The August dump will be 4X the shares already in the wild.
So, from 1% of market cap to 2%?
Spread over shareholders who still hold north of 90% of the company?
Meanwhile, China is making great strides in VTVL and much cheaper, open source LLMs. The EU is eager to find home grown or at the least not-American tech solutions.
China (and India and Brazil, among others) are all making huge investments in aerospace. The EU is certainly making a lot of noise, but because everything is privatized to fuck, what you're left with is guess like Richard Branson paddin wallets while programs like the FCAS flounder.
Every headline makes SpaceX look less and less likely to make ANY profits
Starlink is still the modern word in satellite communication. That's worth a few hundred billion on it's face.
Will this advantage last? Idk. Probably not, but maybe.
At a minimum, if you want to be friendly with America, you'll need to buy from Musk.