Chamath Palihapitiya Sold All of His SPCE (Virgin Galactic) Shares?! Why SPCE Is Crashing.

요약 보기

Virgin Galactic(SPCE) 주가 급락 소식을 전하는 영상으로, 이사회 의장 Chamath가 보유 지분 약 2억1300만 달러(약 1580만주) 전량을 매도한 사실이 핵심이다. [주요 사실] - Chamath가 이번 주 화·수요일 약 260만주를 평균가 기준 약 2억1300만 달러에 매도한 것으로 전해졌다. - 매도는 Social Capital 등 간접 보유 지분을 통해 이뤄졌다. - 영상 제작자는 이를 실망스러운 소식으로 평가했다. [시장 반응 및 수치] - 매도 소식 이후 주가는 26.66달러 수준으로 하락했다. - 약 한 달 전 60달러 근처 고점 대비 약 53% 하락한 상태다. - 최근 시장 조정 속에서도 SPCE가 가장 큰 낙폭을 기록 중이라고 설명했다. [전망 및 견해] - 제작자는 주가가 강한 지지선을 찾을 때까지 추가 하락할 수 있다고 봤다. - 다만 우주산업 자체는 성장 산업이며 장기 잠재력이 있다고 평가했다. - 내부자 매도는 보통 부정적 신호로 해석된다는 견해를 밝혔다. [언급 종목·기타] - SPCE가 중심이며, 로빈후드 보유 종목 상위에 포함돼 있다고 언급했다. - ARK Invest의 ARKX ETF에 SPCE가 편입될 가능성을 언급했다. - Clover Health, Opendoor 등 Chamath 관련 종목 보유 사실도 밝혔다. - 자본이득세 합법적 절세 방법에 관한 후속 영상을 예고했다. [출연자 전망] 제작자 Ahmed는 단기적으로 추가 조정 가능성을 열어두었으며, 장기적으로는 우주산업 성장을 긍정적으로 보았다.

다듬은 글

※ 자동 자막 원문(다듬기 전)

01. what is going on guys it is ahmed and i am back today with an update for everybody guys as you know again some unfortunate news that came out this morning especially with this market pullback i know a lot of people on my discord a lot of people that i know personally friends that are invested in virgin galactic guys this is a company that went public via spec and again one of the ipo specs uh that chamath created again as being one of the owners of the specs but regardless today we found out that chamath sold the remaining 213 million dollar stake that he had in the company that's that's actually pretty disappointing and to give people perspective of what that really means it's you know as if i know he not necessarily he's not the ceo virgin galactic he's just one of the chairman but regardless it's like as if the same feeling is if elon would sell his tesla stake or tesla shares now i truly do understand um that a lot of people are gonna be disappointed in this and personally i am too i'm not you know i'm not happy by any means but remember guys making these videos i don't do it for financial advice but when a church when a chairman someone who believes in the company and states that he thinks that it's gonna be something very bright that has a very bright future incoming when they sell when you know it sells a steak that that only hurts the stock look at the price action it's at 26.66 and you know again it looks compared to the rest of the market this one is definitely bleeding the most because a lot of people follow chamath being that he's a virgin galactic um not excuse me averaging galactic but he's a french venture capitalist he's a guru people have been looking up to him because again he's been on the side of the real um the the i can't even think of the word because you know how flustered i am but regardless um you know those of us who are investors the you know the little guys if you will right he the retail investors there's the word i was looking for so again when i saw this you know chamoth the chairman of virgin collector who took the company public through this back deal back in 2019 sold his remaining personal stake this week the sale was worth about 213 million dollars owns about 15.8 million shares indirectly through social capital so that says ipo that's the special purpose acquisition and special uh social capital had sofia holdings that's just their you know venture capital firm if you will so that's the spec that uh chamath formed with fellow investor ian osborne so when i read through the article you know again it's it's nothing that doesn't sit well with me and i know this set will sit well with a lot of people but that doesn't necessarily mean that the company is going down that the company's going to do poorly in the long term but again this is something that is disappointing so it looks like chamois sold about 2.6.2 million shares on tuesday and wednesday worth about 213 million at an average uh selling price so again you know when we see insider trading what we know for companies is that typically speaking when there's insider trading um when people are buying the insiders are buying stocks that's usually a positive sign when we see things like a chairman selling especially if it's chamath the fact that he has so much influence on the internet that doesn't sit well with a lot of us so guys the reason i made this video is just again i want to keep everyone updated because i know a lot of people right if you pull up robin hood right now if you go on robin hood the most widely used uh platform for day trading for retail investors and you look at the portfolio holdings the majority of people have a stake in virgin galactic so again we know right now that the overall space industry right the sector the the sector in space itself it's something that is up and coming it's growing and people are you know projecting that it's gonna be a multi-trillion dollar industry so for right now you know again being that it's such a small it's not small necessarily but again it's something that is growing there's a lot of room for potential in the near future and the long-term future so again just a quick update for everybody i don't mean to you know bring negative news necessarily but i want to keep you guys informed i want to make sure you guys are aware of the good things that come about and the bads and this here is not necessarily a good thing at all so guys you know i'm not happy with it you can see that the price action again pulling back and look at this i was just looking at the the six month i know the overall market has been pulling back but from almost a sixty dollar peak not even a month ago now coming down 53 percent and i don't think it's going to slow down i think it might continue to pull back until finds a bottom where there's some strong support but you can see all over the headlines you know everything that you want to say everything that you want to see excuse me about virgin galactic is all over here so everybody you know continue to practice safe investing right overall we know that arc x is a etf that kathy wood is creating to ensure um to help people put all you know if you're looking to invest into in the sector itself you can put money into the com into companies via etf that might actually you know stronger companies that have potential in the long-term future so virgin galactic is being um you know people were thinking that potentially might be added to this etf the arc x or ark invest is going to create so we'll see what the product is of it especially after the news that just came out that one of the chairman and not the fact that he's a chairman i don't think that's the big issue here is the fact that he's chamath guys the chamath all over 2020 the fact that he came out with all these specs you know all the cnn bc right that's why i pulled up the cnbc article we know he's someone that comes on there very often that talks about stocks he talks about bitcoin all the time you know open or open door the company that also he helped go public vs back merger but then you it makes you think you know if i put money into clover health if i put money into open door which i did i put some money in each of these thinking that they're going to do well long term especially because i liked chamath i really like the guy but when someone sells their entire steak again that usually raises some type of red flags to me so guys i don't want to make this video any longer thank you all for tuning in and watching the videos i try to give you guys updates as soon as i you know hear about them and yeah i will be making more videos hopefully later today regarding some things with capital gains taxes and some information that i just found out it's probably old news to some but new news to other so especially if you're um to others excuse me so if you're someone who's looking to start day trading or someone that's doing this full time there might be some you know potential ways to uh get around capital gains taxes legally that's the most important part 100 legally so it is okay with the government all right guys so i'll be back next time with another video but until then keep investing