☕ DrinkCoffeeAndProfit
Smart money moves before breakfast
Inspiration Quote for the Day
“In the short run, the market is a voting machine. In the long run, it is a weighing machine.”
— Benjamin Graham
The Morning Ritual
He Bought SpaceX at the IPO. Today the People Who Sold It to Him Can Leave.

Greg texted me last night. He bought SpaceX shares in June at `$135` a pop. Put in `$6,750`. Told his wife it was better than a savings account. This morning they trade around `$108`. That is `$1,350` gone in two months.

I told him to wait until he hears what happens today. Roughly `911` million shares held by SpaceX insiders just became eligible for sale. That is `$116` billion worth of stock. The people who built the rocket and got their shares for pennies can now cash out. Greg paid `$135` to carry the same bag they are free to drop. And it gets worse.
· · · Partner Message · · ·
RYSE Reg A+  ·  Nasdaq $RYSS reserved
SpaceX rocket on the launchpad with stock market overlay

Investor briefing · Adjacent AI plays

When SpaceX moves, an entire category lifts.

Investors are scanning for the next AI-driven private name. RYSE has the ticker, the patents, and the revenue. Pre-IPO at $2.50/share, recently up from $2.45.

A SpaceX IPO would be one of the largest market events in years. When Elon Musk drives attention, money rarely stops at one stock. Tesla pulled capital into batteries, charging, and autonomy. AI pulled it into chips, infrastructure, and robotics.

The next adjacent area is AI inside the home. Window coverings shape how light, heat, and comfort move through every room. 92% of them are still controlled by hand. RYSE is the only company built around retrofitting them with patented robots and AI.

RYSE is still pre-IPO with reserved Nasdaq ticker $RYSS. The Reg A+ round is open at $2.50 per share, recently up from $2.45.

$15M+
Revenue
80K+
Devices sold
100+
Best Buy stores
10
Patents granted
Current pre-IPO share price
$2.50 / share
Invest at $2.50/share →

~$1,002 minimum  ·  IRA eligible  ·  No lock-up  ·  Bonus shares available

Important disclosures. This is a paid advertisement for RYSE Inc. made pursuant to a Regulation A+ offering and involves risk, including the possible loss of principal. The valuation is set by the Company; there is currently no public market for the Company’s Common Stock. Nasdaq ticker “$RYSS” has been reserved by RYSE; any potential listing is subject to future regulatory approval and market conditions. References to SpaceX, Tesla, and Elon Musk describe broader market trends and do not imply any partnership, endorsement, or affiliation with RYSE. SEC qualification does not constitute SEC approval of the merits.

RYSE Inc., 96 Spadina Avenue, Suite 500, Toronto, ON M5V 2J6, Canada
· · · · · · · · · · · · · · ·
In One Sip
► SpaceX stock fell `13%` on Wednesday after its first-ever earnings report showed AI spending far above what Wall Street expected.
► Revenue beat estimates by nearly `$1` billion. But AI data center spending torched the profit margin. Wall Street punished the miss.
► Today the IPO lockup expires. Roughly `911` million insider-held shares become sellable. That is one and a half times the entire IPO float.
► SpaceX named Nvidia as the exclusive chip supplier for its AI build. Nvidia jumped on the news while SpaceX sank. One company spent the money. The other collected it.
► Jim Cramer told viewers Tuesday to buy SpaceX for their kids. The stock dropped `13%` the next morning. That timing is the buried story: the sell signal came the day before the lockup expired.
Why It Matters for Your Money

Start with the math on Greg’s kitchen table. He bought `50` shares at `$135`. Today they trade near `$108`. That is a loss of `$1,350` in eight weeks. If he had parked that `$6,750` in a high-yield savings account paying `4.1%` APY, he would have earned about `$46` in interest instead. That is a `$1,396` swing for choosing excitement over patience.

Now do the insider math. Early SpaceX employees received shares well under `$10`. Some got them for less than `$1`. At `$108`, those shares are worth `100` times what they paid. They do not need the stock to go up. They already won. Every share they sell is pure profit. Every share Greg holds is a loss.

Think about that for a second. The people with the most information about SpaceX’s future just got permission to sell. They got that permission the morning after the stock dropped `13%`.
· · · Partner Message · · ·

Is This Elon Musk’s Next IPO?

Image

After taking SpaceX public in the biggest IPO ever, Elon Musk is already working with a NEW startup that’s growing faster than Tesla…

Faster than SpaceX… And faster than any of Elon Musk’s previous ventures.

Bloomberg has just confirmed that this startup is moving towards “a blockbuster IPO.”

And Jeff Brown will also show you how to claim a pre-IPO stake for as little as $50.
· · · · · · · · · · · · · · ·
The Wealth Angle

I have watched every major IPO lockup expiration since Facebook in 2012. Facebook dropped `6%` the week its lockup opened. Uber fell `7%`. Rivian cratered `12%`. The pattern is not subtle: insiders sell, supply floods the market, the price dips, and retail investors absorb the loss.

I think SpaceX is a real business with real revenue. The earnings report proved that. But a real business at the wrong price is still a bad trade. And the wrong price is whatever you paid when insiders were not yet allowed to sell. The lockup is not a formality. It is the moment the game changes from “everyone holds” to “the informed money decides.”

Here is what I would watch. If insider selling stays light, the floor could hold. If large blocks hit the market from early employees and venture funds, that stock has room to fall. Either way, the people making that decision have numbers you and I will never see. That asymmetry is the whole story.
☕ Key Insight:
SpaceX insiders got their shares for pennies. They can now sell at `$108`. Retail investors paid `$135` and are already down `20%`. In every IPO, somebody gets the exit. Today we find out who.
Coffee Break Move

If you own IPO stocks: Pull up any holding you bought in the first six months after its IPO. Check whether its lockup has expired. If it has not, mark that date on your calendar. That is the day the rules change.

If you are building steady: An S&P 500 index fund holds SpaceX, Nvidia, and `498` other companies. When one drops `13%`, the others absorb it. You never need to know a lockup schedule.

I texted Greg back this morning. Told him to finish his coffee before he opens the app. The insiders waited months for today. He can wait until the dust settles.

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