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Investor summaryBullish
Author views RKLB and ASTS's discount as a buying opportunity, expecting SPCX's pump to rugpull and funds to rotate back to competitors.
Bull points
- SPCX's current pump is expected to end in a rugpull, leading to capital rotation back to competitors.
- SPCX's technology is unlikely to be disruptive enough to render competitors irrelevant.
- RKLB and ASTS are currently trading at a discount, presenting a buying opportunity.
Post body
SPCX is going to the moon today but look at the losers… it’s all the competition. Everything from RKLB to ASTS is going for a discount today and I feel like this could be a buying opportunity, once the rugpull happens on SPCX. It’s unlikely that tech at SPCX is so disruptive that it makes these other companies irrelevant. Once hedge funds pull their money back, likely it’s gonna be reinvested in the other space stocks.
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