SpaceX-sentiment upside via linked deals.
Echostar is the preferred backdoor play if SpaceX sentiment creates a pop, since DISH has deals linked to the ecosystem.
The strategy is to use Echostar for “backdoor exposure,” since it has deals connected to the SpaceX/Starlink style theme. The claim ties near-term upside to continued market attention into the IPO window and expects DISH to “do very well.”