Araz Feyzi says SpaceX (SPCX) is experiencing a natural and normal repricing after its first public earnings report. Andrew Chanin wonders if the selling is driven more by the lock-up expiry on Thursday rather than the earnings report. Araz thinks the lockup expiry could go in either direction. Both weigh in on the spending costs related to SpaceX, with Andrew weighing in on its partnership with Nvidia (NVDA).