SpaceX drops earnings today after close — first time as a public co 🚀
Call at 4:30 PM ET
Everyone's watching ONE thing:
Can Starlink revenue justify the insane capex burn on AI infra + space expansion?
Strong print = AI/space narrative rips again
Weak print = valuation reality check incoming
This could set the tone for risk-on or risk-off across tech/AI plays. Don't fade this.
Call at 4:30 PM ET
Everyone's watching ONE thing:
Can Starlink revenue justify the insane capex burn on AI infra + space expansion?
Strong print = AI/space narrative rips again
Weak print = valuation reality check incoming
This could set the tone for risk-on or risk-off across tech/AI plays. Don't fade this.