Satellite and space industry analyst who regularly comments on SpaceX, Starlink, and the broader space economy.
no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY
SpaceX's Starlink business shows strong 92% revenue growth and 1.7M new subscribers, but the company's valuation depends on Elon Musk's ambitious claims of daily Starship launches, 10GW AI data centers next year, and $1T revenue by 2030 which appear not credible in the near term.