Reddit Posts
$SATS booming. Why? DISH had 40% short interest prior to merge. Short brokers got trapped
SATS taking Off after heavily shorted!!!
$OZK will probably explode very soon, their revenue share and bridging are best on the market
Conventional wisdom says you should invest in companies that you have had a quality, personal experience with. Should you short the others?
To all the ASTS haters, you're going to lose money anywhere you go, even the ocean!
ANOTHER AWESOME SHORT SQUEEZE IDEA... $SATS
Stacking SATS -Oslo Stock Exchange!
Supergem lowmarket cap low total supply with BTCB rewards
EchoStar (NASDAQ:SATS) Short Interest Data Current Short Volume 6,830,000 shares Previous Short Volume 6,120,000 shares Change Vs. Previous Month +11.60% Dollar Volume Sold Short $180.93 million Short Interest Ratio / Days to Cover 11.1.
Mentions
SATS why are you not dropping? Please go down to $100
Aside from SATS, which I think everyone agrees was the most surprising additon, each company is growing top line 20-60% and all profitable with growing bottom line. This is why most people lose to just SP500. These new additons are adding value, yet you would just want to discard them with some lazy "AI/tech name". Do have any idea on their financials, what they do, and why their revenues (and stock prices) are booming? I own VOO, SPY (from before VOO existed), and the 3 other individuals VRT LITE COHR and did my DD on all of them.
They probably wanted to add ASTS but fatfingered SATS
SATS never should have been added to the SP500 but and SpaceX shouldn’t be added either but even if it does there won’t be a “rug pull”. SpaceX could be added and then go to $0 and the SP500 would only drop like 2%
How did $SATS gets added to the sp500 if they didn't have 2 profitable quarters? Isn't that a requirement?
SATS never should have been added. Virtually all of their value is in holding SpaceX shares from selling their spectrum last year. How can you add a company to the SP500 that is only valuable due to holding a completely separate business’ shares?
Actually curious as well cause I thought the same, spot checked AI explanation. While S&P Dow Jones Indices generally requires a positive sum of the previous four quarters of earnings, SATS qualified due to the following factors: * **Non-Cash Impairment Carve-outs**: The $14.5 billion net loss reported by EchoStar for 2025 was primarily due to **$17.6 billion in non-cash asset impairments** and network decommissioning expenses. The S&P Index Committee often focuses on **operating profitability** and may adjust for one-time, non-cash charges that do not reflect the core business's viability. * **Operating Stability**: Excluding these massive non-cash impairments, EchoStar's core satellite and wireless operations showed improved clarity, with connectivity expenses projected to decline materially in 2026. * **Market Cap Dominance**: As part of the March 2023 quarterly rebalance, S&P aimed to make the index more representative of its **market-capitalization range**. SATS had become "oversized" for the S&P MidCap 400, making it a logical candidate for promotion despite accounting noise. * **Committee Discretion**: The S&P Index Committee is not a mechanical rule-follower; it is a **confidential group** that has the ultimate authority to grant exceptions if they believe a company is a major representative of the U.S. economy.
How did SATS get included, thought recent earnings had to be positive.
How is SATS in when they haven’t been profitable?
Seeing SATS in the list is super surprising
SATS also added. MTCH, MOH, LW, and PAYC are out. https://preview.redd.it/unlb6cnt3ing1.png?width=1020&format=png&auto=webp&s=d6fac9961771a4c1222a831e0df872ae9dd023be
I heard RKLB is motley fools high conviction stock. I wish I had held from under $10, but who can justify buying it over $100. Same with SATS.
Got in early on SATS. Feeling good right now.
Is that why SATS jumped? I treat it as SX proxy given it's 33% SpaceX stock by market cap.
SATS I love you. Calls please don’t fail me
First and foremost: over the last year, I've become much less interested in actual earnings reports, only in that they do happen at prescribed dates and times. What I AM interested in, is answering these two questions: 1. Which direction will the stock move at open? 2. How big of a move will it be? These two questions don't seem to be answered by the actual earnings announcement, but might be answered by a number of other factors, including PE, funds, recent price and volume, IV skew, sector rotation, etc. This has been an ongoing experiment/development that I am now posting about. As for SATS: I approached SATS with a bearish bias after evaluating the chart. But on reviewing more closely, I shifted to a bullish bias. Recent massive interest from more funds, and when you buy SATS you are de facto buying into SpaceX. The way it's setting up today looks like a pop on Monday. Though if taco blow-ups Iran over the weekend, that may affect Monday...
