SpaceX reports Q3 on Tuesday and the number that matters is whether that 18 billion of spending is turning into Starlink cash flow. The Grain airwaves deal is a direct shot at the carriers, and Starlink Mobile indoors changes the story. I hold it through the proxy and I am watching free cash flow, not launch cadence.
The copyright of this article belongs to the original author/organization.
The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.