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2026-10-04 – 2026-10-10
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我在股价大概120的时候清仓了所有的正股SATS,因为对它失望,SpaceX上市后它的价值也没有被市场认可。
如果他不争气IPO上市6月12号当天之前他都没有办法来到140以上的位置呢,那么我会在IPO当日盘后作为最后的决战时间点进行清仓。
EchoStar's whole market cap today is about 40 billion dollars, which means the market is essentially valuing all of EchoStar's other businesses, the satellite TV, Boost Mobile, remaining spectrum, cash at roughly zero. I think that's an opportunity Wall Street is already calling EchoStar a space-themed hedge fund. If you want concentrated levered exposure to SpaceX through a stock you can actually buy today, well, EchoStar is the cleanest way to do it.