“in the last half of twenty twenty six, Starlink's actually going to be releasing the V3.”
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Starlink V3 satellite is publicly announced as released or deployed by end of 2026
Daniel predicts Kaspi's dividend yield will compress to 6-7% from current 8%, implying 25-40% upside.
Jason predicts SpaceX stock will be down approximately 50% in five years.
Jason reports SpaceX's $60 billion all-stock acquisition of Cursor will close in Q3 2026.
Daniel projects Kaspi will deliver over 20% annual returns for the next five years assuming 11% revenue growth and flat margins.
Daniel cites Helix Bank's forecast that Kazakhstan's tenge will weaken to 600+ per dollar by end of 2027.
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