TickerTain
$SPCX····$NVDA····$MSFT····$GOOGL····$ANTHROPIC·$TSLA····$CRWV····$NBIS····$HIMS····$TSM····$ASML····$FIGURE·$LYFT····$UBER····$SNOW····$META····$ELEVENLABS·$CURSOR·$COGNITION·$OPENAI·$AAPL····$RKLB····$XAI·$AMZN····$AMD····$000660.KS····$INTC····
←

karan kunjur

T2 · manager / operator

CEO of K2 Space, building high-power satellites for orbital compute and communications infrastructure.

2 calls·1 name·100% bull·last heard 12 days ago·Bloomberg Tech
track record

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

top calls

highest conviction · one per company
1sthigh conviction
$K2-SPACEK2 Spaceposition

K2 Space raises $500M at ~$7B valuation to mass-produce high-power satellites for orbital compute

K2 Space delivers 20kW satellites at $15M each vs traditional $1B/7-10yr builds, enabling orbital data centers that fundamentally change compute economics. First satellite de-risked 85% in-house tech stack; $1B in contracted revenue (mostly national security); scaling to 100kW for Starship launch.

Bloomberg Tech2026-07→

most discussed · click a bar to filter

recurring themes

2 total
$K2-SPACE
K2 Space
HIGHkaran kunjur·Bloomberg Tech·12 days ago· position
K2 Space raises $500M at ~$7B valuation to mass-produce high-power satellites for orbital compute
K2 Space delivers 20kW satellites at $15M each vs traditional $1B/7-10yr builds, enabling orbital data centers that fundamentally change compute economics. First satellite de-risked 85% in-house tech stack; $1B in contracted revenue (mostly national security); scaling to 100kW for Starship launch.
"THE CAPABILITY WE ARE DELIVERING HISTORICALLY WAS DONE BY A $1 BILLION SATELLITE MADE BY ONE OF THE PRIMES THAT COST $1 BILLION AND TOOK 7-10 YEARS TO PRODUCE. OUR PLAY WAS TAKING…"
28:15
$K2-SPACE
K2 Space
HIGHkaran kunjur·Bloomberg Tech·12 days ago· position
K2 Space raises $500M at $7B valuation for high-power satellite constellation
K2 Space's mass-producible 20kW satellites at $15M each disrupt traditional $1B satellite economics, enabling orbital compute infrastructure with $1B in contracted revenue.
"SPACE IS BECOMING AN INFRASTRUCTURE PLAY. YOU ARE SEEING APPLICATIONS LIKE COMMUNICATIONS AND COMPUTE GOING FROM GROUND TO AIR AND SPACE. WE STARTED K2 TO BUILD THE HIGHEST POWER…"
27:08