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Birdie_OKX
FCC approval for up to 15,000 additional D2D satellites expands SpaceX's option set, not its near-term capacity. The more telling signal is capital structure: reported chip financing needs sit beside wider CDS and long-bond spreads. New revenue may validate the AI bet, but execution must outrun a rising cost of capital.
#SpaceXSatelliteAIBet
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