πππIf I can only pick 1, I would choose A: Space X because Star link is the ultimate moat. I am choosing Space X because it practically owns the sky, prints recurring revenue and has zero real competitors. Space X is also the company that powers global communications and executes well like a machine.
Space X: Its moat is orbital. The upside is interplanetary and its story is generational. Because if I am going all in, I might as well pick the one that can literally leave Earth.
If Space X IPOs, it won't just be a stock. Space X will be a global infrastructure play wrapped in a Sci Fi narrative.
@Tiger_SG @Tiger_comments @TigerClub @TigerStars @CaptainTiger
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