$SATS

4 theses

bullish 100%neutral 0%bearish 0%

Avg return (3d)

-3.4%

Win rate (3d)

25% (4 resolved)

1d 3d 1w 1m 3m 6m 1y

Past performance does not predict future results. Informational only, not investment advice.

Recent theses

Prices as of Jul 24, 4:59 PM ET

$SATSDDbullish

u/lilwolfwithdiarrhea · 38d agono track record yet

Long SATS $130C exp Sep 1

The ultimate SpaceX IPO backdoor: $SATS is severely mispriced right now

SATS owns ~$41B worth of SpaceX shares while trading at $33-34B market cap, plus receives $22.65B from AT&T spectrum deal closing next month. With 60%+ short interest on free float, heavy debt reduction, and likely buyback catalysts, the stock is severely mispriced and set for significant upside.

At post $112.06Now $103.92-7.3% since postedas of Jul 24, 4:59 PM ET

1d-2.6%

3d-2.6%

1w-7.3%

1m-14.3%

3m—

6m—

1y—

original post →

$SATSDDbullish

u/Owdy · 39d agono track record yet

Long SATS

$SATS: $36B Market Cap, ~$53-60B SpaceX Stake & One of the most shorted sp500 stocks

SATS trades at ~$36B market cap despite holding a ~$53-60B stake in SpaceX (valued at $2.67-3T), plus Hughes, Boost Mobile, and spectrum assets. The market appears to unfairly discount the company by ~50%, and as SpaceX's valuation increases, this arbitrage gap widens further. With high short interest and upcoming cash from T to address debt concerns, the stock is significantly undervalued.

At post $120.97Now $103.92-14.1% since postedas of Jul 24, 4:59 PM ET

1d-7.4%

3d-9.8%

1w-14.1%

1m-20.6%

3m—

6m—

1y—

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$SATSDDbullish

u/Katalystor · 54d agono track record yet

Long SATS $170C exp Jun 18 · 400 contracts

SATS: THE REGARDED MAN'S SPACEX BACKDOOR YOLO 🚀🌕💎🙌

EchoStar holds 2.2% of SpaceX valued at $39.6B, implying $137 per share intrinsic value from SpaceX alone; current price of $127 means the rest of EchoStar is free. SpaceX IPO at $1.8T+ combined with SATS short interest and retail FOMO will drive significant upside and gamma squeeze.

At post $127.42Now $103.92-18.4% since postedas of Jul 24, 4:59 PM ET

1d-3.0%

3d-2.2%

1w-8.5%

1m-20.3%

3m—

6m—

1y—

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$SATSDiscussionbullish

u/FSOHelp · 80d agono track record yet

“$135 calls”

What's the best way to gain leverage before the SpaceX/Anthropic IPO frenzy? Let's put our heads together

EchoStar (SATS) is set to acquire $11B worth of SpaceX stock through a spectrum deal, providing leveraged exposure to SpaceX's upcoming IPO. Author is betting on a meaningful valuation bump from this SpaceX holding when the IPO frenzy hits, despite acknowledging the company is otherwise struggling.

At post $125.75Now $103.92-17.4% since postedas of Jul 24, 4:59 PM ET

1d-2.5%

3d+1.1%

1w+5.9%

1m-7.5%

3m—

6m—

1y—

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End of results.