What the people who move markets are saying about this, in their own
words. These are views on the record, not scored bets: when a call here grows a number
and a deadline, it moves to the scoreboard. Newest first.
Bear2026-07-02
SpaceX share unlock is the H2 risk: float ~$90B now, over $1 trillion available by year-end; IPO liquidity unlock starts in the fall
Tom Lee · Fundstrat Global Advisors · Prof G Markets (yt kL3CAFG5MiI
Bull2026-06-19
Very bullish SpaceX; incredible appreciation over 3-5 years
Ankur Crawford · Alger · Bloomberg (Alger)
Bull2026-06
Holding my SpaceX shares forever; orbital compute will dominate launch
Shaun Maguire · Sequoia Capital · Bloomberg Technology
Bear2026-06
SpaceX is ground zero, trading near 100x last year's revenue
Gil Luria · D.A. Davidson · Prof G Markets
Bear2026
SpaceX will fail to deliver its prospectus promises (and he owns it)
Jeremy Grantham · GMO · Diary of a CEO
On the scoreboard
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Pundit Rumble · punditrumble.com · built 2026-07-09 from the records · never hand-edited · not investment advice.