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Why did SPCX's earnings report, which met expectations after the market closed at midnight, still cause a sharp drop and then start to decline? It's obvious that recently, US stocks related to AI generally show large capital expenditures in their earnings reports. We've been discussing in the live room that when looking at US stocks, you need to consider earnings reports, ETF inflows, cash flow, capital expenditures, and finally the candlestick charts. SPCX's revenue and losses are indeed very impressive, but what the market really worries about is that the company is spending too much on AI computing power, data centers, Starship, and satellite deployment, but hasn't provided sufficiently clear future cash flow and profit guidance. The market feels that you won't be able to make that much money so quickly in the short term. On August 6th, a new round of unlocking will begin. Could there be negative sell-offs? If the unlocking coincides with concentrated sales by major shareholders, a weakening Nasdaq, or negative Starship news, the sudden expansion of the circulating supply could lead to continuous declines. The trading volume on that day will be huge. So, as soon as I woke up this morning, I immediately shorted one rocket at market price, holding it until tomorrow's unlocking to see. #SpaceX首份财报超预期，解禁仍是关键变量 #DailyOrbit #SP500Hits7700 #AMDBeatsButDrops