Starship flight 13 success and Elon Musk's confirmation of the Starship catch plan reinforce my view that SpaceX's orbital moat is intact.

Starship flight 13 success and Elon Musk's confirmation of the Starship catch plan reinforce my view that SpaceX's orbital moat is intact. Recent noise and HSBC predictions don't threaten this moat. I'm 99.5% sure that SpaceX's orbital infrastructure will continue to expand, ignoring stock theater.

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