# Index İlgili Makaleler

HTX Haber Merkezi, kripto endüstrisindeki piyasa trendleri, proje güncellemeleri, teknoloji gelişmeleri ve düzenleyici politikaları kapsayan "Index" hakkında en son makaleleri ve derinlemesine analizleri sunmaktadır.

SpaceX's Core Window for Listed Trading: July 7th Nasdaq Inclusion Date and Post-Q2 Earnings Lockup Expiration

SpaceX is set for its historic IPO on June 12 at $135 per share, with a paper valuation of $1.75 trillion. A key insight from analyst Alexandra Mertz highlights the IPO's unique structure, where an extremely low initial public float of only 4.3% is expected to create a significant supply vacuum. This scarcity is set to collide with massive forced buying from index funds like Vanguard, CRSP, and FTSE Russell, which are scheduled to start adding SpaceX to their indices as early as June 18/22 and July 7 (NASDAQ 100 inclusion). This could propel the stock price sharply higher, with AI models like Grok predicting a potential doubling from the IPO price around July 7. Another critical date is the post-Q2 earnings call (estimated late July), when early insider shareholders (excluding Elon Musk, who has a 366-day lock-up) become eligible to sell. However, actual selling pressure may be only 10-15% of shares, as major holders like Ron Baron and BlackRock have expressed intentions to hold or buy more. The discussion introduces a compelling "Goldilocks scenario": a potential stock-for-stock merger announcement between SpaceX and Tesla in the window between the July 7 price peak and the late-July unlock period. This timing could help Elon Musk manage a personal $7 billion tax liability related to exercising Tesla stock options by August 15, while leveraging high valuations for both companies. Furthermore, the inclusion of former Tesla adversaries like Charles Schwab, Morgan Stanley, and J.P. Morgan as SpaceX IPO underwriters is seen as a strategic move to secure their "yes" votes for a potential Tesla merger approval in a November shareholder vote. The rationale for SpaceX acquiring Tesla, rather than the reverse, centers on SpaceX's superior governance structure, which offers Musk stronger control through super-voting shares and mandatory arbitration clauses, protecting the combined entity from activist investors and legal challenges.

marsbit06/10 12:20

SpaceX's Core Window for Listed Trading: July 7th Nasdaq Inclusion Date and Post-Q2 Earnings Lockup Expiration

marsbit06/10 12:20

Elon Musk's 'Granny Drain'

Title: Musk "Milking the Old Folks" Author: Nancy, PANews As the memory sector surges with Micron and SK Hynix each surpassing a trillion-dollar market cap, Elon Musk is accelerating his own myth of becoming the world's first trillionaire. SpaceX, with its astronomical valuation, is speeding toward the capital markets. This potentially wealth-history-rewriting super IPO is pushing Musk toward that unprecedented personal fortune and delivering hundredfold or even thousandfold returns to early backers like Google, Valor Equity Partners, Founders Fund, and others. However, to sustain this most expensive space narrative in human history, new buyers are ultimately needed. As massive pension funds are set to be "forced to buy," the retirement savings of Americans are becoming the fuel for Musk's space dreams. Wall Street has begun paving a fast track for such super IPOs. Major indices like Nasdaq and S&P have recently eased rules, allowing mega-companies like SpaceX to be incorporated into key benchmarks like the Nasdaq 100 much faster post-listing. This matters because a vast portion of the U.S. retirement system—trillions in 401(k)s and pension funds—relies on passive index investing. Once a company enters a major index, all funds tracking it are compelled to buy its shares automatically, regardless of valuation, profitability, or risk. This has sparked significant backlash. Teacher unions and major public pension funds (collectively managing trillions) have warned the SEC and written to Musk, opposing SpaceX's extreme governance structure where Musk holds 85% voting control. They argue workers' lifelong savings could be tied to a company resembling a Musk family office more than a transparent public entity. In essence, after early investors reap immense rewards, the potential "bag-holding" cost is being transferred onto passive investors—the ordinary American retirees—through the mechanism of index inclusion.

marsbit05/28 07:07

Elon Musk's 'Granny Drain'

marsbit05/28 07:07

活动图片