#SpaceXUnlockRebound

هذا الصباح، أصدرت سبيس إكس أول تقرير مالي لها منذ طرحها للاكتتاب العام. كانت المؤشرات المالية الأساسية أفضل بكثير من توقعات السوق، وكانت خسائر أعمالها في مجال الذكاء الاصطناعي أقوى من المتوقع، لكن الإنفاق الرأسمالي المتعلق بالذكاء الاصطناعي تجاوز التوقعات. بعد إعلان الأرباح، انخفض سعر سهم سبيس إكس بعد ساعات العمل. في 6 أغسطس، ستشهد سبيس إكس أيضا ما يصل إلى 911.5 مليون سهم مفتوحة، أي ما يمثل 20٪ من إجمالي الأسهم المفتوحة. مع "الأرباح المختلطة" و"فتح التريليون يوان في دورة فتح التريليون"، ما رأيك في سعر سهم سبيس إكس في المستقبل؟ #财报观察员: نتائج متباينة، الفتح يقترب! ما رأيك في مستقبل سبيس إكس؟

🚀 SpaceX Unlock: The Market Absorbs Supply With Confidence $XSPCX | $XSNDK Many investors expected a wave of selling pressure as a large batch of SpaceX-related shares became unlocked. But the market reacted differently. 🚀 Shares gained more than 6% after the first unlock event, showing that demand was strong enough to absorb the additional supply. That’s certainly a positive signal—but it’s still only the beginning. More unlock events are scheduled ahead, so the real test will be how the market handles future supply. Going forward, investors should focus on more than unlock volumes: 📈 Starlink expansion — Can growth continue at scale? 🤖 AI growth & profitability — Can AI-driven expansion generate enough profits to justify massive infrastructure spending? 💰 Cash flow strength — Can future unlocks be absorbed without creating major selling pressure? A share unlock can create volatility, but strong demand can turn that supply into an opportunity. #AIMemoryBullTest #FedHawksVsWeakJobs #SpaceXUnlockRebound

SpaceX passed its first unlock test, but not yet its valuation test. Shares rose 6.1% to $114.92 on Aug 6 even as up to 911.5M shares became eligible for sale, more than the roughly 638.9M shares sold in its IPO. The rebound followed a nearly 14% drop the previous day, while the stock remains below its $135 offering price. Its first post-IPO earnings report delivered a clear top-line beat: · Revenue reached $7.8B, up more than 90% YoY · Net loss narrowed to $541M, or $0.09 per share, less than half analysts expected · AI revenue reached $2.56B, up 247% YoY SpaceX now reports AI as a core segment following its February acquisition of xAI, bringing xAI, Grok and X into the broader business. But Starlink remains the current revenue engine. The connectivity segment generated $4.29B, up 66% YoY and accounting for more than half of total revenue, while Starlink subscribers doubled to around 12M. The spending side changed the conversation. Total quarterly capex climbed to about $18.3B, with roughly $15.8B directed toward AI infrastructure, more than double the previous quarter and significantly above current quarterly AI revenue. That comparison does not capture the multi-year value of infrastructure, but it shows the scale of the upfront buildout. Investors are increasingly separating rapid AI demand from the cost of delivering it. The unlock also requires context. Shares becoming eligible for sale does not mean all of them were sold on Aug 6. The rebound shows the market absorbed the first day of potential supply, not that selling pressure has disappeared. Aug 6 was only the first staged release. Additional tranches remain under the IPO lockup schedule, while Elon Musk’s shares are subject to a 366-day lockup. The next test is whether Starlink’s revenue base and rapid AI growth can support higher capex before more shares become available. Which signal matters more now: AI revenue converting into stronger margins, or continued absorption of the unlocked supply? #SpaceXUnlockRebound #AIMemoryBullTest

