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The market is focused on earnings. I'm focused on supply. $SPCX can beat expectations... But if millions of unlocked shares hit the market, price may not care. That's why I'm not chasing space stocks today. I'm waiting for the moment when the sellers have nothing left to sell. That window looks closer to November than August. And if $RKLB delivers one last disappointment before then... It could become the buy everyone wishes they had the patience for.