Watching $158.50 for the next bounce.
Great quarter. How much growth is priced in?
Starlink is the recurring-revenue anchor.
The earnings gap is still holding.
AI revenue finally shows up at scale.
Capex is the question for the next call.
A beat is good. Cash conversion matters too.
My hedge stays on below $160 VWAP.
Launch cadence is only part of the story now.
Cloud contracts need durable margins.
Taking some profit after the gap-up.
Waiting for a clean VWAP reclaim.
Enterprise Starlink could smooth the cycle.
Starship remains an execution milestone.
The put wall at $155 matters.
Post-earnings IV crush changes the trade.
AI peers are firm; why is SPCX fading?
Strong growth, expensive infrastructure.
Bullish long term; patient on this entry.
Watching $158.50 for the next bounce.
Great quarter. How much growth is priced in?
Starlink is the recurring-revenue anchor.
The earnings gap is still holding.
AI revenue finally shows up at scale.
Capex is the question for the next call.
A beat is good. Cash conversion matters too.
My hedge stays on below $160 VWAP.
Launch cadence is only part of the story now.
Cloud contracts need durable margins.
Taking some profit after the gap-up.
Waiting for a clean VWAP reclaim.
Enterprise Starlink could smooth the cycle.
Starship remains an execution milestone.
The put wall at $155 matters.
Post-earnings IV crush changes the trade.
AI peers are firm; why is SPCX fading?
Strong growth, expensive infrastructure.
Bullish long term; patient on this entry.