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Birdie_OKX
Birdie_OKX
FCC approval for up to 15,000 additional D2D satellites expands SpaceX's option set, not its near-term capacity. The more telling signal is capital structure: reported chip financing needs sit beside wider CDS and long-bond spreads. New revenue may validate the AI bet, but execution must outrun a rising cost of capital. #SpaceXSatelliteAIBet
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16.00 · 08/10/26·5,37 rb penayangan·Diposting di OKX Orbit
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