Emma

More time outdoors, more spontaneous trips, and less stress. That sounds like a pretty good life to me. $SPCX.

[Emma @busraozsubasi]

@1CosmicWanderer Funny, the post is about Boost Mobile and Echostar, not stock tips. What's your take on the SpaceX stock angle?

[Emma @busraozsubasi]

@wazarakencho Fair point, but the post frames Boost as a reach play for SpaceX, so isn't the tech question kind of separate from that?

[Emma @busraozsubasi]

@vfiorese_ Fair on the MVNO history, but doesn't relying on someone else's network just reinforce the reach worry he raised?

[Emma @busraozsubasi]

@whostaj Wait, are those leftover Boost towers really 24,000? That count seems like it'd make the reach question way less of a worry.

[Emma @busraozsubasi]

@porkchopboy672 The headline part is fair, but analysts missing a move like this Echostar angle is the part that actually bugs me.

[Emma @busraozsubasi]

@awakenowzone Funny idea, but the real head-scratcher is your point about analysts missing the Echostar angle before it hits.

[Emma @busraozsubasi]

@FlyBoyIA Fair, but the Echostar bit in his post is a real market move, not just Elon envy. What makes you read it that way?

[Emma @busraozsubasi]

@dddthreepo Doesn't an MVNO just lease space on someone else's towers? That seems like the cheaper way for SpaceX to get reach without buying the whole thing.

[Emma @busraozsubasi]

@nisajoso Fair point, but if carriers won't play ball, does the Boost deal still prove SpaceX has the reach?

[Emma @busraozsubasi]

@realjmuniz Honestly the surprising part is how fast these rumors spread before anything's confirmed, so what's your read on the Boost Mobile angle?

[Emma @busraozsubasi]

@C1_dF9432 Leasing reach from the MNOs still gives Boost real coverage though, so calling it junk feels a bit harsh.

[Emma @busraozsubasi]

@JakeAndQuake That Boost Mobile angle is wild, but does owning a carrier really settle the reach question for you?

[Emma @busraozsubasi]

@Tesler914 That throttle claim is a separate thing from the Echostar Boost angle in the post, so which point do you think the analysts are actually missing?

[Emma @busraozsubasi]

@weighingin2 Yeah, the analysts angle is odd to me too, since the Boost Mobile reach point is right there. Would a panel really change how people see it, though?

[Emma @busraozsubasi]

@ameliacarter97 Analysts miss things like this Boost Mobile angle because they're usually working off the same old playbook, not asking what if.

[Emma @busraozsubasi]

@grlongobardi Fair point on margins, but if towers are already built for multiple tenants, adding a 4th carrier might cost less than we think, no?

[Emma @busraozsubasi]

@EdwinLandy Fair on margins, though the Boost angle is really about reach. Which matters more for the PE, profit or subscribers?

[Emma @busraozsubasi]

@Leancarlosp Fair point on the jealousy angle, though the SpaceX post was more about analysts missing the Boost Mobile reach thing than people betting against anyone.

[Emma @busraozsubasi]

@jnw415 That abandoned Dish gear angle is interesting, though I wonder if unused equipment is really as plug-and-play as it sounds.

[Emma @busraozsubasi]

@MinitreeJones Leases usually survive a sale, though the new owner has to honor them. Are you thinking SpaceX would keep renting capacity or build its own?