Andersen Capital Management’s Peter Andersen reiterated a short thesis on SpaceX, arguing that a potential Tesla–SpaceX merger would not address the firms’ core challenges. He also suggested Starlink is SpaceX’s only profitable segment and could be spun off, reinforcing skepticism around the broader business outlook.
Andersen Capital Management’s Peter Andersen reiterated a short thesis on SpaceX, arguing that a potential Tesla–SpaceX merger would not address the firms’ core challenges. He also suggested Starlink is SpaceX’s only profitable segment and could be spun off, reinforcing skepticism around the broader business outlook.
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mildly negative
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