Yesterday, the first SpaceX report was released, and it exceeded all expectations:
• $7.814 billion (+92% YoY) represents revenue. • adjusted EBITDA $3.538 billion (+191%) • net loss narrowed to $541 million.
If the US market rebounds in August, $SPCXB may gain additional momentum, but in the short term there is a nuance: the unlocking of ~912 million shares on August 6 and high AI Capex, which could put significant pressure on the price.