#520: SpaceX’s First Earnings Call Included Several Key Takeaways, & More
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Last week, SpaceX held its first earnings call as a publicly traded company. In response, the stock dropped ~14% as investors focused on higher-than-expected AI capex (capital expenditure) and the imminent unlock of 20% of eligible pre-IPO shares. In ARK’s view, the reaction was short-term focused and ignored the $28.5 trillion total addressable market toward which SpaceX is progressing, according to its recent S-1.