$SpaceX(SPCX)$ SPCX could be in for a volatile stretch. Two major catalysts ahead: the company's first earnings report as a public entity, expected after the close on August 4, and the first lockup expiration on August 6, with roughly 911M shares — around $116B — becoming eligible for sale. The bear case is clear, more supply and short-term selling pressure. But a lot of the lockup worry might already be priced in, with the stock down roughly 50% from its peak. If the turbulence continues, I think it could spill over into the broader space sector, including ASTS, RKLB, and FLY. That could create some temporary pressure, then a relief rally once the lockup overhang passes. For long-term investors, these are often the moments that create the best opportunities — not because the business changed, but because sentiment did. I'll be watching closely.
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