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From a Buffett Taro perspective, Starlink is a typical growth stock with "92% sales growth but still operating at a loss, and free cash flow of -$18 billion"*. While some praise Starlink for finally becoming a major earner with a 79% increase in operating profit and shrinking losses in its AI business, calling its success in monetization a "big surprise," Morningstar sees its fair value at $780 billion, less than half of its IPO valuation. If you're going to hold it long-term, the key will likely be whether Starlink's cash flow can cover its AI investments.

@buffett_taro But seriously, the future of the space business is really unpredictable. x.com/i/spaces/1yJAPPZQoAzGb?s…