Fundamentally, Im interested in @SpaceX as close to $100 as I can get. Will start nibbling sub $120. IMO, @Tesla x @SpaceX is gonna get pushed rapidly ahead of the upcoming Democratic legislative branch -Ultimately, SPCX has moat, revenue and no serious competition. Its not going to die, its just more likely to face anti-trust litigation after 2028 similar to Ma Bell in the 1970s -Data centers in space start to look more attractive as tax credits disappear, power costs rise, unionization is pushed and noise restrictions begin. @elonmusk's decision to build out a Spaceport in Lousiana + their Memphis, TN data center will protect moat from today's blue wave -SpaceX has significant remaining share-supply risk through mid-2027. The Dec 8th unlock could create near-term selling pressure, particularly if valuation remains elevated or early investors seek liquidity.