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Farzad
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Newsletter
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69420
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Digest
Home
About
Newsletter
Store
69420
Login Account
Brazil Clears Six Spectrum Bands for Starlink Direct-to-Cell — But Only Through a Carrier
Farzad Exclusive 7/6/26 Farzad Exclusive 7/6/26

Brazil Clears Six Spectrum Bands for Starlink Direct-to-Cell — But Only Through a Carrier

Anatel’s July 2 allocation of six secondary mobile bands hands SpaceX a regulatory opening in one of its largest markets, yet a mandatory Brazilian carrier partner and 90 days of pending technical rules leave the business case unresolved.

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SpaceX Debuts Public With 4% Float as Retail Gets Slivers and Starlink Storms Mainstream Ads
Musk & Strategy Farzad Exclusive 6/16/26 Musk & Strategy Farzad Exclusive 6/16/26

SpaceX Debuts Public With 4% Float as Retail Gets Slivers and Starlink Storms Mainstream Ads

A thin tradable float, staggered lockup releases starting in August, and a sudden Starlink advertising blitz across the NBA Finals, UFC, and T-Mobile push notifications reframe SpaceX as a multi-revenue ecosystem the moment it hits the open market.

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