Curious on your catalyst that SATS will do well with outlook/eps despite being associated with declining satalite companies and boost mobile?
Closed today - Puts: PAR +254%, CRI +182%, FLUT +120%, DUOL +107% Opened today - Calls: SATS *Disclaimer: Buying random letters in the intertube is not recommended. This is not a vice. Or is it?*
Closed today - Puts: PAR +254%, CRI +182%, FLUT +120%, DUOL +107% Opened today - Calls: SATS *Disclaimer: This is not a vice. Or is it?*
Their value lies in the spectrum frequencies they own. Study what happened with SATS and TSLA.
Anyone got some insight for SATS?
Those motions are all like “LET IT DROP MORE SO I CAN STACK MORE SATS!!” lol
If you want SpaceX exposure, just buy SATS.
MSFT's -25% is brutal, but [$SATS](https://aimytrade.io/s/SATS?utm_source=reddit&utm_medium=comment&utm_campaign=smallstreetbets&utm_term=SATS&utm_content=variant_1771394665277_6qoh1) holding -4% through Berkshire trimming Apple and everyone rotating into experiences economy is worth watching.
If you want SpaceX buy echostar (SATS).
AST SpaceMobile (ASTS), EchoStar (SATS), and Viasat (VSAT). Other notable companies for space-based connectivity, data, and launch services include Rocket Lab (RKLB), Planet Labs (PL), BlackSky Technology (BKSY), and Redwire (RDW).
Goddamit dude. It CAN be 20, it CAN be 30 or whatever else it wants to be. The fact that the SATS spectrum cost this much and that ASTS bought Ligado for pennies doesn’t mean shit. If the market corrects, it takes it down with it. If they keep their mouths shut about the unfolding and virtually everything else, the market takes the stock down too. God damit dude, there’s hundreds of examples of mispriced stocks and so what?
How much translates the valuation of SATS SapceX stake to the 1.5T assumed valuation?
SATS current market cap = $32B SATS market cap before SpaceX hype = $5B SATS equity in space (2.8%) * 1T valuation = $28B where’s the upside? Same with SKM, ~8B market cap before hype + $2-3B = current market cap of ~11B.
So should I just take a leap on SATS?
https://www.ainvest.com/news/spacex-xai-merger-rumors-catalyst-echostar-valuation-uncertainty-2602/ Good points.. In case as per article they redo the SpaceX valuation it’s gonna hit the SATS..
this is some next level hopium but i actually dig the logic on SATS, didn't know they had that much spacex exposure the SKM play is interesting too, korean telecom with anthropic stakes sounds like the kind of weird angle that could actually print. though calling MSFT a "23% discount" when it's been trading sideways for months feels optimistic your strike prices are pretty aggressive though, especially that $600 MSFT call lmao. but hey if these IPOs actually drop this year and the hype train gets rolling you might be onto something
"One company is SpaceX with a 34.6% exposure. " SATS is heavily SpaceX. As others have noted, DXYZ trades at a substantial premium although the current high premium is somewhat better than the absolutely absurd premium this traded at for a while. There was a huge decline in this last year and it's still trading at a meaningful premium to NAV.
This was my response to another poster a couple of days ago and still same in terms of broad baskets: Selected tech (Japanese suppliers, memory, optics, semicap/semis) but that's even run so quickly opportunities have largely run dry. Have started trimming some memory exposure, which I won't time right but has gotten absurd. If I'm not buying anymore at this point and I don't see it as a long-term holding, I'm very, very gradually trimming. Defense (largely in other countries) AI power (turbine names, BE, etc) Hard assets, some US listed names but a lot in various other countries and via ETFs. Copper miners, uranium miners, aluminum, metal recyclers, gold miners, royalty plays, oil/gas + pipelines, etc etc etc. A lot of this stuff has already run a lot YTD. Commodity futures ETFs would also go in this basket. Biotech. I continue to enjoy dabbling in biotech and have done well with it, although keep it to a reasonable allocation. Financial markets names. (CBOE, etc.) Other odds/ends that don't fit in the baskets above (not as much here as there sometimes is; SATS for example is one.)
As a SATS holder this is very annoying
AI is an infinite cash drain with no end in sight SpaceX is a cash cow I'm not familiar with ways to synthetically invest in xAI but if you own SATS for example as a way of getting SpaceX exposure, you can see what the market sentiment of mixing these two companies is like...
