TO THE MOON AND BACK — SpaceX Earnings, Share Unlock & the New Space Economy
Unbearably Bullish with Donald B. Johns III · Aug 5, 2026 · 25 min
Show Notes
Episode 5 of Wall Street Wednesday — SpaceX earnings, share lockup expirations, Starlink, reusable rockets, and how to think about the commercial space sector as an investor not just a fan.
In today's Wall Street Wednesday, host Donald B. Johns III examines SpaceX, its earnings discussion, the market impact of share-lockup expirations, and the rapidly expanding commercial space sector.
Welcome to Wall Street Wednesday EP05, where we take a closer look at the latest developments in the space economy, particularly focusing on SpaceX earnings and the recent share unlock. As a space investor, it's essential to stay informed about the commercial space industry and its key players, including Elon Musk and his ambitious plans for a Mars colony. In this episode, we delve into the world of private spaceflight, exploring the latest rocket launch and satellite launch updates, as well as the significant impact of SpaceX on the space tech sector. With the space economy growing rapidly, we analyze the potential for space stocks to soar, and discuss the implications of SpaceX earnings on the industry as a whole. Whether you're interested in rocket science, space exploration, or simply looking to invest in the next big thing, this episode is for you. Join us as we explore the exciting world of aerospace news, commercial space, and the latest Starship update, and find out what's driving the space economy to new heights, all the way to the moon and back.
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- INSIDE THIS EPISODE:
- Starlink and recurring connectivity revenue 🚀 Launch systems, reusable rockets and Starship 🔓 How IPO lockups and share unlocks affect supply and volatility ⚖️ The bull case vs. the bear case for space investment 🌌 Commercial space companies and industry subsectors 📈 Space-focused indexes, ETFs and thematic-investing risks 🔍 Valuation, capital requirements, profitability and due diligence 📋 An educational watch list for the new space economy
Great technology does not automatically equal a great investment at every price. This episode separates the mission from the financial statements — and the excitement from the risk.
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Episode disclosure
This content is provided solely for educational and informational purposes and does not constitute financial, investment, legal, tax, accounting, or other professional advice. References to SpaceX, specific companies, securities, indexes, ETFs, technologies, or industries are for editorial and educational discussion only and do not constitute endorsements, offers, solicitations, or recommendations to buy or sell any security. Investing involves risk, including volatility and the possible loss of principal. Information may change after the date of publication. Always conduct your own independent research and consult qualified financial, legal, and tax professionals before making any investment decisions. Donald B. Johns III is a licensed Investment Adviser Representative. The Bull You Can't Bear operates as a media and educational platform and is not a registered investment adviser, broker-dealer, or financial planning firm. ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
