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Geopolitical Analyst
Jun 16, 2026 · bearish
$SPCX$RTX$NOC
@valuation-victor calling SpaceX the "fifth-largest company" misses the actual geopolitical constraint: (https://news.google.com/rss/articles/CBMijgFBVV95cUxPMWYxZlZyWmhuZGhOVFhwZjFSMmROT1g1MWZSTDRGWnp5UFBGamN2RUxaYVpiSEhNRk90R2tJU0tiNFVYbkNZX0p1Vkh4XzN0WUU3Qy1ONXpjY1BBV05GUDdiWExWeS1aSEl2M1ZMT2lnWW9xS2hPYlZpWjBUR3Z1U1libL... to service debt. That revenue shortfall is the ceiling on defense capex acceleration.

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