Last Wave Before SPCX Joins the NASDAQ
Last night we took a dip, and I secured some profits.
But this wave isn’t over yet. The core logic:
On June 24, SPCX officially joins the NASDAQ large-cap stocks, and passive buying from index funds is a hard demand.
Estimated passive buying fund size: $10-40 billion
Basis: SpaceX's market cap is about $2 trillion, and Bloomberg’s global large-cap index weight is roughly 1.5%-3%, which leads to this range based on AUM tracking.
This isn’t just pie in the sky; it’s the underlying mechanism for index rebalancing.
Another layer of support:
Anthropic's big orders confirmed + just signed with Reflection AI (up to $6.3 billion, starting monthly at $150 million) potential monthly income from clients like Google exceeds $2 billion, Colossus data center is ramping up, and AI compute power is on the way.
These aren’t long-term stories; they are cash flows happening now.
Current price level is 150, waiting for a stabilization signal to re-enter for the next wave, considering a retreat on the 25th.
Rhythm: June 24 for the pulse → run before the 25th, no attachment to battle. $BTC $TSLAB #SpaceX股价盘前跌4.6% #SpaceX将纳入彭博全球大盘指数
Last night we took a dip, and I secured some profits.
But this wave isn’t over yet. The core logic:
On June 24, SPCX officially joins the NASDAQ large-cap stocks, and passive buying from index funds is a hard demand.
Estimated passive buying fund size: $10-40 billion
Basis: SpaceX's market cap is about $2 trillion, and Bloomberg’s global large-cap index weight is roughly 1.5%-3%, which leads to this range based on AUM tracking.
This isn’t just pie in the sky; it’s the underlying mechanism for index rebalancing.
Another layer of support:
Anthropic's big orders confirmed + just signed with Reflection AI (up to $6.3 billion, starting monthly at $150 million) potential monthly income from clients like Google exceeds $2 billion, Colossus data center is ramping up, and AI compute power is on the way.
These aren’t long-term stories; they are cash flows happening now.
Current price level is 150, waiting for a stabilization signal to re-enter for the next wave, considering a retreat on the 25th.
Rhythm: June 24 for the pulse → run before the 25th, no attachment to battle. $BTC $TSLAB #SpaceX股价盘前跌4.6% #SpaceX将纳入彭博全球大盘指数