaceX's agreement to testify after an AI-safety subpoena creates a discrete oversight event for its AI operations, independent of satellite procurement disputes.
◆A pump-risk account's alternating crash forecasts and urgent merger-driven buying calls signal promotional narrative instability rather than independent confirmation of a durable repricing.
@CoinvoTradingLOWC-0.446s
▲Starlink installation at Papua New Guinea healthcare facilities supplies a discrete deployment milestone demonstrating connectivity adoption in underserved institutional settings.
@USAnt_IDEALOW-MEDIUMC-0.641s
▲Google's reported Suncatcher prototype launch on SpaceX provides a discrete orbital-computing demonstration milestone and an external customer use case for launch infrastructure.
@CHItraderB-0.221s
▲IonQ's planned radar-satellite launch on SpaceX provides a discrete named-customer mission supporting continued commercial demand for the company's launch services.
@StockSavvyShayHIGHB-1.051s · insight
Direct calls5authors taking explicit directional positions
@RedDogT3HIGHB-0.98
Consider a tactical SPCX long against $145 for a broken-stock bounce.
@tradertvshawnMEDIUM-HIGHC-0.52
Long SPCX above 148.50, subject to the stated trade-plan invalidation conditions.
@Ross__HendricksMEDIUM-HIGHA-0.23
Short SPCX alongside TSLA and AAPL as favored current shorts.
@Mark_LexusLOW-MEDIUMC+1.73
Sell the SPCX November 20, 2026 $135 put for a $5.60 credit.
@TCMLLCMEDIUM-HIGHB-1.70
Buy SPCX October 30 $175 calls at $0.80 using Nasdaq-futures profits.
Sellside activity31
Barclays initiate PT 254Initiated SPCX at Overweight with a $254 target.
Barclays noteDan Levy reportedly raised the possibility of a Tesla-SpaceX merger announcement by December 6; this is speculation, not a transaction announcement.
Morgan Stanley reiterate PT 300Reiterated Overweight on SPCX with a $300 target and an AI-cloud thesis; other relays emphasize Starship tests.
Morgan Stanley noteIdentified distributed inference as an underappreciated SpaceX growth engine.
Pivotal Research pt_raise PT 230 (from 220)Maintained Buy and raised SPCX to $230 from $220, citing Starlink Mobile following the spectrum acquisition.
Pivotal Research noteForecast Starlink reaching 13% of the U.S. telecom market by 2036.
Evercore ISI pt_raise PT 275 (from 230)Raised SPCX to $275 from $230 and retained Outperform.
Raymond James reiterate PT 800Reiterated Strong Buy on SPCX with an $800 target. Another relay describes the target as implying 411% upside.
Raymond James upgrade PT 170Upgraded TMUS to Buy with a $170 target amid SpaceX competition fears.
JPMorgan reiterateMaintained Overweight on SpaceX after the spectrum agreement while seeing limited near-term incumbent risk.
JPMorgan noteProjected AI-industry annualized revenue above $300B by year-end; this is an industry forecast rather than SPCX-specific guidance.
JPMorgan noteAuthor disputes JPM's direct-to-device competitive assessment; the underlying rating and target are not supplied.
TD Cowen reiterate PT 200Reiterated Buy on SpaceX with a $200 target.
Stifel reiterate PT 190Reiterated Buy on SpaceX with an unchanged $190 target.
Bernstein downgradeDowngraded AT&T to Market Perform, citing prospective Starlink competition.
Bernstein noteExpected continued SpaceX broadband and wireless growth to pressure incumbent operators.
Deutsche Bank upgrade PT 93Upgraded ASTS to Buy with a $93 target following its spectrum-related correction.
Berenberg noteArgued SpaceX's carrier strategy increases ASTS's strategic relevance and value.
Roth noteArgued SpaceX's carrier entry strengthens ASTS as a neutral direct-to-device partner for carriers.
MoffettNathanson noteQuestioned SpaceX's ability to aggressively fund mobile expansion alongside competing capital requirements.
UBS noteDescribed low-band spectrum as giving Starlink Mobile a terrestrial foothold.
Jefferies noteProjected Starlink aircraft penetration increasing from 9% to 23% by 2028.
Wedbush noteAdded SpaceX and Dell to its AI winner list while removing Oracle and Pegasystems.
Wedbush target PT 500Dan Ives assigned Tesla a $500 target; this target applies to Tesla, not SPCX.
D.A. Davidson noteWarned CoreWeave equity could go to zero if the AI cycle weakens; this is an adjacent financing-risk comparison.
Clear Street noteCut RKLB launch, revenue and EBITDA forecasts while remaining constructive on long-term demand and IRDM synergies.
Goldman Sachs notePricing evidence supports optimistic medium-term AI-hosting monetization.
Goldman Sachs noteForecast rapid compute-capacity expansion and a large November GPU deployment.
