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$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 '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
Buy SATS now to get a piece? They took an ownership stake a few months ago in exchange for spectrum licenses. Hence the +500% gain over the past 6 months.
SATS owns $11.1B in shares of SpaceX, but that
No, SATS , it is EchoStar , they have holding in SpaceX already so you'd be investing by proxy
SATS owns a bunch already can buy them monday
Ya I’m long Google and SATS for this reason
I do understand what you’re saying. I’m saying that buying SATS in order to profit off of a theoretical 15% increase isn’t smart. The value of the SpaceX equity is always going to be underrepresented in their value because it’s attached to their core business. The market doesn’t want to buy a risky business just to own some equity in SpaceX that’s attached to it
First off, it’s from any party that holds shares. As I said, SATS could sell their entire stake now if they want. Secondly, like I said, you have no idea what the valuation for SpaceX will be by IPO or what SATS’ core business will look like. Unless you’re buying SATS now hoping that the price will spike ~15% for your theoretical scalp then you’re taking a big risk.
You’re talking about a theoretical valuation for a company that isn’t rumored to IPO for close to a year. You have no idea what the actual valuation will be, what SATS is going to do with their stake over that time or what will happen to their core business.
SATS has already gained around 40% in the past month. Even if I wanted to buy SpaceX at IPO and it was true that the outrageous valuation that is rumored happens I’m not buying a crap business because they were paid in some equity. The risk at this point is too great to consider buying SATS at this point imo.
have SATS cost basis about 80 sold 81 call against it for less than a buck, little did i know expires tomorrow what would you do?
Not sure about SATS but DXYZ no fucking way. That trades way out of nav. BPTRX is a pure play Tesla and SpaceX bet. SpaceX position must be over 30% by now since the valuation went to 800 billion reportably
SATS and DXYZ are more pure spaceX plays.
# $SATS — EchoStar aka **“SpaceX but for people who don’t get invited to private equity parties.”** # 🤡 THE SETUP: SATS GOT PAID IN ELON STOCK. LET THAT SINK IN. EchoStar sold their dusty microwave-era spectrum to SpaceX and Elon didn’t even pay them cash. He literally said: > And SATS said: > So now SATS is just casually sitting on **$11.1B** worth of **SpaceX equity**, which is like finding a Bitcoin wallet in your garage from 2011. # 🧨 MY THESIS (AKA the reason my family stopped talking to me): 1️⃣ SATS is the **ONLY public ticker with a massive SpaceX equity bag** 2️⃣ Retail hasn't noticed yet because they can’t read past 3 sentences 3️⃣ WSB hasn’t pumped it yet because the logo isn’t a dog or a banana 4️⃣ When SpaceX IPO news drops, SATS is going to **orbital velocity** 5️⃣ I YOLO’d every liquid dollar I have because I hate myself # 🐒 THE PLAY: YOLO CALLS + SHARES + PRAYERS I bought calls so deep in the money they’re practically in the Earth’s mantle. Expiration dates chosen using the ancient method known as: > If SATS runs? I retire. If SATS falls? I start a GoFundMe titled “Elon Rugpulled Me.” # 😭 RISKS (YOU WON’T READ THESE): * SpaceX delays IPO until 2049 * Elon tweets something stupid during earnings * SATS randomly decides to be a normal company instead of a SpaceX proxy * I misread the filings because I got my MBA from YouTube # 🚀 CONCLUSION: I have found the **meme stonk of 2026**, the **backdoor SpaceX ticket**, the **degenerate golden ticket** to either financial freedom or financial ruin. I’m all in on $SATS because: # “Why buy SpaceX when you can buy the company that SpaceX paid in stonks???” SEE YOU ON THE MOON OR AT THE UNEMPLOYMENT OFFICE.
Once they start getting paid in SpaceX equity we can talk MDA Space all you want bud until then......buy some SATS before they start calling it the "SpaceX ETF"
Your buying SATS for the SPACEX exposure.... eat a crayon and read the DD
# 🚀🧨 $SATS — THE DISCOUNT SPACEX TICKET FOR PEOPLE WHO CAN’T READ FILINGS 🧨🚀 *I have no idea what I’m doing but Elon does, probably* Alright listen up you walking margin calls. Everybody keeps crying about how they “wish they bought SpaceX early.” Meanwhile SATS is out here holding **ELEVEN. BILLION. DOLLARS.** of SpaceX stock like it’s a Costco sample. Wall Street is acting like SATS is a boomer satellite company. WRONG. It’s basically **SpaceX but with worse customer service**. # 💥 TL;DR for the IQ-challenged: * SATS: “Here Elon, take our spectrum.” * Elon: “Bet. Here’s $11B in SpaceX stonk certificates.” * Market: “Huh?” * SATS: 🚀🚀🚀
I’ve held a small-ish position in PL in my Roth since $4. Best performing stock after GSAT, SATS, and the mag 7. Went in on 300 shares in my brokerage around morning knowing they’d crush earnings. That company is going places.
