Sep. 13 at 12:54 PM
$SATS In the absence of meaningful news flow, risk is largely defined by sentiment toward the broader satellite sector. Regulatory approvals & competitive pressure, particularly from operators like Starlink, further shape the outlook, which otherwise offers little beyond standard industry uncertainties.
#RKT Notes: The Redfin purchase. Fifty million monthly visitors now feed into a mortgage machine already chained to rate cycles. A funnel. Falling rates. Rates down, volumes up. This is the entire “thesis.” It was true yesterday, it will be true tomorrow. Mr. Cooper synergies. They promise
$500 million in “synergies.” Redfin synergies. Over
$200 million projected. Allegedly from cost cuts & cross-selling. EPS boost. Analysts raised 2026 EPS forecasts by 11%. The uptick relies on rate declines & synergies.
