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Kyle Reidhead | Milk Road
@KyleReidhead
- Analyst & CEO at @milkroaddaily @milkroadai - Helping everyday investors catch technological trends early - Check out my real-time portfolio below
가입 September 2020
2K 팔로잉 중    22.7K 팬
Raymond James reiterates Strong Buy on $SPCX with a Street-high $800 price target! The reason is SpaceX's FAA filing for up to 456 Starship launches and 912 landings a year at Boca Chica At 60 V3 Starlink satellites per Starship, phase one's 100 flights a year means about 6,000 satellites. The full 456 flights means about 27,400 At 100 tons of payload and 100 kW per ton, Raymond James says 100 flights could deploy about 1 GW of orbital AI compute every year That's before counting the Florida pads (44 a year at LC-39A, 76 at SLC-37) and Louisiana's planned $100 billion 10-pad spaceport And Elon confirmed the upper stage catch is coming on the next flight, about 4-6 weeks out Starlink and Orbital Compute are the future products of SpaceX and the competition is many years behind these products (and the ability to deploy them) SpaceX is building the strongest moats in the world and that's why the stock deserves to be much higher than it is today
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