October 13, 2026 · Decision research
Space Economy
Finding
SpaceX's share releases are a genuine risk, but the evidence does not support treating them as an automatic sell signal for every space stock.
What changed
SpaceX gained around two major release windows, while listed competitors behaved differently; eligibility to sell has not translated mechanically into falling prices.
Decision
Change the action from unknown to HOLD existing, appropriately sized exposure and WAIT on new sector-wide purchases. Do not liquidate solely because shares become eligible for sale.
Watch next
The next 7% release, the larger earnings-linked release, actual shareholder selling, and fund withdrawals rather than falling prices alone.