
#SpaceXUnlockRebound
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About SpaceXUnlockRebound
SpaceX rose ~6% after its lockup expired Aug 6, despite up to 911.5M shares becoming eligible for sale. Its first post-IPO report showed ~$7.8B revenue, up ~90% YoY, and a $541M net loss, narrower than expected, but higher AI capex raised concerns over cash burn and selling pressure. As earnings reactions diverge, investors are focusing less on beats and more on guidance, margins and capex. Has the unlock risk been priced in, or must the AI-space infrastructure story deliver stronger results?
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