Just a reminder SATS owns 3% of spaceX and you can get in before the IPO
> What other countries? Companies/stocks based in Australia, Canada, Mexico and a bit of Latin America (I should probably be looking further at Latin America.) There is a point - and I'm about there - where I will probably stop with further allocation to real assets unless things go further South. I think that there's a lot of validity to owning real assets in the years ahead but I don't want to go full "the dollar will collapse!"-style putting everything into that because I don't see that as likely (I do see the world as likely in the midst of potentially lasting negative change but I see it as negative, not apocalyptic), nor do I want to be entirely reliant upon one playbook. AI is still absolutely a theme of interest (not only in terms of technology, but ai-adjacent themes like power) but to me it's still very much about where companies are spending rather than about who is doing the spending. The where has changed and evolved a little over the last couple of years but that's still what's doing best. Meanwhile, if you look at MSFT (down 7% this morning), it's been outperformed over the last 5 years by a lot of boring things. Maybe it's just me but if something is a growth tech play and things like Walmart and the parent company of Chili's have outperformed it over the last 5 years, that's...not great. Maybe all this spending eventually results in a giant payoff for things like MSFT and we get a flip back to investing in the spenders instead of where they're spending, but 2-3 years of so-so returns is a lot of opportunity cost while other things (semis, even boring contractors like FIX - the latter has outperformed even NVDA over the last 5 years) have largely flown higher. "Would like to hear about others that don't fit into the baskets" There's less than there used to be. Couple of examples: I have done well with generic drug co Sandoz - boring name but has worked and generic GLP-1s start next year in some countries. I bought SATS last Fall shortly after the deal that involved SpaceX stock because I thought there would be demand for something that was heavily a SpaceX tracking stock. As there's been more discussion of a SpaceX IPO in the last month or two, it's taken off more. If we really go towards a scenario where the dollar continues lower and investing in resources becomes clearly a multi-year thing, I can imagine investing more in various resource country economies (airports and other infrastructure, perhaps staples, etc.) Some of that stuff has already done well in recent years but if resources turn into a multi-year theme I could see further tailwind. Sometimes with themes, I have a primary focus but then that primary focus becomes too much and it spills over into complentary subcategories. Really, when I talk about themes/baskets, it really is sort of an ETF of my own creation within a broader portfolio. It's not just owning metals and miners, it becomes owning something like Sprott or metals recycling companies and I owned FCFS (largest pawn shop owner) for a little while on the idea of how much prec metals are being transacted there. Something like data center power is never just one thing but a basket of complimentary/varied things. Lastly, I have no problem removing/reducing large chunks of my portfolio if a theme turns or new information/events happen that are negative in a lasting way or some other theme becomes more compelling. I am ab-so-lutely not always right by any means but I am not someone who sits with something that isn't working and goes, "the market just doesn't get it." Sometimes that's right sometimes that's wrong but for me everything is potentially some sort of learning experience. The market post covid imo moves a lot faster. I am relatively happy YTD because of positioning I started putting into place months ago, but at the same time I'm now sitting here thinking about what does 6 months from now look like and does that require positioning changes? "Thanks for your ideas! Your posts make a lot of sense to me." Thanks! I really appreciate that.
SATS Echostar holds 50%
SATS is the way. They own 2.8% of spacex..
SpaceX ipo potentially June. https://www.reuters.com/science/spacex-weighs-june-2026-ipo-15-trillion-valuation-ft-reports-2026-01-28/ long SATS
Here we go tards... The secret is out today - been trading a lot in the emerging tech space. For those interested in getting exposure to some of the bigger names coming out: 1. SpaceX: Buy SATS: Echostar owns \~3% of SpaceX through a spectrum sale and is ripe to reap the benefits of the IPO. A disproportionate vlue of its market cap is tied to the SpaceX stock and is considering of of the best tracking stocks for SpaceX. For 2X, you can also buy SATG 2. Anthropic: Buy SKM: SK Telecom holds about \~0.58 % of Anthropic. 23% of the SKM market cap is based on their Anthopic holdings. Ride the wave 3. SK Hynix/Samsung: Buy EWY: South Korea ETF with SK Hynix and Samsung weighing a large component (43%). 4. Boston Dynamics: Buy EWY: Hyundai (which owns Boston dynamaics) makes up 3% of the ETFs holdings. My Positions: \- 310 shares of SATS \- 100 shares of SATG \- 100 x March 20 30C SKM \- 500 shares of SKM
SATS '27 LEAPS are likely one good way to get on the SPACEX hype. I think Elon will try to nail Sam with his OpenAI IPO with his own company.
