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🚨 SpaceX's earnings are no longer the main story. The real event starts on August 6. That's when roughly $105 billion worth of insider shares become eligible to trade. One of the largest lockup expirations the market has ever seen. Ironically, it comes after a blockbuster quarter. Revenue jumped 92% YoY. The AI business exploded 247%. Yet the stock gave back its post-earnings rally almost immediately. Why? Because Wall Street stopped looking at growth... And started looking at spending. CapEx hit $18.37B in a single quarter, with management warning that two more quarters of heavy investment are coming. Personally, I don't think every insider is rushing to sell. But when this much supply suddenly becomes available, the market has no choice but to price in that possibility. The earnings story is over. Now the market wants to know who sells first. $SPCX