$SpaceX(SPCX)$ A few bullish points:
• Starlink is already a reality. It's not speculative. It's a functioning, scaling business with paying customers. No other space company has a revenue engine that comes close.
• The launch monopoly looks durable. Falcon 9's reliability and cost advantage took a decade to build. Competitors are years behind, and SpaceX keeps iterating.
• Starship changes the equation entirely. If it works at scale, the cost reduction is so dramatic it could essentially create new markets that don't exist yet: point-to-point Earth transit, cheap deep space missions, Moon/Mars infrastructure.
• The TAM is enormous. Satellite internet alone is a multi-hundred-billion dollar market globally, especially in underserved regions.
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