In theory, yes, but as many others have pointed out, it depends on the rest of the business. Are they losing money elsewhere? How is the land being used? Is it worth the market price? Is management shareholder-friendly and working to unlock the value of the land? These and many more questions can influence your investment decision. As a recent and somewhat related example, SATS owned a lot of spectrum (electromagnetic “land”). However for years they traded far below the value of that asset because it was underutilized and management was unwilling to sell it. Last year, they finally relented and sold the spectrum to SpaceX, unlocking the value and the stock skyrocketed.
Own it but not buying more. In related stocks, I did add a little to SATS yesterday.
BE dip bought earlier as well. In terms of satellite, SATS (much of the value of which is SpaceX shares) green.
I’m not sure why OP is getting slammed here. SATS owns 2.5%+ of SpaceX. The only other way to get into SpaceX is through an ETF with a super high premium. SATS will hit $200 when Space X IPO nears and it’s widely discovered. I anticipate the value of Space X to be 1.5 Trillion when it IPOs. Anthropic, Open AI are all reaching insane valuation in pre-ipo. Retail can get into SATS and play this call option.
#TLDR --- **Ticker:** SATS **Direction:** Up **Prognosis:** Long Shares (User holds @ $119, avoiding calls due to timing) **Thesis:** EchoStar sold spectrum to SpaceX in exchange for equity. SpaceX's private valuation has doubled since the deal, but EchoStar's balance sheet hasn't marked it up yet. Basically a backdoor SpaceX ETF with a cash-rich balance sheet attached. **Wen Lambo:** When Elon IPOs Starlink/SpaceX
#TLDR --- Ticker: SATS Direction: Up Prognosis: Buy Shares (Avoid short-dated calls due to IPO timing uncertainty) The Play: SATS holds ~3% of SpaceX equity which is hidden on the balance sheet due to GAAP accounting rules. Catalyst: SpaceX IPO revealing the true NAV.
Meanwhile, SATS - whose value is heavily SpaceX stock - is up 350% since September.
I’m all in on ASTS, but tbf, SATS hasn’t been doing so bad either. Mostly because they got bailed out by SpaceX. Still, I wouldn’t touch them. Their business model at this point is to sell out their guts for cash and then what?
Dyslexic bought SATS instead of ASTS and is trying to pump it after realizing his error?
Holy shit this is actually a pretty solid DD, way better than the usual "stonks go up" garbage we get here The hidden NAV play is interesting - reminds me of when Berkshire was sitting on undervalued equity positions that weren't marked to market. If SpaceX really does IPO this year and your math holds up, SATS holders are basically getting SpaceX exposure at a massive discount Those 150C Jan 2027 leaps look pretty smart honestly, gives you plenty of time for the SpaceX IPO catalyst to play out
Well done! For 2026 the space play will be $SATS as a proxy for SpaceX. $SATS has $11bn in SpaceX stock at a $400bn SpaceX valuation. IPO expected to be $1.5 TRILLION so massive upside
PSA: You can get SpaceX exposure before the IPO. Don’t have to wait for the IPO. You can already get indirect, pre-IPO exposure through publicly traded stocks/funds that have already entered into ownership stakes within SpaceX. • $DXYZ (Destiny Tech100 – closed-end fund) Holds private tech unicorns. SpaceX has historically been one of its largest positions (often cited in the 20%+ range, depending on reporting). Trades at a premium/discount to NAV, so it’s volatile — but very real exposure. • $XOVR (ERShares Private-Public Crossover ETF) One of the cleanest ways to get SpaceX exposure in an ETF. Roughly ~9–11% of the fund has been allocated to SpaceX private shares via SPVs. Daily liquidity, no CEF premium risk. • $SATS (EchoStar) EchoStar entered a spectrum-for-equity deal with SpaceX that results in EchoStar owning billions of dollars worth of SpaceX stock. This makes SATS a legit public-company proxy with SpaceX equity on its balance sheet. • $GOOGL (Alphabet) Google invested in SpaceX years ago and still owns a small but real stake (~8% at the time of investment). It’s not a SpaceX play, but SpaceX upside is embedded.
Old school SATS up 75% in the last 3 months. Why didn't anybody tell me?
Old man Carl Ichan owns 4,354,542 SATS shares in IEP (25% dividend). Maybe he does have some gas left in the tank.
SATS movement has to be the spaceX equity play right??
SATS for the equity play
Not at all. ASTS still > SATS.