Goldman Sachs upgradeA multi-company recap mentions a Goldman upgrade without identifying its subject or terms in the supplied rationale.
BofA noteProjected data-center capacity roughly quintupling by 2030 across hyperscalers, neoclouds and sovereign builds.
William Blair noteResearch referenced Anthropic's compute commitments and a related infrastructure basket; no SPCX rating or target is supplied.
News / data points5discrete events + data quoted by authors
@SawyerMerrittMEDIUM-HIGHB-2.82
SpaceX announced an 800 MHz spectrum agreement and FCC approval for 15,000 next-generation satellites.
@MarcosMillaYTMEDIUMC-0.15
328.4M shares worth about $48.81B reportedly became eligible for sale; eligibility does not establish actual selling.
@kpak82MEDIUM-HIGHC-1.13
SPCX was reported down 20% from recent highs and gapping below 50-day support.
@FL0WGURULOW-MEDIUMC
More than $808K of premium entered SPCX 135 puts expiring October 21.
@FL0WGURULOW-MEDIUMC
More than $2M of premium entered SPCX 144 calls expiring October 23.
Position disclosures3skin in the game
@BradMunchenMEDIUM-HIGHA+2.74
Existing SpaceX short, reiterated with increased confidence.
@ronjonbSaaSMEDIUM-HIGHC-0.44
SPCX is the largest holding after accumulation around $109; later posts propose additional purchases funded by NBIS sales.
@WealthCode99978MEDIUMB-1.34
Relays Gavin Baker's disclosed $4.67B SpaceX position; this is reported third-party ownership.
Desk readconvergence assessment
Agreement is strongest on the significance of spectrum and AI opportunities; disagreement concerns commercialization speed, sustainable margins and the price already paid for them. Credibility tiers overlap, but the productive bearish anchors BradMunchen at 5.55, nanalyzetweets at 5.01 and kpak82 at 1.45 contrast with bullish anchors herbertong at -3.77 and StockSavvyShay at -3.24; CoinvoTrading's pump_risk and -0.34 score further discount its alternating crash and parabolic claims. October 20 contract economics, funding disclosures and absorption of unlocked supply would change the assessment; the quant context supplies only unscored precedents, with no realized outcome validating either camp.
Sentiment — last 14 days
daily mean sentiment, 2026-10-02 → 2026-10-16 · now +0.15 (−1 bearish … +1 bullish)
Who spoke778
| author | grade | trader score | signals | mean sent |
|---|---|---|---|---|
| @USAnt_IDEA | C | -0.64 | 66 | +0.31 |
| @BradMunchen | A | +2.74 | 52 | -0.49 |
| @MentoviaX | C | -2.89 | 51 | +0.47 |
| @StockSavvyShay | B | -1.05 | 49 | +0.28 |
| @herbertong | C | -0.93 | 47 | +0.51 |
| @CHItrader | B | -0.22 | 46 | +0.14 |
| @financespotnews | C | +0.40 | 46 | +0.25 |
| @BestTrader01 | C | -2.63 | 42 | +0.25 |
| @WealthCode99978 | B | -1.34 | 38 | +0.51 |
| @Mark_Lexus | C | +1.73 | 37 | +0.20 |
| @GrindeOptions | C | -3.83 | 36 | +0.41 |
| @CoinPostMedia | C | -0.31 | 35 | -0.04 |
| @carlosfagar | C | +0.00 | 32 | +0.65 |
| @GetPursa | C | +0.10 | 28 | +0.22 |
| @SawyerMerritt | B | -2.82 | 27 | +0.37 |
| @donaldjdean | C | -1.21 | 25 | +0.41 |
| @sspencer_smb | A | -1.17 | 24 | +0.10 |
| @Benzinga | C | +0.17 | 22 | +0.26 |
| @SpacBobby | C | -6.05 | 21 | +0.30 |
| @MarcosMillaYT | C | -0.15 | 21 | -0.19 |
| @StockTraderHub | C | -1.79 | 20 | +0.13 |
| @Money_or_Life_X | B | -0.85 | 20 | +0.49 |
| @3PeaksTrading | B | -1.72 | 20 | +0.31 |
| @SpaceSector001 | C | -0.16 | 19 | +0.36 |
| @kpak82 | C | -1.13 | 19 | -0.44 |
Recent signals30of 3,240 in 14d — receipts included
| date (PT) | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|
| 2026-10-16 | @timothysykes | +0.75 | Praises SpaceX and Tesla innovation while criticizing Apple, despite warning of a possible market crash. | · | tweet ↗ |
| 2026-10-16 | @Tslachan | +0.20 | Notes increased perceived probability of a Tesla-SpaceX merger without claiming a deal. | · | tweet ↗ |
| 2026-10-16 | @AmineTX | +0.45 | Praises the Roadster launch and argues redirected talent plus new models, robotaxis and Optimus can boost Tesla. | · | tweet ↗ |
