| Window | Theses | Resolved | Wins | Win rate | Avg return | Median return |
|---|---|---|---|---|---|---|
| 1d | — | — | — | — | — | — |
| 3d | — | — | — | — | — | — |
| 1w | — | — | — | — | — | — |
| 1m | — | — | — | — | — | — |
| 3m | — | — | — | — | — | — |
| 6m | — | — | — | — | — | — |
| 1y | — | — | — | — | — | — |
Past performance does not predict future results. Informational only, not investment advice.
The market overreacted to SpaceX's satellite news. SpaceX faces years of regulatory hurdles and massive capex requirements, and the economics of direct competition are weak. Partnership makes more strategic sense, and Musk's track record of abandoning projects suggests the telco threat is overstated.
The market overreacted to SpaceX's satellite news. SpaceX faces years of regulatory hurdles and massive capex requirements, and the economics of direct competition are weak. Partnership makes more strategic sense, and Musk's track record of abandoning projects suggests the telco threat is overstated.
The market overreacted to SpaceX's satellite news. SpaceX faces years of regulatory hurdles and massive capex requirements, and the economics of direct competition are weak. Partnership makes more strategic sense, and Musk's track record of abandoning projects suggests the telco threat is overstated.
End of results.