Ryan Zurrer @kukulabanze · 29 Aug 2026
Buying $SPCX here given Q2 updates means you’re only paying for the 3 core business units: 1- TDCs (YE27 6-8GW), 2- Launch (YE27 350), 3- Consumer Starlink (YE27 >20m subs). You get all the potential of Ent/Gov Starlink, Starshield, ODCs, Terafab, xAI, X, Xmoney + the Moon, Mars
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