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re: $DXYZ - like $VCX with a larger float
Posted on 5/8/26 at 9:45 am to Upperdecker
Posted on 5/8/26 at 9:45 am to Upperdecker
I’m up to a 45% return on this so far and I think it keeps going up
0
Posted on 5/8/26 at 9:47 am to supadave3
It ain’t cooling. It’s been having these dips after a big run pretty regular but that’s just profit taking.
The overall trend is up and up fast. I think it continues until the SpaceX IPO launch
The overall trend is up and up fast. I think it continues until the SpaceX IPO launch
Posted on 5/8/26 at 1:29 pm to deltaland
I’m so close to 100% I can taste it. +97%. I had high conviction on this, I’m pumped. Still holding 2/3 but likely going to size down to 1/2 and ride
Posted on 5/8/26 at 1:37 pm to Upperdecker
Hell I’m staying all in until the SpaceX ipo unless it just crashes for some reason.
Doubling down and let it ride
Doubling down and let it ride
Posted on 5/11/26 at 9:14 am to Upperdecker
Up over 67 dollars this morning
Posted on 5/11/26 at 9:14 am to Upperdecker
On another big run this morning. Up about 22%.
I'm in at 32 and I guess I'll ride this until close to the SpaceX IPO. I'm not sure what happens to this once that is available.
I'm in at 32 and I guess I'll ride this until close to the SpaceX IPO. I'm not sure what happens to this once that is available.
Posted on 5/11/26 at 10:45 am to frankthetank
Hit $69 earlier. I’m up over 138%
Posted on 5/11/26 at 11:46 am to frankthetank
quote:
I'm not sure what happens to this once that is available.
It’ll go down as investors exit this stock to purchase directly SpaceX stock.
I’m not sure whether you sell the day before the IPO or the morning of it
Posted on 5/11/26 at 11:56 am to deltaland
I think the value of Anthropic in this fund is really undervalued. Anthropic could be the highest valued company in the world if it continues a similar growth rate for 1 more year. Highly unlikely, but its currently growth rate is also unheard of at its size. I’m absolutely keeping a decent amount of this fund just for the Anthropic exposure
Posted on 5/11/26 at 12:18 pm to Upperdecker
$69
Niceeee
Niceeee
Posted on 5/11/26 at 1:20 pm to Upperdecker
Late but in bigly
Posted on 5/11/26 at 8:39 pm to Odinson
Thank you to the DXYZ poster who I listened to and got in at 31
Posted on 5/11/26 at 9:36 pm to Upperdecker
After hours
Posted on 5/12/26 at 6:22 am to deltaland
Anthropic put out a guideline yesterday basically saying that certain SPVs (special purpose vehicles) for buying their shares would be null and void. They specifically call out the ones they’re targeting which are mostly single employees lending shares to SPVs. It’s considered very aggressive but they have a huge secondary market for their shares and want to clean up their cap table before IPO. DXYZ is getting caught in the crossfire (along with the market being down). DXYZ has its exposure through an SPV, but the SPV is through a massive hedge fund, and it appears the hedge fund bought their shares in an Anthropic approved way. There’s still some questions to be confirmed though. Plus the stock has run super hot so it’s leading to some profit taking
Posted on 5/12/26 at 8:57 am to Upperdecker
I wonder if I should just sell or ride this out
It’s in freefall right now. And I can’t find anything on if DXYZ Anthropic shares are confirmed as approved
They weren’t specifically named but the press release by anthropic was worded in a way that says no SPVs allowed at all
It’s in freefall right now. And I can’t find anything on if DXYZ Anthropic shares are confirmed as approved
They weren’t specifically named but the press release by anthropic was worded in a way that says no SPVs allowed at all
Posted on 5/12/26 at 9:39 am to deltaland
DXYZ released a prospectus yesterday then updated it today. They specifically updated their Anthropic footnote. If they had any question of whether the underlying SPV was approved by Anthropic they would need to issue a different release. The updated prospectus today likely confirms the SPV shares were approved for sale by Anthropic - Gemini thinks these were sold as part of FTX bankruptcy proceedings
But tons of high flying shite is way down today. Space, semis, memory, etc. They’re shaking the tree for sure. I had reduced on the way up but sold some more after my post this morning. Now all in profits
But tons of high flying shite is way down today. Space, semis, memory, etc. They’re shaking the tree for sure. I had reduced on the way up but sold some more after my post this morning. Now all in profits
Posted on 5/24/26 at 8:11 am to Upperdecker
$66 range now. Nearing the $71 high on 5/11. Probably cup and handle into $100+ for SPACEX IPO 6/12
Posted on 5/25/26 at 7:32 am to Upperdecker
quote:
$66 range now. Nearing the $71 high on 5/11. Probably cup and handle into $100+ for SPACEX IPO 6/12
Are you really predicting $100 by end of June 12?
I started nibbling as soon as you brought this to the board and keep buying more and more. I want to go hard on it but I fear these ATH’ means a pullback is coming.
Posted on 5/25/26 at 8:25 am to supadave3
Cup depth is roughly $30. If it forms the handle, assuming a pullback to ~$60, you add the depth to the pullback number. That would be $90. But probably gets overshoot to $100 bc market loves big round numbers
Posted on 5/26/26 at 11:40 am to Upperdecker
wtf just happened this thing just bombed
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