The David Lin Report · Thursday, July 2, 2026
Chris Galipeau advises that evaluating a company like SpaceX for investment requires a long-term commitment (5-10 years) and strong belief in its vision, such as orbital data centers and Starlink. He highlights the difficulty in building a reliable financial forecast due to the company's nascent stage and reliance on Elon Musk's leadership.
“So in order to buy this is not an endorsement for SpaceX or complaining against it but in doing the fundamental analysis on a company like that you have to be willing to own the stock for five or ten years and you must believe”
“uh in what they're trying to do I E orbital data centers right primarily driven now revenue wise by Starlink but expanding into orbital data centers”
“And you've got to believe in Musk right who is a you know he's brilliant he's a disruptor”
“but you want to build a profoma income statement for that company Good luck right because it's very tough to have any visibility out you know past a year never mind five to ten”