Is there something I’m missing about $SATS? Dish network’s former assets plus a defense comm contract is what I recall reading but I have no clue how that makes them a good investment or what kind of return to expect
Not my best, but I truly appreciate how it just consistently gains value, slowly and surely. We probably bought around the same time. RocketLab, $SATS, and unfortunately Palantir are my top three. Rolls Royce has plenty of momentum to run long and hard though. Glad to hear other people paid attention and are profiting though. My cost basis on the top 3 I mentioned is zero. Anytime a stocks exceeds a few hundred percent I sell to a $0.00 cost basis. I really believe Rolls is THE player in both jet engines and SMR’s. Obviously the latter has more growth potential but, I’m also pretty heavy in turbine motors outside of GE because they effectively have Boeing as their only serious/scalable customer.
Crazy that during grad school a team I worked on studied DISH and made the recommendation to invest driven by the spectrum growth play. If I had the money then and listened to my own advice a $1,000 bet would have yielded 800% growth in two years thanks to the echostar merger and SATS share distribution.
Worst is behind it. The chart is not for the faint of heart, but can’t deny the fact that it has the strongest fundamentals out of all the space stocks out there. TSAT is a no brainer buy at sub cad30. It’s hard to see a catalyst for it to break 37. I prefer MDA, ASTS, RKLB, over the likes of TSAT, GSAT, SATS. Nevertheless, the SpaceX IPO will lift space stocks this year along with the further emphasis on defense spending! GLTA!
Current valuations on the darlings like of RKLB (P/S over 70 with no profits) or ASTS which has no revenue and always behind schedule are just not sustainable. They may There are some growing space companies that still have some reasonable valuations, some suggested MDA Space but it's Canadian. RDW and LUNR are still reasonable (in comparison) and growing fast into space and national security defense. There are some legacy satellites companies but they're all struggling one way or the other mostly because of Starlink, GSAT has a deal with Apple but they're already over-valued based on their prospects. IRDM and VSAT have good defense units, IRDM has very good FCF. VSAT has an activist investor trying to spin off the defense unit. There are others like VOYG and FLY but not very good management. SATS is turning into a holding company after they sold off their spectrum and now own like 3% of SpaceX. Of course you could wait for SpaceX IPO but it's ridiculously overvalued as well considering all the smaller companies eating away at their business.
Wait my bad bro I thought you replied SATS. EXCUSE ME AND VERY SORRY. ASTS IS NICELY SETUP!!
Meanwhile SATS (which is largely a SpaceX tracking stock at this point given how much they own) up 51% in the last month.
You can buy $SATS as a proxy
Hi there. Like someone else said, this is an options sub, so are you planning to use options? If not, post your list at r/stocks, where you might get more meaningful feedback. That said, I'd be happy to see you get long by **buying Calls.** LEAPS Calls specifically, just a year out (no need for more), and 80-delta or higher. Or I wouldn't be mad at'cha for buying just 100DTE, but still >80-delta. Do you know what all that means? If not, here's a book for ya (it's a pdf): [Options for the Beginner and Beyond,](https://www.r-5.org/files/books/trading/schoolbooks/W_Edward_Olmstead-Options_for_the_Beginner_and_Beyond-EN.pdf) by Professor Olmstead of Northwestern University And you just need Chapters 1 through 6, which gets you to LEAPS options. Skip over anything about Puts. Just a couple hours reading. Okay, all that out of the way, are you familiar with the concept of throwing darts at a list of stocks? Or letting a monkey pick stocks? Basically, just random. Let's treat your list like that. You could go full port, 1/7th in each, then "cut your losers and let your winners run." In other words, once you're in 7 positions that were picked at random, if the market is flat to up, you could make that work (I wouldn't fight against a down-trending market though). Pick a loss point (10% of share purchase price works for me), cut tickers that meet it, then throw darts to pick replacements. You might/should get a little better than market returns doing that. Or maybe you get lucky and 1 or 2 of the picks really move (and many of your picks fit that category). But you've taken it a step further and done some research and think these are 'good' candidates. That's good, because it puts the odds in your favor. So buy them and do the same thing, but now your starting point wasn't just a random selection. I can't/won't comment on any of the tickers as *companies*, but I'm a momentum guy, so I look at *charts*. Not T/A, just grab a 5th-grader if have one handy and ask her/him if the chart looks like it's going up. You can do that yourself, of course, but the 10yo won't be influenced by the ideas the financial press and others have imprinted on us. "Is it going up?" is as good of a starting point as anything else. So I plotted your 7 against each other in groups of 3 and 4, then looked at 1-year charts before drilling down to 6 months, 3 months, then 1 month. The one ones I personally might buy right now are: **LUNR** and **SATS** That's just looking at the charts, with no consideration of what the companies behind the tickers are. If you want help with the option plays, let me know. Take care.
