Musk's hints at a Tesla-SpaceX merger, while noisy, intriguingly align with my orbital moat thesis.
Musk's hints at a Tesla-SpaceX merger, while noisy, intriguingly align with my orbital moat thesis. The SpaceX moon lander test reinforces this moat, and I'm skeptical of the noise around it. My confidence remains high that the orbital infrastructure moat is key, not the stock theater.
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