SpaceX Lockup Update: Initial Selling Pressure Appears to Be Absorbed $SPCX traded around $125.73, up 9.4% in early trading, showing strong momentum after the first major post-IPO lockup expiration. According to reports, more than 911 million shares became eligible for sale on August 6, more than doubling the number of shares initially available during the IPO. Despite the potential increase in supply, the stock still finished the previous session up 6.1%, suggesting the market absorbed much of the selling pressure. Attention now turns to whether SPCX can recover its $135 IPO price before the next lockup event expected around August 20. A successful move back above that level would be viewed as a positive sign of continued buying interest. On the fundamentals, the company reported Q2 revenue of $7.8 billion, representing 90% year-over-year growth. It also posted a net loss of $541 million, as heavy investment in AI infrastructure and expansion initiatives continued to weigh on near-term profitability. Overall, the stock's resilience following the lockup expiration suggests investors remain focused on the company's long-term growth outlook despite ongoing spending and additional share supply. #AIMemoryBullTest #FedHawksVsWeakJobs #SpaceXUnlockRebound

🚀 $BTC SPCX Rallies 16% — What’s Driving the Move? $SOL PCX surged as much as 16% today, with the recent strength largely driven by two key factors: 📊 1. Strong earnings eased investor concerns SpaceX reported approximately 7.8B in Q2 revenue, delivering significant year-over-year growth and coming in ahead of market expectations. Investors are once again focusing on the company’s key growth engines, including Starlink, aerospace operations, and its long-term AI infrastructure ambitions. 💰 2. The share unlock became a “sell the rumor, buy the fact” event The market had been concerned that the massive share unlock would create heavy selling pressure. But after roughly 900M shares were unlocked, the market absorbed the additional supply without a major deterioration in sentiment. That triggered a classic “bad news already priced in” rebound. 📈 Key Price Levels $120 → Short-term support. Holding this level keeps the bullish structure intact. $130–$135 → Near the IPO area and a major psychological resistance zone. ~$150 → Previous trapped-holder zone. Breaking above it will likely require stronger catalysts. $180+ → Would require further confirmation of long-term growth expectations, particularly around Starlink commercialization and AI infrastructure deployment. ⚠️ Risks to Watch Despite the strong momentum, several risks remain: • Elevated valuation • Massive AI infrastructure spending • Additional future share unlocks • Potential margin and profitability pressure • Profit-taking following a sharp rally 🧠 Bottom Line $SPCX is currently in a news-recovery + capital-reabsorption phase, which explains the short-term strength. But for the next major leg higher to become sustainable, investors will need to see stronger profitability and tangible growth from Starlink and AI-related businesses. The unlock may have removed one major overhang — now the question is whether SpaceX can deliver the growth needed to justify the valuation. Watch the $120–$135 zone closely. #财报观察员 #SPCX #SpaceX#AIMemoryBullTest #FedHawksVsWeakJobs #SpaceXUnlockRebound

"Everyone expected the unlock to crush the price. Instead, the market did the opposite." 🚀 SpaceX just delivered an important message to investors: supply only matters when demand is weak. Ahead of the first major unlock event, many were bracing for heavy selling pressure and a sharp decline. But the market absorbed the extra supply with confidence, sending shares more than 6% higher. That's a bullish signal—but the story is far from over. More unlocks are still coming, and the real question isn't how the market handled the first wave. It's whether demand can keep up when even more shares hit the market. Here are the three things that matter most going forward: 📈 Starlink's expansion: Can growth continue at a global scale? 🤖 AI profitability: Will massive investments in AI infrastructure eventually translate into real profits? 💰 Cash flow strength: Can future unlocks be absorbed without triggering meaningful selling pressure? Unlock events often create fear because investors focus on the increase in supply. But markets are driven by the balance between supply and demand—and this time, demand won. The next few unlocks will reveal whether that confidence is sustainable or whether this rally was just the opening act. #AIMemoryBullTest #FedHawksVsWeakJobs #SpaceXUnlockRebound #DailyOrbit

