What’s the likelihood of SpaceX becoming a generational buying opportunity? Like how Tesla was.

General

(2028–2035): Starship changes economics
Starship becomes fully and rapidly reusable.
Launch costs fall by 90–99%.
SpaceX launches thousands of missions annually instead of hundreds.
Competitors struggle to match costs.

(2026–2030): Starlink dominates
Starlink grows from millions to hundreds of millions of subscribers worldwide.
Annual Starlink revenue exceeds $100–200 billion with software-like margins.

Posted Jul 29, 2026, 12:57 PM UTC

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