No SPCX shares are available to borrow at IBKR right now. Borrow fee is up to 6.22%.
Bgrahamdisciple
@bgrahamdisciple.bsky.social
I am a trader, investor, and lawyer with over 25 years of experience in the securities industry, mostly in equities and options.
It is mildly interesting that SPCX rushed to file their 10-Q today, which starts the two day clock for the first (~900 million share) lockup expiration.
I shorted SPCX again Friday. Looks like there might be a bit of meat left on the bone before earnings tomorrow. Very bad sign for bagholders that the Tesla merger pump faded so quickly.
I thought this might happen as Elon always reacts to big drawdowns by engaging Extreme Shenanigans Mode.
Bgrahamdisciple@bgrahamdisciple.bsky.social · 2w agoWhat do you all think will happen to SPCX price if (when?) Elon discusses the possibility that SPCX will buy TSLA? Mulling this over as my short exposure is growing.
Ooooh never mind, I RTFM and they explicitly include a carve-out for all stock acquisitions of S&P 500 members by non-S&P 500 members getting to bypass profitability rules. That is almost certainly the backdoor loophole he intends to use
FWIW, part II. I also covered my SPCX short yesterday and sold my puts around $113. The green candle was getting a bit large for my taste, the stock had gotten close enough to my short term target of ~$100, and a short term bounce seemed to be afoot.
FWIW, I covered my TSLA short yesterday around $301. The chart seemed to be bottoming, and I used my incredibly sophisticated quantitative analysis to determine that $300 is a round number that is important to BTFDippers.
SpaceX has lost more than a Tesla in market cap since its ipo… www.cnbc.com/2026/07/27/s... by Oliver Renick @cnbc.com
SpaceX has now lost the equivalent of a full Tesla in market capitalization
Elon Musk's space company has wiped off more than $1.2 trillion in market cap since hitting a high of $225.64 per share in June.
cnbc.com
Adam Jonas wants you to know that SPCX stock p/e is getting very cheap, as long as you use forecasted 2028 earnings for e. (This is not satire. This is real. I swear.)
Live feed of me “surviving” as a SPCX short seller
With both Tesla and SpaceX experiencing hilarious drawdowns, you know what time it is. Time for one of my favorite GIFs.
Jack Nicholson's Iconic Nod
ALT: Jack Nicholson's Iconic Nod
static.klipy.com
Live feed of me checking on interest rates
Man Taking Off Sunglasses
ALT: Man Taking Off Sunglasses
static.klipy.com
How to fan the flames of merger rumors and speculation:
Bgrahamdisciple@bgrahamdisciple.bsky.social · 2w agoI have a feeling that Elon might try it as a stock pump, & also have in the back of my mind that Elon would vest his Tesla options if SpaceX bought Tesla. There are lots of rumors & questions coming from investors, & Elon knows, & isn’t quashing them, which he could easily do.
What do you all think will happen to SPCX price if (when?) Elon discusses the possibility that SPCX will buy TSLA? Mulling this over as my short exposure is growing.
Starting to see chatter from SPCX bagholders that there is going to be a SPCX short squeeze. They had better hurry up!
NO SHIPS TRANSITED STRAIT OF HORMUZ IN LAST 24 HOURS, SHIP-TRACKING DATA SHOWS
Hey Siri, show me a picture of an orderly liquidation.
SpaceX 15m chart. The first unlock day is still weeks away. This could get ugly.
Today’s Adam Jonas SpaceX pump: Robotics TAM is going to be $50 Trillion by 2050. This is gonna be huge for SpaceX because all these robots will use Starlink. He has a chart entitled “Estimated Starlink Robot Penetration Rate” (Heh heh heh…He said penetration.)