If the $SPCX earnings report is positive, the stock release is not negative. What everyone should pay attention to is not the negative aspects, but the positive ones. Some people say the bearish trend has ended, but in fact, it hasn't. You don't have to sell your chips on the first day; you can do it on the second or third day. How many people have been stuck above 120 because of the phrase "I think so"? 910 million shares of stock, as long as there is one negative condition. Then it will create panic like a snowball effect. I said to exit at 105, but it's still 0.3 short. Now it's 114, and I'm not in a hurry. Not everyone is a staunch holder. They are just watching #EarningsObserver: Mixed results, lock-up period approaching! What's next for SpaceX?$SNDK

#SpaceXUnlockRebound $XSPCX $XSNDK With a large volume of shares set to unlock, many expected $SPCX to face heavy selling pressure. But the market delivered a different outcome. 🚀 SpaceX shares surged more than 6% following the first day of the unlock, suggesting that strong demand absorbed much of the initial supply. However, this is only the first test. More unlock events are still ahead, and investors should look beyond the headline share count. Key factors to watch: 📈 Starlink’s continued growth 🤖 AI’s ability to generate profits and offset massive infrastructure spending 💰 Whether cash flow remains strong enough to absorb future unlock rounds A share unlock doesn’t automatically mean a sell-off. Ultimately, sustained investor confidence in SpaceX’s long-term growth potential will be the key factor determining how the market handles the additional supply. 🚀 #AIMemoryBullTest #FedHawksVsWeakJobs

#SpaceXUnlockRebound SpaceX Cleared Its Lockup Test. Now the Real Test Begins. Lockup expirations are often viewed as a major risk for newly listed companies. They increase the number of shares eligible for sale and can create meaningful downward pressure on prices. That's why many investors closely watched SpaceX after its August 6 lockup expiry. Instead, the stock rebounded roughly 6%, suggesting much of the anticipated selling pressure may have already been priced in. The company's first post-IPO earnings also painted a mixed picture. Revenue surged to approximately $7.8 billion, growing nearly 90% year-over-year, while losses narrowed more than expected. However, rising AI infrastructure spending also highlighted an important challenge. Investors are increasingly willing to tolerate higher capital expenditure—but only if it translates into durable long-term growth. This reflects a broader shift across markets. Companies are no longer rewarded simply for beating quarterly estimates. Guidance, margins and capital allocation have become the metrics that matter most. For SpaceX, the next chapter isn't about surviving the lockup. It's about proving that today's investment in AI and space infrastructure can generate tomorrow's returns. Do you think SpaceX has already priced in the lockup risk, or is the market still underestimating future execution challenges? Share your thoughts below 👇

A lockup expiry can reveal more about positioning than fundamentals. SpaceX rising about 6% as up to 911.5M shares became eligible for sale suggests the immediate supply risk may have been more anticipated than feared. Still, the first post-IPO report leaves a harder test ahead: roughly $7.8B in revenue, up about 90% YoY, alongside a $541M net loss and concern over higher AI capex. My read is that the rebound buys management time, not immunity. From here, guidance, margins and cash discipline must turn the AI-space infrastructure thesis into measurable operating progress. Not advice, just analysis. #SpaceXUnlockRebound #OKXOrbit#AIMemoryBullTest #FedHawksVsWeakJobs #SpaceXUnlockRebound

If $SPCX earnings report is positive and unlocking is not negative Then what everyone should pay attention to is not the negative side but the positive side Some say the negative has already ended, but actually it hasn't Having chips doesn't mean you have to sell on the first day; the second or third day is also fine One phrase "I think so" trapped so many people above 120? With 910 million shares of chips, as long as there is one negative condition This will snowball and create panic I said exit at 105, still 0.3 short, now it's 114, I'm not in a hurry Not everyone is a firm holder They are just watching #财报观察员：业绩喜忧参半，解禁将至！SpaceX后续怎么看？