> Thesis makes sense structurally but timing is the whole game here.
RKLB and ASTS both down ~30% from their late-May highs as of this post. That's either the entry or the beginning of a deeper unwind.
No S-1 filed yet means you're sizing for patience, not conviction. If
"A Thematic Bet for the Coming Space & Satellites Meta"
// a risky & interesting play on the coming Space & Satellites Season
recently, the markets has been telegraphing that the biggest space meta in recent times is coming.
the $spcx ipo has elon's full and undivided