| 2026-10-16 | @hamids | +0.25 | Expects Tesla-SpaceX collaborations to precede a merger while doubting Roadster delivery timing. | · | tweet ↗ |
| 2026-10-16 | @Apollo_21mil | +0.35 | Argues inflation is improving long term and urges conviction despite market fear. | · | tweet ↗ |
| 2026-10-16 | @BearaBullBella | +0.75 | Discloses a long call-options stance in SPCX without a clear new-entry verb. | · | tweet ↗ |
| 2026-10-16 | @FL0WGURU | +0.65 | More than $2M of premium entered SPCX 144 calls expiring October 23. | · | tweet ↗ |
| 2026-10-16 | @CoinvoTrading | +0.95 | Buy SPCX within the next few weeks before the expected repricing. — Explicitly urges buying SPCX before a predicted parabolic move. | · | tweet ↗ |
| 2026-10-16 | @AlbertAgarunov | -0.15 | Closes the trade near breakeven and reflects on missed partial-profit management. | · | tweet ↗ |
| 2026-10-16 | @StonkValue | +0.85 | Names a broad set of current best buys and predicts major gains for dip buyers. | · | tweet ↗ |
| 2026-10-16 | @BourbonCap | +0.70 | Presents a long-duration space-computing supplier basket around Google's orbital GPU plans. | · | tweet ↗ |
| 2026-10-16 | @ronjonbSaaS | +0.75 | Sell NBIS after a rebound and use the proceeds to buy more SPCX. — States a concrete plan to rotate from NBIS into additional SPCX after NBIS rebounds. | · | tweet ↗ |
| 2026-10-16 | @StockTraderHub | -0.70 | Reports SPCX puts up 60 dollars per contract. | · | tweet ↗ |
| 2026-10-16 | @TheValueTrade | +0.25 | Likes SpaceX's growth but wants a valuation and entry price that allow for project delays. | · | tweet ↗ |
| 2026-10-16 | @RealJimChanos | +0.25 | Claims SPCX will become the largest global neocloud beginning in 2027. | · | tweet ↗ |
| 2026-10-16 | @CKCapitalxx | +0.35 | Treats Roadster SpaceX thrusters as evidence a Tesla-SpaceX merger is natural. | · | tweet ↗ |
| 2026-10-16 | @BearaBullBella | -0.10 | Claims SPCX will acquire TSLA at $420. | · | tweet ↗ |
| 2026-10-16 | @Mark_Lexus | +0.00 | States YSPC's weekly dividend and identifies it as an ETF for SPCX. | · | tweet ↗ |
| 2026-10-16 | @Mark_Lexus | +0.15 | Discloses rolling SPCX put-credit spreads and considering call-credit spreads. | · | tweet ↗ |
| 2026-10-16 | @Benzinga | +0.05 | Gene Munster praises Roadster engineering but doubts its commercial value or volume potential. | · | tweet ↗ |
| 2026-10-16 | @XCapitalMgmt | +0.35 | Expects hyperscaler earnings to be very strong and capex to be reaffirmed based on supplier results. | · | tweet ↗ |
| 2026-10-16 | @carlosfagar | +0.75 | Would buy LITE, MRVL, MU, NBIS and SPCX today. — Explicitly lists five stocks the author would buy today. | · | tweet ↗ |
| 2026-10-16 | @Mark_Lexus | +0.00 | Warns that a changed earnings date will affect IV across expirations. | · | tweet ↗ |
| 2026-10-16 | @Apollo_21mil | -0.55 | Argues SpaceX is not self-funding and is heavily diluting and borrowing. | · | tweet ↗ |
| 2026-10-16 | @aflat0n | +0.35 | Reports a Roadster demonstration using SpaceX thrusters and highlights close technical collaboration. | · | tweet ↗ |
| 2026-10-16 | @Tronthetrader | +0.15 | Reports taking profits earlier after deciding the move was too slow. | · | tweet ↗ |
| 2026-10-16 | @StockTraderHub | -0.70 | Reports existing SPCX puts trading at 2.40. | · | tweet ↗ |
| 2026-10-16 | @donaldjdean | +0.20 | Watchlist identifies $140 support and a close over $151 as bullish confirmation. | · | tweet ↗ |
| 2026-10-16 | @StockSavvyShay | +0.20 | Trump praised Tesla's Roadster demo, which showcased SpaceX thruster technology. | · | tweet ↗ |
| 2026-10-16 | @3PeaksTrading | +0.30 | SPCX is holding above 145 despite broad market turmoil. | · | tweet ↗ |
“Since then” = price move from the close on the signal's date (PT) to the latest close — what happened after they said it, not a backtest. A — means no trading session has closed since the signal yet. Sentiment is our extracted per-tweet score, −1…+1.