SPACEX EARNINGS ARE IN: The $123B Share Lockup Trap Is Here!

SpaceX just reported its first quarterly earnings as a public company, but the real post-earnings shock is the massive $123 Billion share lockup expiring in two days. In today's Wall Street Truthbomb, Mark Malek breaks down what $7.8B in Q2 revenue means for the stock and why 911 million insider shares hitting the market could trigger a massive supply shock.SpaceX just reported its first quarterly earnings as a public company, but the real post-earnings shock is the massive $123 Billion share lockup expiring in two days. In today's Wall Street Truthbomb, Chief Investment Officer Mark Malek breaks down what $7.8B in Q2 revenue means for the stock and why 911 million insider shares hitting the market could trigger a massive supply shock.Mark breaks down how a thin 5% public float built a $1.4 trillion valuation, why short utilization hit 94% due to restricted share hedging, and how Starlink's revenue per subscriber dropped from $99 to $66 as subscriber counts doubled. Discover the difference between short conviction and downside hedging, the compute customer concentration risks, and how to navigate the upcoming share unlocks through December.CHAPTERS & OUTLINE:SpaceX Reports Tonight: The First Earnings Report in Company HistorySurface Story: 15% Implied Move & The $738 Analyst Price Target SpreadThin Float Mechanics: How 5% of Shares Set a $1.4 Trillion ValuationThe August 6 Lockup Cliff: 911.5 Million Shares Becoming TradableShadow Data: 94% Short Utilization & Hedging Restricted SharesStarlink Unit Economics: Revenue Per Subscriber Drops from $99 to $66The Compute Risk: Customer Concentration & Cash Burn MechanicsToday's Wall Street Truthbomb: The Main Event Is Thursday's Supply WaveSubscribe: https://www.youtube.com/@wstruthbombs?sub_confirmation=1Substack: https://substack.com/@wstruthbombsX: https://x.com/WSTruthBombsPatreon: https://www.patreon.com/wstruthbombsBlueSky: https://bsky.app/profile/wstruthbombs.bsky.socialTikTok: https://www.tiktok.com/@wstruthbombsTruthbombs videos are for informational and entertainment purposes only. The views expressed by Mark Malek or guests are their own and do not necessarily reflect those of Siebert Financial. These videos do not constitute investment advice, an offer to sell, or a solicitation to buy any securities. Past performance is not indicative of future results. Listeners and viewers should consult a qualified financial professional before making any investment decisions.#SpaceX #SPCX #ElonMusk #Starlink #EarningsReport #StockMarket #MarkMalek #WallStreetTruthbombs #IPO #MacroEconomySupport the show