Bill Baruch says he has been buying SpaceX personally over the past week, and his approach is to put it away and let the story develop over the next six months. While most of the market leans on Starlink and the data centers in space narrative, Bill thinks the compute side is where the real story sits. He pointed to the Cursor acquisition and partnership as the piece he has been flagging on air for the last month and a half, calling it the foundation for model training that becomes a compelling story over the next six months. On price, he liked 115 on the way down, back when shares were trading near 200, and he would add more below 100. He also pushed back on the bearish read of the lockup itself. Shares were higher on the session even after the unlock, which he found notable given how many investors expected a 5 to 10 percent drop. His point is that the market knew the unlock was coming and cut the stock roughly in half heading into it. Watch the full discussion here.