Very rarely do I get tempted to do short selling, but this @Delta / Starlink situation has got me thinking
Bearish on $DAL
Not financial advice and I have no position
But it seems clear this is going to be a major blow for their reputation
Starship reached orbit for the first time on Monday. One of my favorite potential use cases is launching the next generation of space telescopes faster and with far fewer constraints.
Today, engineers designing the largest space telescopes face extreme mass and volume limits
If Tesla could make money with its robotaxis, it wouldn't sell them to third parties. That's the tell.
It's the "appreciating asset/Tesla network" claim all over again. I've been reporting on Tesla long enough to see the pattern.
Now, look at who is taking the bait: a zombie
