Company Breakdown
Flow's SpaceX plan: wait for the lock-up before buying more
Flow's stated plan after the IPO: don't buy more SPCX until after the insider lock-up, when supply hits the market and the price could fall. It's a lesson in timing supply, not chasing hype.
Flow's plan was to stop adding SPCX until after the insider lock-up expires. His reasoning: when the lock-up lifts, more shares can hit the market, and that added supply can push the price down — so he'd rather wait than buy into the unlock. He also floated taking short-term bearish trades around it. The takeaway isn't the specific trade; it's timing around share supply instead of chasing the hype.
Supply, not hype, drives the entry
Most people buy an IPO on excitement. Flow's frame is mechanical: a lock-up temporarily stops insiders from selling, so the shares available to trade (the float) are limited at first. When that lock-up expires, more supply can arrive and pressure the price — so he chose to wait rather than add ahead of it. And in fact SPCX did come well off its highs (from a high near $226 toward the $150s by late September) as the first insider tranche (~911 million shares) unlocked around August 6. Flow's mention of puts or short scalps is his own approach, not a recommendation; shorting carries its own risks. The durable lesson: know the unlock schedule before you set your entry.
This is educational content, not financial advice. Any figures are illustrations, not promises. Investing involves risk, including loss of principal. Do your own research and consider a licensed professional.
Flow the Investor is the creator of Heavy Returns, a financial-media brand teaching everyday people to invest and trade with discipline — what he calls Trained Money. He presents every video on the official @HeavyReturns channel.
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© 2026 Heavy Returns. Educational content only. Not financial advice. Video by Flow the Investor on the official @HeavyReturns YouTube channel; this page is a written companion.