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▶ 1:04 · $SPCX · I Found A Secret Loophole To Buy Cheap SpaceX Stock (Echostar $SATS)
episode briefing
Michael Sikand

I Found A Secret Loophole To Buy Cheap SpaceX Stock (Echostar $SATS)

2025-11-05 · 3 company · 3 thematic
sentiment
2 bull0 bear1 neu
speakers
michael sikand

Founder of Our Future, a business-media brand focused on the next generation of founders and operators. He also hosts interviews with entrepreneurs and executives.

quote
“Base case projections have SpaceX reaching a $2.5 trillion valuation in the next 4 years... Starship unlocks Mars. Starlink unlocks global broadband dominance. Starshield unlocks defense... By 2035, Arc Invest projects Starlink could pull…”
—michael sikand
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ARK Invest's base case values SpaceX at $2.5T by 2030 driven by Starship's launch cost revolution (1000 ships/year, 150t to orbit, hour turnaround) and Starlink's projected $300B/…
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EchoStar trades at 40% discount to NAV with 2% SpaceX stake as catalyst
EchoStar's spectrum deals with AT&T and SpaceX transform its balance sheet from $27B net debt to ~$17B net cash plus a 2% SpaceX stake worth $8.5B at $400B valuation (already ~$12…
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DXYZ trades at 270% premium to NAV proving desperate demand for public SpaceX exposure
DXYZ is a closed-end fund with ~50% SpaceX allocation that trades at a 270% premium to NAV (investors pay $3 for $1 of SpaceX). This demonstrates extreme unmet retail demand for l…