My long-term $ARM Holdings(ARM)$ calls are up 680%+ in this screenshot.
And I’m approaching $SpaceX(SPCX)$ with a similar playbook.
I waited for the pullback after the IPO, started buying around $110, and kept adding.
My $SPCX shares now average around $115, up roughly 50%, while my December 2028 calls are up nearly 68%.
Here’s what gave me the conviction to keep holding. 👇🏻
🛰️ Long-Term Demand
In May, SpaceX won a $4.16B Space Force agreement to develop satellites capable of tracking airborne threats globally.
That came on top of a national security launch contract with an anticipated value of nearly $6B.
These aren’t one-quarter catalysts.
They represent years of potential work ahead.
SpaceX still has to execute and deliver, but having that level of contracted demand provides meaningful visibility.
🌐 Then There’s Starlink
Starlink’s connectivity revenue grew roughly 66% YoY in Q2.
And SpaceX controls another important piece of the equation:
Its own reusable launch infrastructure to put those satellites into orbit.
That combination of government demand, Starlink growth, and reusable launch infrastructure is what gives me the conviction to think beyond the next few months.
The goal isn’t to catch every move. It’s to build a position when the setup makes sense, then give the thesis time to work. 🚀
Markets are always moving - and sometimes, the best move is knowing what works for you.
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