đŠ $SPCX EARNINGS WOW, BUT THE UNLOCK STORM AND 160B CAPEX ARE STEALING THE SHOW đ„
Revenue crushed estimates at $7.81B, losses halvedâyet the tape sold it ~8%. The market isn't scared of the print; it's staring down a $16B AI burn inside an $18.37B capex quarter. đ
Thursday unlocks up to 20% of sharesâroughly 3x the current float. That's a real overhang, but Starlink keeps printing: revenue up 66%, 12M subscribers, and the only positive operating income in the group. CFO says the AI spend pays back within a year. đĄ
At $125.33, the stock is still 16% under its $150 IPO. Hold this zone through the unlock wave and the path toward $150 opens. Dump it and patience becomes the move. đŹ Are you buying the dip into the unlock or waiting for a clean reclaim? đ
â ïž Not financial advice. Always manage your risk. đĄïž
đ·ïž #SPCX #SpaceX #Earnings #LockupExpiry #AI
đŻ đŠ
Revenue crushed estimates at $7.81B, losses halvedâyet the tape sold it ~8%. The market isn't scared of the print; it's staring down a $16B AI burn inside an $18.37B capex quarter. đ
Thursday unlocks up to 20% of sharesâroughly 3x the current float. That's a real overhang, but Starlink keeps printing: revenue up 66%, 12M subscribers, and the only positive operating income in the group. CFO says the AI spend pays back within a year. đĄ
At $125.33, the stock is still 16% under its $150 IPO. Hold this zone through the unlock wave and the path toward $150 opens. Dump it and patience becomes the move. đŹ Are you buying the dip into the unlock or waiting for a clean reclaim? đ
â ïž Not financial advice. Always manage your risk. đĄïž
đ·ïž #SPCX #SpaceX #Earnings #LockupExpiry #AI
đŻ đŠ