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Kobeissi Letter reports 911,500,000 SpaceX shares ($SPCX) held by employees and…

2026-08-06 · 04:00 UTC ·@CoFoundersNik ·0 min read

Brief

SpaceX will see 911,500,000 employee and early-investor shares become tradable on 2026-08-07, a supply increase about 43% larger than the 638,900,000 IPO shares; free float would jump from 4.9% to 11.8%. The post claims this unlocks roughly $100B and asks whether traders should expect heavy selling, no move, or a buy opportunity.

Why it matters

Kobeissi Letter reports 911,500,000 SpaceX shares ($SPCX) held by employees and early investors become eligible to trade on 2026-08-07 (post published 2026-08-06).

Key details

  • The 911.5M shares are ~43% more than the 638,900,000 shares issued at IPO; SpaceX free float would rise from 4.9% to 11.8% of outstanding shares.
  • Author frames this unlock as roughly $100B of value becoming tradable tomorrow, prompting questions about a potential selling flood, muted price reaction, or buying opportunity.
Source evidence

$100B - The biggest chunk of value EVER, unlocks tomorrow.

Professional traders:

How is this gonna go? Should I be ready to buy?

Has anything like this happened before? Are we going to see a flood of selling?

Is it a good sign if the price doesn’t move? Is it bad if it does?

The Kobeissi Letter (@KobeissiLetter)

BREAKING: A total of 911,500,000 shares of SpaceX, $SPCX, held by employees and early investors, become eligible to trade tomorrow.

That's ~43% more than the 638,900,000 shares issued at IPO.

SpaceX's free float is set to increase from 4.9% to 11.8% of outstanding shares.

— https://nitter.net/KobeissiLetter/status/2084981639231229990#m