The Orbit Economy

−2.0%

since Sep 21

0forks

The idea

I believe launch costs falling this fast turns space into a normal industry: broadband, earth imaging, defense. SpaceX is the center of gravity, so it anchors the basket, supported by the chip and materials suppliers any space buildout needs. Long horizon, lumpy path.

What would change my mind: Launch cadence stalls or satellite broadband subscriber growth flattens.

What it owns

Launch and connectivity · SPCX

45%

SPCX45% −3.6%

Silicon for space · AMD, MU

25%

AMD15% −0.9%

MU10% +2.7%

Raw materials · COPX

20%

COPX20% −2.7%

Cash · USDC

10%

Held as USDC to add on dips.

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Discussion

No replies yet. Bull or bear, say why.

Curated Takes

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