“Why do some RF companies re-rate, while others stay buried?” A SpaceX IPO is a

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“Why do some RF companies re-rate, while others stay buried?” A SpaceX IPO is a

· @NuttyCLD

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“Why do some RF companies re-rate, while others stay buried?” A SpaceX IPO is a clear catalyst for the RF semiconductor sector, but the market will not price every supplier the same way. This piece maps the structure behind that difference.