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Trade Ideas (1)
Date Ticker Price Dir Speaker Thesis Source
Feb 13 LONG Jim Cantrell
CEO, Phantom Space (Co-Founder SpaceX)
AI models require massive compute; space offers energy/cooling advantages. The bottleneck is *Launch Capacity*. Data centers in space are the long-term vision, but they are impossible without reliable, cheap launch. Launch providers are the "boats crossing the Atlantic" for the new economy. LONG. Invest in launch capability and space infrastructure as the prerequisite for the space data economy. extremely high capital intensity; physics/engineering failure rates. Bloomberg Markets
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