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brett lindsay

T3 · host / generalist

Brett Lindsay leads industrial sector research at Mizuho, recently initiated coverage on SpaceX with an Outperform rating and $200 price target.

2 calls·1 name·100% bull·last heard 2 months ago·Bloomberg Tech
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

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$SPCXSpaceXposition

Mizuho initiates SpaceX at Outperform with $200 target: Starship reusability unlocks Starlink and orbital data centers

Starship's rapid reusability is the key enabler for Starlink's connectivity business and future orbital data centers; near-term valuation hinges on Starlink execution and government contracts, while long-term optionality lies in space-based compute by 2030.

Bloomberg Tech2026-07episode →

most discussed · click a bar to filter

  • $SPCX

recurring themes

  • Space Economy1
  • Space-Based Compute1
2 total
$SPCX
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SpaceX
HIGHbrett lindsay·Bloomberg Tech·2 months ago·The AI Race, Starship and Silicon Valley's Defense Bet | Bloomberg Tech 7/20/2026
Mizuho initiates SpaceX at outperform with $200 target: Starship cadence unlocks Starlink and orbital data centers
SpaceX's valuation hinges on Starship achieving rapid reusability, which enables Starlink's connectivity dominance and future orbital data center revenue; near-term price target anchored to Starlink and government contracts with large discount to internal AI platform plans.
"RECENTLY INITIATED ON SPACEX, HAS AN OUTPERFORM RATING WITH STOCK PRICE TARGET OF $200 PER SHARE... THE ENABLER OF THE STARLINK OPPORTUNITY AND THE CONNECTIVITY OPPORTUNITY LONGER…"
10:15
$SPCX
···
SpaceX
HIGHbrett lindsay·Bloomberg Tech·2 months ago·The AI Race, Starship and Silicon Valley's Defense Bet | Bloomberg Tech 7/20/2026· position
Mizuho initiates SpaceX at Outperform with $200 target: Starship reusability unlocks Starlink and orbital data centers
Starship's rapid reusability is the key enabler for Starlink's connectivity business and future orbital data centers; near-term valuation hinges on Starlink execution and government contracts, while long-term optionality lies in space-based compute by 2030.
"THE ENABLER OF THE STARLINK OPPORTUNITY AND THE CONNECTIVITY OPPORTUNITY LONGER-TERM IS GOING TO BE DEPENDENT ON THE SUCCESS IN THE REUSABILITY CADENCE OF STARSHIP... WE ANCHORED…"
12:16
9
Space Economytailwind
Starship reusability cadence is the key unlock for SpaceX's Starlink dominance and orbital data center optionality
SpaceX's investment thesis depends entirely on Starship achieving rapid reuse cycles; the recent one-week turnaround from abort to re-launch demonstrates development velocity that supports Starlink's 85% mass-to-orbit share and future orbital data center revenue streams post-2030.
8
Space-Based Computetailwind
Starship reusability enables orbital data centers by 2030, creating long-term optionality for SpaceX
Rapidly reusable Starship launches will drastically lower cost to orbit, making space-based data centers economically viable by 2030, representing a major long-term growth vector for SpaceX beyond Starlink.