SpaceX and Starlink Everywhere

The idea

I believe Starlink becomes the default connection everywhere, from rural homes and planes to ordinary phones, so SpaceX sits at the core alongside the partners that make satellite-to-phone work: T-Mobile and STMicro. A longer-dated leg bets on data centers moving to orbit, through names tied to satellite compute and launch. Tesla rides alongside as a possible merger case, with any position trimmed back if it grows past a set share of the mix, and a slice of cash held in reserve throughout.