Just looked at SATS chart...holy shiiiit
$SATS is the only way to buy space X on public markets RIGHT NOW LETS GOOOOO
The valuation of the SpaceX shares is $11B as of when they were bought at the $400B valuation. Arguably, the current valuation (especially with discussions of IPO next year) is higher than when the deal was done. SATS still has cash and other spectrum beyond that. IMO, if you want to play SpaceX into next year, then gradually DCA in.
That’s a tricky one.. SATS has already run a ton, so buying now feels risky, but the SpaceX tie could keep upside if that IPO hype hits.
I mean SATS (Echostar); they own 2.8% of SpaceX stock
SATS is pretty much a pure SpaceX proxy at this point...; that's your gambling play on the upside.
EchoStar $SATS owns 2.8% 11 billion of SpaceX at a 400 billion SpaceX valuation. Here is the book value based on SpaceX valuations. |**SpaceX Valuation (Trillions)** |**SpaceX Valuation (Billions)**|**SATS SpaceX Stake Value (Billions)**|**Adjusted Total Assets (Billions)**|**Adjusted Book Value (Equity) (Billions)**|**Book Value Per Share (BVPS)**| |:-|:-|:-|:-|:-|:-| |**$0.8T**|$800B|$22.00B|$71.84B|$31.15B|**$108.78**| |**$1.0T**|$1000B|$27.50B|$77.34B|$36.65B|**$128.15**| |**$1.2T**|$1200B|$33.00B|$82.84B|$42.15B|**$147.38**| |**$1.5T**|$1500B|$41.25B|$91.09B|$50.40B|**$176.22**| Current $SATS price $93.54 trading $15 under book value based on $800 billion valuation or $82.68 below book value at 1.5 Trillion. I own 1 12/19/25 $90 Call looking at buying some leaps. Google also owns 7.5% of SpaceX
SATS has been printing money just from holding those SpaceX shares alone at this point lol
SATS is the way to play this SpaceX lunacy... SATS should be worth $200 per share at least if SpaceX is worth $1.5 trillion. Currently SATS is trading a bit below $100 per share.
SATS (much of the value at this point being the SpaceX shares they own) up another 6%.
SATS - just straight ripper off SpaceX $800b valuation previously, now they considering $1.5T to IPO. Elon is trying to use this to kill OpenAI's IPO it seems like lmao
SATS is such a fuckin beast man
Nearly ALL of $SATS is SpaceX stock. No need to settle for 9%.
No, the real play is SATS. Thank me later
SATS up 10% because a substantial amount of it is basically a SpaceX tracking stock + WSJ reporting SpaceX doing new funding round at substantially higher valuation.
I have Jan '27 RKLB and SATS calls, let both of 'em cook. These names have so much meme potential
SATS +14%. Musk bought wireless spectrum from Echostar months ago and a large chunk of the payment was in SpaceX shares, making a significant amount of the value of SATS be SpaceX shares. Musk just hinted Starlink might compete against the telecoms. https://www.pcmag.com/news/starlink-mobile-spacex-trademark-filing-hints-at-cellular-carrier-ambitions
Google ownership stake in SpaceX is around $30 billion today but the entire market cap of Google Alphabet is $3.5 billion. Therefore each $1 of Google stock you buy represents less than $0.01 of SpaceX private share, which defeats the purpose of buying a Google for SpaceX. You will be buying Google stock for Google. Echostar had a follow on spectrum deal with SpaceX for additional shares. Their total SpaceX ownership will be $11 billion compare to its market cap of $20 billion. For every $1 in SATS you invest is equivalent to $0.55 in SpaceX shares. This is as good as you will get. Downside is deal won’t close until 2027 and Echostar is heavily in debt ~ $30 billions. Good news is their debt will be completely paid off when AT&T cash-only spectrum deal close next year plus cash portion of SpaceX deal. They also have a bit more spectrum to sell for a few more billions.
SATS has been an absolute dark horse in my port. Added it as part of thematic inviting and it’s sitting nicely at 170% in 4 months.
SpaceX bought wireless spectrum from Echostar (SATS) for $17B. $8.5B of that was in SpaceX stock. SATS has a maret cap of around $20B.
This post didn’t get enough love, $SATS is definitely undervalued rn
I know a trade that went 10,000 to multi millions in one day. On August 25th SATS abruptly went up 70% in one day. Since it wasn’t an earnings play the IV was nonexistent. There were options that went up 50,000%.
EchoStar ($SATS) in [talks to sell spectrum to Verizon](https://www.reddit.com/r/SATS_ECHOSTAR/s/Ui9i2kzM34) In last month SATS sold spectrum for $23B to AT&T, $19B to SpaceX ($8.5B in SpaceX stock) and probably another $10-$15B to Verizon.
PL, SATS, IRM, and the mag 7 continue to be some of my favorite Roth investments. Continuing to add while I gamble away all my money on weed and mineral stocks in my brokerage
Bro, just YOLO your portofolio on 0dte calls, go to r/wallstreetbets , post loss porn and it’s done. If you see value in SATS then I envy the reality in which you live.
SATS was not performing and it sold it’s nr 1 asset thus ghe massive injection of cash. What other arguments you want?