Bloomberg reporter covering space industry; broke story on SpaceX turning away Falcon 9 customers to prioritize Starship.
no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY
Falcon 9 fully booked through 2028; company declining new dedicated and rideshare contracts to shift capacity to Starship, which is key to space-based data centers, Starlink expansion, and Moon/Mars missions.