Why Aug. 4 Could Be a Big Day for the Stock Market

SpaceX will report its first earnings as a public company on Aug. 4, with investors expecting 68% year-over-year revenue growth. However, the upcoming unlock of insider shares on Aug. 6 could trigger significant selling pressure. The analyst warns that massive growth expectations (100% revenue growth projected for 2026-2027) may be unrealistic, particularly for the AI infrastructure business with potentially low profit margins. The stock is recommended to be avoided before earnings and watched for a lower entry point.