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$SPCX EARNINGS WOW, BUT THE UNLOCK STORM AND 160B CAPEX ARE STEALING THE SHOW 💥
Revenue crushed estimates at $7.81B, losses halved—yet 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. 📊
Thursday unlocks up to 20% of shares—roughly 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. 💡
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. 💬 Are you buying the dip into the unlock or waiting for a clean reclaim? 👇
⚠️ Not financial advice. Always manage your risk. 🛡️
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#SPCX #SpaceX #Earnings #LockupExpiry #AI 🎯 🦈