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URGENT SPACEX UPLOAD 🚨 IT IS HAPPENING ‼️ SpaceX Price Prediction

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Summary

SpaceX joins NASDAQ-100 July 6, triggering passive buy-ins, but the host predicts a post-inclusion selloff to $160-$165, advising traders to buy before, then avoid longs after.

Executive Summary

SpaceX is set to join the NASDAQ-100 on July 6, triggering an estimated $4–$4.3 billion in passive inflows as ETFs place market-on-close orders, with the first trading day on July 7. The host warns that after this inclusion buying climaxes, institutions will begin selling immediately, creating significant downward pressure on the stock—a pattern he illustrates with Rocket Lab, which plunged nearly 25% cumulative after its inclusion compared to a 4.6% market decline. He expects SpaceX to see a similar but less severe post-inclusion selloff, targeting a $160–$165 zone, and plans to avoid long positions afterward. The video also touches on broader tech themes, including Grok 4.5's rapid release cycle, AI self-improvement, and SpaceX's potential "game over" advantage from combining space-based compute with its factory-building capabilities. Overall, the central message is that the index inclusion offers a clear trading opportunity: buy the pre-inclusion strength, then capitalize on the expected drop.

Key Points

  • ▶ 0:00 SpaceX has officially announced its addition to the NASDAQ 100, making index-tracking ETFs and funds required buyers of the stock.
  • ▶ 0:16 The inclusion timeline shifted: buying is now expected Monday, July 6, with Tuesday, July 7 as the first trading day.
  • ▶ 4:23 Estimated passive inflows are $4B–$4.3B, with large ETFs placing market-on-close orders on July 6 that will help set the official inclusion price.
  • ▶ 5:17 Institutional arbitrageurs quietly buy SpaceX stock up to inclusion, targeting $4–4.3 billion, then execute a market-on-close sell order matched in under a second on the last second of Monday, July 6th.
  • ▶ 7:45 After inclusion, institutions begin selling immediately, causing major post-inclusion selling pressure and likely price declines—"after Monday of next week, you will see everything change."
  • ▶ 8:30 The speaker promotes his Discord free trial (code "freedom") as the place to learn how to capitalize on the expected post-inclusion drop.
  • ▶ 9:42 SpaceX is down 13.05% vs the NASDAQ’s 4.72% over five days — a “pretty bad” drawdown — but from the 23rd low it is up 1.58% while the NASDAQ is down 2.34%, showing relative strength.
  • ▶ 11:08 The strength is tied to the upcoming ETF inclusion on the 6th, with billions in buying expected at 4:00 that day; after that, the upward pressure ends and longer-term concerns like dilution and scaling costs come into focus.
  • ▶ 13:10 Musk’s new Grok 4.5 model, built on a 1.5TV9 foundation with Cursor data, is in private beta at SpaceX and Tesla, performing close to or above Opus — and new models are now expected monthly.
  • ▶ 14:03 One AI system now codes 80% of its own upgrades, and this self-improvement will accelerate so users see massive improvements on a monthly basis, making control of AI the central race.
  • ▶ 16:09 Google's key differentiator was its clean, uncluttered interface, and the AI race will follow the same pattern — the winner will be the one offering concise, exact answers, with ads only as "icing" on the subscription-based "cake."
  • ▶ 17:20 SpaceX could decisively win by combining space and in-orbit compute with lower temperatures, solar power, and free energy, creating a "game over" advantage nearly impossible to duplicate via its mastered factories-that-build-factories capability.
  • ▶ 17:54 The host expects a negative price move for SpaceX after its index inclusion, admitting he doesn’t know the exact magnitude but is confident in the direction.
  • ▶ 18:37 Rocket Lab's inclusion buying climaxed at Thursday's 4:00 PM close before joining the NASDAQ-100 on Monday, with institutions and ETFs executing massive purchases.
  • ▶ 19:58 Post-inclusion, Rocket Lab fell sharply—down 6%, then 11.3%, then roughly 20% (nearly 25% cumulative) versus a market decline of only 4.6%, making the selloff about six times worse than the broader market.
  • ▶ 20:33 The host expects SpaceX to see downward pressure after index inclusion, similar to but less severe than Rocket Lab, so he will not hold long positions after inclusion.
  • ▶ 22:02 In the pre-inclusion window, Rocket Lab was up 5% as institutions front-ran the index; at inclusion there was "instant and utter selling pressure" — he expects much the same for SpaceX this week, targeting a $160–$165 zone.
  • ▶ 23:12 He has a specific plan to capitalize on the expected move and is offering a two-day free trial to join his Discord, using code "freedom" at checkout.

Video Sections

  • ▶ 0:00 SpaceX Joins NASDAQ 100 and Predicted Inflows (0:00 - 5:17) - Covers the NASDAQ 100 announcement, a July 4th free trial, and $4B–$4.3B expected passive inflows.
  • ▶ 5:17 Arbitrage, Post-Inclusion Selling Pressure, and Discord CTA (5:17 - 9:00) - Explains index-inclusion arbitrage, post-inclusion demand/selling, and promotes the Discord free trial.
  • ▶ 9:00 SpaceX vs NASDAQ, Long-Term Outlook, and AI News (9:00 - 14:05) - Looks at SpaceX's bounce, long-term Starlink/dilution outlook, and Musk's latest AI post.
  • ▶ 14:05 AI Race, Search Evolution, and SpaceX's Dominance (14:05 - 17:46) - Traces search engine history, frames AI as the next search layer, and highlights SpaceX's compute/space edge.
  • ▶ 17:46 Rocket Lab's NASDAQ-100 Example (17:46 - 20:33) - Shows Rocket Lab's post-inclusion selloff as a cautionary pattern.
  • ▶ 20:33 Applying Rocket Lab's Pattern and Final Trading Plan (20:33 - 24:16) - Applies that pattern to SpaceX, gives a price target/trading plan, and ends with a call to action.

Exact Transcript

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