Linked trade ideas span 9 sources.
Bullish: SpaceX uniquely positioned with fully integrated stack for potential space-based data centers, though economics depend on Earth-based regulatory constraints Bearish: Warning about extreme illiquidity in SpaceX pre-IPO perps with only $300,000 open interest, where a single large trader could completely...
“The only entity that could do it is SpaceX and Elon Musk... they have the whole stack. So they're not paying out margin to other companies. They're fully integrated.”
Sharp Tech with Ben Thompson — An OpenAI Reminder, Netflix’s Expanding Appetite, Q&A on Remote Work, Taco Bell, and Data Centers in Space
The Joe Rogan Experience
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Bankless
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Invest Like the Best with Patrick O'Shaughnessy
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Lex Fridman Podcast
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