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SpaceX avoided a feared selloff after its first lockup expiry and rebounded above its IPO price. Another ~7% of locked shares may become eligible Aug 20, keeping supply risk, short covering and liquidity in focus. AI infra earnings now take over: Lumentum and CoreWeave report after Aug 11's close, Coherent after Aug 12, Applied Materials on Aug 13, while Cisco is also on watch. Across optics, AI cloud, chip equipment and networking, can AI spending deliver orders, revenue and margin support?