Is SpaceX.US only a ultimate buy point when it drops below $80? 1. The stock price will still plummet by 20%-25% because selling pressure has not subsided; the first long-term buying opportunity is around $80, corresponding to a $1 trillion market cap. 2. Facing endless unlockings over the next 6 months: August-December is a dense unlocking period, with earnings on August 4 and the first batch of large unlocks (20% of total shares) on August 6. Thereafter, approximately 7% of chips will be released every earnings week and bi-weekly! 3. Short-term bearish for shorting, but long-term represents a once-in-a-century wealth-building opportunity. There are more short-selling opportunities at highs in the short term, but looking at a 2-3 year horizon, this sell-off paves the way for subsequent surges. 4. The core logic is not aerospace, but computing power and AI. The true main line driving Musk's valuation uplift is Grok, AI models, and data center infrastructure.