Yes and it may provide a guide

Yes and it may provide a guide for future unlocks, there is a real big one on the horizon next year but I don't think Elon Musk will sell any as he has to be seen to be backing his venture.

SpaceX Surges 9.7% — Is AI Becoming Its Top Business Segment by September Realistic?

SpaceX +9.65%, extending the post-lockup rally. The trigger: Musk forecasting AI becomes its largest segment by September, far sooner than assumed — moving the valuation story from launch and Starlink to compute. The debut print: revenue +92% YoY, a beat; AI losses narrowing faster than expected; AI capex running hot, first flagged as a problem, now read as front-loaded spend. Cathie Wood added on the pullback; JPMorgan reset its target. Value SpaceX on Starlink and launch cash flow, or on AI compute optionality?

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Comments

Heartbeat12
08-06
Heartbeat12
Been locked in a while too, and yeah if Elon doesn't sell that's the cleanest signal. Next unlock matters more imo
Tracccy
08-06
Tracccy
Who said unlocks have to mean selling? Feels more about optics and cash flow no

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