“Many investors are simply unwilling to buy SpaceX shares in the interim based on fundamentals and the lock-up overhang that’s going to exist until December”
SpaceX’s $101 Billion Unlock Heaps Pressure on Battered Shares
“Strong order rates show that the physical foundation required to support digital infrastructure continues to expand, regardless of seasonal market chatter”
Earnings Calendar and Analysis for This Week (August 3-7)
[Leading into the report] “Against that backdrop, perhaps good wasn’t good enough”
AMD’s earnings call fails to stem the stock’s bleeding
“Elon has continued to surprise investors on what innovation and technology can do, but there has always been a mismatch in terms of the time frame of when that execution is going to occur”
SpaceX slides as AI spending worries overshadow early returns
