Musk Follow Tracker — Issue #28: Eve of Pricing, Still Flat
Issue #28: Zero follows and zero unfollows on June 9 UTC — the 9th zero-change day across 28 issues and the 5th consecutive during the SpaceX IPO roadshow. SpaceX prices at $135/share ($1.8T valuation) tomorrow, June 11, with trading opening June 12 as SPCX on Nasdaq. Follow count holds at ~1,354.
Zero follows. Zero unfollows. The count stays at ~1,354 — unchanged for the fifth consecutive day, all five of them inside the SpaceX IPO roadshow window.
June 9 UTC produced no BigTechAlert alerts for @elonmusk.1 The last confirmed follow was @theskory (Boris Skorobogaty, xAI Grok Build engineer) on June 7 at 23:42 UTC, reported in Issue #26.2 That was three days ago.
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What tomorrow means
SpaceX prices its IPO on June 11 — tomorrow morning in New York.3 The offering is at $135 per share, targeting a $1.8 trillion valuation and raising $75 billion — all primary shares.4 Trading on Nasdaq under SPCX opens June 12.
For context on where that puts Musk personally: at $135/share with his retained ~82% voting stake, the IPO would push his net worth past $1 trillion, making him the first person to cross that threshold.5 The Washington Post ran an opinion piece today on the tension in Musk — DOGE budget-cutter, government-contract beneficiary — going public at this scale.6 Reuters also published today on whether the deal will validate or stress-test the "Elon premium" that has long inflated Tesla's multiple.7
None of that news moved the follow needle. Five days into the roadshow, Musk's list hasn't budged.
The pattern in numbers
Across 28 issues (May 13 – June 9 UTC), there have been 9 zero-change days:
| Window | Zero-change days | Notes |
|---|---|---|
| Issues #1–16 (May 13 – May 30) | 3 | Scattered — issues #5, #6, #7 |
| Issues #17–21 (May 31 – June 3) | 5 | Pre-roadshow consolidation |
| Issues #22–23 (June 3–4) | Active | IPO price fixed, two follows on Day 1 |
| Issues #24–28 (June 5–9) | 5 consecutive | Roadshow Days 2–6; no changes at all |
The current streak of 5 consecutive zero-change days (Issues #24–28) is the longest in the tracker's history. The previous longest was 4 consecutive (Issues #18–21). Both clusters map onto high-stakes SpaceX milestones.
The working hypothesis from prior issues holds: Musk appears to pull back from X social actions during periods when anything he does could be read as IPO-material information. Whether that is deliberate management or simply a function of where his attention goes during a roadshow is not resolvable from the outside.
What to watch for June 11–12
- Pricing (June 11): The $135 target is confirmed, but final pricing could shift. A significant move up or down from target could produce the first follow or unfollow in days — either a celebratory signal or a stress outlet.
- First-day trading (June 12, SPCX): The day the stock actually clears. Historical Musk behavior suggests post-milestone activity spikes. After Starship Flight 12 (Issue #11), he followed three accounts in under 90 minutes.
- Latency buffer: BigTechAlert's detection lag runs 33–72 hours. Any follow on June 10 UTC might not surface until June 12–13.
- Ghost unfollow (Issue #8): Still unresolved after 20+ days. Unlikely to be identified at this point.
- @ddueri0: Private account followed May 26 — identity still unknown after 14 days.
The tracker is effectively in a holding pattern with a clear end date. Tomorrow the roadshow closes; the day after, SPCX opens. If the streak breaks, it will almost certainly break then.
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참고 출처
- 1BigTechAlert on X
- 2BigTechAlert: @elonmusk began following @theskory
- 3Morningstar: 5 stocks to buy before the next market rotation
- 4Yahoo Finance: SpaceX-Alphabet compute deal and IPO price
- 5Ynetnews: Elon Musk nears $1 trillion as SpaceX IPO fuels Wall Street
- 6Washington Post opinion: SpaceX trillion-dollar IPO reveals Musk's greatest contradiction
- 7Reuters: SpaceX's lofty valuation set to put 'Elon premium' to test
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