The funding removes a lot of financing uncertainty, but now investors have to weigh more shares against the growth Iridium could bring. The key question is whether the market has already priced that trade-off in. 👀
# Two-Thirds of Next Year's Capacity Already Sold — Who's Still Shorting Memory?

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  • TimothyBarnes
    ·09-24 06:32
    Feels priced in already. Public dilution math and Iridium growth were on the table fast, so debating that trade-off now feels a bit rearview.
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