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▶ 6:26 · $SPCX · NASA's Artemis II Should Have Been a SpaceX Mission ($100B Waste)

now playing · $SPCX

$SPCX···bullish· highunknown

SpaceX Starship 400x cheaper than NASA SLS with 4x payload capacity

Starship launches at $10M vs $4.1B for SLS, fully reusable with 4x payload capacity, making it the only viable path to sustainable lunar base and Mars colonization. Cost-plus gove…

$LMT···bearish· mediumunknown

Cost-plus contracts incentivize bloat — Lockheed Martin example of perverse economics

NASA's cost-plus contracting model (e.g., Lockheed Martin) guarantees contractor profit margins on top of costs, creating zero incentive to reduce expenses and driving the 'idiot…

$BLUE-ORIGINbearish· highjosh kale

Blue Origin lacks Starship equivalent, far behind on cost per kilogram to orbit

Blue Origin does not have a Starship-class vehicle; cost per kilogram to orbit is the singular metric that matters and Starship's is dramatically lower. Blue Origin may compete in…

$GSAT···neutral· lowjosh kale

Amazon acquires Globalstar to challenge Starlink in LEO satellite internet

Amazon purchased Globalstar Telecommunications to build a competing LEO satellite constellation against SpaceX's Starlink, signaling intensifying competition in satellite broadban…

$AMZN···neutral· lowjosh kale

Amazon enters satellite broadband race via Globalstar purchase to rival Starlink

Amazon's acquisition of Globalstar shows major tech companies investing heavily in LEO satellite constellations to compete with SpaceX's Starlink dominance.

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