11–20 of 48 posts
Like every other group, there is some amount of groupthink happening with Wall Street analysts. They all came to similar incorrect conclusions because they are working with similar information using similar techniques towards similar goals. This creates a level of bias, even if banks didn't have incentives to write bullish projections. Getting a diversity of opinions doesn't mean talking to 10 experts in the same fie…
They're launching like 150 rockets a year or something like that? It's bananas. They have star link too.
Honestly, I think people are asleep at the wheel with the valuation and shorting it seems stupid. They have the star shield thing, and hypothetically point-to-point QRF systems for governments with star ship. Then there's space data centers.
I know people gnash their teeth at that, but I'm pretty convinced the ass-pain associated with getting a data center constructed on the planet with all the NIMBY stuff will be will incentivize space data centers too.
Earlier quoted context omitted.
Yep. Keesian Beauty Contest! (Dear Reader, if you have no idea what that is, it's a good idea to know about in my opinion)
Emperors new clothes.
Like every other group, there is some amount of groupthink happening with Wall Street analysts. They all came to similar incorrect conclusions because they are working with similar information using similar techniques towards similar goals. This creates a level of bias, even if banks didn't have incentives to write bullish projections. Getting a diversity of opinions doesn't mean talking to 10 experts in the same fie…
SpaceX is literally the only company that has a reliable partially re-usable launch vehicle, and they're probably going to be the only company with a fully re-usable launch vehicle. Nobody else except maybe for some chinese companies and kind of RocketLab is even close. They basically have a monopoly... They're launching like 150 rockets a year or something like that? It's bananas. They have star link too. Honestly,…
Earlier quoted context omitted.
SpaceX is literally the only company that has a reliable partially re-usable launch vehicle, and they're probably going to be the only company with a fully re-usable launch vehicle. Nobody else except maybe for some chinese companies and kind of RocketLab is even close. They basically have a monopoly... They're launching like 150 rockets a year or something like that? It's bananas. They have star link too. Honestly,…
Any idea how they're handling the space data center heat problems? Energy harvesting in space is easy, while getting rid of heat is quite hard.
https://youtu.be/DCto6UkBJoI?si=opcoaBEqKmw4LCrF
Anyway, I think sun synchronous orbit (basically slightly off from polar) and pointing the solar panels toward the sun and the radiator away... It's not as far fetched as people would have you believe.
Earlier quoted context omitted.
It’s not about fundamental value, it’s about how rational everyone else is.
Yep. Keesian Beauty Contest! (Dear Reader, if you have no idea what that is, it's a good idea to know about in my opinion)
Que? Market analysis thinks SpaceX sucks as a stock. Heck, it goes against all my value investing instincts for me to even have 2% of my net value in it. To be fair however, 15% of my net value came from Tesla. I obviously have brain worms.
https://www.msn.com/en-us/money/topstocks/wall-street-is-bul...
Like every other group, there is some amount of groupthink happening with Wall Street analysts. They all came to similar incorrect conclusions because they are working with similar information using similar techniques towards similar goals. This creates a level of bias, even if banks didn't have incentives to write bullish projections. Getting a diversity of opinions doesn't mean talking to 10 experts in the same fie…
SpaceX is literally the only company that has a reliable partially re-usable launch vehicle, and they're probably going to be the only company with a fully re-usable launch vehicle. Nobody else except maybe for some chinese companies and kind of RocketLab is even close. They basically have a monopoly... They're launching like 150 rockets a year or something like that? It's bananas. They have star link too. Honestly,…
You can build solar panels practically anywhere with enough daylight. Space data centers will never make any sense and it's clearly bait for people who will believe anything.
Earlier quoted context omitted.
SpaceX is literally the only company that has a reliable partially re-usable launch vehicle, and they're probably going to be the only company with a fully re-usable launch vehicle. Nobody else except maybe for some chinese companies and kind of RocketLab is even close. They basically have a monopoly... They're launching like 150 rockets a year or something like that? It's bananas. They have star link too. Honestly,…
Any idea how they're handling the space data center heat problems? Energy harvesting in space is easy, while getting rid of heat is quite hard.