$VCX
first mention in our archive Mar 25, 2026 · latest 1w ago
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13 mentions since Mar 2026Loading price chart…
@k_a_y_b_e_e_ @harshparikh_16 $VCX is closed traded fund so it can get more detached from underlying holdings.
Well this is aging well with $VCX. From $425 -> $110 in 4 days. Think majority of people expected it… but not sure why retail investors thought SpaceX should be valued at $34 trillion at the top. https://t.co/JHURpLJmmq
@HAkbarnataj With $IREN, you have $6B in newly minted selling pressure. This ATM is structural overhang in any rally. If the marketcap is $11 Billion and they're selling up to $6,000,000,000 worth of new shares against you in the open market. I would not go long until the ATM is finished and existing holders get diluted. Same with $VCX, if you're trading at 2000% NAV of SpaceX (valued at $34 Trillion), eventually the math will work against you.
$VCX is down another 40%. Totaling -62.35% drop in two days. Good reminder that sometimes it’s good to look at the math…. Behind these names (NAV mismatch), especially with others like $IREN and $6B ATM filings. https://t.co/dj1iKO8YLP
Bro at this rate… SpaceX IPOing at $1.7 Trillion will end up like $VCX? Who thought it was a good idea to allow everyone, especially every single bank asset manager, to sell on day one… At the newly valued 1.7 trillion to retail? https://t.co/VPcyUB3KyJ
@realstockfox Yeah. I’m well aware $VCX drop was multifaceted. The timing is just funny since it started dropping right after my post. Did not expect it to keep dropping 44% in a day though.
Uh guys… don’t think a bearish X post from a random. Can send a $10B+ MC fund like $VCX down 44% straight away… Right? https://t.co/qeYhzaFiDK
Well this post aged well on $VCX. Just 1 hour later? https://t.co/hE2OcqYioF
Warning about $VCX. A very popular ETF with weighting toward (Anthropic, Databricks, OpenAI, Anduril, and SpaceX). Ask yourself this: Is SpaceX is worth 23 times $META valuation? With the stock going up 1288% this month: VCX is trading at roughly ~20x its NAV. So 1500-2000% premium? This is like buying SpaceX at 34 Trillion USD. Or OpenAI at 16 Trillion USD. Would you short it? No: It's extremely low float and lack of options for hedging. But should you buy into it? $VCX looks like greater fools theory right now and you’re playing hot potato.
@erikles_white $VCX probably a great short when hedging becomes available.
