@rubicon59 · Long SPCX · The Analysts

The true size of the launch TAM for a dominant leader is not priced in. $SPCX

SpaceX employee #13 @_Eric_Romo: "The idea that launch prices are going to fall significantly in the next 5 years is nonsense." "There are an awful lot of business models that are predicated on 'when Starship allows me to launch for $200 a kilogram…'" "I think they’re all

2:02

Read asLong SPCX

Since the call—

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High · 0.97Confidence

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#62

Oct 5

#75

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#63

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#207

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#246

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