3/5 🧵 Could SpaceX hit $5T? If Starlink becomes the backbone of global connectivity (internet, mobile, IoT) and orbital AI data centers materialize, the TAM (total addressable market) is unprecedented. Recurring revenue at scale, high margins, zero terrestrial infrastructure costs. SpaceX IPO rumors point to a $1.5T valuation target for 2026 per MSN. $5T is a stretch, but not fantasy if the next decade delivers.
5/8 🧵