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····
←

louis

T2 · manager / operator

Equity analyst covering SpaceX IPO, providing valuation framework for Starlink, Starship, and orbital data center businesses.

1 call·1 name·100% bull·last heard last month·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
$SPCXSpaceXposition

SpaceX Starlink dominates telecom, data center leases with Anthropic and Google drive $2.2T valuation

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.

Bloomberg Tech2026-07→

most discussed · click a bar to filter

1 total
$SPCX
···
SpaceX
HIGHlouis·Bloomberg Tech·last month· position
SpaceX Starlink dominates telecom, data center leases with Anthropic and Google drive $2.2T valuation
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.
"STARLINK HAS WHITE HONESTLY TAKEN OVER THE ENTIRE TELECOM INDUSTRY. FOR THE PAST DECADE WE HAVE COVERED SATELLITE COMMUNICATIONS PROVIDERS LIKE IRIDIUM, GOGO, AND AST SPACEMOBILE.…"
29:02