Equity analyst covering SpaceX IPO, providing valuation framework for Starlink, Starship, and orbital data center businesses.
no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY
SpaceX's Starlink has effectively taken over the entire satellite telecom industry with customers across in-flight, residential, and data center segments. Winning leases with Anthropic and Google for data center connectivity validates the orbital data center thesis. Launch business valued at $300B within $2.2T total valuation.