𝛼SK or Searchbullish
The Next S-Curve May Leave Earth
SUMMARY
- I have been thinking a lot more about space lately.
- Not in the vague, sci-fi way where every chart goes up and every company with a rocket render becomes investable. That is usually how people lose money in frontier markets.
- The farther away the revenue is, the easier it becomes to confuse imagination for underwriting.
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- The Next S-Curve May Leave Earth10 Jun 2026
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