There are lots of websites offering buy suggestions and rankings, but you can also create a watchlist of actively managed ETFs to see which are performing the best each day. Then look at their holdings. For example the SPRX ETF is up about 43% for the year and holds RKLB, ASTS and SATS. It also recently added neoclouds WULF and APLD. At the same time it added those two, it added and then dumped neocloud IREN. That doesn't mean the management there is right or wrong, but it offers a data point to any other due diligence you do yourself.
That was last year when production of sats. was low and launch availability seemed scarce. I think they may use India more as an outlet to move birds to space to avoid as much bottlenecking. AST wants sats. In the sky !!! WE WANT SATS. IN THE SKY!!! ASTS knows this for sure😊✌️
IRDM, GSAT, VSAT likely get taken out. SATS is indirect spacex equity
If you’re bullish on satellite and direct to device communications globally, ASTS and SATS should have a ton of upside (especially with the latter currently being an indirect investment in spacex). FRMI has been crushed inside its IPO so 5x will be just over IPO price so I’d say that could be a multiple bagger if they do stuff right
SATS, SLV and MU are my top picks
SATS It'll ride the SpaceX IPO hype.
You're bit late! SATL is next SATS. SATS story is done. Micron too, "sell on news". New kid on the block is SNDK - which just got in the index.
IF you invest in SATS or DXYZ you are literally paying a much higher price for the same spaceX shares you get in the baron partners fund
SATS calls. Can’t go tits up. Boomers gonna pile in
Space theme will be a BIG winner in 2026. They just finlaised Jared Isaacman joining NASA as the new big boss. Expect pro business friendly legislation coming real quick. RDW LUNR ASTS SATS RKLB
$SATS looking good
SATS heading to $150 after they sell rest of spectrum (~$10 billion) to Verizon or maybe SpaceX again.
Who else is opening a position on $SATS as a way to get into SpaceX now?
I'd MUCH rather buy SATS as a SpaceX play than DXYZ still trading significantly above NAV.
In my experience, I've done okay with healthcare IPOs because often times most don't care about anything that isn't exciting/they're not familiar with. You have a time period where people are trying to get allocations of anything going public it seems so maybe that's not even worthwhile in this time frame - we'll see with Medline, which I'm moderately interested in. Overall though, how often have I bought IPOs? Rare/"once in a great while." Nothing against the thread at all, but the kind of "how do we best play IPOs?"/"how does one play earnings reports?" type threads: you really don't have to do either. People feel like they have to always be trading and looking at every ipo and earnings report: you really don't. "Figma, " Figma was a bizarre case of, here's a company that got an offer from ADBE for $20B that was denied by antitrust and then taking it public about a two years later and after the start of trading it was valued at one point over three times ADBE's offer. Why would I want that? Had the business changed in an unbelievably positive manner to remotely justify that sort of increase in valuation? No, and it proceeded to lose an impressive 71% in the few months since. "Taking examples of upcoming IPO’s like SpaceX " People could have invested in SATS when the first SpaceX stock deal was announced a few months ago and been up significantly since. When that deal was announced/afterwards I was surprised that there wasn't more interest at that point. "So, throw your reasoning about what worked and what didn’t worked and how you will play 2026 IPO’s." I'll continue to have some SpaceX exposure via SATS but other than that (and maybe a little bit of Medline before year end) I don't have any interest aside from maybe a bit of Anduril if that went public (although even that would probably build position over time rather than FOMOing on IPO day.)
That's a fair point. I should have included that. Also, SATS (Echostar) holds very large majority of their value in SpaceX stock after trading spectrum for stock/cash. They've been going up fairly consistently since the news stories came out of the valuation and IPO.
$SATS 40% exposure to SpaceX.
Echostar (SATS) also own like $12 billion in SpaceX stock after recent spectrum deal.
SATS still compelling given their significant SpaceX investment, especially in the best case IPO at 1.5T scenario.
SATS is free money regardless of SpaceX
SATS is basically a satellite TV company that happens to have some SpaceX shares, not the other way around. You're paying for a whole bunch of legacy telecom baggage to get exposure to those holdings