Source

SpaceX / space-halo data points (perspective spacex-ipo-liquidity-event):

• (06-03) Kobeissi: "~555.6M shares @ $135 = $75B, valuing SpaceX $1.77T, per new SEC filings." → confirms our filed terms; a 1.9M-follower macro account matching our read.
• (06-05, anchor thread) Voices our own liquidity-drain thesis: "SpaceX's $75B IPO is days away… funds are likely selling to make room." → thesis-going-mainstream timing marker.
• (05-26) SpaceX awarded a $2.29B US Space Force contract (space data network).
• (06-03) Space-ETF AUM crossed $5B first time, doubled YTD, +900% YoY → space-sentiment surge backing the FLY/ASTS/RKLB/LUNR halo names in space.json.

Implication: the $75B primary raise (huge new float) reinforces the "not a clean day-one buy" call. No new action — corroboration + a mainstreaming/sentiment read.

Takeaway

From a 30-day @KobeissiLetter pull. Status: social-source claims. The IPO terms here corroborate our primary-source read of the priced S-1/A — they are NOT new.